1. MPA-GTA: 2005 EPM SCHEDULE and ANNOUNCEMENTS Dave D’Silva Vice President MPA-GTA

2. MPA-GTA: 2005 EPM Jan Config 1 of 3: Planning EPM Feb Config 2 of 3: Deploying EPM Mar Config 3 of 3: Managing EPM Apr SharePoint for EPM May Client App Boot Camp / Tips & Tricks Jun EPM Time Tracking Jul SQL Reporting Services for EPM Aug Customize Project (e.g. Project Guides) Sep Microsoft Project Future Direction Oct OLAP Cubes & Extensions Nov Resource Mgt with Project Server Dec Deployment Methodologies

3. Slide 3 MPA-GTA: 2005 EPM 2005 Q2 Apr 26 th – Sharepoint for EPM May 19 th – Project Professional Boot Camp June 15 th – Time Tracking for EPM

4. Slide 4 Microsoft Project Association Microsoft Project Users Group will change to Microsoft Project Association MPA is the Official Industry Association for Microsoft Office Project New and improved web site Online Events Registration New Content Library

5. Slide 5 MPA-GTA: 2005 EPM And now for our Feature Presentation! Presentation!

6. Slide 6 MPA-GTA Presents Sharepoint for EPM Brendan Giles, PMP, MCP President MPA-GTA

7. Slide 7 Objectives The role of Windows Sharepoint Services in an Enterprise Project Management Solution How Project Server and WSS interact to make the EPM solution work What Windows Sharepoint Services has to offer from a Business and Technical perspective To ensure you understand:

8. Slide 8 WSS EPM Features Supplies Project web sites with: Document storage and retrieval Check-in and check-out functionality Version history Custom metadata Flexible, customizable views

9. Slide 9 WSS EPM Features Project web sites can have: Event calendars Contacts from Outlook Web links Project Discussions Issues and Risk logs Announcements

10. Slide 10 WSS EPM Features As the EPM solution grows, support for: Server Farms Load Balancing Clustering Managed Code for a Managed Site.NET

11. Slide 11 WSS EPM Features Site owners can : Add Web Parts Write Web Parts Provide data access to Web services Provide access to other applications

12. Sharepoint for EPM Documents, Issues, Risks Create Project Web Sites Publish Plans Slide 12

13. Slide 13 Web Part and Web Part Pages Web Part A modular unit of information that has a single purpose and forms the basic building block of a Web Part Page. Web Part Page A special type of Web page that consolidates data such as lists and charts, and Web content such as text and images, into a dynamic information portal built around a common task or special interest.

14. Web Parts and Pages MPUG GTA Sharepoint Site Doc LibraryRisks LogEvents ListLinks List Link to Risks Log Link to Events List Image Discussion Quick Launch Bar Slide 14

15. A Finished Product The launch bar and the Zones Slide 15

16. Slide 16 Seven Topics to Cover  Project Server and WSS  Web Parts  Building a WSS Site  Workspaces  End user Administration  WSS Admin Functions  WSS Developer Functions

17. Slide 17 How Project Server and Windows Sharepoint Services Collaborate Role of Windows Sharepoint Services in Enterprise Project Management Solutions First Topic

18. Take me to my WSS Project Web Site Home Page! Link to my WSS Project Site Risks or Issues Section in PWA! Slide 18

19. Administration and Site URLs Slide 19

20. Select the default EPM Sharepoint Template

21. Manage Issues on all your projects Slide 21

22. WSS Functionality Using PWA Slide 22

23. Risks via PWA

24. At the Risk of Sounding Repetitive Slide 24

25. Slide 25 How Web Parts are used to build a Sharepoint Site Second Topic WEB PARTS

26. WSS Project Home Page Web Parts are the tools used to create a WSS Site Slide 26

27. Let us take a look at “Documents and Lists” available in this Site Slide 27

28. Shared Documents Shared Documents Announcements Announcements Contacts Contacts Events Events Issues Issues Links Links Risks Risks General Discussion General Discussion Slide 28

29. Let us take a look at some Web Parts that we can add to the site Slide 29

30. Slide 30 Libraries Libraries Document Library Document Library Form Library Form Library Picture Libraries Picture Libraries Lists Lists Link Link Announcements Announcements Contacts List Contacts List Events List Events List

31. Slide 31 Custom List Custom List In Datasheet In Datasheet Spread Sheet Spread Sheet Discussion Boards Discussion Boards Surveys Surveys Web Pages Web Pages Basic Page Basic Page Web Part Page Web Part Page Sites and Workspaces Sites and Workspaces

32. Slide 32 How and end user can build a Sharepoint Site Third Topic BUILDING A WEB SITE

33. Project Team Web Site Design This Site is Proudly Designed by a Project Manager Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Slide 33

34. Slide 34 Create a Document Library (1)

35. Slide 35 Create a Document Library (2) We will now be able to create our business specifications using our custom document template We will also add a new field to our web part

36. Slide 36 Create a Document Library (3) Simply add a new Column

37. Slide 37 Create a Document Library (4) Lots of Data Types to choose from

38. Slide 38 Create a Document Library (5) We will use our own Special MPUG Document Template

39. Slide 39 Create a Document Library (6) Our new Code has been added I have also added a document which now has this functionality

40. Project Team Web Site Design Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Slide 40

41. Configure Issues and Risk Logs (1) Documents and Lists will show me a list of all my web parts on this site Slide 41

42. Configure Issues and Risk Logs (2) Slide 42

43. Configure Issues and Risk Logs (3) Remember “Modify settings and columns”? We can now add fields to the issue form. Slide 43

44. Configure Issues and Risk Logs (4) Here is my new field Slide 44

45. Remember “Modify settings and columns” yet again? We can now add fields to the risk form. Configure Issues and Risk Logs (5) Slide 45

46. Configure Issues and Risk Logs (6) Here is my new field Slide 46

47. Project Team Web Site Design Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Create Event Web Part

48. Add an Events Section (1) We will add it to the Quick launch bar Slide 48

49. Add an Events Section (2) The Events Form Slide 49

50. Add an Events Section (3) I have added this to the Front Container Slide 50

51. Project Team Web Site Design Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Create Discussion Web Part Slide 51

52. Create a Discussion (1) Discussions are very useful for team brainstorming and as a way to reach a decision on a project issue. Slide 52

53. Create a Discussion (2) The threaded style replaces those endless e-mail trails. The permanent record is also kept on your Sharepoint team site! Alerts save you manual monitoring Slide 53

54. Create a Discussion (3) This is great for busy executives who must still be in the loop Slide 54

55. Create a Discussion (4) I added a custom field in the usual way with a description. Slide 55

56. Create a Discussion (5) It is also required Slide 56

57. Create a Discussion (6) This is my view Slide 57

58. Create a Discussion (7) Threaded allows multiple trails to show and a record is kept Slide 58

59. Contacts from Outlook Our Contacts can be imported from Outlook Slide 59

60. Contacts from Outlook I should have contact information for all of my team members. They should also be able to collaborate on my team site. Slide 60

61. Slide 61 How to customize the Sharepoint Site Fourth Topic WORKSPACES

62. Slide 62 Sharepoint Work Spaces Uses Sharepoint Templates Built with Web Parts Out-of-the-box and custom built Integration with Microsoft Office Suite Personal and Shared Workspaces Hierarchical Workspace Structures Business Themes

63. Sharepoint Work Spaces Create a Shared Workspace from a Template Create Sites and Workspaces Slide 63

64. Sharepoint Work Spaces Workspace Templates come out-of-the box or can be built Slide 64

65. Meeting Workspace Slide 65

66. Event Workspace Slide 66

67. Conference Workspace Slide 67

68. Custom Workspace Slide 68

69. Custom Workspace

72. Custom Workspace – MPA-GTA.org This is our Events Web Part Slide 72

73. Slide 73 How the site owner manages her site. Fifth Topic END USER ADMINISTRATION

74. Let us take a look at Local Sharepoint Site Administration Slide 74

75. Administration Administration Manage Users Manage Users Manage Sites and Workspaces Manage Sites and Workspaces Configure Site and Workspace Creation Configure Site and Workspace Creation Go to Site Administration Go to Site Administration Customization Customization Change site Title and Description Change site Title and Description Apply Theme to Site Apply Theme to Site Modify Site Content Modify Site Content Manage My Information Manage My Information Update My Information Update My Information My Alerts on this Site My Alerts on this Site View Information about site users View Information about site users Slide 75

76. Slide 76 Manage Users   Reader - Has read-only access to the Web site.   Contributor - Adds content to existing libraries and lists.   Web Designer - Can create lists and libraries and customize pages.   Administrator - Has full control of the Web site.  Project Managers  Readers  Team Members  Administrators Microsoft Office Project Server WSS Sites Only

77. Manage Sites and Workspaces Workspaces are managed by the Site Administrator Slide 77

78. Apply Theme to Site Choose a Colour Scheme Slide 78

79. My Alerts on this Site Keep Track of Changes to any list or library Slide 79

80. My Alerts on this Site Choose a Method and a Change Type Slide 80

81. Slide 81 How the administrator manages sites. Sixth Topic ADMINISTRATOR FUNCTIONS

82. User Permissions User Permissions Management and Statistics Management and Statistics Site Collection Galleries Site Collection Galleries Site Collection Administration Site Collection Administration Site Administration Slide 82

83. Slide 83 User Permissions The site owner manages the project team users Sets up groups Manages cross-site groups with other project teams Creates role based access requests Site Administration Management and Statistics Management of usage data Generate Templates from sites e.g. PMO Usage Create web discussions Manage regional settings

84. Slide 84 Site Collection Galleries Manage web parts, lists and templates Site Administration Site Collection Administration Management site hierarchies Control connections to portal sites

85. Sharepoint Administrators WSS Administrator functions Slide 85

86. Sharepoint Administrators Manage Users and Groups Site Usage Reporting Web Parts and Templates Hierarchical Collections of Sites Slide 86

87. Sharepoint Administrators Slide 87

88. Sharepoint Administrators Slide 88

89. Slide 89 Sharepoint Templates for EPM Environments (Project Web Access) Seventh Topic DEVELOPER FUNCTIONS

90. PWA Templates - Path \Program Files \Common Files \Microsoft Shared \Web Server Extensions \60 \TEMPLATE \1033 \PWA Slide 90

91. Slide 91 PWA Templates - Folders Doctemp Doctemp  Document Templates (e.g. Word) PWA\ Lists Lists  Web Parts Pages and their XML Schemas XML XML  Used to Store Main XML Documents

92. Slide 92 PWA Templates Sharepoint Templates for PWA Sharepoint Templates for PWA  Built in XML  Designed by your PMO  Built by your Sharepoint Administrator  Can include your Project document templates  Set you own default WSS template for project sites  Provide the whole package to your project managers  Additional Documentation in the WSS SDK

93. Slide 93