Éamonn McGuinness

Managing Projects

Never Been Easier

Project 2013 and SharePoint 2013

Today’s Webcast Description

1. Microsoft SharePoint 2013 with the new capabilities is an awesome

platform for project collaboration.

2. Microsoft Project 2013 has a seriously improved two-way sync with

SharePoint 2013.

3. This session will look and demo both – a Project Management match

made in heaven!

Before Survey/Poll - Reflection

Do you use SharePoint and / or Project Desktop to manage

projects today?

1. No

2. Yes – we use SharePoint for some projects

3. Yes – we use Project Desktop for some projects

4. Yes – we use SharePoint and Project Desktop synchronization on many

projects

emcguinness@brightwork.com

Presenter – Éamonn McGuinness, BrightWork

• Éamonn McGuinness is the CEO of BrightWork. Éamonn has been on various Microsoft® SharePoint advisory teams since 2000.

• He has over 25 years of executive experience at various technology organizations including The Armed Services, The United Nations, and Digital Equipment Corporation. He received his MSc from Dublin City University, Ireland.

• Since 1991 Éamonn has been involved in various international process and project management standards and was a TickIT/ISO 9001 Lead Auditor and a Software CMM (Capability Maturity Model) Lead Assessor.

• At BrightWork, he has worked with organizations like Microsoft®, Boeing, Eastman Kodak, Fedex, and the US Army assisting with the introduction of very pragmatic project management practices and project offices.

Today’s Agenda

Why SharePoint for Project Management?

Using SharePoint 2013 out of the box

Project 2013 – the sync with SharePoint 2013

Free Resources (SharePoint Project Management Template

& Collaborative Project Management Guide)

www.microsoft.com/project

Today – Microsoft Project Desktop Focus

1. Why SharePoint for Project

Management?

Here we go – More Free Advice!

What is the Architecture of SharePoint?

1. Lists

3. Sites

2. Web Parts

4. Site Collections

How to manage projects – simple version!

1. Processes (e.g. Goals, Tasks, Issues, Risks, etc.)

2. Reports (e.g. Open Work, Overdue Issues, Resources, etc.)

3. Constantly connect the people on the project to the

processes

4. Evolve and mature the way you manage projects

What is the Architecture of SharePoint?

1. Lists

3. Sites

2. Web Parts

4. Site Collections

Process

Projects Portfolios

Reports

Decide the Project Management Process

Create a Collaborative Project Site

Questions, Answers and Feedback Please!

2. Using SharePoint 2013 Out-

of-the-Box

Why do we need SharePoint?

1. Processes (e.g. Deliverables)

1. Processes (e.g. Deliverables)

1. Processes (e.g. Issues)

1. Processes (e.g. Tasks – in WBS View Mode)

2. Reports (e.g. Timelines)

2. Reports (e.g. Calendars)

2. Reports (e.g. Notebooks)

2. Reports (e.g. All My Work/Tasks in one place)

Source: Microsoft SharePoint Team Blog: http://blogs.office.com/b/sharepoint/

3. Connect People to the Project (e.g. Newsfeeds)

Source: Microsoft SharePoint Team Blog: http://blogs.office.com/b/sharepoint/

3. Connect People to the Project (e.g. email,

Alert, Project sync, Outlook sync, Excel export)

3. Connect People to the Project (e.g.

Mobile access, including update and edit)

3. Connect People to the Project (e.g. Workflows)

3. Connect People to the Project (e.g. SkyDrive Pro)

Source: Microsoft SharePoint Team Blog:

http://blogs.office.com/b/sharepoint/

4. Evolve Project Management

4. Evolve Project Management

4. Evolve Project Management

4. Evolve Project Management

4. Evolve Project Management

4. Demo – including Free PM Template

Questions, Answers and Feedback Please!

3. Project 2013 – The Sync with

SharePoint 2013

Why we need Microsoft Project

Step 1: Open with Microsoft Project 2013

Step 2: Manipulate in Microsoft Project

Step 3: Save in Microsoft Project

Step 3: Automatically saves in SharePoint

Step 3: Task Lists in SharePoint is Updated

Step 3: Save the MS Project File in SharePoint

www.microsoft.com/project

Two Deployment Options Available

Demo – Project to SharePoint Sync

Project 2013 Sync Update - 1

As before requires Project Professional 2013

Now deals with stuff it used to reject, e.g.• A space at the start of a Task Name

• Unsupported characters in the Task Name

• characters like !=-(*&^%$£” etc.

• all supported without issue

Very happy to say it now manages • Lead and Lag

• Relationships other than FS

• SS, SF, FF

Project 2013 Sync Update - 2

Not Designed to Work with Project 2010

4. Free Resources (Templates

and Guide)

Microsoft Project Website

“For the things we have to learn,

before we can do them,

we learn by doing them.”

- Aristotle

Start Quick and Get Experience

53

Free SharePoint Project Management

Templates (including Office 365)

Free SharePoint Project Management Templates

Download, Install and Setup

Including Project Management Leadership Style

Table of Contents – from the Guide

Questions, Answers and Feedback!

Would you now consider using SharePoint and Project

Desktop to manage projects?

1. No

2. Yes – we will use SharePoint for many projects

3. Yes – we will use Microsoft Project for many or all

projects

4. Yes – we will use SharePoint and Microsoft Project

synchronized on many projects

After Survey/Poll – Refection

Connect with BrightWork

Americas: +1-617-357-9000 x 701 Europe/Int’l: +353-91-514-492

Email: info@brightwork.com Visit our website: www.brightwork.com

Questions, Answers and Feedback!