mpa-gta: 2005 epm schedule and announcements dave d’silva vice president mpa-gta

MPA-GTA:MPA-GTA:

2005 EPM SCHEDULE2005 EPM SCHEDULEand ANNOUNCEMENTSand ANNOUNCEMENTS

MPA-GTA:MPA-GTA:

2005 EPM SCHEDULE2005 EPM SCHEDULEand ANNOUNCEMENTSand ANNOUNCEMENTS

Dave D’SilvaDave D’SilvaVice President MPA-GTAVice President MPA-GTA

MPA-GTA: 2005 EPMMPA-GTA: 2005 EPMJanJan Config 1 of 3: Planning EPMConfig 1 of 3: Planning EPMFebFeb Config 2 of 3: Deploying EPMConfig 2 of 3: Deploying EPMMarMar Config 3 of 3: Managing EPMConfig 3 of 3: Managing EPMAprApr SharePoint for EPMSharePoint for EPMMayMay Client App Boot Camp / Tips & TricksClient App Boot Camp / Tips & TricksJunJun EPM Time TrackingEPM Time TrackingJulJul SQL Reporting Services for EPMSQL Reporting Services for EPMAugAug Customize Project (e.g. Project Guides)Customize Project (e.g. Project Guides)SepSep Microsoft Project Future Direction Microsoft Project Future Direction OctOct OLAP Cubes & ExtensionsOLAP Cubes & ExtensionsNovNov Resource Mgt with Project ServerResource Mgt with Project ServerDecDec Deployment MethodologiesDeployment Methodologies

MPA-GTA: 2005 EPMMPA-GTA: 2005 EPM

2005 Q22005 Q2Apr 26Apr 26thth – Sharepoint for EPM – Sharepoint for EPM

May 19May 19thth – – Project Professional Boot Project Professional Boot CampCamp

June 15June 15thth – Time Tracking for EPM – Time Tracking for EPM

Microsoft Project Microsoft Project AssociationAssociation

Microsoft Project Users Group will Microsoft Project Users Group will change to Microsoft Project change to Microsoft Project AssociationAssociation

MPA is the Official Industry MPA is the Official Industry Association for Microsoft Office Association for Microsoft Office ProjectProject

New and improved web site New and improved web site Online Events RegistrationOnline Events Registration

New Content LibraryNew Content Library

MPA-GTA: 2005 EPMMPA-GTA: 2005 EPM

And now for our And now for our FeatureFeature

Presentation!Presentation!

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MPA-GTA PresentsMPA-GTA Presents

Sharepoint for EPMSharepoint for EPM

MPA-GTA PresentsMPA-GTA Presents


Brendan Giles, Brendan Giles, PMP, MCPPMP, MCPPresident MPA-GTAPresident MPA-GTA

ObjectivesObjectives

The role of Windows Sharepoint The role of Windows Sharepoint Services in an Enterprise Project Services in an Enterprise Project Management SolutionManagement Solution

How Project Server and WSS interact How Project Server and WSS interact to make the EPM solution workto make the EPM solution work

What Windows Sharepoint Services What Windows Sharepoint Services has to offer from a Business and has to offer from a Business and Technical perspectiveTechnical perspective

To ensure you understand:To ensure you understand:

WSS EPM WSS EPM FeaturesFeatures

Supplies Project web sites with:Supplies Project web sites with:

Document storage and retrievalDocument storage and retrieval

Check-in and check-out functionalityCheck-in and check-out functionality

Version historyVersion history

Custom metadataCustom metadata

Flexible, customizable viewsFlexible, customizable views


Project web sites can have:Project web sites can have:

Event calendarsEvent calendars

Contacts from OutlookContacts from Outlook

Web linksWeb links

Project DiscussionsProject Discussions

Issues and Risk logsIssues and Risk logs

AnnouncementsAnnouncements


As the EPM solution grows, As the EPM solution grows, support for:support for:

Server FarmsServer Farms

Load BalancingLoad Balancing

ClusteringClustering

Managed Code for a Managed SiteManaged Code for a Managed Site

.NET.NET


Site owners can :Site owners can :

Add Web PartsAdd Web Parts

Write Web PartsWrite Web Parts

Provide data access to Web servicesProvide data access to Web services

Provide access to other applicationsProvide access to other applications


Documents, Documents, Issues, RisksIssues, Risks

Create Project Web Create Project Web SitesSites

Publish Plans Publish Plans

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Web Part and Web Part Web Part and Web Part PagesPages

Web Part Web Part A modular unit of information that has a A modular unit of information that has a single purpose and forms the basic single purpose and forms the basic building block of a Web Part Page.building block of a Web Part Page.

Web Part PageWeb Part Page A special type of Web page that A special type of Web page that consolidates data such as lists and charts, consolidates data such as lists and charts, and Web content such as text and images, and Web content such as text and images, into a dynamic information portal built into a dynamic information portal built around a common task or special interest.around a common task or special interest.

Web Parts and PagesWeb Parts and Pages

MPUG GTA Sharepoint Site

Doc Library

Risks Log

Events List

Links ListLink to Risks

Log

Link to Events List

Image

Discussion

Quick Launch Bar

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A Finished A Finished ProductProduct

The launch bar and the ZonesThe launch bar and the Zones

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Seven Topics to Seven Topics to CoverCover

1.1. Project Server Project Server and WSSand WSS

2.2. Web PartsWeb Parts

3.3. Building a WSS Building a WSS SiteSite

4.4. WorkspacesWorkspaces

5.5. End user End user AdministrationAdministration

6.6. WSS Admin WSS Admin FunctionsFunctions

7.7. WSS Developer WSS Developer FunctionsFunctions

How Project Server and Windows How Project Server and Windows Sharepoint Services CollaborateSharepoint Services Collaborate

Role of Windows Sharepoint Services in Role of Windows Sharepoint Services in Enterprise Project Management SolutionsEnterprise Project Management Solutions

First Topic

Take me to Take me to my WSS my WSS

Project Web Project Web Site Home Site Home

Page!Page!

Link to my WSS Project Site Risks or Issues

Section in PWA!

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Administration and Site URLsAdministration and Site URLs

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Select the default EPM Select the default EPM Sharepoint TemplateSharepoint Template

Manage Issues on all your projectsManage Issues on all your projects

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WSS Functionality Using PWAWSS Functionality Using PWA

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Risks via Risks via PWAPWA

At the Risk of At the Risk of Sounding RepetitiveSounding Repetitive

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How Web Parts are used to build a How Web Parts are used to build a Sharepoint SiteSharepoint Site

Second Topic

WEB PARTSWEB PARTS

WSS Project Home PageWSS Project Home Page

Web Parts are the Web Parts are the tools used to tools used to

create a WSS Sitecreate a WSS Site

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Let us take a look at Let us take a look at “Documents and Lists” “Documents and Lists” available in this Siteavailable in this Site

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• Shared DocumentsShared Documents

• AnnouncementsAnnouncements

• ContactsContacts

• EventsEvents

• IssuesIssues

• LinksLinks

• RisksRisks

• General DiscussionGeneral Discussion

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

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LibrariesLibraries

Document LibraryDocument Library

Form LibraryForm Library

Picture LibrariesPicture Libraries

Lists Lists LinkLink

AnnouncementsAnnouncements

Contacts ListContacts List

Events ListEvents List

Custom ListCustom List

Custom ListCustom List

In DatasheetIn Datasheet

Spread SheetSpread Sheet

Discussion BoardsDiscussion Boards

SurveysSurveys

Web PagesWeb Pages Basic PageBasic Page

Web Part PageWeb Part Page

Sites and WorkspacesSites and Workspaces

How and end user can build a How and end user can build a Sharepoint SiteSharepoint Site

Third Topic

BUILDING A WEB SITE BUILDING A WEB SITE

Project Team Web Site DesignProject Team Web Site Design

This Site is Proudly Designed by a Project ManagerThis Site is Proudly Designed by a Project Manager

Create a Document Library

Configure Issues and Risk Logs

Add an Events Section

Build a Discussion

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Create a Document Library Create a Document Library (1)(1)Create a Document Library Create a Document Library (1)(1)

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We will now be able to create our We will now be able to create our business specifications using our business specifications using our custom document templatecustom document template

We will also add a new We will also add a new field to our web partfield to our web part

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Simply add a new ColumnSimply add a new Column

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Lots of Data Types to choose fromLots of Data Types to choose from

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We will use our own Special We will use our own Special MPUG Document TemplateMPUG Document Template

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Our new Code has been addedOur new Code has been added

I have also added a I have also added a document which now document which now has this functionalityhas this functionality





Build a Discussion

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Configure Issues and Risk Logs Configure Issues and Risk Logs (1)(1)

Documents and Lists will Documents and Lists will show me a list of all my show me a list of all my web parts on this siteweb parts on this site

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Configure Issues and Risk LogsConfigure Issues and Risk Logs (2)(2)

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Remember “Modify settings Remember “Modify settings and columns”? and columns”?

We can now add fields to the We can now add fields to the issue form. issue form.

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Here is my Here is my new fieldnew field

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Remember “Modify settings Remember “Modify settings and columns” yet again? and columns” yet again?

We can now add fields to the We can now add fields to the risk form. risk form.


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Here is my Here is my new fieldnew field

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Build a Discussion

Create Event Web Part

Add an Events SectionAdd an Events Section (1)(1)

We will add it to the Quick launch bar

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The Events The Events FormForm

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I have added this to the Front Container

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Build a Discussion

Create Discussion Web Part

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Create a DiscussionCreate a Discussion (1)(1)

Discussions are very useful Discussions are very useful for team brainstorming and for team brainstorming and as a way to reach a decision as a way to reach a decision on a project issue. on a project issue.

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The threaded style replaces those The threaded style replaces those endless e-mail trails. The endless e-mail trails. The permanent record is also kept on permanent record is also kept on your Sharepoint team site! your Sharepoint team site!

Alerts save you Alerts save you manual manual monitoringmonitoring

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Create a Discussion Create a Discussion (3)(3)

This is great for busy executives This is great for busy executives who must still be in the loopwho must still be in the loop

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I added a custom field in the I added a custom field in the usual way with a description.usual way with a description.

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It is also requiredIt is also required

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This is my viewThis is my view

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Threaded allows multiple trails to Threaded allows multiple trails to show and a record is keptshow and a record is kept

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Contacts from Contacts from OutlookOutlook

Our Contacts can Our Contacts can be imported from be imported from OutlookOutlook

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Contacts from Contacts from OutlookOutlook

I should have contact information for I should have contact information for all of my team members. all of my team members.

They should also be able to They should also be able to collaborate on my team site.collaborate on my team site.

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How to customize the Sharepoint SiteHow to customize the Sharepoint Site

Fourth Topic

WORKSPACESWORKSPACES

Sharepoint Work Sharepoint Work SpacesSpaces

Uses Sharepoint TemplatesUses Sharepoint Templates

Built with Web PartsBuilt with Web Parts

Out-of-the-box and custom builtOut-of-the-box and custom built

Integration with Microsoft Office Integration with Microsoft Office SuiteSuite

Personal and Shared WorkspacesPersonal and Shared Workspaces

Hierarchical Workspace Hierarchical Workspace StructuresStructures

Business ThemesBusiness Themes


Create a Shared Workspace Create a Shared Workspace from a Templatefrom a Template

Create Sites and Workspaces

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Workspace Templates come Workspace Templates come out-of-the box or can be builtout-of-the box or can be built

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Meeting Meeting WorkspaceWorkspace

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Event Event WorkspaceWorkspace

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Conference Conference WorkspaceWorkspace

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Custom WorkspaceCustom Workspace

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Custom Custom WorkspaceWorkspace

Custom Workspace – MPA-Custom Workspace – MPA-GTA.orgGTA.org

This is This is our our Events Events Web PartWeb Part

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How the site owner manages her site.How the site owner manages her site.

Fifth Topic

END USER ADMINISTRATIONEND USER ADMINISTRATION

Let us take a look at Let us take a look at Local Sharepoint Site Local Sharepoint Site AdministrationAdministration

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AdministrationAdministration

Manage UsersManage Users

Manage Sites and WorkspacesManage Sites and Workspaces

Configure Site and Workspace CreationConfigure Site and Workspace Creation

Go to Site AdministrationGo to Site Administration

CustomizationCustomization

Change site Title and DescriptionChange site Title and Description

Apply Theme to SiteApply Theme to Site

Modify Site ContentModify Site Content

Manage My InformationManage My Information Update My InformationUpdate My Information

My Alerts on this SiteMy Alerts on this Site

View Information about site usersView Information about site users

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Manage Manage UsersUsers

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 ManagersProject Managers

ReadersReaders

Team MembersTeam Members

AdministratorsAdministrators

Microsoft Office Project Server WSS Sites OnlyMicrosoft Office Project Server WSS Sites Only

Manage Sites and Manage Sites and WorkspacesWorkspaces

Workspaces are managed Workspaces are managed by the Site Administratorby the Site Administrator

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Apply Theme to Apply Theme to SiteSite

Choose a Colour SchemeChoose a Colour Scheme

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My Alerts on this My Alerts on this SiteSite

Keep Track of Changes Keep Track of Changes to any list or libraryto any list or library

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My Alerts on this My Alerts on this SiteSite

Choose a Method and a Choose a Method and a Change TypeChange Type

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How the administrator manages sites.How the administrator manages sites.

Sixth Topic

ADMINISTRATOR FUNCTIONSADMINISTRATOR FUNCTIONS

User Permissions User Permissions

Management and StatisticsManagement and Statistics

Site Collection GalleriesSite Collection Galleries

Site Collection AdministrationSite Collection Administration

Site AdministrationSite Administration

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User PermissionsUser PermissionsThe site owner manages the project team The site owner manages the project team usersusers

Sets up groupsSets up groups

Manages cross-site groups with other project Manages cross-site groups with other project teamsteams

Creates role based access requestsCreates role based access requests


Management and StatisticsManagement and StatisticsManagement of usage dataManagement of usage data

Generate Templates from sites e.g. PMO Generate Templates from sites e.g. PMO UsageUsage

Create web discussionsCreate web discussions

Manage regional settingsManage regional settings

Site Collection GalleriesSite Collection GalleriesManage web parts, lists and Manage web parts, lists and templatestemplates


Site Collection AdministrationSite Collection AdministrationManagement site hierarchiesManagement site hierarchies

Control connections to portal sitesControl connections to portal sites

Sharepoint AdministratorsSharepoint Administrators

WSS Administrator WSS Administrator functionsfunctions

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Sharepoint Sharepoint AdministratorsAdministrators

Manage Users and GroupsManage Users and Groups

Site Usage Reporting Site Usage Reporting

Web Parts and TemplatesWeb Parts and Templates

Hierarchical Collections of SitesHierarchical Collections of Sites

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Sharepoint Templates for EPM Sharepoint Templates for EPM Environments (Project Web Access)Environments (Project Web Access)

Seventh Topic

DEVELOPER FUNCTIONSDEVELOPER FUNCTIONS

PWA Templates - PathPWA Templates - Path

\Program Files\Program Files \Common Files\Common Files \Microsoft Shared\Microsoft Shared \Web Server Extensions\Web Server Extensions \60\60 \TEMPLATE\TEMPLATE \1033\1033

\PWA\PWA

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PWA Templates - FoldersPWA Templates - Folders

DoctempDoctemp

Document Templates (e.g. Word)Document Templates (e.g. Word)

PWA\PWA\

ListsLists

Web Parts Pages and their XML SchemasWeb Parts Pages and their XML Schemas

XMLXML

Used to Store Main XML DocumentsUsed to Store Main XML Documents

PWA TemplatesPWA Templates

Sharepoint Templates for PWA Sharepoint Templates for PWA

Built in XMLBuilt in XML

Designed by your PMODesigned by your PMO

Built by your Sharepoint AdministratorBuilt by your Sharepoint Administrator

Can include your Project document templates Can include your Project document templates

Set you own default WSS template for project sitesSet you own default WSS template for project sites

Provide the whole package to your project managersProvide the whole package to your project managers

Additional Documentation in the WSS SDKAdditional Documentation in the WSS SDK

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mpa-gta: 2005 epm schedule and announcements dave d’silva vice president mpa-gta

Documents

epm slide

topic slide

project server

web services

customizable views slide

wss web parts

project guides

epm schedule