tips and tricks for managing project documents using project server 2010
DESCRIPTION
TRANSCRIPT
![Page 1: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/1.jpg)
Tips and Tricks for Managing Project Documents
in Project Server 2010
MPUG WebnLearn9-25-13
![Page 2: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/2.jpg)
Today’s Speaker
Prasanna Adavi PMP, MCTS, MCITP, MCT
Director, EPMA Inc.
years of PM and EPM
Implementation Experience9 http://
www.prasannaadavi.com
@prasannaadavi
![Page 3: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/3.jpg)
Agenda
Project Sites Scenarios Questions
![Page 4: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/4.jpg)
Project SitesQuick Intro
![Page 5: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/5.jpg)
Project Sites
Project Server 2010
Project Web App
Projects
Project Sites
MS Project 2010• Project Sites are
SharePoint Sites
• Project Collaboration Features Enabled (like Linking to Tasks)
• One Project Site per Project
• Can change the default Template
![Page 6: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/6.jpg)
Project Sites
![Page 7: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/7.jpg)
Scenario 1
Finding Documents
Several Documents with lots of columns
Cannot apply simultaneous
filtering or custom filtering
Advanced Filtering, Search
Required
![Page 8: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/8.jpg)
Scenario 2 Which Documents go where?
Lot of deliverables
during project
Project Managers not sure which documents are
required for which stage
A visual clickable guide
required
![Page 9: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/9.jpg)
Scenario 3 Managing Templates
Project Managers
cannot find the updated
templates
No easy access to templates.
Too many versions
A easily pick-able template
system required
![Page 10: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/10.jpg)
Scenario 4 How to Archive documents?
Project Documents need to be moved to
a central repository
Project Managers need an easy way to
archive
System should be flexible and
simple
![Page 11: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/11.jpg)
About EPMA
http://www.epmainc.com*
Leading
Microsoft EPM & PPMService provider
ConsultingTrainingSupport
@epmainc
http://www.epmainc.com
![Page 12: Tips and Tricks for Managing Project Documents using Project Server 2010](https://reader036.vdocuments.mx/reader036/viewer/2022062614/546d7036b4af9f7a2c8b5420/html5/thumbnails/12.jpg)
Useful Reference• Configure metadata navigation for a list or library
• http://office.microsoft.com/en-us/sharepoint-server-help/configure-metadata-navigation-for-a-list-or-library-HA101820113.aspx
• Searching in SharePoint 2010• http://msdn.microsoft.com/en-us/library/ee558911(v=office.14).aspx
• Manage a connection to a document repository (SharePoint Server 2010)• http://technet.microsoft.com/en-us/library/ee424395(v=office.14).aspx
• Content Types• http://msdn.microsoft.com/en-us/library/ms479905(v=office.14).aspx
• Applying Document Retention in SharePoint 2010• http://
blogs.msdn.com/b/mvpawardprogram/archive/2011/10/03/applying-document-retention-in-sharepoint-2010.aspx