SharePoint for Project Management: How to Create a Project Management Information System (PMIS) with SharePoint Book

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“If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you!” -Susan Weese, PgMP, President and Founder, Rhyming Planet

Most companies don’t understand SharePoint’s power, and use it simply to share documents or spreadsheets. This hands-on book demonstrates how SharePoint can also help you organize and manage complex projects. With SharePoint for Project Management, you’ll not only understand how to apply common and practical project management concepts in SharePoint, you’ll learn how to build a Project Management Information System (PMIS), customized to your project, that can efficiently coordinate communication and collaboration among team members. With this book, you will:

  • Learn to apply key project management techniques by leveraging SharePoint as a PMIS
  • Track a case study that illustrates the circumstances and processes of an effective SharePoint PMIS
  • Appropriately define access permissions for project stakeholders and team members
  • Centralize project documents and keep track of document history with version control
  • Automate project reporting mechanisms and generate on-demand status reports
  • Track project schedules, control changes, and manage project risks
  • Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook

Each chapter includes activities that let you practice what you learn. Most SharePoint books are either too introductory (for end users), or too technical (for system administrators). SharePoint for Project Management is just what project managers like you need to learn how to harness the organizational abilities of this powerful software.

About the Author

With more than 15 years of experience in Information Technology, Dux Raymond Sy has earned a reputation as among the leading experts in leveraging technology to enhance project management. He is currently a managing partner of Innovative-E, Inc.

As a thought leader in maximizing project team collaboration, he is focused on empowering organizations on how to leverage the benefits of collaborative tools with quantifiable goals such as: Increasing productivity and efficiency, decreasing collaboration redundancies and streamlining electronic communications.

Contents of this “SharePoint for Project Management: How to Create a Project Management Information System (PMIS) with SharePoint Book”

  1. Chapter 1 Project Kickoff

    1. What Is a PMIS?

    2. Deciding to Use a PMIS

    3. What Is SharePoint?

    4. Our Case Study: SharePoint Dojo, Inc.

    5. Best Practices Checklist

    6. Summary

  2. Chapter 2 Setting Up the PMIS

    1. How Will You Organize Your PMIS?

    2. Using Site Templates

    3. Creating a SharePoint Site

    4. Workshop 2.1: Establishing the SharePoint PMIS Foundation

    5. Customizing the PMIS

    6. Workshop 2.2: Refining Your PMIS

    7. Best Practices Checklist

    8. Summary

  3. Chapter 3 Adding PMIS Components

    1. Using SharePoint Lists

    2. Creating SharePoint Lists

    3. Workshop 3.1: Creating and Populating Lists

    4. Using Libraries

    5. Creating a Document Library

    6. Populating a Document Library

    7. Workshop 3.2: Creating and Populating a Document Library

    8. Organizing Project Information

    9. Best Practices Checklist

    10. Summary

  4. Chapter 4 Adding Stakeholders to the PMIS

    1. Project Communications Plan

    2. Site Access in SharePoint

    3. Creating SharePoint Groups

    4. Adding Site Members

    5. Customizing Permissions

    6. Workshop 4.1: Adding Site Members

    7. Best Practices Checklist

    8. Summary

  5. Chapter 5 Supporting Team Collaboration

    1. Enabling Document Management Solutions

    2. Workshop 5.1: Updating a Project Document

    3. Facilitating Team Collaboration

    4. Workshop 5.2: Creating a Document Workspace

    5. Best Practices Checklist

    6. Summary

  6. Chapter 6 Project Tracking

    1. Tracking Project Tasks

    2. Tracking Risks

    3. Workshop 6.1: Updating the Schedule and Tracking Risks

    4. Controlling Changes with Workflow

    5. Workshop 6.2: Creating a Change Control System with Three-State Workflow

    6. Best Practices Checklist

    7. Summary

  7. Chapter 7 Project Reporting

    1. Custom Views

    2. Workshop 7.1: Creating a Custom View

    3. Using Web Parts for Interactive Reporting

    4. Workshop 7.2: Maximizing Project Reporting with Web Parts

    5. Subscribing to Alerts

    6. Using Meeting Workspaces

    7. Workshop 7.3: Creating a Meeting Workspace

    8. Best Practices Checklist

    9. Summary

  8. Chapter 8 Integrating PM Tools

    1. Integrating Microsoft Project into SharePoint

    2. Workshop 8.1: Using Microsoft Project

    3. Using Microsoft Excel and SharePoint

    4. Workshop 8.2: Synchronizing Excel with SharePoint

    5. Best Practices Checklist

    6. Summary

  9. Chapter 9 Project Closing

    1. Creating a PMIS Template

    2. Archiving the PMIS

    3. Workshop 9.1: Create a PMIS Site Template

    4. Best Practices Checklist

    5. Summary


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