SharePoint 2010 for Project Management


If you were to analyze your team’s performance on a typical project, you’d be surprised how much time is wasted on non-productive tasks. This hands-on guide shows you how to work more efficiently by organizing and managing projects with SharePoint 2010. You’ll learn how to build a Project Management Information System (PMIS), customized to your project, that can effectively coordinate communication and collaboration among team members.

Written by a certified Project Management ...

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SharePoint 2010 for Project Management

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If you were to analyze your team’s performance on a typical project, you’d be surprised how much time is wasted on non-productive tasks. This hands-on guide shows you how to work more efficiently by organizing and managing projects with SharePoint 2010. You’ll learn how to build a Project Management Information System (PMIS), customized to your project, that can effectively coordinate communication and collaboration among team members.

Written by a certified Project Management Professional (PMP) and Microsoft SharePoint MVP with 15 years of IT project management experience, each chapter includes step-by-step guides as well as workshops that help you practice what you learn.

  • Build a SharePoint PMIS that requires little assistance from your IT/IS department
  • Define access permissions for project stakeholders and team members
  • Centralize project artifacts and keep track of document history with version control
  • Track project schedules, control changes, and manage project risks
  • Automate project reporting and use web parts to generate on-demand status reports
  • Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook
  • Apply your knowledge of PMIS techniques by working with a case study throughout the book

"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

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Product Details

  • ISBN-13: 9781449306373
  • Publisher: O'Reilly Media, Incorporated
  • Publication date: 2/6/2012
  • Edition description: Second Edition
  • Edition number: 2
  • Pages: 230
  • Sales rank: 343,319
  • Product dimensions: 7.00 (w) x 9.10 (h) x 0.60 (d)

Meet 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.

A sought-after trainer, he has developed and facilitated management and technology training to government organizations, Fortune 500 companies, non-profit institutions in the United States, Bahamas, Barbados, China, the United Kingdom, and the Philippines and regulary writes about project management, SharePoint and globalization at

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Table of Contents

Who Should Read This Book;
What You Need to Best Use This Book;
My Assumptions in Writing This Book;
Additional Resources;
Contents of This Book;
Conventions Used in This Book;
Using Code Examples;
Safari® Books Online;
How to Contact Us;
Off You Go;
Chapter 1: Project Kickoff;
1.1 What Is a PMIS?;
1.2 Deciding to Use a PMIS;
1.3 What Is SharePoint?;
1.4 Other Options;
1.5 Our Case Study: SharePoint Dojo, Inc.;
1.6 Best Practices Checklist;
1.7 Summary;
Chapter 2: Setting Up the PMIS;
2.1 How Will You Organize Your PMIS?;
2.2 Using Site Templates;
2.3 Creating a SharePoint 2010 Site;
2.4 Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation;
2.5 Workshop 2.1 Debriefing;
2.6 Customizing the PMIS;
2.7 Workshop 2.2: Updating Your Site’s Regional Settings;
2.8 Workshop 2.2 Debriefing;
2.9 Best Practices Checklist;
2.10 Summary;
Chapter 3: Adding PMIS Components;
3.1 Using SharePoint Lists;
3.2 Creating SharePoint Lists;
3.3 Workshop 3.1: Creating and Populating Lists;
3.4 Workshop 3.1 Debriefing;
3.5 Using Libraries;
3.6 Creating a Document Library (a How-To);
3.7 Populating a Document Library;
3.8 Workshop 3.2: Creating and Populating a Document Library;
3.9 Workshop 3.2 Debriefing;
3.10 Organizing Project Information;
3.11 Best Practices Checklist;
3.12 Summary;
Chapter 4: Adding Stakeholders to the PMIS;
4.1 Project Communications Plan;
4.2 Site Access in SharePoint;
4.3 Creating SharePoint Groups;
4.4 Adding Site Members;
4.5 Enabling the Access Request Feature;
4.6 Customizing Permissions;
4.7 Workshop 4.1: Adding Site Members;
4.8 Workshop 4.1 Debriefing;
4.9 Best Practices Checklist;
4.10 Summary;
Chapter 5: Supporting Team Collaboration;
5.1 Enabling Document Management Solutions;
5.2 Overview of Check-Out/Check-In;
5.3 Overview of Version History;
5.4 Overview of Content Approval;
5.5 Workshop 5.1: Updating a Project Document;
5.6 Workshop 5.1 Debriefing;
5.7 Facilitating Team Collaboration;
5.8 Wikis;
5.9 Discussion Boards;
5.10 Document Workspaces;
5.11 Best Practices Checklist;
5.12 Summary;
Chapter 6: Project Tracking;
6.1 Tracking Project Tasks;
6.2 Tracking Risks;
6.3 Workshop 6.1: Updating the Schedule and Tracking Risks;
6.4 Workshop 6.1 Debriefing;
6.5 Controlling Changes with Workflow;
6.6 Workshop 6.2: Creating a Change Control System with Three-State Workflow;
6.7 Workshop 6.2 Debriefing;
6.8 Best Practices Checklist;
6.9 Summary;
Chapter 7: Project Reporting;
7.1 Custom Views;
7.2 Workshop 7.1: Creating a Custom View;
7.3 Workshop 7.1 Debriefing;
7.4 Using Web Parts for Interactive Reporting;
7.5 Workshop 7.2: Maximizing Project Reporting with Web Parts;
7.6 Workshop 7.2 Debriefing;
7.7 Subscribing to Alerts;
7.8 Using Meeting Workspaces;
7.9 Workshop 7.3: Creating a Meeting Workspace;
7.10 Workshop 7.3 Debriefing;
7.11 Best Practices Checklist;
7.12 Summary;
Chapter 8: Integrating PM Tools;
8.1 Integrating Microsoft Project into SharePoint;
8.2 Workshop 8.1: Using Microsoft Project;
8.3 Workshop 8.1 Debriefing;
8.4 Using Microsoft Excel and SharePoint;
8.5 Creating a Custom List from an Existing Excel Spreadsheet;
8.6 Exporting an Excel Spreadsheet to SharePoint As a Custom List;
8.7 Synchronizing Excel Tables with a SharePoint List;
8.8 Workshop 8.2: Synchronizing Excel with SharePoint;
8.9 Workshop 8.2 Debriefing;
8.10 Best Practices Checklist;
8.11 Summary;
Chapter 9: Project Closing;
9.1 Overview of Creating a PMIS Template;
9.2 Overview of Archiving the PMIS;
9.3 Workshop 9.1: Creating a PMIS Site Template;
9.4 Workshop 9.1 Debriefing;
9.5 Ensuring Stakeholder Buy-In;
9.6 Best Practices Checklist;
9.7 Summary;

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