SharePoint 2010 for Project Management

SharePoint 2010 for Project Management

by Dux Raymond Sy

Paperback(Second Edition)

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Product Details

ISBN-13: 9781449306373
Publisher: O'Reilly Media, Incorporated
Publication date: 02/06/2012
Edition description: Second Edition
Pages: 230
Product dimensions: 7.00(w) x 9.10(h) x 0.60(d)

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.

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

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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