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| Preface | |
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| Project Kickoff | |
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| What Is a PMIS? | |
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| Deciding to Use a PMIS | |
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| What Is SharePoint? | |
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| Other Options | |
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| Our Case Study: SharePoint Dojo, Inc. | |
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| Best Practices Checklist | |
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| Summary | |
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| Setting Up the PMIS | |
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| How Will You Organize Your PMIS? | |
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| Using Site Templates | |
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| Creating a SharePoint 2010 Site | |
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| Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation | |
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| Creating the PMIS | |
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| Customizing the Site Theme | |
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| Adding an Announcement List | |
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| Displaying Announcements on the Home Page | |
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| Workshop 2.1 Debriefing | |
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| Customizing the PMIS | |
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| Workshop 2.2: Updating Your Site's Regional Settings | |
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| Workshop 2.2 Debriefing | |
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| Best Practices Checklist | |
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| Summary | |
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| Adding PMIS Components | |
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| Using SharePoint Lists | |
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| Creating SharePoint Lists | |
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| Workshop 3.1: Creating and Populating Lists | |
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| Creating and Populating a Calendar List | |
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| Creating and Populating a Contacts List | |
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| Creating a Risks List | |
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| Creating a Project Tasks List | |
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| Creating and Populating a Custom Resource List | |
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| Displaying the New Lists on the Home Page | |
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| Workshop 3.1 Debriefing | |
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| Using Libraries | |
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| Creating a Document Library (a How-To) | |
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| Populating a Document Library | |
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| Workshop 3.2: Creating and Populating a Document Library | |
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| Creating a Document Library | |
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| Populating a Document Library | |
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| Workshop 3.2 Debriefing | |
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| Organizing Project Information | |
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| Best Practices Checklist | |
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| Summary | |
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| Adding Stakeholders to the PMIS | |
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| Project Communications Plan | |
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| Site Access in SharePoint | |
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| Creating SharePoint Groups | |
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| Adding Site Members | |
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| Enabling the Access Request Feature | |
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| Customizing Permissions | |
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| Workshop 4.1: Adding Site Members | |
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| Adding Site Members | |
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| Customizing List Permissions | |
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| Workshop 4.1 Debriefing | |
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| Best Practices Checklist | |
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| Summary | |
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| Supporting Team Collaboration | |
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| Enabling Document Management Solutions | |
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| Overview of Check-Out/Check-In | |
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| Overview of Version History | |
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| Overview of Content Approval | |
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| Workshop 5.1: Updating a Project Document | |
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| Requiring Check-Out | |
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| Checking Out and Editing a Document from the Document Library | |
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| Viewing All the Changes Made to the Document | |
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| Workshop 5.1 Debriefing | |
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| Facilitating Team Collaboration | |
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| Wikis | |
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| Discussion Boards | |
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| Document Workspaces | |
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| Creating a Document Workspace | |
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| Best Practices Checklist | |
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| Summary | |
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| Project Tracking | |
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| Tracking Project Tasks | |
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| Tracking Risks | |
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| Workshop 6.1: Updating the Schedule and Tracking Risks | |
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| Updating the Project Tasks List | |
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| Populating and Updating the Project Tasks List | |
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| Documenting Risks | |
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| Workshop 6.1 Debriefing | |
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| Controlling Changes with Workflow | |
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| Workshop 6.2: Creating a Change Control System with Three-State Workflow | |
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| Creating a Custom List | |
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| Customizing the Three-State Workflow | |
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| Testing the Workflow | |
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| Workshop 6.2 Debriefing | |
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| Best Practices Checklist | |
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| Summary | |
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| Project Reporting | |
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| Custom Views | |
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| Workshop 7.1: Creating a Custom View | |
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| Workshop 7.1 Debriefing | |
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| Using Web Parts for Interactive Reporting | |
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| Workshop 7.2: Maximizing Project Reporting with Web Parts | |
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| Updating Web Parts on Your PMIS Home Page | |
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| Creating a Project Dashboard | |
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| Finalizing the Dashboard | |
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| Workshop 7.2 Debriefing | |
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| Subscribing to Alerts | |
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| Using Meeting Workspaces | |
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| Workshop 7.3: Creating a Meeting Workspace | |
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| Workshop 7.3 Debriefing | |
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| Best Practices Checklist | |
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| Summary | |
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| Integrating PM Tools | |
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| Integrating Microsoft Project into SharePoint | |
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| Workshop 8.1: Using Microsoft Project | |
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| Workshop 8.1 Debriefing | |
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| Using Microsoft Excel and SharePoint | |
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| Creating a Custom List from an Existing Excel Spreadsheet | |
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| Exporting an Excel Spreadsheet to SharePoint As a Custom List | |
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| Synchronizing Excel Tables with a SharePoint List | |
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| Workshop 8.2: Synchronizing Excel with SharePoint | |
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| Creating an Excel Table | |
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| Synchronizing the SharePoint List with Excel | |
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| Workshop 8.2 Debriefing | |
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| Best Practices Checklist | |
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| Summary | |
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| Project Closing | |
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| Overview of Creating a PMIS Template | |
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| Overview of Archiving the PMIS | |
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| Workshop 9.1: Creating a PMIS Site Template | |
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| Workshop 9.1 Debriefing | |
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| Ensuring Stakeholder Buy-In | |
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| Leverage and Prove the Value of SharePoint as a PMIS on a Pilot Project | |
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| Provide User Support in Learning and Utilizing SharePoint | |
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| Measure and Broadcast Success | |
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| Gather Feedback | |
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| Best Practices Checklist | |
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| Summary | |
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| Index | |