| Preface | p. vii |
| Project Kickoff | p. 1 |
| What Is a PMIS? | p. 4 |
| Deciding to Use a PMIS | p. 4 |
| What Is SharePoint? | p. 5 |
| Other Options | p. 8 |
| Our Case Study: SharePoint Dojo, Inc. | p. 8 |
| Best Practices Checklist | p. 9 |
| Summary | p. 9 |
| Setting Up the PMIS | p. 11 |
| How Will You Organize Your PMIS? | p. 12 |
| Using Site Templates | p. 14 |
| Creating a SharePoint 2010 Site | p. 14 |
| Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation | p. 15 |
| Creating the PMIS | p. 16 |
| Customizing the Site Theme | p. 17 |
| Adding an Announcement List | p. 18 |
| Displaying Announcements on the Home Page | p. 20 |
| Workshop 2.1 Debriefing | p. 22 |
| Customizing the PMIS | p. 22 |
| Workshop 2.2: Updating Your Site's Regional Settings | p. 25 |
| Workshop 2.2 Debriefing | p. 25 |
| Best Practices Checklist | p. 26 |
| Summary | p. 26 |
| Adding PMIS Components | p. 27 |
| Using SharePoint Lists | p. 28 |
| Creating SharePoint Lists | p. 34 |
| Workshop 3.1: Creating and Populating Lists | p. 35 |
| Creating and Populating a Calendar List | p. 36 |
| Creating and Populating a Contacts List | p. 38 |
| Creating a Risks List | p. 40 |
| Creating a Project Tasks List | p. 41 |
| Creating and Populating a Custom Resource List | p. 41 |
| Displaying the New Lists on the Home Page | p. 46 |
| Workshop 3.1 Debriefing | p. 48 |
| Using Libraries | p. 49 |
| Creating a Document Library (a How-To) | p. 52 |
| Populating a Document Library | p. 55 |
| Workshop 3.2: Creating and Populating a Document Library | p. 55 |
| Creating a Document Library | p. 55 |
| Populating a Document Library | p. 57 |
| Workshop 3.2 Debriefing | p. 60 |
| Organizing Project Information | p. 60 |
| Best Practices Checklist | p. 61 |
| Summary | p. 61 |
| Adding Stakeholders to the PMIS | p. 63 |
| Project Communications Plan | p. 64 |
| Site Access in SharePoint | p. 65 |
| Creating SharePoint Groups | p. 65 |
| Adding Site Members | p. 66 |
| Enabling the Access Request Feature | p. 69 |
| Customizing Permissions | p. 70 |
| Workshop 4.1: Adding Site Members | p. 73 |
| Adding Site Members | p. 74 |
| Customizing List Permissions | p. 75 |
| Workshop 4.1 Debriefing | p. 77 |
| Best Practices Checklist | p. 79 |
| Summary | p. 79 |
| Supporting Team Collaboration | p. 81 |
| Enabling Document Management Solutions | p. 82 |
| Overview of Check-Out/Check-In | p. 83 |
| Overview of Version History | p. 85 |
| Overview of Content Approval | p. 87 |
| Workshop 5.1: Updating a Project Document | p. 89 |
| Requiring Check-Out | p. 89 |
| Checking Out and Editing a Document from the Document Library | p. 91 |
| Viewing All the Changes Made to the Document | p. 93 |
| Workshop 5.1 Debriefing | p. 96 |
| Facilitating Team Collaboration | p. 96 |
| Wikis | p. 97 |
| Discussion Boards | p. 98 |
| Document Workspaces | p. 99 |
| Creating a Document Workspace | p. 100 |
| Best Practices Checklist | p. 102 |
| Summary | p. 102 |
| Project Tracking | p. 103 |
| Tracking Project Tasks | p. 104 |
| Tracking Risks | p. 107 |
| Workshop 6.1: Updating the Schedule and Tracking Risks | p. 110 |
| Updating the Project Tasks List | p. 110 |
| Populating and Updating the Project Tasks List | p. 112 |
| Documenting Risks | p. '115 |
| Workshop 6.1 Debriefing | p. 119 |
| Controlling Changes with Workflow | p. 119 |
| Workshop 6.2: Creating a Change Control System with Three-State Workflow | p. 122 |
| Creating a Custom List | p. 123 |
| Customizing the Three-State Workflow | p. 124 |
| Testing the Workflow | p. 130 |
| Workshop 6.2 Debriefing | p. 135 |
| Best Practices Checklist | p. 135 |
| Summary | p. 135 |
| Project Reporting | p. 137 |
| Custom Views | p. 137 |
| Workshop 7.1: Creating a Custom View | p. 141 |
| Workshop 7.1 Debriefing | p. 145 |
| Using Web Parts for Interactive Reporting | p. 145 |
| Workshop 7.2: Maximizing Project Reporting with Web Parts | p. 150 |
| Updating Web Parts on Your PMIS Home Page | p. 150 |
| Creating a Project Dashboard | p. 153 |
| Finalizing the Dashboard | p. 160 |
| Workshop 7.2 Debriefing | p. 163 |
| Subscribing to Alerts | p. 163 |
| Using Meeting Workspaces | p. 166 |
| Workshop 7.3: Creating a Meeting Workspace | p. 169 |
| Workshop 7.3 Debriefing | p. 171 |
| Best Practices Checklist | p. 172 |
| Summary | p. 172 |
| Integrating PM Tools | p. 173 |
| Integrating Microsoft Project into SharePoint | p. 174 |
| Workshop 8.1: Using Microsoft Project | p. 176 |
| Workshop 8.1 Debriefing | p. 178 |
| Using Microsoft Excel and SharePoint | p. 178 |
| Creating a Custom List from an Existing Excel Spreadsheet | p. 179 |
| Exporting an Excel Spreadsheet to SharePoint As a Custom List | p. 180 |
| Synchronizing Excel Tables with a SharePoint List | p. 182 |
| Workshop 8.2: Synchronizing Excel with SharePoint | p. 185 |
| Creating an Excel Table | p. 185 |
| Synchronizing the SharePoint List with Excel | p. 188 |
| Workshop 8.2 Debriefing | p. 189 |
| Best Practices Checklist | p. 189 |
| Summary | p. 190 |
| Project Closing | p. 191 |
| Overview of Creating a PMIS Template | p. 192 |
| Overview of Archiving the PMIS | p. 194 |
| Workshop 9.1: Creating a PMIS Site Template | p. 195 |
| Workshop 9.1 Debriefing | p. 198 |
| Ensuring Stakeholder Buy-In | p. 198 |
| Leverage and Prove the Value of SharePoint as a PMIS on a Pilot Project | p. 198 |
| Provide User Support in Learning and Utilizing SharePoint | p. 199 |
| Measure and Broadcast Success | p. 199 |
| Gather Feedback | p. 200 |
| Best Practices Checklist | p. 201 |
| Summary | p. 201 |
| Index | p. 203 |
| Table of Contents provided by Ingram. All Rights Reserved. |
