Tips and Tricks for Managing Project Documents using Project Server 2010
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Tips and Tricks for Managing Project Documents using Project Server 2010
- 1. Tips and Tricks for Managing Project Documents in Project Server 2010 MPUG WebnLearn 9-25-13
- 2. Today’s Speaker Prasanna Adavi PMP, MCTS, MCITP, MCT Director, EPMA Inc. years of PM and EPM Implementation Experience 9 http://www.prasannaadavi.co m @prasannaadavi prasanna.adavi@epmainc.co m
- 3. Agenda Project Sites Scenarios Questions
- 5. Project Sites Project Server 2010 Project Web App Projects Project Sites MS Project 2010 • Project Sites are SharePoint Sites • Project Collaboration Features Enabled (like Linking to Tasks) • One Project Site per Project • Can change the default Template
- 7. Scenario 1 Finding Documents Several Documents with lots of columns Cannot apply simultaneous filtering or custom filtering Advanced Filtering, Search Required
- 8. Scenario 2 Which Documents go where? Lot of deliverables during project Project Managers not sure which documents are required for which stage A visual clickable guide required
- 9. Scenario 3 Managing Templates Project Managers cannot find the updated templates No easy access to templates. Too many versions A easily pick- able template system required
- 10. Scenario 4 How to Archive documents? Project Documents need to be moved to a central repository Project Managers need an easy way to archive System should be flexible and simple
- 11. About EPMA http://www.epmainc. com* Leading Microsoft EPM & PPM Service provider Consulting Training Support @epmainc http://www.epmainc.com
- 12. Useful Reference • Configure metadata navigation for a list or library • http://office.microsoft.com/en-us/sharepoint-server-help/configure-metadata-navigation-for-a-list-or- library-HA101820113.aspx • Searching in SharePoint 2010 • http://msdn.microsoft.com/en-us/library/ee558911(v=office.14).aspx • Manage a connection to a document repository (SharePoint Server 2010) • http://technet.microsoft.com/en-us/library/ee424395(v=office.14).aspx • Content Types • http://msdn.microsoft.com/en-us/library/ms479905(v=office.14).aspx • Applying Document Retention in SharePoint 2010 • http://blogs.msdn.com/b/mvpawardprogram/archive/2011/10/03/applying-document- retention-in-sharepoint-2010.aspx