Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Leverage Project 2010 w/ Office 365 for PM Success
1. Leverage Project 2010
with Office 365 for
Project Management Success
Dux Raymond Sy, PMP, MVP
Managing Partner
Innovative-e
Video Recording:
http://www.youtube.com/watch?v=KC9vfEYaWMU
2. What is the number 1 tool do
most people rely on
for project management?
@meetdux #pminac
3. Why Project 2010?
• A project management tool that supports
– Project Schedule development and management
• Planning
• Tracking
– Resource Management
– Project Reporting
• It assumes that you
are familiar with a
project management
process
@meetdux #pminac
5. Create PMIS Upon Project Initiation
• As soon as a project is defined, create a
SharePoint site to serve as the PMIS
– Central repository for
relevant project artifacts
– Controlled stakeholder
access
• Ideally, a SharePoint PMIS
site template is utilized
@meetdux #pminac
6. Develop a Project Schedule
• Once the Work Breakdown Structure (WBS) is
identified, develop a project schedule with
Microsoft Project 2010
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7. Maximize Collaboration Tools
• Information Management
– Centralized Storage
– Version Control
– Check-in / Check-out
• Project Activities
– Requirements Gathering
– Meetings
– Documenting Lessons Learned
• Microsoft Office Integration
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9. Track Efficiently
• Microsoft Project 2010 schedule can be synched
with a SharePoint project task list
– Project resources can enter
updates in SharePoint Online
– Project managers can
synchronize updates
with Project 2010
@meetdux #pminac
10. Create Visual Reports or Dashboards
• Project information can be displayed in a rich
dashboard through various reporting tools in
SharePoint
– Chart web part
– KPI web parts
– Excel Services
– PerformancePoint
– Third-party tools
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11. Automate Project Processes
• Workflows can be leveraged to automate typical
project processes
– Change Control
– Procurement
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