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Scaling up Part II – Permissions

by Eric Eaton on May 9, 2012 | no comments

SharePoint puts the power to set permissions into the hands of users that may have never done that before. Learn basic SharePoint permission theory and best practices for securing your new project portal in a way that both locks down any sensitive content and minimizes management overhead.

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Scaling up Part I – Templatizing

by Eric Eaton on May 9, 2012 | no comments

Learn how to both prepare and package your project workspace as a reproducible site template that includes all of the lists and workflows you’ve created along the way. This covers not only the how-to elements, but also the planning necessary to make this work cleanly.

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SCRUM features – Part II

by Eric Eaton on April 25, 2012 | no comments

See how to use data form web parts to create a Storyboard page or SCRUM wall that tracks task progress and changes during daily SCRUM meetings. Getting this into SharePoint is a powerful way to let geographically dispersed team members share the same ‘wall’.

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SCRUM features – Part I

by Asif Rehmani on April 25, 2012 | no comments

Learn how to create the functionality necessary to plan sprints for a SCRUM team, including tracking both current sprint information and previous sprint history. You’ll also create a simple button to make the transition from the current to the next sprint.

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Centralized Project Reporting Part II

by Eric Eaton on April 12, 2012 | no comments

Learn how to build a recursive Data Form Web Part to serve as a central project dashboard that puts the information from your various project workspaces together for quick at-a-glance answers.

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Centralized Project Reporting Part I

by Eric Eaton on April 12, 2012 | 1 comment

Learn how and why to strategically and automatically populate some new key fields that become useful when planning to roll up project summary information across multiple lists and sites. These are the pieces that help to draw it all together.

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Managing the whole project

by Eric Eaton on April 11, 2012 | no comments

Some project management solutions focus only on task management. SharePoint, however, can be a total project management solution. This video walks you through some basic list and library recommendations to support the project management process, including team communication, risk management, issues, action items, and new calendar functionality that provides dynamic roll-up of events from multiple lists.

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Project Tracking Summary

by Eric Eaton on April 11, 2012 | 3 comments

Learn how and why you can use custom list as a Project Summary record to roll-up and display summary information – and how to make your task list automatically update that project record as progress is made by creating a SharePoint Designer reusable workflow.

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Project Task Tracking

by Eric Eaton on February 22, 2012 | no comments

This video walks you through the standard Project Tasks list, and demonstrates how to customize it with custom site columns to track planned vs actual dates and show them in a dynamic Gantt chart.

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Project Management in SharePoint – Introduction and Overview

by Eric Eaton on February 22, 2012 | 5 comments

In this overview video, the author demonstrates how SharePoint offers several list types that on their own are simple, powerful ways to track information. By connecting these lists together and adding sub-sites, you can build a central project management hub that changes the way you work. See the overall picture narrated and demonstrated from an end-user and project manager perspective. The best part is that all of this is created using the free SharePoint Foundation 2010 and SharePoint Designer 2010 products.

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