Tips and Tricks for Managing Project Documents using Project Server 2010

Tips and Tricks for Managing Project Documents

in Project Server 2010

MPUG WebnLearn9-25-13

Today’s Speaker

Prasanna Adavi PMP, MCTS, MCITP, MCT

Director, EPMA Inc.

years of PM and EPM

Implementation Experience9 http://

www.prasannaadavi.com

@prasannaadavi

[email protected]

Agenda

Project Sites Scenarios Questions

Project SitesQuick Intro

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

Project Sites

Scenario 1

Finding Documents

Several Documents with lots of columns

Cannot apply simultaneous

filtering or custom filtering

Advanced Filtering, Search

Required

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

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

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

About EPMA

http://www.epmainc.com*

Leading

Microsoft EPM & PPMService provider

ConsultingTrainingSupport

@epmainc

http://www.epmainc.com

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