tips and tricks for managing project documents using project server 2010
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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
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