Using SharePoint and MS Office for Project Management Jeffrey P. Yellets 18 October, 2017 PMI Southern Maryland PG Chapter Event MS Windows, Office, and SharePoint

Windows MS Project

Traditional Office Products

Teaming Products

Additional Collaboration Products Microsoft Project – A Subject for Other Sessions

This will NOT be a talk about MS Project  Can be the subject of other sessions with topics such as:  Project, Project Online, Project Server and SharePoint Integration  Building Schedules and Timelines  Schedule Tracking and Analysis  Using EVM  Creating Effective Reports  Will consider sessions if interested The Way We Tend to Work Today

Local Stuff – Use Windows Web Based Stuff – Use a Browser Upload/Download (and repeat)

Create/Modify Something Get/Store Something Focus for Today’s Session

Windows Easy Collaboration

Seamless Integration

Data at your Fingertips Awareness Focus for Todays Session

Windows Disclaimer: Different Versions of Windows/Office

Concepts that will be presented today are applicable in all versions of Windows and Office to some degree.

 Windows XP, NT / Office 2007/ SharePoint 2007 – Not as Good  Windows 7/ Office 2010/ SharePoint 2010 – Good  Windows 8/ Office 2013/ SharePoint 2013 – Better  Windows 10/ Office 2016, Office 365/ SharePoint 2016 – Best

Later tools mean better integration and collaboration, but can still do some things to make the experience easier and more seamless. SharePoint and Project Management – What we’re used to seeing: Used as a collaboration tool  Provides shared document storage  Shared Calendars  Shared Contacts  Shared Tasks Better Integration with Windows, Office, and SharePoint

Used as a collaboration tool  Provides shared document storage  Shared Calendars  Shared Contacts  Shared Tasks Word Integration Excel Integration OneNote

 Collaborative note taking  Web clipping  Windows Capture – any time  Supports Pen Input  When coupled with SharePoint, can have collaborative page inputs Office Via Web, Tablet, Phone Awareness – New Office Tools

 Most of the new tools work with Office 365 (which includes SharePoint, online tools etc.)  Most of the new tools work on PC as well as mobile platforms (Tablets, Android and iPhones, etc.)  Tools that we will talk about:

Teams Planner Power Apps

Flow Forms Lens To-Do Awareness – Microsoft Lens Get it for your Phone Awareness – Microsoft To-Do Awareness - Teams – Free-Form Teaming Awareness - Teams – Chat-Based Teaming Awareness – Microsoft Planner Awareness – Microsoft Planner Awareness – Microsoft Flow for Office 365 Awareness – Microsoft Flow for Office 365 Awareness – Microsoft Forms Awareness – Power Apps Awareness – Power Apps