Manage Project, Project Status in SharePoint Anyone?...Dashboard?

As a project manager working on various types of projects at various companies (AOL, Worldcom UUNet/Verizon, Litton PRC ...), I have used a lot of different tools and applications from Microsoft Project, Microsoft Excel, Primavera to JIRA and Confluence to some home grown PMO applications to track my projects and documents. 

I’m somewhat new with SharePoint for project management.  But I think it’s a pretty good PMIS tool since project management is more than just tracking tasks, it's about communication and that's where SharePoint shines.  It’s used as "Project Central" for collaboration on the schedule, report status and update progress against tasks, risks and issues as well as document sharing and discussions.  I think it’s cool that I can store my slides for my presentations in the Slide Library.  And when I need to do a new presentation I can select the ones I want to create a new presentation on the fly.  I also like that from a Microsoft document or spreadsheet I can create a workspace for sharing, brainstorming, discussing and editing a requirement document with a few people prior to publishing it without having to send back and forth the draft amongst ourselves. …I can kill less trees from printing out 8 million papers and less spamming.  I can create my own wikis.  And engineers, if you don’t want to get the Alerts that SharePoint sends to your InBox then hurry and get the tasks done quickly. ;)

But I find that SharePoint out of the box is somewhat lacking in a few things.  For example, there’s no option for creating reports in the form of charts/graphs.  I don’t want to have to export to Excel and create my charts from there.  I don’t know about anyone else but my former upper management/VPs didn’t want to see or hear tedious details of the project.  They just want to see color graphs and charts.  The advantage of being a project manager for a SharePoint solution company like Bamboo is that I can ask our developers if they can create a tool that project managers like me can generate those types of charts in SharePoint without having to use tools like Processes On Demand or having to export data to Excel and create a PIE chart from there. 

So watch out for this new product, in a couple months my cool co-workers are going to give me and whoever wants to buy our product a new SharePoint feature or Web Part that allows us to create any type of chart we want at a Portfolio Management level to show stuff  that PMBOK love to talk about and the executives would be excited about like Actual Cost  versus Budget (BAC), Project Health related to Scope, Schedule, Cost…etc., Pie Chart of Projects with Percentage and Color  Yellow, Green, Red and more....

I think I’m going to work on them to build me the next tool after this one where I can create a Project Schedule that gives me true dependencies between tasks and real Gantt View so I don’t have to use Microsoft Project and other tools to sync my tasks between MS Project and SharePoint.

I would love to hear from other PM professionals who have their own SharePoint implementation experiences to share.  What do you think of it?  So, join our Blog and share your experience with us!!! :)

UPDATE -
Preliminary View of Project Portfolio Dashboard:

UPDATE (08/25/2008) -

We released the new product Sharepoint Project Portfolio Dashboard. It is available via the Bamboo Project Management Suite.


Posted Apr 24 2008, 05:12 PM by Bamboo PM Girl

Comments

Rayvn wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Fri, Apr 25 2008 12:11 PM

Hey PM Girl... very cool to know that Bamboo is building tools to make the life of a PMP more efficient with less effort!  Thanks!

Young wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Tue, Apr 29 2008 10:10 AM

I haven't used SharePoint for project management.  It seems to me that SharePoint with chart, project health indicators and project schedule features would be the ultimate workflow management tool for the project management.  I would definitely try it out some time near future.

An Apple a Day wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Fri, May 2 2008 11:40 AM

As a person that have worked with many project managers, I find the best ones are able to communicate best when they have an effective organizational tool, such as Project or SharePoint. Some people, like me, are visual and with a glance at some effective graphics, would be able to learn the message with just a glance. Any PMIS tool that can do it, without having to resort to exporting to Excel, would win me over.

Thuan Tran wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Sun, May 4 2008 1:40 PM

MS Project Server 2007 was designed specifically for Project/Program Mngmt purpose and sits on top of Sharepoint.  

Customizing Sharepoint for Proj./Program Mngmt purpose does seem to duplicate Project Server 2007 functionalities.

MS Project Server 2007 creates a Sharepoint Project Workspace for each new project.

Each Project Workspace allows collaboration with Integrate Project Team (Risks, Documentations, Calendars, Gantt Chart, Costs, Resources)

Using MS Project Server 2007, Proj. Mngmt. details for each project (cost, schedule, risks, evm) can easily be summarized to provide dashboard (red, green, yellow) summary indicator to Senior Mngmt.

Bamboo PM Girl wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Mon, May 5 2008 8:53 AM

It is true that MS Project Server 2007 (PS) does provide all the major functionalities and if an organization is already using or has a need to manage a complex project, it would be a great choice.  There are two issues with using Project Server 2007: (a) the cost of running the server, while it’s _NOT_ that expensive, it does raise a barrier for small business, and (b) while Project Server 2007 provides much better integration into SharePoint 2007, consolidating tasks, assignments and rolling up data across projects _INTO_ SharePoint is not something that you can easily do today.  The biggest pain for most users is that they still have to spend time both in PS and SP in order to get the work done.  If the integration into SP gets better in future version, it would be much easier for people.

MeetDux wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Thu, Jun 26 2008 9:37 PM

Great post. One request that I have if Bamboo can build it would be a tool similar to Project Publisher www.projectpublisher.com - this way, I can leverage the scheduling capabilities of MS Project and still be able to have my resources update their tasks in a project tasks list in SharePoint.

BTW, I am currently writing a book about SharePoint for Project Management adapting key PMI and PRINCE2 concepts:

oreilly.com/.../9780596520144

kavya wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Tue, Jul 8 2008 5:31 AM

want motivations for project dashboard

dhivya wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Tue, Jul 8 2008 5:32 AM

i want exact points for motivations of project dashboard

Bamboo PM Girl wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Tue, Jul 8 2008 8:43 AM

PM Toolkit that allows:

- Centralized view of all projects' health

- KPI/Performance Management (Real-time view of task and project status in a dashboard)

- Communicate Earned Value versus Planned Value

- Many more ...

See the updated screenshot of the project dashboard in my blog.

Thanks!

kundan Ghimire wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Tue, Aug 5 2008 11:25 AM

whats the price for this web part  pm Toolkit?

WesBryan wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Tue, Aug 5 2008 11:34 PM

kundan Ghimire,

The SharePoint Project Portfolio Dashboard will only be available for purchase as part of the new Bamboo Project Management Suite.  

As far as obtaining pricing information, you will need to call our sales team to obtain a PM Suite quote.  You can find more information about the PM Suite here: store.bamboosolutions.com/ps-102-2-bamboo-project-management-suite.aspx .  

Thanks.

JohnMilan wrote re: Manage Project, Project Status in SharePoint Anyone?...Dashboard?
on Thu, Sep 25 2008 4:37 PM

Hi all,

I wanted to let everyone know that TeamDirection has a BETA underway of its new IntelliGantt Add In for Microsoft Project that has hooks to the Bamboo Project Portfolio Dashboard. We think this will be a great solution for project managers to run AND REPORT their projects with SharePoint.

www.teamdirection.com/.../mspaddin_reporting1_screencast.html

We're working with a few customers privately right now but expect general  BETA next week. If you'd like to try it out now, contact me at johnm [at] teamdirection [dot] com and we will hook you up.

Cheers all!

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