In addition to the department- structures project teams in companies are becoming increasingly important. Especially, tools for project management and project control are necessary to effectively simplify project management and control. Unfortunately, there is no uniform Project management: also the project management processes are as varied as the tools available. There is also not the Central norm for project management, a variety of national DIN- and international ISO standards abound in this area (CF.. z.B. http://www.gpm-InfoCenter.de/).
The central objective remains the same but: How to reach your project goals as a project manager under optimum use of available staff and resources to defined milestones and dates? This article presents a solution approach, It combines the possibilities of more complex project management systems with easy customization options.
A variety of project management tools and specialized software products are competing for the favor of enterprise customers, while at the same time project managers often manage with the probably most widely used project management tool- Microsoft Excel. In addition to established manufacturers such as Oracle, Microsoft and SAP offer many more companies specialized project management software, and also a number of freely available open source software such as, for example, "project open" (http://ww.project-open.com) suitable for many project management-Requirements. However, the market is confusing, the summaries of the Computer week 2011 or Computer week 2013 only a small segment of the more established manufacturers to introduce.
Excel as a purpose weapon already enormously simplifies project management, but it is problematic, If you want to share project information in the team or central update. However, comprehensive project management solutions such as, for example, Microsoft Project Server require accurate planning and usually undergo a more complicated introduction process, because either the products need to be adapted to your request processes or your business processes and thus your project working methods must be adapted to a new product.
Microsoft SharePoint solution as a project management tool?
If you already Microsoft SharePoint use and may be used as strategic platform in your organization, are you easy ways to, to take advantage of the functionality of Microsoft Excel in the team and to add opportunities for collaboration in the project team. In the simplest case, take over an existing Excel-based project management as a central SharePoint list and have immediate benefits through a central synchronization, Team access, an automatic versioning and standard forms to create and edit project information.
Want to implement but a more comprehensive project management for SharePoint, as with PMOffice365 a complete project management solution for Microsoft SharePoint. PMOffice365 is supported for the platforms Microsoft Office 365, SharePoint 2013, SharePoint 2010 and SharePoint Foundation and provides comprehensive project management functionality in the areas of:
- Project management
- Team organization
- Document management
- Project controlling
- Project reporting
- Risk management
- Process management
- Interface management
In the foreground is a uniform structure of projects, Partial projects, Project tasks/requirements, and project teams. For each of the objects of this structure is a variety of project-typical attribute fields available, facilitate a direct commissioning without adjustment. You can add more attributes according to your individual requirements or hide also not desired attributes and adjust to the available masks--simple configuration settings. Also, you can customize the terms used in your language.
User interface in the Web browser
For maps, Dynamic list views available are evaluations and reports, similar to Microsoft Excel sort is, can filter or group.
All direct functions of PMOffice365 are accessible via a Web browser. Edit the different project information in clear masks with tab titles, as for example, when creating a project:
These masks can be extensively configured, many project information management remains open at all times. Depending on the setting, certain riders are available only selected user groups available, so that you can manage, for example, project budgets as project manager, While members of your project team can see only the project basic information.
Detailed project information
After the project with the corresponding projects of part of and a project team is created, can the individual tasks or. Add requirements, Defining dependencies between tasks and teams or. assign individual employees. For the management of the project team itself is its own function module available, and the added project contacts can synchronize directly with Microsoft Outlook.
In the tab Project requirements all currently for the project defined requirements or tasks appear and can be edited directly from the mask or supplemented with new requests/tasks:
Tasks by their very nature are more complex and require a downstream processing with possibly multiple stakeholders, so the tasks for forwarding to a ticket system such as z.B can be. LTRS – http://www.locatech-it.com/losungen-leistungen/ltrs-ticketsystem-servicedesk-microsoft-sharepoint/ enable.
Project document management
A tab Project documents upload any project documents, and assign the current project. This is possible also a classification of the document type for later analysis or automated workflows. Also, an automatic versioning of documents is carried out., If you upload newer versions of a document. Even a direct processing of the documents in the PMOffice365 is possible, so that you can configure a central creation and management of all project documents. In this case, a collaboration on the documents in the team is possible, by a documents- and be checked out or by certain types of document feedback- or approval workflows are enabled.
Project team and project staff
For the management of project teams and project staff is a separate module available.
The addition of project team members to project teams, enter the percentage allocation. Over the employee information you have an overview of the percentage utilization of the person at any time distributed across all project teams:
A possible overload of the employee is immediately recognizable and can be avoided by redistributing the tasks possible.
Monitoring, Project controlling, Budget management
Project costs are incurred costs not only through the use of staff in a project, as well as other costs, the z.B. caused by external assignments of project work or costs of infrastructure use. The tab project cost capture and manage all types of project costs and can assign these different types of costs or cost centers.
The accrued costs can be an evaluation - even across multiple projects - as report provides or provided other applications. Manage project costs for example in your ERP system, so it can be passed via a Web service at PMOffice365, so a central charging only at one point must be made. On the tab Project management see immediately, whether the project budget has already been exhausted and how much budget remains.
Risk management
The integrated risk-management module allows the capture and project risk assessment and risk monitoring logging z.B. by project audit. Audit documents can be hung here central to the project. Also the history of the RIS management including the evolving risk assessments is understandable due to the risk history.
Project reporting
PMOffice365 offers comprehensive reporting functions, She both central preconfigured as individual by individual users for their own purposes can be established. Typical evaluations include:
- Cross-project evaluations of project budgets and project workloads
- Evaluation pending resubmissions/project tasks
- Gannt evaluation on the course of the project with the Gantt Web part
- Evaluations by project status, Project team or project manager
All evaluations can an Excel form- or access query outside of a further analyzed or passed on to third parties.
Full-text searches
With the help of the automatic full text indexing is a search function available, to search not only for specific information from the project administration, but also make transparent information from project documents. So is a Document management already integrated into the standard full-text search feature.
Process management and project workflows
Configurable workflows, you can direct individual structure objects automatically through a defined process of information processing. In the simplest case, this is a feedback- or approval workflow, for example, for a project as a whole, for individual project tasks, for project costs and project documents. You configure comfortably via automated pure Informationsworkflows Email-Notifications.
Interface management
Usually run master data such as for example the employee data to a central directory or cost information in an existing ERP system. Depending on needs to be determined from existing enterprise systems, What information PMOffice365 from another "leading" system provided. Alternatively PMOffice365 can for example planned project costs an ERP system as a source of information to provide. Here possible combinations are generally not directly configurable. However, Microsoft SharePoint offers complete prepared Web services and data interfaces, to process data in other systems to share or even data from third-party systems. Integration with existing systems is possible therefore usually without much effort.
A direct processing of PMOffice365 information in Microsoft Office products (Excel, Access, Outlook, Word) is already possible in the standard without adjustment.
Conclusion
In the combination of Microsoft SharePoint as a universal platform and PMOffice365 as a specialized project management solution to provide all functions, needed for an advanced project management. Not available in the standard functions can be added through configuration, also you can hide unused areas. Also integrate into an existing infrastructure with other internal systems is easily possible.
Therefore PMOffice365 is a very good alternative to a "project management by Excel" and also to very complex project management solutions with complex implementation processes. Basically, also a project portfolio management can be realized in this way.
How to contact with and further steps
Please contact us in connection, the product know to learn and test. We are looking forward to the personal How to contact with and introduce you to the product, with a calculation of costs.
Your contact persons: Rudolf Vehring and Dirk Löhn
Locatech IT solutions GmbH, Bar Opera str. 239 b, 44227 Dortmund
Tel: +49 231 9159650
Email: sales@locatech.com
Plant: Managed project management fields in the standard PMOffice365 (Configure- and expandable)
Project based data
- Project title
- Project No..
- Description of the project
- Project objectives
- Project risks
- Project activities
- Project Manager
- Project Manager Deputy
- Project Manager Deputy: Phone
- Project Manager Deputy: Email
- Project Manager: Phone
- Project Manager: Email
- Project start
- Project end
- Project days set (planned)
- Project days (booked)
- Project status
- Client
- Client: Contact
- Client: Contact person telephone
- Client: Contact person email
- Contact Deputy
- Partial projects
- Project notes
- Project requests/tasks
Risk management
- Risk monitoring by
- Final audit on
- Audit report
Project controlling
- Project costs
- Project costs total
- Project budget
- Project provisions
- Other project costs
- Project budget (Available)









