How to manage Projects with SharePoint 2013 and MS PROJECT Professional 2013 – Part 1

Hi,

when you will read this post I’ll be at Adriatic coast, enjoying my holidays.

In this post I’ will explain how to manage Projects thru SharePoint 2013, and how to connect them with MS PROJECT 2013! Be aware of this:

  • I will not explain in details how to use SharePoint 2013, because you can find that in many other posts. I have two SharePoint MVP’s gurus, Adis Jugo, and Toni Frankola, so you can ask them
  • Everything what I’ll write is my personal opinion!
  • Whatever I do, I’m doing it with full Administrators permission!
  • I’m not going to talk about any Permission and how to set them up!

The Case! You do not have MS PROJECT SERVER, nor you are going to have it, but you have SharePoint 2013, and you have MS PROJECT Professional 2013!

I have my Test site in SharePoint:

image

I already have created Resources, so now I’m going to add some Tasks my Project (by click on Edit the task List on the upper left part of the screen), but first I want to see my Project in Gantt Chart View:

image

and I’ll get:

image

Finally, Tasks, Resources, and Predecessors:

image

As you can see I have three Tasks:

  • Task 1 has Start and Finish Date
  • Task 2 has no Start and Finish Date
  • Task 3 has only finish Date

I’m going to open this Project with MS PROJECT 2013:

image

and I’ll get:

image

and:

image

Task 1, and Task 3 have Finish no Earlier Than Constraint:

image

I’m going to rearrange this Project a little bit:

image

All Task has As Soon as Possible Constraint, and I’ve changed durations.

Now I’m going to save this Project back to SharePoint 2013:

image

and I’ll go back to SharePoint:

image

But! What if you do not want to use SharePoint in this way? What if you want to use Sharepoint just to Store your Project Documents, Issues, and mpp file? Read my next Post!

 

Regards!

About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
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