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Project Management Excel Template

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Project Management Excel Template document sample

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									     Manage Projects
   on SharePoint 2010
with BrightWork pmPoint
Who are BrightWork?
• BrightWork make pmPoint, the first and still the
  best work and project management plug-in for
Microsoft's SharePoint ISV Partner Ecosystem
                    ECM                          Search                  Tech
                                                                       Technology Solutions                 Business
                                                                                                              Business Solutions
BPIO                                             Search
                                                                       Solutions                            Solutions
ECM Interop               Document               Taxonomy               Backup &           Security          Application Dev.       Construction &
• OpenText                Assembly               Management             Restore            • Trend Micro     • Corasw orks          Engineering
• EMC-                    • Business Integrity   • Concept Searching    • AvePoint         • Symantec        • Bamboo               • AutoDesk
  Documentum              • Xinnovation          • Interse              • CommVault                                                 • Bentley
• IBM-FileNet             • Content              • SchemaLogic          • Symantec –                         eLearning              • Dassualt
• Oracle-Stellent           Technologies         • Synaptica              Veritas          Translation                              • PTC
                          • MarkLogic                                                      Services          • IntraLearn
• SAP                                                                                                                               • UGS
                                                                                           • Idiom
                                                                        Replication        • IceFire         CRM
Records Mgmt              Physical               Query                  • NSI
                                                 Enhancements           • Syntergy                           • Relavis              Manufacturing
• HP-Trim                 Records Mgmt
                                                                        • Infonic (iOra)                     • Portrait Softw are   Visibility
• CA                      • OmniRim              • BA-Insight                              Accessibility
• Unique World                                   • Sinequa              • Repli-w eb       • HiSoftw are                            • Invensys
                          • Iron Mountain
                                                 • Q-Go                 • Neverfail                          HR                     • Epicor
                          • Productiv
                                                 • Expert System                                             • Nakisa               • OSIsoft
Transactional                                                                              Governance                               • ICONICS
Content Mgt.                                                            Administration     • Workshare
• Know ledgeLake          Migration                                     • Quest            • Mimosa            Project
• NextDocs                                       Multimedia             • echoTechnology   • CA
                          • Casahl                                                                           Management             Healthcare
• BlueThread                                     • Coveo                • Data Assist      • Securent
                          • Tzunami
• Hyland
                          • Metalogix
                                                                                           • ClusterSeven      •BrightWork          • Broadpeak
• Image Source                                                          Offline
                          • Quest
• Clearview                                      BDC Connectors         • Colligo                                                   Event/Response
                                                 • BA-Insight           • Infonic (iOra)   WAN               Legal                  Management
                                                 • Handshake            • Digi-Link        Optimization      • XMLAW
                          Archiving                Softw are                                                                        • E-Sponder
Digital Asset                                                                              • BlueCoat        • Workshare
                          • Commvault                                                        (Packeteer)                            • ESRI
                          • EMC-Centera                                 Workflow           • Cisco
• Telestream              • Hitachi Data                                • K2               • Certeon
• Artesia                   Systems                                                                          Utilities              Real Estate
                                                 Protocol               • Nintex           • Citrix
• Equilibrium             • Netw ork             Handlers                                                    • Flexnova
                                                                        • Skelta           • Syntergy                               • Accruent
                          • Allen Systems        • Vorsite              • AgilePoint
Forms                                            • Handshake
                          • Mimosa                                                                           Retail                 FinServ
• Tec-IT                                           Softw are
                                                 • xmLaw                                   Mobile            • Red Prairie          • Portrait Softw are
• Kayentis                                                              Social                               • Cactus               • FiServ
• Texcel                                                                Computing          • Formotus          Commerce
                                                                        • New sGator       • TrueContext     • RPM Car
                                                 iFilters               • Telligent        • Transpara       • Wincor Nixdorf       Contract Mgmt
LOB Integration
                                                 • Citeknet             • ConnectBeam                                               • C-Lutions
• Sitrion (SAP)                                                         • Atlassian
                                                 • IFilterShop                                                                      • Corridor Consulting
• ERP-Link
BrightWork - Executive Summary
• Microsoft Gold Certified ISV partner with the EPM
  (Enterprise Project Management) competency
• Customers in US, Canada, Mexico, Europe and Australia
• 1995 – Started developing the BrightWork project
  management solution
• Built on Lotus Notes from 1995 to 1999
• Moved to Microsoft platforms in 1999
• Have released a commercial work and project
  management product on Microsoft:
   –   Exchange 2000 (webstore)
   –   SharePoint 2001 (webstore)
   –   SharePoint 2003
   –   SharePoint 2007
   –   SharePoint 2010
pmPoint – Executive Summary
• A mature application managing work and
  projects on the SharePoint 2007 and 2010
• pmPoint - Process driven work and project
• You decide the level of management and
  structure required
• Templates and reporting to manage work, tasks,
  projects, project offices and portfolios (Optional
  import / export / sync with Microsoft Project)
Typical Situation
• In most organizations, work and projects come in
  different types and sizes, resulting in a need for
  differing levels of management.
Basic Work and Project Management
• Many organizations manage work and projects
  using a mixture of Outlook and Excel...
The SharePoint Potential
• ...and have begun to use SharePoint, but base
  SharePoint does not include the structure,
  templates or reporting needed for work and
  project management.
Work and Project Spectrum
• pmPoint recognizes that organizations need to
  be able to manage work and projects with
  differing degrees of structure.

                  Management          Loosely           Semi-           Fully
                  by Exception      Structured       Structured      Structured
                                    Projects with       Manage          Manage
                                         a few        project with   project with a
                                    elements, e.g.        more        full lifecycle
  Emails, Phone    Resolve Issues
                                        Project      elements and       and with
                                      Statement,        a simple      phases and
                                        Issues,         lifecycle         gates
pmPoint Templates
• pmPoint ships with templates for managing
  individual projects, from large to small, complex
  to simple.
All Project Sizes
• Small projects can be managed from
  Conception, through Initiation, Implementation
  and Close-out in the Project Lite template
Microsoft Project Professional 2010
• Project managers that use Microsoft Project
  Professional 2010 can plan using Project and
  collaborate using SharePoint, syncing the plan
  between Project and SharePoint as the project
Advanced Reporting - Gantt
• pmPoint includes advanced reporting, such as
  Gantt charts that show the entire project,
  including tasks and parent items.
Advanced Reporting – My Work
• My Work reports enable team members to see a
  snapshot of all their open work, work due soon
  and overdue work in multiple lists.
Advanced Reporting – Distribute
• Reports can be distributed in a number of ways,
  including Print, Email and exported to Microsoft
Advanced Reporting – Emailer
• Reports can be emailed on an automated
  schedule, such as sending every team member
  their My Work report on Monday morning.
Multiple Project Templates
• pmPoint also ships with templates for managing
  across multiple projects
Projects Tracker
• Senior Managers can view project updates very
  easily in cross-project dashboards.
Projects Tracker
• The Projects Tracker template facilitates high-
  level updates to multiple projects in a simple
  Excel-like grid.
Project Office
• The Project Office template gives stakeholders
  (senior management, program managers etc)
  visibility across multiple projects.
Project Office
• The Project Office also includes different
  perspectives on multiple projects:
                                Project Status



Project Requests
• The Project Request templates assist with
  ensuring that only the necessary projects get
  approved and initiated.
Work Management
• The Work management templates deliver control
  and oversight over key work items that occur
  outside the formal context of projects.
SharePoint Configuration Options
• pmPoint includes all the standard SharePoint
  configuration options
pmPoint Configuration Options
• pmPoint also includes unique configuration
  options – such as the Column Visibility Settings
  page shown here
pmPoint Configuration Options
• The reporting web parts that display the project
  information have extensive configuration and
  report editing features.
Template Growth and Reuse
• All pmPoint template and project customizations
  can be easily captured, refined and reused using
  the Templates Area.
pmPoint in Summary
• pmPoint is ideal for organizations that need to
  manage work and projects of different types and
  sizes in the one SharePoint environment.
Successful and Happy Customers
• Visit our Case Studies page where you can review
  case study testimonials and watch customer-
  specific webcasts.

Learn more about pmPoint
• Visit and click Evaluation
Contact BrightWork

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