1. Tips and Tricks for
Managing Project Documents
in
Project Server 2010
MPUG WebnLearn
9-25-13

2. Today’s Speaker
Prasanna
Adavi
PMP, MCTS, MCITP, MCT
Director,
EPMA Inc.
years of
PM and EPM
Implementation
Experience
9 http://www.prasannaadavi.co
m
@prasannaadavi
prasanna.adavi@epmainc.co
m

3. Agenda
Project Sites Scenarios Questions

4. Project
SitesQuick Intro

5. Project Sites
Project
Server 2010
Project
Web App
Projects
Project
Sites
MS Project
2010
• Project Sites are
SharePoint Sites
• Project Collaboration
Features Enabled (like
Linking to Tasks)
• One Project Site per
Project
• Can change the default
Template

6. Project Sites

7. Scenario 1
Finding Documents
Several
Documents with
lots of columns
Cannot apply
simultaneous
filtering or
custom filtering
Advanced
Filtering,
Search
Required

8. Scenario 2
Which Documents go where?
Lot of
deliverables
during project
Project Managers
not sure which
documents are
required for
which stage
A visual clickable
guide required

9. Scenario 3
Managing Templates
Project
Managers
cannot find the
updated
templates
No easy
access to
templates. Too
many versions
A easily pick-
able template
system
required

10. Scenario 4
How to Archive documents?
Project
Documents need
to be moved to a
central repository
Project Managers
need an easy
way to archive
System should
be flexible and
simple

11. About EPMA
http://www.epmainc.
com*
Leading
Microsoft
EPM &
PPM
Service provider
Consulting
Training
Support
@epmainc
http://www.epmainc.com

12. Useful Reference
• Configure metadata navigation for a list or library
• http://office.microsoft.com/en-us/sharepoint-server-help/configure-metadata-navigation-for-a-list-or-
library-HA101820113.aspx
• Searching in SharePoint 2010
• http://msdn.microsoft.com/en-us/library/ee558911(v=office.14).aspx
• Manage a connection to a document repository (SharePoint Server
2010)
• http://technet.microsoft.com/en-us/library/ee424395(v=office.14).aspx
• Content Types
• http://msdn.microsoft.com/en-us/library/ms479905(v=office.14).aspx
• Applying Document Retention in SharePoint 2010
• http://blogs.msdn.com/b/mvpawardprogram/archive/2011/10/03/applying-document-
retention-in-sharepoint-2010.aspx