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BRIGHTWORK.COM
MANAGING CHANGE REQUESTS IN PROJECT MANAGEMENT A change request is a formal proposal to modify any element of the project from the baseline. A baseline is a formally agreed version of scope, time, cost, or other aspects between the performing team and stakeholders. Change Requests are submitted when issues are found while project work is in progress. Project issues may arise whenproduct
USING SHAREPOINT FOR PROJECT ISSUE MANAGEMENT Choose your project issues list as the part to add. Before you exit the edit page mode, choose to edit the web part, change the Toolbar Type to No Toolbar, change the title of the web part to “Top 5 Open Issues,” and click OK. Finally, save the page and stop editing. To finish things off we need to make the added Web Part look more like a PROJECT MANAGEMENT TEMPLATES Templates enable the reuse of best practice and the capture of previous project experience. BrightWork is supplied with number of templates of varying complexity, for managing both single and multiple projects. You select the template you need based on the degree of WORKING WITH EXPRESSIONS Working with Expressions. Expressions let you add columns that calculate a value to BrightWork Report reporter definition files. The return type of an expression is determined by the DataType of the column. Note: Any column referenced in an expression must be positioned above the expression column in the list of columns in theDataTable in the
CONFIGURING THE WORK CACHE Deactivate the Work Cache. To deactivate the Work Cache you should do the following: In your site click Site Settings.; Click Site Collection Features.; Click Deactivate to turn off the BrightWork Work Cache feature.; Views in the Work Cache. Using Work Cache views provides faster access to specific data than returning all items. Out of the box there are three views, these are:BRIGHTWORK ICONS
Note: The column values and names displayed below are default values and may have changed as a result of the list being modified. The icons displayed beside the column names are displayed in the column headers. Mousing over an icon in BrightWork Reporter or a 6 WAYS TO MASTER CHAT IN MICROSOFT TEAMS 6 Ways to Improve Chat in Teams. 1. Formatting. Make any chat, post, or conversation engaging and easier to read with formatting. Click the ‘A’ icon, beneath the message, to access a range of formatting options: Bold, italicize, underline, or strikethrough text. LEADING CHANGE IN AN ORGANIZATION Context for Change. First of all, I want to examine the different types of strategic change an organization can face before identifying frameworks for implementing change.. Balogun & Hope Hailey (2008) put forward four different classifications of change that map the extent of the change required and the nature (or speed) with which the change is to be achieved (Figure 1). HOW TO IDENTIFY AND GATHER PROJECT REQUIREMENTS Identify and Gather Requirements. There are numerous techniques to identify and gather requirements. Below is a brief list to help you get started. Brainstorming brings different stakeholders together to discuss the problem and the desired solution. HOW TO USE MICROSOFT TEAMS FOR PROJECT MANAGEMENTSEE MORE ONBRIGHTWORK.COM
MANAGING CHANGE REQUESTS IN PROJECT MANAGEMENT A change request is a formal proposal to modify any element of the project from the baseline. A baseline is a formally agreed version of scope, time, cost, or other aspects between the performing team and stakeholders. Change Requests are submitted when issues are found while project work is in progress. Project issues may arise whenproduct
USING SHAREPOINT FOR PROJECT ISSUE MANAGEMENT Choose your project issues list as the part to add. Before you exit the edit page mode, choose to edit the web part, change the Toolbar Type to No Toolbar, change the title of the web part to “Top 5 Open Issues,” and click OK. Finally, save the page and stop editing. To finish things off we need to make the added Web Part look more like a PROJECT MANAGEMENT TEMPLATES Templates enable the reuse of best practice and the capture of previous project experience. BrightWork is supplied with number of templates of varying complexity, for managing both single and multiple projects. You select the template you need based on the degree of WORKING WITH EXPRESSIONS Working with Expressions. Expressions let you add columns that calculate a value to BrightWork Report reporter definition files. The return type of an expression is determined by the DataType of the column. Note: Any column referenced in an expression must be positioned above the expression column in the list of columns in theDataTable in the
CONFIGURING THE WORK CACHE Deactivate the Work Cache. To deactivate the Work Cache you should do the following: In your site click Site Settings.; Click Site Collection Features.; Click Deactivate to turn off the BrightWork Work Cache feature.; Views in the Work Cache. Using Work Cache views provides faster access to specific data than returning all items. Out of the box there are three views, these are:BRIGHTWORK ICONS
Note: The column values and names displayed below are default values and may have changed as a result of the list being modified. The icons displayed beside the column names are displayed in the column headers. Mousing over an icon in BrightWork Reporter or a SHAREPOINT TEMPLATES FOR PROJECT AND PORTFOLIO MANAGEMENT BrightWork Project and Portfolio Management Templates. BrightWork templates for SharePoint are suited to every type of project, team, and industry. The ready-to-use templates deliver immediate value with key capabilities such as project reporting, cross-project dashboards, Agile Boards, and workflows. Get Free SharePoint Template. BRIGHTWORK PROJECT REPORTING Project Status Report. Get an up-to-date view of where the project currently stands during the execution phase. Use RAG (Red, Amber Green) indicators to quickly gauge the status of key metrics. Customize your Status Reports in just 3 minutes with complete and upcoming work, overall progress (including budget), key action items,and top open
MANAGE SMALL PROJECTS WITH THE PROJECTS AND WORK TRACKER The Projects and Work Tracker Template from BrightWork provides a single site for tracking high-level details about several projects in SharePoint. It’s the perfect solution for all those smaller projects you may have. This template is ideal for teams who are not yet ready for complex project management processes. HOW TO USE MICROSOFT TEAMS FOR PROJECT MANAGEMENT From real-time chat to video meetings, document management, and more, Microsoft Teams is a powerful platform for project management. This guide covers everything you need to know about using Microsoft Teams for projects and teamwork. We’ll show you how to create your first Team, leverage chats, and run great video meetings. WHAT IS THE BEST TOOL FOR YOUR PROJECT? Microsoft Excel. Launched in 1985, Microsoft Excel has an estimated user base of 750 million users worldwide.It’s ubiquitous, accessible in any organization that uses Microsoft Office. With multiple formulas, pivot tables, and charting, Excel is a powerful reporting and data analysis tool. HOW TO CREATE A LESSONS LEARNED PROCESS FOR YOUR PROJECTS Identify & log. Analyze & classify. Monitoring and governance. We recommend that Lessons Learned should happen throughout the project. You should log an experience during meetings or immediately when you find it. Often, people forget things by the end of the phase orproject.
HOW TO USE ONENOTE FOR PROJECT MANAGEMENT Firstly, schedule the meeting in Outlook. Select ‘OneNote Meetings’ in the ribbon. Next, click ‘Take Your Own Notes’ and choose the relevant page in OneNote. The agenda, along with any additional information, is added to OneNote. Track notes during the meeting and share with attendees using the ‘Email page’ option. 2. HOW TO CREATE A PROJECT REPORT WORKFLOW WITH SHAREPOINT Video: Project status reporting using SharePoint Designer 2010. In this training video, you’ll learn how to use SharePoint Designer 2010 to build a custom workflow to: Email relevant individuals when a new project status report is posted in a project site. Update the project statement with comments from the project status report. USING SHAREPOINT FOR PROJECT ISSUE MANAGEMENT Choose your project issues list as the part to add. Before you exit the edit page mode, choose to edit the web part, change the Toolbar Type to No Toolbar, change the title of the web part to “Top 5 Open Issues,” and click OK. Finally, save the page and stop editing. To finish things off we need to make the added Web Part look more like a CONFIGURING THE WORK CACHE Deactivate the Work Cache. To deactivate the Work Cache you should do the following: In your site click Site Settings.; Click Site Collection Features.; Click Deactivate to turn off the BrightWork Work Cache feature.; Views in the Work Cache. Using Work Cache views provides faster access to specific data than returning all items. Out of the box there are three views, these are: BRIGHTWORK PPM SOFTWARE FOR SHAREPOINTSOFTWARETEMPLATESSERVICESPRICINGRESOURCESTRAINING GUIDES Projects. Start every project the right way with standardized templates. Stay on track with flexible reports and collaborative team sites. > Work together in one tool. Control. Portfolios. Approve and resource the right projects at the right time. Get instant visibility with real-time, cross-project dashboards. > Make data-drivendecisions.
SHAREPOINT TEMPLATES FOR PROJECT AND PORTFOLIO MANAGEMENT BrightWork Project and Portfolio Management Templates. BrightWork templates for SharePoint are suited to every type of project, team, and industry. The ready-to-use templates deliver immediate value with key capabilities such as project reporting, cross-project dashboards, Agile Boards, and workflows. Get Free SharePoint Template. HOW TO IDENTIFY AND GATHER PROJECT REQUIREMENTS Identify and Gather Requirements. There are numerous techniques to identify and gather requirements. Below is a brief list to help you get started. Brainstorming brings different stakeholders together to discuss the problem and the desired solution. 6 WAYS TO MASTER CHAT IN MICROSOFT TEAMS 6 Ways to Improve Chat in Teams. 1. Formatting. Make any chat, post, or conversation engaging and easier to read with formatting. Click the ‘A’ icon, beneath the message, to access a range of formatting options: Bold, italicize, underline, or strikethrough text. HOW TO WORK EFFECTIVELY WITH YOUR PROJECT SPONSORHOW TO GET MEMBERS FASTHOW TO GET MEMBERS FAST Use the meeting to establish roles and responsibilities, identify required resources, and establish a communication plan. Review and refine the project plan with the sponsor, identifying key milestones and check-in points. Finally, ensure the sponsor understands why their input and commitment are important to the project. LEADING CHANGE IN AN ORGANIZATION Context for Change. First of all, I want to examine the different types of strategic change an organization can face before identifying frameworks for implementing change.. Balogun & Hope Hailey (2008) put forward four different classifications of change that map the extent of the change required and the nature (or speed) with which the change is to be achieved (Figure 1). HOW TO USE ONENOTE FOR PROJECT MANAGEMENT Firstly, schedule the meeting in Outlook. Select ‘OneNote Meetings’ in the ribbon. Next, click ‘Take Your Own Notes’ and choose the relevant page in OneNote. The agenda, along with any additional information, is added to OneNote. Track notes during the meeting and share with attendees using the ‘Email page’ option. 2. 7 WAYS TO IMPROVE YOUR DELEGATION SKILLS FOR A HAPPY TEAMWAYS TO IMPROVE DELEGATION SKILLSHOW TO IMPROVE DELEGATION SKILLSHOW TO IMPROVE DELEGATION SKILLSEFFECTIVE DELEGATION SKILLS FOR LEADERS 7 Ways to Improve Your Delegation Skills 1. Pick a task that you can and should delegate. While you should take responsibility for hiring a new team member, creating a weekly status report is a task that can be delegated to a team member. HOW TO CHECK YOUR SHAREPOINT VERSION Here are a few easy ways to identify SharePoint 2016: The title of the environment is ‘SharePoint’. The app is called ‘Sites’. The menu includes the app launcher icon (first introduced in SharePoint 2016). The settings button is now located to the left of your loginID.
WORKING WITH EXPRESSIONS Working with Expressions. Expressions let you add columns that calculate a value to BrightWork Report reporter definition files. The return type of an expression is determined by the DataType of the column. Note: Any column referenced in an expression must be positioned above the expression column in the list of columns in theDataTable in the
BRIGHTWORK PPM SOFTWARE FOR SHAREPOINTSOFTWARETEMPLATESSERVICESPRICINGRESOURCESTRAINING GUIDES Projects. Start every project the right way with standardized templates. Stay on track with flexible reports and collaborative team sites. > Work together in one tool. Control. Portfolios. Approve and resource the right projects at the right time. Get instant visibility with real-time, cross-project dashboards. > Make data-drivendecisions.
SHAREPOINT TEMPLATES FOR PROJECT AND PORTFOLIO MANAGEMENT BrightWork Project and Portfolio Management Templates. BrightWork templates for SharePoint are suited to every type of project, team, and industry. The ready-to-use templates deliver immediate value with key capabilities such as project reporting, cross-project dashboards, Agile Boards, and workflows. Get Free SharePoint Template. HOW TO IDENTIFY AND GATHER PROJECT REQUIREMENTS Identify and Gather Requirements. There are numerous techniques to identify and gather requirements. Below is a brief list to help you get started. Brainstorming brings different stakeholders together to discuss the problem and the desired solution. 6 WAYS TO MASTER CHAT IN MICROSOFT TEAMS 6 Ways to Improve Chat in Teams. 1. Formatting. Make any chat, post, or conversation engaging and easier to read with formatting. Click the ‘A’ icon, beneath the message, to access a range of formatting options: Bold, italicize, underline, or strikethrough text. HOW TO WORK EFFECTIVELY WITH YOUR PROJECT SPONSORHOW TO GET MEMBERS FASTHOW TO GET MEMBERS FAST Use the meeting to establish roles and responsibilities, identify required resources, and establish a communication plan. Review and refine the project plan with the sponsor, identifying key milestones and check-in points. Finally, ensure the sponsor understands why their input and commitment are important to the project. LEADING CHANGE IN AN ORGANIZATION Context for Change. First of all, I want to examine the different types of strategic change an organization can face before identifying frameworks for implementing change.. Balogun & Hope Hailey (2008) put forward four different classifications of change that map the extent of the change required and the nature (or speed) with which the change is to be achieved (Figure 1). HOW TO USE ONENOTE FOR PROJECT MANAGEMENT Firstly, schedule the meeting in Outlook. Select ‘OneNote Meetings’ in the ribbon. Next, click ‘Take Your Own Notes’ and choose the relevant page in OneNote. The agenda, along with any additional information, is added to OneNote. Track notes during the meeting and share with attendees using the ‘Email page’ option. 2. 7 WAYS TO IMPROVE YOUR DELEGATION SKILLS FOR A HAPPY TEAMWAYS TO IMPROVE DELEGATION SKILLSHOW TO IMPROVE DELEGATION SKILLSHOW TO IMPROVE DELEGATION SKILLSEFFECTIVE DELEGATION SKILLS FOR LEADERS 7 Ways to Improve Your Delegation Skills 1. Pick a task that you can and should delegate. While you should take responsibility for hiring a new team member, creating a weekly status report is a task that can be delegated to a team member. HOW TO CHECK YOUR SHAREPOINT VERSION Here are a few easy ways to identify SharePoint 2016: The title of the environment is ‘SharePoint’. The app is called ‘Sites’. The menu includes the app launcher icon (first introduced in SharePoint 2016). The settings button is now located to the left of your loginID.
WORKING WITH EXPRESSIONS Working with Expressions. Expressions let you add columns that calculate a value to BrightWork Report reporter definition files. The return type of an expression is determined by the DataType of the column. Note: Any column referenced in an expression must be positioned above the expression column in the list of columns in theDataTable in the
IMPORTING A MICROSOFT PROJECT SCHEDULE TO A SHAREPOINT In my last article, I walked through the best practice steps to initially set up and use Microsoft Project with the BrightWork Structured Site Template.. Watch: Using BrightWork Templates and Microsoft Project Professional for Project Management In this article, we will see how to take an existing Microsoft Project schedule and bring it into a SharePoint task listusing
HOW TO USE MICROSOFT TEAMS FOR PROJECT MANAGEMENT From real-time chat to video meetings, document management, and more, Microsoft Teams is a powerful platform for project management. This guide covers everything you need to know about using Microsoft Teams for projects and teamwork. We’ll show you how to create your first Team, leverage chats, and run great video meetings. A GUIDE TO PROJECT INITIATION The Initiating Phase is the foundation of the project. During this stage, the project manager needs to: Establish the business case for the project. Ensure the project is aligned with the organization’s strategic goals. Prepare an initial budget and timeline. Pick a methodology for the project HOW TO CHECK YOUR SHAREPOINT VERSION Note – as per Microsoft, there is not a 1:1 mapping of all classic to modern experiences in SharePoint 2019. Elements such as existing team site home pages, wikis, and web part pages remain as classic experiences. The BrightWork project and portfolio management solution for SharePoint 2019 uses the classic SharePoint experience. BRIGHTWORK TIP: HOW TO CONFIGURE SHAREPOINT FORMS Configure SharePoint Forms. Browse to the list where you want to update the form. In this example, I’m using a Change Request form from the Project Structured template for Project Management. From the ribbon, click on “List” -> “Customise List” -> “Form Web Parts” . By default, there are three different forms associated witheach
6 PROJECT MANAGEMENT LEADERSHIP STYLES If this style were summed up in one phrase, it would be “Come with me.”. 3. Affiliative Leadership. This is a very common management style used by project managers and has a positive impact on the project team. This leader works to create emotional bonds that bring a feeling of bonding and belonging to the organization. HOW TO USE CONSENSUS DECISION-MAKING FOR PROJECT MANAGEMENT 1. Introduce the issue: Start the meeting by explaining what the issue is and what decision is required. 2. Explore the issue: At this stage, you want to gather all inputs and ideas without delving into one suggestion in detail.Ask for some initial feedback to kick-start the conversation and use techniques such as brainstorms to drive thediscussion.
16 USEFUL QUESTIONS FOR EVALUATING NEW PROJECT REQUESTS 16 Useful Questions for Evaluating New Project Requests. Below are some suggested criteria to standard new project requests. Using a PPM tool such as BrightWork, work these questions into the request process as needed. What is the project type: mandatory, regulatory, maintenance, enhancement, business growth, innovation, and currentproject
HOW TO MANAGE DIFFICULT CONVERSATIONS WITH TEAM MEMBERS Get into the right headspace. Take a walk, have a coffee – whatever works for you. It is also a good idea to reframe the conversation in your head. Remember – the purpose of the meeting is to resolve a difficult or challenging situation in a positive way. 3. PROJECT PORTFOLIO MANAGEMENT: 5 BENEFITS AND 5 COMMON MISTAKES 5 Common Project Portfolio Management Mistakes. 1. No tangible investment strategies. It is a common practice in many companies, whether start-ups or larger corporations, to directly start with budgeting and funding. The projects scoring higher on the priority list are picked off based on the budget until the funds have been completely exhausted.* WATCH VIDEO DEMO
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