SharePoint Project Management – PM Central for SharePoint

Organize, track, and visually report the status of all your projects from a single workspace designed for you and your boss.

Effectively track and manage tasks, costs, deadlines and resources with SharePoint PM Central™. Maximize your investment in industry-standard tools by synchronizing project tasks with Microsoft Project.

Too many tasks to track, issues to follow, reports to create, and not enough time? With Bamboo's SharePoint Project Management Central™, you can control and manage projects, programs, and entire portfolios for you, your team members, and your boss from a single, easy-to-use workspace.

Product Overview and Benefits

A Web-based workspace solution for project information with built-in access controls.
Ease of collaboration and centralized repository for project artifacts and discussions.
A Web-based view of project portfolios with automated data aggregation and dashboards.
Centralized document management (with standard templates) with granular permissions.
Tracking for individual tasks and actual work in addition to the project schedules.
Process and change management.
Resource allocation and reporting.
Cost, risk, and issue tracking.
Effectively communicate project expectations to team members and stakeholders in a clear, timely fashion, from task-level reporting to an executive summary.
Standardized project workspace (site) templates.
Standardized project metrics.
Streamline and standardize business and project management processes via Workflow Conductor.
Integrates with Microsoft Project software via Bamboo Microsoft Project Add-In.

Centralized administrative and client site

Dashboard/Analytics

Organize and track multiple projects from a top-level portfolio site, with instant access to custom key performance indicators, issues, and risks.

Schedule/Resource Management

Manage and assign dependent tasks, track resource availability, and be advised of potential cost overruns as your project progresses.

Process/Change Management

Control, regulate, and automate aspects of your project with programmable alerts, risk assessment, and workflow-enabled change management and site creation tools.

Cost Management

Allocate costs to resources and projects to keep spending within budget and to ensure long-term business success.

Risk/Issue Management

Monitor, assess, and centrally manage risks and issues, including risk exposure and cost impact.

Time Tracking & Management

Create, submit, and approve custom timesheets that integrate with project tasks and resources.

PLATFORM
Feature	Description	SharePoint 2010	SharePoint 2007	SharePoint 2013
SharePoint 2010 Compatibility	PM Central is compatible with SharePoint Foundation 2010 and SharePoint Server 2010, as well as with Windows SharePoint Services 3.0 and Microsoft Office SharePoint Services 2007.			Coming Soon
BEST PRACTICES & CUSTOMIZATION
Site Templates	Includes portfolio and project site templates for providing summary portfolio information at the portfolio site and controlling how project information is collected at the individual project sites.			Coming Soon
"Lite" and "Standalone" Site Templates	New in R4.0 for SharePoint 2010: Includes standalone project, lite portfolio and lite project site templates for loosely structured organizations and/or those which otherwise don't have a need to track or manage certain areas that PM specialists are required to manage, such as resource management, time management, and budget and cost management. The "lite" sites can be turned into "full" sites through feature activation.			Coming Soon
Customization	Retain your customizations in future upgrades (post R2.0) via "nested" master pages and "nested" CSS files. New master pages for additional skins.			Coming Soon
REPORTING
Flexible Reports	Gantt views, Pie charts, Visual Progress Indicators, and List reports for active projects, issues, tasks, resource management and more. Includes list and ad-hoc reporting for resource planning and availability. Print reports and export them to Microsoft Excel.			Coming Soon
Additional Reports	Additional reports to compare actual work and cost data with project estimates when PM Central is integrated with Time Tracking and Management (sold separately). New in R4.0 for SharePoint 2010: Assignments by Department, Resource by Department.			Coming Soon
Additional Settings for Reports	New in R4.0 for SharePoint 2010: Allows users the flexibility to show grid above the chart, or chart at the top of the report. Show chart using stacked bar in addition to bar and line.			Coming Soon
Resource Allocation per Month	New in R4.0 for SharePoint 2010: Allows users to show the resource allocation per month or per week.			Coming Soon
Risk Bubble Charts	Risk bubble charts at both the project and portfolio level help keep track of risks and projects that are at risk.			Coming Soon
DASHBOARD
Portfolio & Department Summaries	View data at the department level in addition to the portfolio and project sites for multi-level tracking and reporting.			Coming Soon
Project Summaries	My Tasks, All Tasks, Issues, and Milestones are displayed via charts and include status information.			Coming Soon
Schedules Tab	Displays a Gantt view of active projects as well as a data view of all project tasks. Displays Project Summary and Milestones in a convenient Timeline Gantt.			Coming Soon
KPI (Key Performance Indicators)	Visually shows project health and progress, including Budget Cost and Budget Work KPIs at the project site.			Coming Soon
TASK & SCHEDULE MANAGEMENT
Task Interdependency	PM Central seamlessly and automatically handles interdependencies between predecessor and successor tasks. Changing the date of a predecessor task affects the dates of the successor tasks as well - a feature SharePoint does not offer. PM Central can also display tasks in a tree view with collapse/expand capabilities. Assign multiple predecessors to a successor task.			Coming Soon
Task Assignments and Resources	New in R4.0 for SharePoint 2010: Assign multiple resources to the same task. Provide the option to exclude lunchtime. Additional conditions for Adjusting Task Schedule: Change task's duration, total work, or due date when resource assignments are changed based on task conditions, e.g., keep duration constant, keep total work constant, but increase or decrease the hours that resources work per day.			Coming Soon
Task Management	From the project site, view all tasks, overdue tasks, my tasks, and late tasks as well as a cost view, a tracking view, and a scheduling view. View schedule status from the portfolio site by project as well as at the task level. Exclude weekends and holidays from task scheduling.			Coming Soon
Microsoft Project 2007 and 2010 Integration	Use the Bamboo Microsoft Project Add-in with Microsoft Project 2007 and 2010 to import project data to and export from SharePoint 2007 (WSS 3.0 and MOSS 2007) or SharePoint 2010 (Server and Foundation). The Bamboo Microsoft Project Add-in saves mapped fields for easier mapping and allows multiple users to use the add-in on the same desktop without multiple installations.			Coming Soon
Microsoft Project 2010 Integration - Additional Features	Use the Bamboo Microsoft Project Add-in to export tasks to a new project, or append or merge tasks with an existing Microsoft Project file. Sync task updates from Microsoft Project 2010 to the PM Central Tasks list. New in R4.0 for SharePoint 2010: Map Resource Names from Microsoft Project to either the Resource field or the Assigned To field. Support Forms-Based Authentication (FBA).			Coming Soon
Schedules Tab	Display a Gantt view of active projects as well as a data view of all project tasks.			Coming soon
Associate Issues and Risks to Tasks	New in R4.0 for SharePoint 2010: Tasks can be delayed due to issues and risks. You can now associate risks and issues with related tasks.			Coming soon
Resource Allocation	Allocate a percentage of a resource's time to work on a task or project, to more accurately determine resource commitment and availability.			Coming Soon
Flexible Task Creation	Create tasks based on Start Date and variables such as Due Date, Work, or Duration.			Coming Soon
Show Critical Path	Clearly identify tasks in a project that are on the critical path, tasks that cannot be delayed without delaying the project, so you can accurately assess the impact of schedule changes.			Coming Soon
Inserting Tasks & Inline Editing	Edit items directly within the Web Part interface. Insert a task between tasks from within the task grid.			Coming Soon
Optimized Performance	View a schedule with a large list of items in a single view without impacting performance.			Coming Soon
Baseline	Baseline the task, project, and project cost for improved schedule management. New in R4.0 for SharePoint 2010: Automatically gives users with full control permission the ability to baseline, and provides the option to add groups that can baseline via the Web Part Settings.			Coming Soon
Update Progress	Update the project's Actual Start Date and Actual Due Date based on the % Complete progress.			Coming Soon
Additional Tools for Tasks and Schedule Management	New in R4.0 for SharePoint 2010: Provides quick buttons to Update All (Project schedule, project cost, actual progress, project's overall cost and work) or update specific values such as project cost).			Coming Soon
COST & RESOURCE MANAGEMENT
Resource Management	Plan project work and budget at the resource level with data on resource capacity planning, availability, and work across all projects and tasks.			Coming Soon
Find Resources	New in R4.0 for SharePoint 2010: Resource or project managers can now find the available resources based on name, department, or role of the resource.			Coming Soon
Copy Resources	New in R4.0 for SharePoint 2010: Resource or project managers can now copy multiple resources all at once from the Enterprise Resource Pool to the project's resource pool.			Coming Soon
Assignments by Department	New in R4.0 for SharePoint 2010: Displays resources and their assignments, grouped by department.			Coming Soon
Enterprise Resource Pool (ERP)	Assign tasks to resources from a resource pool. Import resources from the User Profile database (SharePoint 2010 Server/MOSS 2007) or User Information List (SharePoint 2010 Foundation/WSS 3.0). New in R4.0 for SharePoint 2010: Drop-down displays resources in alphabetical order.			Coming Soon
Monthly Cost & Work Allocation	View monthly resource cost and work allocation in a simple line graph. Save the data to a list for future reference.			Coming Soon
Cost Tracking	Keep track of your project costs at the project and portfolio levels.			Coming Soon
Budget Tracking	Set the project's Budget Work and Budget Cost in the Project Health List. Configurable KPIs for Budget Work and Budget Cost help you monitor overruns.			Coming Soon
TIME TRACKING & MANAGEMENT (Sold Separately; See Details here.)
Time Management Central	Provides a central location for project team members to report and track their time, and for timesheet managers to review and approve timesheets.			Coming Soon
Timesheet	Detailed timesheets allow team members to accurately report time spent on project tasks. Timesheet managers can review time entry before approving timesheets for each team member. Timesheet administrators can conveniently generate timesheets for all team members at once.			Coming Soon
Time Entry	Team members can report time against different cost centers and accurately assign hours to the correct activity (administrative, project tasks, vacation, or sick leave).			Coming Soon
Time Reporting	View resource time and cost by reporting period, project, department, and more with Time Management Reporting.			Coming Soon
CHANGE MANAGEMENT, PROCESS MANAGEMENT & COLLABORATION
Alerts	Allows users to set up customizable alerts, reminding team members of their issues or tasks, when tasks are coming due or are past due, or when a status has changed on a task or issue. Alert conditions are customizable.			Coming Soon
Team Notifications	Enable announcements, events, or reports to the entire project team at once, directly from PM Central.			Coming Soon
Project Site Creation Request	Allows project stakeholders to submit requests for new project sites. Automate the request approval process with Bamboo's Workflow Conductor (sold separately).			Coming Soon
Change Management	Allows project stakeholders to submit change requests, such as new requirements, design changes, or schedule updates to the project manager or other authorized approver. Automate change management approval with Bamboo's Workflow Conductor (sold separately).			Coming Soon
Lessons Learned	New in R4.0 for SharePoint 2010: As part of project management best practices, PM Central now allows you to log lessons learned as part of project close-out or end of a phase.			Coming Soon
ADMINISTRATION & USABILITY
Deployment	PM Central features a simple, one-click installation.			Coming Soon
Adjustable Settings	Allows users to turn tabs and lists on/off, delete sites, set alert e-mails, add/remove users, and more via a familiar menu interface.			Coming Soon
Site Creation Area	New in R4.0 for SharePoint 2010: Site Collection Administrators can activate the "Site Creation Area" feature to allow the "Create New Site" option and "Create New Site" area for portfolio site or standalone project site creation.			Coming Soon
Shortcut to Site Creation	New in R4.0 for SharePoint 2010: Users can now create the project site or the department site from the shortcut on the portfolio site.			Coming Soon
Simple Resource Creation	Add new resources to the project using the Enterprise Resource Pool or an existing SharePoint account. Add resources to a project during task creation.			Coming Soon
Display different column names in the data view	New in R4.0 for SharePoint 2010: Your organizations may refer to certain tracking information in a certain way, such as Work Effort instead of Work. In R4.0, we provide this flexibility for the data view. Display columns by different names when the data is displayed using Data-Viewer Web Part.			Coming Soon
Department Directories	New in R4.0 for SharePoint 2010: For the three tiers (portfolio, department, and project), the All Department Sites Web Part that shows the departments and their paths to the sites can now be modified, e.g., to display or hide columns.			Coming Soon
Show or Hide columns of list forms	New in R4.0 for SharePoint 2010: Provides the flexibility to show or hide columns in new form, edit form, view form, and in list settings for the Tasks list and the Project Health list. This allows you to not show unnecessary fields to your team members.			Coming Soon
Archive tool	New in R4.0 for SharePoint 2010: Provides the ability for you to archive tasks, issues, risks lists, and their items. This provides you the flexibility to continue using the projects and the lists and at the same time keep history data.			Coming Soon
Security and Access Control	New in R4.0 for SharePoint 2010: New PM Central Control Panel where tools, resource center, and reports are located, and which only users with full control can access.			Coming Soon
Health Check	Use the Health Check report to view which PM Central components were not installed.			Coming Soon
Timer Job	Manually run the timer job to update the Project Health List sooner than a previously scheduled run.			Coming Soon
Navigation	Provides user-friendly navigation via tab strips and drop-down lists so that everyone—executives, team members, and project members—can quickly get to the information they need.			Coming Soon
Tooltips & Descriptions	PM Central features tooltips and descriptions for sections, lists, and fields, enabling users to better understand the components and fields that comprise PM Central.			Coming Soon

PM Central automatically tracks individual projects across your company in one workspace. Project team members only need to update the information in a particular list on their project site, and their data is automatically populated in all related areas on the top-level project portfolio site. In this top-level site, the data from all project sites is aggregated for display in portfolio dashboards to provide real-time, at-a-glance executive information.

SharePoint Project Management Central consists of three site templates:

Portfolio (Top-Level) Site: This site shows the aggregated data of all of its project sub-sites. It contains multiple dashboards that report on tasks, issues, risks, and schedules. You can have just one portfolio site per site collection so that you can roll up all project sites to just one portfolio site, or you can have multiple portfolio sites with their own set of project sites. This site is only considered a top-level site to its project sub-sites. It does not have to be the top-level site of your site collection.
Project Site: This site is a sub-site of the portfolio site and is designed to have its data rolled up to the portfolio site for a comprehensive status of all projects in your portfolio. It is an enhanced template that enforces uniform project data input, visual status of tasks and issues, a Gantt View to track all project tasks at once, and a place for uploading documents, conducting online project-related discussions, and managing users and groups separately from the portfolio site (if necessary).
Department Site: This in an optional virtual site that allows project managers to filter which projects are displayed in the department site for a selected view.

These sites are made up of several Bamboo Web Parts that we provide on our storefront today and which have been tailored for this application, along with some custom Web Parts and project-management process logic.

To get started with PM Central, do the following:

Create and configure the portfolio site.
Create and configure a project site for each project that you want in your portfolio.
Upload existing project data to the project site using List Bulk Import or the Bamboo Microsoft Project Add-in, or input project data manually.
Start using PM Central to manage projects and status.