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 Professional.

Too many tasks to track, issues to follow, and 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.

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.

Do you have a previous version of PM Central? View our upgrade policy for details about getting the latest version.

PLATFORM
SharePoint 2010 Compatibility	PM Central is compatible with SharePoint Foundation 2010 and SharePoint Server 2010, as well as Windows SharePoint Services 3.0 and Microsoft Office SharePoint Services 2007.
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.
Customization in R3.0	Retain your customizations in future upgrades post R2.0 via "nested" master pages and "nested" CSS files. New in R3.0: New master pages for additional skins.
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. New in R3.0: New reports for Actual Cost and Budget Cost.
Risk Bubble Charts	Risk bubble charts at both the project and portfolio level help keep track of risks and projects that are at risk.
DASHBOARD
Portfolio & Department Summaries	View data at the department level in addition to the portfolio and project sites for multi-level tracking and reporting.
Project Summaries	My Tasks, All Tasks, Issues and Milestones are displayed via charts and include status information.
Schedules Tab	Displays a Gantt view of active projects as well as a data view of all project tasks. New in R3.0: Display Project Summary and Milestones in a convenient Timeline Gantt.
KPI (Key Performance Indicators)	Visually shows project health and progress, including Budget Cost and Budget Work KPIs at the project site.
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. New in R3.0: Assign multiple predecessors to a successor task.
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. New in R3.0: Exclude weekends and holidays from task scheduling.
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 it 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 installation. New in R3.0: Sync task updates from Microsoft Project to the PM Central Tasks list (Microsoft Project 2010 only).
Schedules Tab	Displays a Gantt view of active projects as well as a data view of all project tasks.
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.
Flexible Task Creation	Create tasks based on Start Date and variables such as Due Date, Work or Duration.
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. New in R3.0!
Inserting Tasks & Inline Editing	Edit items directly within the Web Part interface. New in R3.0: Insert a task between tasks from within the task grid.
Optimized Performance	View a schedule with a large list of items in a single view without impacting performance.
Baseline	Baseline the task, project and project cost for improved schedule management.
Update Progress	Update the project's Actual Start Date and Actual Due Date based on the % Complete progress.
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.
Enterprise Resource Pool (ERP)	Assigning tasks to resources from a resource pool. New in R3.0: Import resources from the User Profile database (SharePoint 2010 Server/MOSS 2007) or User Information List (SharePoint 2010 Foundation/WSS 3.0).
Monthly Cost & Work Allocation	View monthly resource cost and work allocation in a simple a line graph. Save the data to a list for future reference.
Cost Tracking	Keep track of your project costs at the project and portfolio levels.
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.
TIME TRACKING & MANAGEMENT (Sold Separately; See Details here.)
Time Management Central	Provide a central location for project team members to report and track their time, and for timesheet managers to review and approve timesheets. New in R3.0 for SharePoint 2010!
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 one time. New in R3.0 for SharePoint 2010!
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). New in R3.0 for SharePoint 2010!
Time Reporting	View resource time by reporting period, project, department or more with Time Management Reporting. New in R3.0 for SharePoint 2010!
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.
Team Notifications	Enable announcements, events or reports to the entire project team at once directly from PM Central.
Change Management	Allow 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). New in R.3.0!
ADMINISTRATION & USABILITY
Deployment	PM Central features a simple, one-click installation.
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.
Easy Site Creation	Users can choose which site template to use when creating department and project sites.
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.
Health Check	Use the Health Check report to view which PM Central components were not installed.
Timer Job	Manually run the timer job to update the Project Health List sooner than its scheduled run.
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.
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.

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 but that 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.