Good content for working with SharePoint online.
Microsoft Office 365: Connect and Collaborate Virtually Anywhere, Anytime (ISBN 9780735656949), by Katherine Murray, as a free eBook.
For details on this book, including the Table of Contents , see here.
To download your free PDF eBook, click here.
Best practice when creating a SharePoint Library is to create the Library with a title which has no spaces i.e. gaps between words. For example you wish to create a document library for your admin team. And, you want the UI to reflect the full name ‘Administration Team’.
Recommended steps you should take (using the above scenario) are;
What is the benefit of this you may ask? Well, firstly the URL part is short i.e easy to remember and secondly, as the title does not have any gaps you can easily map your available network drive, within windows explorer, directly to this library. You can even setup an AD policy to roll this out to users very much like any other network drive share.
Now, here comes the tricky part. You have already created some libraries which have gaps in the titles. How do we overcome this issue without re-recreating the libraries and moving the content?
The solution is to use SharePoint Designer! Within SPD, open your site and select All Files > Lists and find the library you want to rename.
Right click and rename the URL Part. Note: you will need admin/owner rights to connect SPD to the site to do this.
There you have it!! Let me know if this helps.
Refer to earlier post regarding ‘My Tasks – Why do I see completed Tasks/Assignments in Current View?’
Get this free add-on for P2007/2010 NOW!!
Business Benefit
(click image link below to lead you to the solution gallery where you can download this Add-in)
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Hope this helps. Enjoy!!
Key feature that often gets overlooked when selling benefits of EPM/SharePoint internally to end-users.
Apologies about the radio silence. I was on sick leave due to a shoulder problem. Back from surgery and ready to go!! Thank you for those who sent best wishes. Much appreciated. There has been a lot changes here at our offices with a few new faces/hires. Looks like they are still looking for a couple more: support technician and consultant for SharePoint and EPM. If you are interested please contact admin@projectsolution.co.uk.
Here is a great post by Mano Mangaldas
If you get the error "Word experienced an error trying to open the file" or "Word has encountered a problem" while opening or creating a new document based on a template.. in SharePoint 2010
Or
if your document hangs at "Opening in Protected View"
probably you have to disable Protected view in Office 2010..
Below are the steps..
- Run one of the Office 2010 application (e.g. Word 2010).
- Click on File menu, and select Options.
- In the “Options” dialog, select Trust Center in the left pane.
- Click on Trust Center Settings in the right pane.
- Select Protected View in the left pane of “Trust Center” dialog.
- Disable any of all of the protected view options as below by unticking the check boxes:
- Enable Protected View for files that fail validation
- Enable Protected View for files originating from the Internet
- Enable Protected View for files located in potentially unsafe locations
- Enable Protected View for Outlook attachments
In this post, we will review how we bring everything together i.e. inserting/embedding Sub-Projects into Master Projects.
Once all the projects are published, return to the master project.
Note: If you don't want to update the subproject with changes from the original project, or if you don't want to show changes from the subproject in the original project, clear the 'Link to Project' check box.
The Master Project/Program structure will start taking shape as you add/insert the Sub-projects. See example below.
If an inserted Sub-project needs to be moved/relocated to another part of the overall WBS, this can be done just as easily as you would move a task/summary task.
Critical Note: After the sub-projects are inserted, it is important to expand them so that their data is refreshed.
Configuring Cross-Project Dependencies
Once the sub-projects are inserted in the Master Project/Program, it is important to review and set up (as necessary) the dependencies on the various components that make up the overall Program.
Create dependency links between tasks and milestone across projects as necessary. See example below.
| ! | Important Note:
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The procedure for creating dependencies on tasks and milestones across inserted sub-project projects is very much similar to that within the same project. For example, select the tasks/millstones to link and then click the 'Link Tasks' button on the toolbar. Refer to example below.
Linked tasked and milestones can be viewed easily by adding the 'External Tasks' column to your view and then setting auto filter to quickly filter in and out these links.
Once the dependencies are created, external dependent tasks and milestones will show up as 'ghost' tasks within the sub-projects. See example below:
| ! | Important Note: It is recommended that for ease of reference, appropriate task notes are added when external project dependencies are created. |
Saving & Publishing Master Project with Sub-Projects
Once all the sub-projects have been inserted and the required dependencies created, it is time to save the projects.
· Expand all sub-projects that have not been expanded since inserting into the Master Project/Program.
· Select File > Save
· Ensure that you select 'Yes to All' in the save dialogue to save changes on all inserted sub-projects and the Master Project/Program.
· Close the Master Project/Program including associated Sub-project.
Note: If there are some changes pending, the above save dialog box will appear.
· Ensure that the Master Project/Program and all the associated Sub-projects are properly checked in prior to exiting the application.
You can review the cache status via the File > Open Dialog box.
Setting Baselines (Optional if required)
Open individual sub-projects and baseline as required by your Business Processes.
· Open each sub-project via File > Open
· From the toolbar select Tools > Tracking and then select 'Set Baseline'.
Note: User may choose either to baseline the entire project or selected tasks.
· Save, Close and Check-in the Sub-project.
· Repeat the above steps for each Sub-project.
That’s all for now folks. In the next post, we will review process for updating sub-projects.
