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Migrating project records out of Excel spreadsheets and into SharePoint 2013 is a good first step towards efficient project management

The schedule of presentations for Microsoft’s Tech Ed Europe 2014 event included a number of Microsoft Project Pro and Office 365. Raphael Ax and Alexandra Ciortea, two Field Engineers for Microsoft EMEA led the first of these, which is titled Efficient Planning, Reporting and Decision Making with Microsoft Project Pro for Office 365. Early in the presentation Ax points to SharePoint 2013 as a good method of moving a project management methodology forward for a typical organization.

With a simple copy and paste procedure, Ax demonstrates how to migrate the key data from an Excel spreadsheet into a SharePoint Tasks list. He notes how SharePoint 2013 personal sites for project team members will expose their respective assigned tasks without the need for any manual intervention. So, as he summarizes, the notification component, which is entirely missing from a project management method built on Excel spreadsheets and shared drives and folders, is handled successfully by merely moving the task timeline into an out-of-the-box SharePoint 2013 team site Tasks list. He even notes how the team members can note their completion of tasks on their personal sites, which, in turn, will update the Project task list, itself.

Ax also demonstrates how browser controls built in the ribbon for the SharePoint 2013 Task List can be used to brand the list in a manner conforming to the look and feel of the original Excel spreadsheet included in his presentation. Browser controls accessible from the ribbon are also used to add tasks to the out-of-the-box timeline included with the SharePoint task lists.

This kind of training content, meaning video recordings presenting technical procedures in an authoritative, correct manner by an acknowledged subject matter expert like Raphael Ax can be exposed to project teams via SharePoint-Videos’ VisualSP Help System for SharePoint 2013.

The granularity of this section of the presentation treating how the Excel spreadsheet data can be poured into the out-of-the-box SharePoint 2013 Task List should be particularly useful to teams looking to make the same type of transition in how they manage projects Ax is illustrating.

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