Live Webinar – June 27th 2014, 12:00-1:00 PM EDT
Offered by ASPE (REP 2161) 1 Category A PDU – Free PDU
Note: Although ASPE is an REP presentations may have to be recorded as a Cat C PDU Event – Contact Traci Lester Marketing Specialist at ASPE for more information

In a recent SharePoint class, a student presented the following scenario:

• They needed a way to view reports from the current month.
• They also needed to sort the reports by status, and
• If possible use color-coded indicators so they could see where the reports stood at any point. the solution needed to be automated.

Lets break down how we might solve this issue in SharePoint:

1. We need to filter company reports by the current month.
2. We need to sort company reports by reports status.
3. We need to create a Key Performance Indicator to view reports by status and percentage.

But There Is One small issue

According to Microsoft, Status Lists and Status Indicators have been depreciated in SharePoint 2013!

This webinar will demonstrate how we created an automated solution to address this real-world issue.

This includes calculating fields to assign a month to reports as they are added to the reports library – meaning:

1. The user uploading the report didn’t need to worry about selecting a value for the month field; SharePoint automatically supplied this value for them.
2. We will create a view that allows us to display only reports for the current month, and to group our reports by status.
3. Finally, we will also learn that not only are status lists and indicators still present, but how to create and use them in SharePoint 2013.

Presenter: Andy Huneycutt

PDU Category C (PMBOK 5) documentation details:
Process Groups: Planning, Monitoring & Controlling
Knowledge Areas: 4 – Integration 10 – Communications 13 – Stakeholder

• 4.3 Direct and Manage Project Work
• 6.7 Control Schedule
• 10.2 Manage Communications

As a Category C ‘Self Directed Learning Activity’ remember to document your learning experience and its relationship to project management for your ‘PDU Audit Trail Folder’

Click to register for SharePoint 2013 Automation and Task Tracking