Guest Blog by Michael Womack – Adventures in Bamboo PM Central: “Bambooby Trap” #1…

OK… for some of you, this may be considered a given, but I will consider it my first "Bambooby trap," or lesson learned, whichever you prefer.  In all fairness, I should note that this is probably more of a SharePoint issue than a PM Central issue.  Whichever the case, however, it is not a step you want to overlook when getting started with PM Central.  So here it is…

Consult with my SharePoint Administrator before "Getting started" with testing any third-party SharePoint product such as PM Central.  Such a consultation will save me and my SharePoint Admin some unnecessary surprises, headaches, and rework.

In my case, I neglected this important step before creating my first test project site from the Top Level Site page where a summary of all the projects in our portfolio will be displayed.  Needless to say, this did not go unnoticed.  In fact, this action sent a shockwave all the way through our entire production SharePoint Project Management website when the unique permissions for the new project I created took priority over all existing permission groups which had been previously created from our Active Directory!  And, as I quickly discovered, that's a Bad Thing. 

Here are some questions to cover in advance with your SharePoint Admin (yourself, if you are the SP Admin), which will certainly get you started off better than I did:  

  • Will I be testing PM Central in a production or test environment?
  • If in a test environment… (which is the better choice of the two)
    • What data storage limits should I be aware of, if any?
    • How frequent are data backups performed, if any?
    • What, if any, test data exists that I can use in this testing?
    • What permission level do I have, and is it enough to perform appropriate testing?
  • If in a production environment… same questions as above, plus:
    • How do I set up user permissions for new project sites so it will not interfere with other permission groups?
    • What rules should I be aware of when assigning permission levels to other users?
    • Rules when deleting Groups, or Sites?
    • When in doubt, or I suspect or know a mistake has been made, who do I contact before taking any action to fix anything?
    • What other concerns are there that I should know about before I begin?

For now, this is what I will cover in my meeting today with our SP Admin.  If you can think of any other points to include, I welcome your feedback, comments, or suggestions.

'Til next time…

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