It's not uncommon for a company to roll out SharePoint, expecting a valuable project/workflow management system, only to discover that SharePoint cannot meet all the needs of the company. While investing in significant development is certainly an option, pmPoint offers another option. As a plug-in for SharePoint, pmPoint offers enhanced management, tracking, and reporting features as an out-of-the-box solution.
Structure and Projects
In pmPoint and SharePoint, everything is sorted by projects. You have your high level projects, then the projects below that (probably for each department), then the actual projects, and then the tasks. Confused? Here's an example—let's say your company has three "Project Areas" (the term used for the high level "projects") for product A, product B, and product C. Within each one of those areas, you have projects for design, marketing, logistics, and support. Then, in each one of those Project Areas, you have projects for each team—let's say marketing has create a website, organize an upcoming tradeshow, and market the latest version of the product as its projects. Finally each of those projects will have a set of tasks, which will be assigned to various individuals, so on and so forth.
While at first the projects sorting annoyed me, I can see the value in this. First off, if you have very large-scale projects (just a few at a time), this can help you to stay focused on one project at a time. You can also always create a "Miscellaneous" project that stores all the simple, single tasks, or you can even just have one project for everything, bypassing some of the project layers altogether. The only disadvantage in doing this is that much of the reporting seems to lend itself best when an organization is using this structure.
Templates
pmPoint allows you to create templates to streamline the creation of tasks in your projects. So, for instance, if you are a marketing agency, you probably have a basic number of steps that have to be accomplished to create a new logo for a client (brainstorm meeting, initial drafts, client review, etc.). In cases like these, templates can easily be used and tweaked to take some of the manual work out of creating each individual task for every new project. pmPoint also comes with a number of basic templates.
One excellent feature in pmPoint is the ability to quickly and easily modify an overall project through a datasheet. So, for instance, say I used a template to create a new project for creating a logo for company X. It has all the basic steps already in there, but it's missing two steps specific to this client. I can easily add two new rows in the datasheet and have it update automatically. Also, say I want to change a few of the responsible persons because someone is out sick on a given week. I just click those cells and change the names. Finally, I instantly get a view of what the complete date of the project will be, and I can adjust the days allotted to each assignment to ensure that the project is set to complete at a certain time. And of course, all of the reporting and individual tasks lists for employees will update automatically.
Interface
Users with experience on SharePoint will find the pmPoint interface to be a familiar face. From color to layout, the pmPoint interface is very similar to SharePoint, save for the additional options that it grants. That being said, I found the interface and structure to not be very intuitive. On all of the projects, there are a host of little icons that don't provide details as to what they mean if you hover over them and cannot be clicked on (at least not with the permissions that the trial grants you). This left me to wonder what those icons meant, and it took a bit of poking around to figure that out. Even then, I felt like I needed a key to translate the icons.
That aside, one other frustrating thing was that whenever I would go into a task and change something, rather than simply being taken back to the page I was on beforehand, I would be taken to that overall project. (It was as if the program was saying, "Glad you finished that assignment. Now look at the other 500 ones within this project," but only a handful of those were actually assigned to me the individual!) Also, there isn't an overly simple way to manage completion of tasks, such as checking off a "complete" radio button. The only two options are either to open up the entire task and make edits in there (which is a hassle), or open up a datasheet and make the changes to the cells much like you would an Excel spreadsheet (an efficient option, but some users may be intimidated by the datasheet or accidently overwrite something).
Granted, the interface becomes much easier to use after only an hour so of working with pmPoint. But, coming from the perspective of Betty in marketing, John in finance, and Sue in order management, I can see how the system would be confusing to learn for someone who doesn't already have experience with a similar workflow tool.
After the jump, we'll cover pmPoint's reporting capabilities, pricing, and requirements.