How To Manage Projects With SharePoint 2010

SharePoint 2010 offers a robust solution for managing projects with its Project Management Information System (PMIS), enabling effective communication, collaboration, and centralized project information. With SharePoint 2010, you can build a customized PMIS that coordinates the efforts of your team, without extensive reliance on your IT/IS department.

By utilizing SharePoint’s powerful features, you can define access permissions for project stakeholders and team members, ensuring the right information is accessible to the right people. You can centralize project artifacts with version control, making it easy to track changes and maintain a single source of truth. Project schedules can be effectively managed, and risks can be identified and mitigated. Additionally, project reporting can be automated, saving time and effort in generating updates and status reports.

SharePoint 2010 also offers seamless integration with popular project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook. This integration allows for a streamlined workflow, enabling you to leverage familiar tools while still benefiting from SharePoint’s collaboration and communication capabilities.

For project and portfolio management, SharePoint On-Premises provides a comprehensive platform that centralizes project information, enhances visibility, and facilitates collaboration. With SharePoint’s Quick Launch, you can customize your project management setup, mapping your specific processes to the site structure. Task lists and dashboards provide efficient work management, allowing for better task tracking and team coordination.

Configuring SharePoint for project management requires a combination of SharePoint and project management knowledge. You can save project sites as templates for future use, ensuring consistency and efficiency in setting up new projects. To further assist in your project management endeavors, you can explore the free SharePoint project management template from BrightWork, which offers additional planning, tracking, and re-planning capabilities.

In summary, SharePoint 2010 is a versatile platform that empowers you to effectively manage projects through its PMIS. With its communication, collaboration, and centralized project information features, SharePoint 2010 provides the tools you need for successful project management.

Building a Customized Project Management Information System (PMIS) with SharePoint 2010

Building a customized Project Management Information System (PMIS) with SharePoint 2010 allows you to tailor the platform to your specific project needs and maximize its project management capabilities. With SharePoint, you can coordinate communication and collaboration among project stakeholders and team members, all with minimal assistance from your IT/IS department. By defining access permissions, you can control who has access to project artifacts and ensure data security. Centralizing project artifacts with version control ensures that everyone is working with the most up-to-date information, reducing errors and confusion.

Tracking project schedules and managing risks becomes easier with SharePoint’s project management features. You can create project schedules and update them in real-time, ensuring everyone is aware of deadlines, milestones, and dependencies. SharePoint also provides tools to manage risks and implement risk mitigation strategies, helping to minimize potential disruptions to your project.

Integrating project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook with SharePoint streamlines your project management processes. You can sync your tasks, timelines, and project data with these tools, ensuring seamless collaboration and reporting. SharePoint On-Premises serves as an ideal platform for project and portfolio management, providing centralized project information, visibility, reporting, and collaboration.

Customizing SharePoint’s Quick Launch, task lists, and dashboards allows you to map your project management processes to the platform. You can create customized navigation menus in the Quick Launch area, making it easy for team members to access relevant project sites and resources. Task lists and dashboards help you manage and visualize project tasks, deadlines, and progress, improving overall project efficiency and accountability.

Configuring SharePoint for Project Management

Configuring SharePoint for project management requires a combination of SharePoint and project management knowledge. It’s important to familiarize yourself with SharePoint’s features and functionalities, as well as understand project management best practices. By saving project sites as templates, you can easily replicate successful project setups and save valuable time when starting new projects.

To assist in the setup and management of projects, BrightWork offers a free SharePoint project management template. This template provides pre-built project management capabilities, helping you plan, track, and re-plan projects effectively. By leveraging the template, you can accelerate your project management efforts and ensure consistency across multiple projects.

SharePoint Features Benefits
Communication and Collaboration Tools Improved coordination and information sharing among project stakeholders and team members.
Access Permissions Controlled access to project artifacts, ensuring data security and confidentiality.
Version Control Centralized and up-to-date project artifacts, reducing errors and confusion.
Project Scheduling Real-time visibility into project timelines, deadlines, and dependencies.
Risk Management Identification, assessment, and mitigation of project risks, minimizing disruptions.
Integration with Other Tools Seamless collaboration and reporting by syncing project data with Excel, Microsoft Project, PowerPoint, and Outlook.

Building a customized PMIS with SharePoint 2010 empowers you to take control of your projects, enhance collaboration, and streamline project management processes. Utilize the platform’s features, integrate essential tools, and customize its elements to fit the unique requirements of your projects. By doing so, you can unlock the full potential of SharePoint and optimize your project management practices.

Configuring SharePoint for Project Management

Configuring SharePoint for project management requires a combination of SharePoint expertise and project management knowledge to ensure optimal project site setup. By following the step-by-step instructions below, you can create a customized Project Management Information System (PMIS) that aligns with your specific project requirements.

Defining Access Permissions

One of the first steps in configuring SharePoint for project management is defining access permissions for project stakeholders and team members. This ensures that only authorized personnel have access to sensitive project information while promoting collaboration and data security. By setting up permission levels and groups, you can control who can view, edit, and manage project artifacts, enhancing efficiency and maintaining confidentiality.

Centralizing Project Artifacts with Version Control

Centralizing project artifacts is crucial for effective project management. With SharePoint, you can create document libraries to store project-related files such as plans, reports, and presentations. By enabling version control, you can track document changes, compare different versions, and ensure that all team members are working with the latest updates. This feature not only saves time but also reduces the risk of errors and miscommunication.

Tracking Project Schedules and Managing Risks

SharePoint offers tools for tracking project schedules and managing risks in a streamlined manner. Using task lists, you can assign and monitor project tasks, set due dates, and track progress. This allows for better coordination among team members and ensures timely completion of project milestones. Additionally, SharePoint provides a platform for identifying and mitigating project risks by allowing team members to log and track potential issues and implement appropriate risk management strategies.

Automating Project Reporting and Integrating Project Management Tools

One of the key advantages of using SharePoint for project management is the ability to automate project reporting. By creating custom lists and workflows, you can generate project status reports, monitor key metrics, and provide stakeholders with real-time updates. Moreover, SharePoint seamlessly integrates with other project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook, allowing for a comprehensive and cohesive project management experience. This integration ensures that all project-related information is easily accessible and can be shared across different platforms.

By leveraging the features of SharePoint and implementing best practices in project management, you can configure SharePoint to be a powerful tool for managing projects. From defining access permissions to automating project reporting, SharePoint provides the necessary infrastructure for efficient and collaborative project management.

Benefits of Using SharePoint 2010 for Project Management

Using SharePoint 2010 for project management offers numerous benefits, including enhanced communication, collaboration, and project coordination through a comprehensive Project Management Information System (PMIS). With SharePoint 2010, you can build a customized PMIS tailored to your project’s specific needs without relying heavily on your IT/IS department.

One of the key advantages of SharePoint 2010 is its ability to define access permissions for project stakeholders and team members. This ensures that the right individuals have the appropriate level of access to project information, promoting transparency and accountability within your project team.

In addition, SharePoint 2010 allows you to centralize project artifacts with version control. This means that all project-related documents, files, and content are stored in a centralized location, easily accessible to authorized team members. With version control, you can track changes, manage revisions, and ensure everyone is working with the latest and most accurate project information.

SharePoint 2010 also empowers you to track project schedules, manage risks, and automate project reporting. By integrating with popular project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook, you can streamline your project management processes and improve overall efficiency.

Furthermore, SharePoint On-Premises serves as an ideal platform for project and portfolio management. It offers centralized project information, visibility, reporting, and collaboration capabilities, enabling you to effectively manage and monitor multiple projects within your organization.

To set up SharePoint for project management, you can utilize features like the SharePoint Quick Launch, task lists, reports, and sync with Microsoft Project. The Quick Launch can be customized to align with your project management processes, while task lists and dashboards provide effective tools for managing and monitoring project tasks.

By configuring SharePoint for project management, you leverage its power to its fullest potential. It requires a combination of SharePoint and project management knowledge, but once properly set up, you can save project sites as templates for future use, allowing for easier replication and consistency across projects. Additionally, the free SharePoint project management template from BrightWork can assist you in planning, tracking, and re-planning your projects.

Using SharePoint 2010 for project management is an excellent choice for organizations seeking improved project coordination, collaboration, and visibility. With its robust PMIS capabilities and integration with popular project management tools, SharePoint 2010 empowers project teams to achieve success and deliver exceptional results.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.