Project Management Story

Software has been used to help manage projects for a long time. In the early days, project management software was all about planning and scheduling the work, and perhaps forecasting the resource demands, of large projects. And then Microsoft Project brought planning and scheduling to the masses.

But managing projects has always been about much more than planning and scheduling tasks. Managing projects requires teams to collaborate, communicate and share information and documents. It requires stakeholders to be informed of project objectives, priorities and status. It requires risks and issues to be proactively managed. It requires the type of project management information system that can be delivered with SharePoint and the Office 365 platform.

Project Online vs. custom-built PMIS in SharePoint

Project Online as part of an Office 365 Enterprise plan is an excellent option if you need features like portfolio analysis, capacity planning, resource management and effort tracking. But SharePoint Online alone can be an ideal lightweight PMIS platform that, with a bit effort, can be configured to provide project sites with features such as:

  • Project charter – Describe project the scope, objectives, and deliverables and display it on the project site.
  • Project documents – Centralize the project documents to be shared with the project team, the customer, consultants and contractors.
  • Project directory – Provide a project register with navigation to project sites.
  • Program Dashboard – View summary of project status in one place, with custom views for different project roles, and information rollups from subprojects’ sites.
  • Newsfeeds – Microblogging with newsfeeds provide persistent project conversations.
  • Project contacts – Provide a project directory with role descriptions.
  • Communications – Enhance team communications with Skype for Business.
  • Project tasks – Synchronize and publish hierarchically defined tasks from a Microsoft Project plan.
  • Project timeline – Display the project timeline with key milestones.
  • Issue and risk registers – Keep everyone aware of and proactively manage prioritized risks and issues.
  • Change requests – Formalize changes to project scope.
  • Project calendar – Keep the team informed about project meetings and events.
  • Project status – Maintain a narrative of the current status of the project.
  • Notifications – Configure conditional email notification and reminders to manage by exception.
  • Site Mailbox – Each project can have an email address and mailbox, with documents accessible from Outlook.
  • KPIs – Rollup key performance indicators to the Project Centre site.

SharePoint is capable of much of this out-of-the-box. We’ll help you setup a re-usable project site template and a PMIS that’s tailored to your needs.

We can also help you with Project Online if you need functionality like portfolio analysis, capacity planning, resource management and effort tracking.

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