SharePoint Budgeting and Tracking Multiple Projects Template

Tracking multiple projects in SharePoint can be efficiently managed using lists and web parts. Firstly, create a dedicated list for each project, where you can outline tasks, deadlines, and progress status. This allows for a structured and detailed view of each project. Next, utilize SharePoint’s web parts to create a dashboard on your site’s homepage. Here, you can aggregate key information from all project lists, such as upcoming deadlines or high-priority tasks. This centralized view provides a quick overview of all projects at a glance. Additionally, you can customize these web parts to display charts or graphs for visual project tracking, enhancing the overall management and monitoring process.

Custom Development

If the out-of-the-box features are not sufficient, we have templates that can be customized for your organization’s specific needs. These are developed with SharePoint SPFX for the best user experience within SharePoint.

  1. Project Dashboard: A centralized dashboard displaying key project metrics, timelines, and status reports. This web part can include elements like Gantt charts, project health indicators, and upcoming milestones.
  2. Task Management: A web part for managing tasks, including creation, assignment, tracking, and updating task status. This could be integrated with Microsoft Planner or a similar tool for enhanced functionality.
  3. Resource Allocation: A web part that helps in tracking and managing project resources. This can include personnel, equipment, and budget, with features for allocation, utilization tracking, and conflict resolution.
  4. Document Management: A repository for project-related documents, such as project plans, requirement documents, and reports. Features can include version control, access control, and collaboration tools.
  5. Risk and Issue Tracker: A dedicated area for logging, tracking, and managing risks and issues associated with projects. This can include categorization, prioritization, and assignment for resolution.
  6. Project Calendar: A calendar web part to track project timelines, key deliverables, meetings, and milestones. Integration with Outlook or similar tools can enhance its functionality.
  7. Change Request Management: A system for managing change requests, including submission, approval workflows, tracking, and implementation status.
  8. Timesheet and Work Reporting: A tool for employees to log work hours and report on activities. This could be integrated with HR systems for payroll processing.
  9. Stakeholder Communication: A platform for project updates and communications with stakeholders, possibly integrating with email and notification systems.
  10. Project Portfolio Management: An overview of all projects within the PMO, including status, resource allocation, and performance metrics.
  11. Knowledge Base/FAQ Section: A repository for project management methodologies, best practices, templates, and FAQs.
  12. Feedback and Survey Tool: For collecting feedback from project teams and stakeholders, useful for continuous improvement.

PMO Dashboard Web Part

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