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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Change Request Management: A system for managing change requests, including submission, approval workflows, tracking, and implementation status.
- 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.
- Stakeholder Communication: A platform for project updates and communications with stakeholders, possibly integrating with email and notification systems.
- Project Portfolio Management: An overview of all projects within the PMO, including status, resource allocation, and performance metrics.
- Knowledge Base/FAQ Section: A repository for project management methodologies, best practices, templates, and FAQs.
- Feedback and Survey Tool: For collecting feedback from project teams and stakeholders, useful for continuous improvement.