Quick Steps to Set Up SharePoint for Project Management Bundle

Microsoft SharePoint is a practical and popular solution for businesses to manage workflow effortlessly. The platform helps share project information and tasks in a central location using standardized procedures.

After introducing SharePoint Project Management Bundle, organizations find it easier to handle everything with amazing features and functionalities. 

What is the process to build a project management bundle in SharePoint?

It is vital to have administrative access to build a site. This helps to take all the actions and get full control permissions to ensure no hindrance in the whole process.

Let us go through the whole process step by step now:

1.      Define the site architecture

If you have a small business, you can get away with a single site collection and host all the project sites. While in the case of a bigger organization, you need to define the structure and hierarchy in various departments.

2.      Describe the structure of the SharePoint site collection

It is important to have a top-level site that leads the hierarchy of your project sites. It helps store all the additional information about the project common in the project teams.

In case of an immediate requirement to create a new project or team site template, this will provide the information of all the existing project teams you have. It will help the site admin deal with the security model and navigation for the users.

3.      Decide the components models or web parts

It is time to focus on something exciting as you need to define the modules you will need in the SharePoint project managementsite. There is not a single template that will fit all your requirements. Some modules that you might want to consider are:

• Contact List: This will have the list of contacts for your team. You can store contact numbers, emails, addresses, and other relevant data.
• Tasks: It stores and assigns the lessons to all the users, including you.
• Document Library: This helps store various files and documents for a team, department, or project.
• Issues log: It will store a record of running project issues that might not be a task. SharePoint provides an issue tracking feature to make it easier, 
• Calendar: This is used to store and track the upcoming deadlines, events, or meetings.
• Announcements: It is used to publish important information and announcements with the project, department, or team.

4.      Define the layout of the SharePoint team site

You need some best practices as there is a personal choice, preference, or taste when deciding the look and feel. It is important to configure this as per the organization’s usage, requirements, and expectations.

SharePoint provides out-of-the-box features and functionalities to customize the layout hassle-free. You can use the header to provide project information like Department name, project manager, project leads, characteristics, budget, or more.

5.      Build a SharePoint Project Site

Let us look at the procedure:

• Go to Site Contents > New Subsite
• A pop-up will appear and add the site title, web address, and solutions related to navigation.
• Now choose a basic template
• Clean all the things. SharePoint will add some modules by default when you choose the team site. Click on the Page tab in the upper-left corner and then edit. Hover on each module, and you can see a small drop-down menu. Click on the arrow, and you can see delete. Click on it.
• Hit Save

6.      Configuring the web parts

The user has the freedom to add each chosen module and customize them as needed. To make your SharePoint project management modulemore user-friendly and enhance productivity, you need to handle significant configurations.

We will share with you the process of configuring some web parts.

• SharePoint Calendar

There are pretty straightforward and do not require much configuration. The procedure to build a Calendar web part is:

• Go to Site Contents, Add an App
  • From the list, click on Calendar
  • A pop-up appears. Enter the name of the web part
  • Click on create
• SharePoint Contacts

This is the best module to keep track of the information of every member. It has some properties or columns that are ready to use by default. Users can also add or remove additional information if required.  The process of building a contact app is:

• Click on Site Content, Add an app
  • From the list, choose the Calendar app
  • A pop-up will appear. Enter the name
  • Hit on Create
• SharePoint Tasks

With the upgrade in SharePoint versions, this web part has made significant changes. Users get the freedom to create tasks, add a timeline, build sub-tasks, and more. To construct the tasks web part, follow the below process:

• Go to Site Contents, Add an App
  • From the list, select Tasks
  • A pop-up will appear, there add the name of the web part
  • Click on Create

Why use the SharePoint project management module for your organization?

With the help of various SharePoint project management tools,we know the process has been made easier. Now give a glimpse at some known benefits of using SharePoint for project management:

• You get to complete tasks at a dedicated time
• The availability of all information at a central hub makes it easier to access
• The dashboard and reporting ensure that everyone is in the loop
• Timeline and budget are based on actual data, making it effortless to track project resources and inventory.
• Simple methods of managing, assigning, accountability, and scheduling tasks
• Well-organized documents with real-time updates
• The finances of the project are easily accessible. SharePoint enables aggregating, filtering, and sorting data to estimate the actual values.

The EndNote!

 As you noted above, SharePoint has proven to be a perfectly suitable platform for handling projects. All you need to do is unlock the best features of the SharePoint Project Management Bundleand seamlessly collaborate on the project planning with your team.