SharePoint for Project Management

Leveraging SharePoint for Project Management

-by Dux Raymond Sy

As project manager, you know the challenges a project can bring: A key stakeholder wants a special report each week. Project team members are spread out through six different time zones. Nobody knows who has the latest version of important project documents. Burdensome reporting requirements rob your time and distract you from important tasks.

In addition, the success of organizational projects may be compromised by inefficient communication between team members, document management, and storage challenges.  Even for successful projects and project managers, there are always opportunities to find new efficiencies.

Previous attempts to address these problems using Microsoft Office Project Server and other similar tools have proven to be quite complex, costly and have met with limited success.  SharePoint can be easily adapted to a project management environment and is an economical and more effective alternative.

Many organizations are already adopting SharePoint for a variety of reasons.  These organizations wish to maximize the utility of SharePoint by finding new and effective ways to use it throughout the organization, and having their employees master the skills necessary to achieve these ends.  The ability of SharePoint to be used to aid project management can be a profitable way to leverage the organizational investment in SharePoint that has already occurred. 

When project managers are able to apply SharePoint to the management of their projects successfully, this will result in projects that provide a better return on investment and more positively impact the key measures of the organization. 

SharePoint can be used to apply common and practical project management concepts and helps you build a Project Management Information System (PMIS), customized to your project that can efficiently coordinate communication and collaboration among team members. In fact, project managers can implement SharePoint themselves without the IT/IS department's intervention. SharePoint can be easily configured to:

  • Provide a Web-based project environment for project stakeholders to collaborate and communicate project information
  • Centralize project documents and keep track of document history with version control
  • Automate project reporting and generate on demand status reports
  • Integrate existing project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook
  • Display key project metrics
  • Display customized project dashboards for project sponsors

[Editor's Note: Dux's latest feature article, How to Successfully Launch a SharePoint PMIS, a sequel to his 7 Reasons Why SharePoint is a Great PMIS, is now available!  Over the coming weeks, we will be presenting a series of original articles spotlighting specific aspects of leveraging SharePoint effectively for project management.  In the meantime, we invite you to explore some of the currently available original site content, including: Project Management Using SharePoint: A Case Study; Manage Project, Project Status in SharePoint Anyone?; Meet Dux; and a hand-picked selection of recommended resources.  We also encourage you to drop in to our brand new Project Management forum to pose your questions or comments on all things project managment-related in SharePoint.]

Dux Raymond Sy is a certified PMP, SharePoint consultant, and author of the forthcoming book, SharePoint for Project Management, due this fall from O'Reilly Media. 

Bamboo Web Parts for Project Management

Calendar Plus Web Part - One of the weaker pieces of functionality in SharePoint is the basic out-of-the-box calendar.  If you're using the standard SharePoint calendar on your project or team site, you've probably already experienced some frustration with the limited functionality.  Common complaints include... Continue...

List Rollup Web Part - Another one of those functional limitations of SharePoint that impacts project managers is the inability to aggregate content from lists across multiple sites.  For example, if you are managing multiple projects, you probably have set up a separate project or team site for each initiative.  On each project site you likely have a list of tasks, documents, milestones, resources etc.  Continue...

Alert Plus Web Part - Alert Plus Web Part offers users a more flexible way to receive alerts from SharePoint lists, such as adding conditions like when tasks are due or 5 days before the actual due date, combined with status equal to “Open”.  Continue...

Chart Plus Web Part - Looking for a simple way to spice up your SharePoint site by displaying List, SQL or Bamboo List Rollup data in a chart?  Use the Bamboo Chart Web Part to quickly generate charts in your WSS or MOSS environment and present powerful reports...  Continue...

Team Calendar Web Part - Provides a group calendar similar to Outllok in your SharePoint sites.  Connect your SharePoint users to an Exchange Calendar with two ways link so that meetings and appointments created in SharePoint can be set to individual calendars in Outlook.  Continue...

What is SharePoint's biggest weakness as a project management tool?

 

What is SharePoint's biggest weakness as a project management tool?

 

  • The SharePoint calendar lacks key functionality (15.4%)
  • Difficult to aggregate information across project sites (23.1%)
  • Lack of integration with Outlook & Exchange is inconvenient (7.7%)
  • Hard to manage access to project sites (15.4%)
  • Training team members to use SharePoint takes too long (0%)
  • Default lists and pages require extensive customization (23.1%)
  • Other. I have another big issue with SharePoint and it isn't on this list (15.4%)
  • Total Votes: 13

Rate SharePoint as a Tool for Project Management

 

How Would You Rate SharePoint as a Tool for Project Management?

 

  • Best of breed. SharePoint is among the best tools available for project managers. (0%)
  • Pretty good. SharePoint has all or most of the functionality I need to manage projects effectively. (33.3%)
  • Fair. No software is perfect, SharePoint is roughly as good as anything else I've used. (6.7%)
  • Weak. There are many significant problems with SharePoint as a tool for project management. (20%)
  • Lame. SharePoint is not suitable for professional project management. (6.7%)
  • I don't know yet. I am new to SharePoint and still forming an opinion. (33.3%)
  • Total Votes: 15

Blogs

Q&A with Dux Raymond Sy

     Dux Raymond Sy

Meet Dux Raymond Sy, PMP, author of SharePoint for Project Management, and Bamboo's "resident expert" on all things related to SharePoint for project management, in our exclusive Q&A.

Now Available!

 

Dux's book is now available for purchase.

Where's Dux?

Don't miss your chance to meet Dux in person at these upcoming events where he'll be speaking:

 

Coming Soon

Check back regularly for upcoming feature articles on:

  • SharePoint and MS Project Server integration
  • Leveraging SharePoint with MS Project
  • Using SharePoint workflow in project management
  • Archiving your SharePoint project data
  • Application templates for project management in SharePoint
  • Best Practices
  • ...and more!

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