Learn how you can utilize SharePoint out of the box functionality to manage projects. 3 options are discussed: Office 365 Groups, Document sets and project sites. Also, what's available in terms of PMO-style dashboards and reporting capability.
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About Me
ï§ Gregory Zelfond
ï§ 10+ years of experience with SharePoint
ï§ Huge SharePoint Advocate, blogger
ï§ Love to solve business problems using code-free, out of
the box SharePoint configurations
ï§ Owner of SharePoint Maven (sharepointmaven.com)
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What is the problem you are trying to solve?
ï§ Consistency with documentation
ï§ Consolidate various information sources
ï§ Enforcement of Project Management
methodology
ï§ Project Management Office (PMO)
Dashboards and Reporting
ï§ Informal Meeting Space
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GREAT FORâŠ
ï§ Organizations/teams that run lots of mini-projects
ï§ Organizations that donât need to follow formal
methodology
ï§ Informal projects that donât require any oversight
OFFICE 365 GROUPSâŠ
ï§ Are easy to create and setup
ï§ Have no administrative overhead
Office 365 Groups & Project Management
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GREAT FORâŠ
ï§ Organizations/teams that run lots of mini-projects
ï§ Teams that need to ease their users into metadata concept
ï§ Situations where unique security/permission are required for each
project
DOCUMENT SETSâŠ
ï§ Organize documents in a presentable fashion
ï§ Allow for âlightâ project management without overhead of creating
multiple sites
ï§ Allow for extensive filtering, grouping, sorting of documents
Document Sets & Project Management
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GREAT FORâŠ
ï§ Organizations/teams that have formal PM methodology
ï§ Organizations that need to manage more than just the documents
ï§ Situations where unique security/permission are required for each
project
PROJECT SITESâŠ
ï§ Allow for standardization across organization/lines of business
ï§ Are easy to âarchiveâ
ï§ Allow to surface up content usually âhiddenâ in Excel and Word
documents
ï§ Allow for data roll-up/aggregation (if done properly)
Project Sites & Project Management
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PM Artifacts ï§ïš SharePoint Web Parts Matrix
PM Artifact SharePoint Web Part
Document Document Library
Tasks/Schedule Tasks List
Milestones Calendar
Team Contacts Contacts
Issues Log Issues Log
Action Items Issues Log or Task List
Risk Register Custom List
Lessons Learned Custom List
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Data Roll-ups/Aggregation
ï§ No easy way to aggregate data from
multiple project sites
ï§ CSWP (Content Search Web Part) or Search
Results Web Part
â Content can reside in any site collection
â Most flexible option in terms of queries
ï§ Refinement Web Part for filtering
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Need help with SharePoint?
ï§ SharePoint Site Configuration and Customization
ï§ Document Migration to SharePoint
ï§ SharePoint Implementation Strategy
ï§ SharePoint Training
ï§ SharePoint User Adoption
ï§ SharePoint Governance
ï§ SharePoint Project Management