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
Gregory Zelfond
10+ years of experience with SharePoint
Huge SharePoint Advocate, blogger
Love to solve business problems using code-free, out of
the box SharePoint configurations
Owner of SharePoint Maven (sharepointmaven.com)
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What is the problem you are trying to solve?
Consistency with documentation
Consolidate various information sources
Enforcement of Project Management
methodology
Project Management Office (PMO)
Dashboards and Reporting
Informal Meeting Space
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GREAT FOR…
Organizations/teams that run lots of mini-projects
Organizations that don’t need to follow formal
methodology
Informal projects that don’t require any oversight
OFFICE 365 GROUPS…
Are easy to create and setup
Have no administrative overhead
Office 365 Groups & Project Management
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GREAT FOR…
Organizations/teams that run lots of mini-projects
Teams that need to ease their users into metadata concept
Situations where unique security/permission are required for each
project
DOCUMENT SETS…
Organize documents in a presentable fashion
Allow for “light” project management without overhead of creating
multiple sites
Allow for extensive filtering, grouping, sorting of documents
Document Sets & Project Management
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GREAT FOR…
Organizations/teams that have formal PM methodology
Organizations that need to manage more than just the documents
Situations where unique security/permission are required for each
project
PROJECT SITES…
Allow for standardization across organization/lines of business
Are easy to “archive”
Allow to surface up content usually “hidden” in Excel and Word
documents
Allow for data roll-up/aggregation (if done properly)
Project Sites & Project Management
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PM Artifacts 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
No easy way to aggregate data from
multiple project sites
CSWP (Content Search Web Part) or Search
Results Web Part
– Content can reside in any site collection
– Most flexible option in terms of queries
Refinement Web Part for filtering
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Need help with SharePoint?
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