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May 2, 2022 · Click the “ Admin ” option. Expand all the admin centers and choose “ SharePoint ” from the list: What you need to do now is register the PMO portal site as a hub site. Follow these steps: Go to the “ Active sites ” page. Search and select the project management portal site from the list. Click the “ Hub ” in the command bar.
Jul 10, 2023 · There are three simple steps to download and install the template from the BrightWork website. 1. Complete and submit a short form to download the version of the free template suitable for your SharePoint environment in a zip file. The Free Template runs on SharePoint 2013/2016/2019 and SharePoint Online. 2.
Feb 27, 2017 · Step 1: Determine proper site hierarchy for your PMO portal. I usually advocate for a very simple site hierarchy. The idea is that there will be a PMO homepage (site) listing all the projects and all project sites will be set up as subsites, 1 level below the PMO homepage. The below diagram depicts the proposed hierarchy.
- Step 1: Determine Proper Site Hierarchy For Your PMO PortalI usually advocate for a very simple site hierarchy. The idea is that there will be a PMO homepage (site) listing all the projects and all project...
- Step 2: Determine Which Site Collection You Will Build The PMO Portal inThis is a very important decision. If your project sites are for internal collaboration, you can then create your portal in your root (default) sit...
- Step 3: Create A PMO Site With Project DashboardIt is time to roll up the sleeves now. The big idea behind this PMO Homepage is that it will contain all the information about project management,...
- Step 4: Add Other Web Parts to PMO SiteDashboard list might be the only thing on your PMO Homepage, but you can also add other web parts for other types of content. Here are few ideas fo...
- Step 5: Create A Project SiteI have actually written a pretty detailed post with step-by-step instructions on how to create a project site from scratch. Check it out here.
- Step 6: Save Project Site as A TemplateOnce you have created your SharePoint Project Site, you need to save it as a template so you can easily provision new project team sites from the c...
- Step 7: Configure Security For All The SitesOnce you are set with the design of all sites, it is time to take care of security/permissions for the PMO Homepage + all project subsites. I docum...
- Step 8: Educate/Train Others About The New ProcessOnce you are finished with the “technical” piece – you need to train your user base on the new sites. It is not just the SharePoint side of things....
- Create a Project Site/Team. The first step would be to create a project site. I described the different types of sites in this post, but the absolute winner here is a Team Site.
- Create a Project Management Office (PMO) Site. As with many PMOs, you probably want to have one central site that will serve as the destination for all project managers and stakeholders.
- Register a PMO Communication Site as a Hub. This is necessary if you want a common place for users to search all the projects from. As you create all these project sites, they are independent entities, and if you want to search them all at once, you can’t do it without the mighty hub feature.
- Associate project sites to the Hub above. So this is an obvious next step given what I mentioned above.
Sep 8, 2022 · SharePoint as a project management tool. Microsoft 365 includes several project management tools under one licens e. Resource planning. Calendars and schedule tracking. Analytics, charts, and KPI dashboards. Task lists and bucket list management. Document management. Approvals, alerts, and reminders.
Dec 28, 2021 · Step-by-step instructions for setting up a project management system using SharePoint. Step 1: Create a new SharePoint site. Start by creating a new SharePoint site dedicated to your project. This will serve as the central hub for all project-related activities.
May 25, 2023 · With the free SharePoint Project Management template, the various dashboards on the project homepage are updated as your team works on their tasks. Use this information as the basis of the status report. Ask team members for more details as needed. When you’re ready, navigate to the ‘Status reports’ area in the Quick Launch menu (under ...
