Efficiently Manage Small Projects with SharePoint 2013

The new Microsoft SharePoint 2013 Project Site template allows users to easily create a dedicated site to manage a new project. This kind of site should not be viewed as a replacement for or competition with designated Project Management solutions such as Microsoft Project and Project Server. It is however a convenient way to manage simpler projects efficiently.

A Project Site is similar in design to a SharePoint 2013 Team Site. It shares many of the same features, such as a Document libraries and a Newsfeed with the Team Site template.

Let’s review items that differentiate the two Template/Site implementations. One major difference is that the Project Summary web part at the top of the page is already deployed. It is currently connected to the default task list. This means that whenever a task is added to a task list, it will automatically be displayed in the Project Summary. However, if you want the Project Summary to display items from a different task list, edit the settings of the web part and choose the task list you want.

 

Implement this solution if you need to get something done that requires the efforts of several contributors. The Project Site template is useful for very structured projects and provides a future view of the project tasks and a history of accomplished work. Project sites can be useful for planning the order and timeline for work to be done, collaboration with project teammates, and centralizing project files, documents and calendars. Project sites are used to capture tasks and assign them to people in your organization, store and manage project-related documentation, and track project team events on a common calendar.

How to Create a SharePoint 2013 Project Site with the Project Site Template:

  1. On the Quick Launch, click Site Contents.
  2. Under Subsites, click New Subsite.
  3. Under Title and Description, give the new project site a Title that corresponds with the name of the project, and provide a brief Description of the site.
  4. Under Web Site Address, provide the portion of the URL that will be used to access your project site.
  5. Under Template Selection, select Project Site.
  6. Under Permissions, choose whether you want the new site to inherit permissions from the parent site, or use unique permissions.

Note: When you make this determination – think about who can access the parent site, and whether you want those people to also be able to view and/or make changes to your project site. It may be appropriate to implement unique permissions for a project site, if your project information needs tighter security.

  • Under Navigation, choose whether you want a link to your project site included on the Quick Launch and/or the top link bar of the parent site.
  • Under Navigation Inheritance, choose whether you want to use the top link bar from the parent site on your project site.
  • Click Create to create your new project site.

Your project site is now up and running, it’s just that easy.

In summary, a SharePoint 2013 Project Site can be an excellent solution for small project management; is superior to the SharePoint Gantt Chart view, but is not a replacement for dedicated project management solutions.

For more Microsoft Training information visit www.directionstraining.com or call 1-855-575-8900.