How To Create A Project Plan In Sharepoint?
Creating a project plan in SharePoint can help streamline complex projects to ensure successful completion. Having a robust project plan in place helps to keep everyone on the same page and can help to avoid costly miscommunications and delays. In this guide, we’ll look at how to create a project plan in SharePoint, from setting up a project timeline to tracking progress and assigning tasks. With the right planning, you’ll have a project plan in SharePoint that will help you achieve the desired results.
- Open the Sharepoint home page and select the “Create Project Plan” button.
- Enter the project’s title, goal, and objectives.
- Set deadlines, assign tasks and assign resources.
- Save the changes and return to the home page.
- Navigate to the project plan section and click on the project plan you just created.
- Edit the project plan and keep track of progress.
Once you’ve created your project plan, you can easily share it with team members and stakeholders.
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How to Create a Project Plan in Sharepoint?
SharePoint is a powerful and popular document management system that allows teams to store, share and collaborate on documents, tasks, and other resources. It is often used to create project plans, which can help teams track project progress, identify any risks, and take corrective action if required. This guide will provide an overview of the steps required to create a project plan in SharePoint.
Step 1: Define the Project
The first step in creating a project plan in SharePoint is to define the project. This involves identifying the project goals, objectives, and the expected outcomes. Additionally, it is important to define the scope of the project, the timeline, and the resources required to complete the project successfully.
Step 2: Create a SharePoint Site
The next step is to create a SharePoint site to house the project plan. This can be done quickly by using the SharePoint site creation wizard. Once the site is created, it is important to set the correct permission levels, such as who can access the site and who can make changes.
Step 3: Add Project Tasks
Once the SharePoint site is created, the next step is to add project tasks. This can be done by creating a task list and adding tasks to it. Each task should include a description, due date, and the assigned users. It is also important to add any dependencies and milestones, so that the team can track the progress of the project.
Step 4: Create Document Libraries
The next step is to create document libraries in the SharePoint site. This will allow the team to store and share documents related to the project. It is important to create libraries for each project phase, as this will ensure that the documents are organized and easy to find.
Step 5: Assign Roles and Responsibilities
Once the document libraries have been created, the next step is to assign roles and responsibilities. This will ensure that everyone is aware of their responsibilities and can work together to complete the project successfully. It is also important to assign deadlines and track progress to ensure that the project remains on track.
Step 6: Monitor Progress
The final step is to monitor the progress of the project. This can be done by using the task list and document libraries created in the SharePoint site. Additionally, it is important to set up notifications and alerts, so that the team is aware of any changes or updates to the project.
Step 7: Report on Progress
Once the project has been completed, it is important to report on the progress. This can be done by creating a report in the SharePoint site. The report should include the goals and objectives of the project, the timeline, the resources used, and any other relevant information.
Step 8: Archive the Project Plan
The final step is to archive the project plan. This will ensure that the project plan is kept safe and secure, and can be easily accessed in the future. Additionally, it is important to set up a backup system, so that the project plan can be quickly restored if it is ever lost or deleted.
Step 9: Evaluate the Project Plan
Once the project plan has been archived, it is important to evaluate the success of the project. This can be done by looking at the goals and objectives that were set in the beginning and comparing them to the results that were achieved. Additionally, any feedback from stakeholders should also be taken into account.
Step 10: Update the Project Plan
Finally, it is important to update the project plan on a regular basis. This will ensure that the project is kept up-to-date and any changes or updates can be quickly added to the plan. Additionally, it is important to review the project plan periodically, so that any necessary adjustments can be made.
Frequently Asked Questions
What is a SharePoint Project Plan?
A SharePoint project plan is a centralized document that outlines the scope, timeline, deliverables, tasks, and resources for a project. It is used to coordinate the efforts of all stakeholders involved in the project and provide visibility into the overall progress and timeline of the project.
SharePoint project plans can be created in Microsoft SharePoint, a cloud-based collaboration platform that allows users to store, organize, and share files. It also provides tools for project management, task management, and document collaboration.
What are the Benefits of Creating a Project Plan in SharePoint?
Creating a project plan in SharePoint allows stakeholders to have a centralized location to store and share project documents, tasks, and resources. This makes it easier to track the progress of the project and communicate any changes or updates in real-time.
In addition, SharePoint project plans are easy to create and manage. With the drag-and-drop interface, users can quickly create a project plan in SharePoint and assign tasks to team members. This helps to ensure that all stakeholders are on the same page and are aware of the progress of the project.
How Do I Create a Project Plan in SharePoint?
Creating a project plan in SharePoint is easy. To get started, open the SharePoint site and click on “Create a Project Plan”. This will open a new window and prompt you to enter a name for the project plan. Once you’ve entered a name, click “Create”.
Next, you’ll be taken to a page where you can add tasks to your project plan. You can add tasks and assign them to team members by selecting the “Add a Task” button. You can also add milestones and assign resources to tasks. Once you’ve added all the tasks and resources, you can click “Save” to save your project plan.
How Do I Track the Progress of My Project Plan in SharePoint?
Once you’ve created your project plan in SharePoint, you can track the progress of the project in real-time. To do this, open the project plan and click on “View Project Progress”. This will open a new window where you can see the progress of each task. You can also add notes and comments, assign tasks to team members, and monitor the overall progress of the project.
How Do I Share My Project Plan with Stakeholders?
Once you’ve created your project plan in SharePoint, you can easily share it with stakeholders. To do this, open the project plan and click on “Share”. This will open a new window where you can enter the emails of the stakeholders you want to share the project plan with. You can also set permissions for each user, such as view only or edit access. Once you’ve entered the emails and set the permissions, click “Share” to share the project plan.
In conclusion, creating a project plan in Sharepoint is a great way to ensure that your project stays organized and on track. With Sharepoint’s user-friendly interface and intuitive tools, you can quickly and easily design a project plan that will fit your specific needs. With a little bit of planning and the right tools, you can create and manage a project plan that will help you and your team stay on track and reach your goals.
