Set up a Projectmanagent site in SharePoint online

There are several ways to run projects. The way i explain this is a proof of concept what i recommend for my customers.

First of al you select the site collection where you will manage your projects. I recommend the that you create a new (private) site collection (https://yourtentant.sharepoint.com/sites/Projects). As site collection you choose Publishing Portal.

2

After you created the site collection you wil be guided back to the site collection overview. It kan take some time untill the site collection is provisioned.

Setting up the project page

When you start setting up your project page. i recommend you give every project a subsite. When you do this every project wil get the following apps.

– Onenote
– Email mailbox (you need to add this app separately)
– Tasks
– Timeline
– Documents

*example
The engineer or technician can synchronize that one project where he is working on. When he uses this feature he will have all the information he needs to work on this project.

To build a subsite go to the site collection you just made and select the little kamrad and select Content from site.

In this site collection you start with a creating a subsite. This subsite needs to be a project site.

4

When you start to create project subsites remember you always create the subsites under the Project site collection.

*Example
visio

The fun part is that you can really start to collaborate with your team on projects. For example you can create tasks and sync them with you project team. When you do this the tasks of that project site will also be shown in you Outlook. another nice feature is that you can open the Timeline on the SharePoint project site with Microsoft Projects. When you use this you can easily add resources en tasks to the Projects SharePoint site.

If you have any questions please leave a comment bellow!

Please follow and like us: