Building a Project Management Portal in SharePoint Online Guide

In an updated blog post from SharePoint Maven Inc, the author discusses the modern practices on how to create a PMO (Project Management Office) or Project Management Portal on the modern SharePoint Online.

Since the original 2017 post, several factors have prompted this revision. These include the switch from SharePoint Classic to the modern and visually distinct SharePoint, a move from subsite architecture to Hub Sites, and a shift in functionality to applications such as Teams and Planner.

Recognizing the broad applicability of these modern SharePoint Online practices, the author also provides examples of other use cases, such as Real Estate and Legal portals, and University portals.

For creating a Project Management Portal, the author lays out several steps:

• Step 1: Begin by creating a project site, preferably a Team Site because it is connected to Microsoft 365 Group.
• Step 2: Build a PMO site using a Communication Site, which is visually appealing and a go-to spot for all project-related activities.
• Step 3: Register your PMO Communication site as a hub for a common search point.
• Step 4: Associate all project sites with the hub above.
• Step 5: Develop a Projects list for a comprehensive view of all projects.
• Step 6: Create a Project Site Template using Site Scripts.
• Step 7: Choose the task management tool, either Planner or Project for the Web.
• Step 8: Customize a Teams template for project communications.
• Step 9: To organize project templates, consider using metadata.
• Step 10: Set up permissions for the portal according to the organizational requirements.

The how-to discussion provides practical advice on every step of creating a Project Management Portal in SharePoint Online with the example of creating a PMO Site and Project Team Membership on a Project Site.

Takeaway

This update is a comprehensive guide to help organizations implement project management using SharePoint Online. The modern aspects of SharePoint, such as its integration with Teams, Planner, and the use of Hub Sites, make it a powerful and flexible tool for creating portals for a range of applications.

Read the full article How to build a Project Management Portal in SharePoint Online

Learn about How to build a Project Management Portal in SharePoint Online

Building a Project Management Portal with SharePoint Online isn't as daunting as it may seem. With new advancements, it's now achievable with the latest, modern capabilities of SharePoint. This shift came due to the continual modernization of SharePoint's capabilities and features that have improved over the years. This is particularly relevant for organizations moving towards using online platforms for project management.

There are multiple steps to establish a successful Project Management Office (PMO) space. The evolution from a SharePoint classic version to a modern SharePoint platform has made it more user-friendly and more comfortable to adapt to. The modern version no longer relies on subsite architecture, but instead, focuses on Hub Sites.

There are several use cases for a PMO portal such as a Real Estate Portal or a Training/Teacher/College/University portal. The process of creating a PMO involves establishing a project site, creating a Project Management Office (PMO) site, registering a PMO communication site as a hub, associating the project sites with the hub, and more.

Each step is essential and linked to the next one, each introducing specific features or tools such as creating customs lists, site templates, deciding on the task management tool, and setting up security, among others. These come with their own sets of functionalities, from adding project names to project sites to integrating Teams, Planner, and other applications.

Essential tools like metadata come into play at advanced stages to organize project templates on a PMO Portal site. It’s also possible to standardize the metadata across multiple project sites. Security and permissions are of utmost importance and are set up based on organization-specific needs.

To conclude, this process is a clear demonstration of SharePoint Online's potential to simplify the process of creating a PMO and modernizing how organizations manage projects. With its ability to create a successful Project Management Office (PMO) online, teams can focus more on their projects while having an efficient management system at their disposal.

Remember that using SharePoint Online for your project management tasks means your operations will be more streamlined and easier to manage virtually. This, in turn, ensures that your teams can work more efficiently, achieving your organizational goals faster and better. By using SharePoint Online, you are indeed putting the 'team' back in project management.

Adopting this approach will undoubtedly improve overall productivity and effectiveness. As a result, your organization will be more competitive in this fast-paced digital age where efficient project management is essential for success.

Microsoft offers training resources and supports to aid understanding and increase functional ability in this area. Take advantage of those resources as you embark on your journey towards more effective digital project management. Happy building!

More links on about How to build a Project Management Portal in SharePoint Online

How to build a Project Management Portal in SharePoint ...

Jan 2, 2023 — Step 1: Create a Project Site/Team · Step 2: Create a Project Management Office (PMO) Site · Step 3: Register a PMO Communication Site as a Hub.

How to Use SharePoint as Project Management Office ...

May 2, 2022 — Step 1: Create the portal site first · Step 2: Create a project tracker list · Step 3: Complete the portal site page · Step 4: Create your project ...

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