SharePoint project management solution by Alcero. Use this SharePoint solution to manage and track customers, projects, tasks, and work hours. If you’d like to see the SharePoint Project Management solution in action, contact us today to schedule a demo session!
Description
Project Management & Timesheet is a sample SharePoint-based business solution, implementing project management and work hour reporting functionality. The site template uses a combination of built-in SharePoint capabilities, extended through the use of a set of Alcero components.
The solution allows you:
- Manage multiple projects, including date, status, health and budget parameters.
- Assign multiple tasks to each project and allocate the project’s monetary and hour budget to the tasks.
- Report work hours for each task and track progress.
- Manage project issues.
- Use the dashboard to visualize the overall status of all projects.
The site uses regular SharePoint lists to store and manage data. No external data storage or custom interface is implemented. This allows you to easily modify the way the site functions, using just your browser.
Features
Managing Customers
The Customers list contains information regarding your customers. Each customer might have one or more projects assigned. The data in this list is used in a lookup column Customer in Projects list.
Managing Projects
The Projects list contains the information regarding your projects. It contains all the projects, regardless of status: new, upcoming, active and closed. The list contains the following columns:
- Project Name
- Customer
- Start Date
- Due Date
- End Date
- Status
- Not approved
- Not started
- In progress
- Finished
- On hold
- Tasks
- Issues
- Assigned Employees
- Health
- Healthy
- Warning
- Problematic
- Budget Hours
- Assigned Hours
- Hour Assignment
- Budget Cost
- Assigned Cost
- Cost Assignment
- Hours
- Actual Hours
- Percentage
- Overrun
- Hour Status
- Normal
- Warning
- Over budget
- Hour Progress
- Reported Cost
- Cost Progress
- Cost Status
- Normal
- Warning
- Over budget
- Documents
Start by entering the basic information of the project. Change the status from Not approved, though Not started to In progress. Track the project progress and status using the indicator and color-coded columns.
Managing Project Tasks
Each project can have one or more tasks. You have to add tasks to a project to be able to report work hours. The cost and hour budget of the project is supposed to be divided between the tasks, without exceeding the project budget.
The Tasks list contains the following columns:
- Title
- Project
- Predecessors
- Priority
- Task Status
- Not Started
- In Progress
- Completed
- Deferred
- Waiting on someone else
- % Completed
- Assigned To
- Description
- Start Date
- Due Date
- Budget Hours
- Hour Cost
- Budget Cost
- Hours
- Reported Hours
- Reported Cost
- Hour Progress
- State
- Normal
- Warning
- Over budget
Managing Project Issues
You can use Project Issues list to manage various issues related to your projects. The list is not involved in budget calculations and tracking.
Managing Work Hours
Use this list to report work hours. Each work hour report must be assigned to a customer, project and project task. Only active projects and tasks can be reported on (the status must be set to In Progress).
The list contains the following columns:
- Customer
- Project
- Task
- Description
- Date
- Hours
- Manager
Managing Project Documents
Use can upload and manage document related to any project, directly from within the project.
Using Dashboard
The project dashboard presents an up-to-date view of project progress and allows you to easily identify current and potential problems.
By default, the following pie charts are displayed:
- Breakdown of projects by Health
- Breakdown of projects by Cost State
- Breakdown of project Hour State
- Breakdown of tasks by status
- Breakdown of tasks by state
- Breakdown of issues by status
You can also use the filter control to view the status information for specific projects and their related tasks. By default, the following columns are shown:
-
- Project Name
- Status
- Health
- Hour Progress
- Cost Progress
- Hour Assignment