Project Document Management with Microsoft Project Online (Tactical Project Management)

Опубликовано: 03 Октябрь 2024
на канале: Project Management Tips by North Highland
2,481
11

Click "SHOW MORE" below to use the navigation quick links.
=================================================
Microsoft Project Online is a full-fledged Project & Portfolio Management system with a powerful Tactical Project Management (TPM) system (or Adaptive Project Management system) as it's heart. Project Online is built on top of Microsoft SharePoint and can take advantage of many of the powerful records management, workflow, collaboration, and list capabilities that come with it.

Click on the timestamps to navigate this video:
0:01 - Introduction
0:29 - Strategic Portfolio Management (SPM)
1:26 - Project & Portfolio Management (PPM)
2:00 - Tactical Project Management (TPM)
3:55 - Managing project documents with Project Online and SharePoint
4:33 - Quick demo
7:59 - Wrap-up

SharePoint is the industry-standard for records and document management, and some of the features you see in Microsoft Project Online flow directly from those strengths. Microsoft Project Online and SharePoint can be configured to help your teams capture, collaborate, find and use project documents.

Based on your project type, a project site can be created with templated folders for the project type. In this way an IT project will have a different folder set than an engineering and construction project type. Documents can be indexed in many ways, including with mandatory metadata that users add as they upload documents. You'll know that you're using the latest version of your project documents because SharePoint provides version control. That way you can always look back to track changes or restore versions if you need to. Ever lose a project document? With powerful search in SharePoint you can easily find project documents and similar documents across your entire project portfolio set. SharePoint also enables real time collaboration like the ability to co-author Office 365 documents. SharePoint also provides several ways to route project documents for reviews and approvals. You can track those workflows so that you can help shepherd the process, if you need to. And there's more too.

Tactical Project Management systems like Microsoft Project, Microsoft Azure DevOps, and JIRA can all be organized using UMT360 as the Strategic Portfolio Management system to drive business strategy and enterprise performance.

http://www.WesternPrinciples.com
http://www.UMT360.com