Run projects in SharePoint
Project workspaces that bring plans, files, and status into one place.
The challenge
Project information lives in too many places
Plans sit in one tool, files in another, and status in someone's inbox. Reporting becomes a weekly scramble.
Scattered artifacts
Schedules, decisions, and documents are stored wherever the last person put them.
Manual status reporting
Project managers spend hours assembling updates instead of managing work.
No portfolio view
Leaders cannot compare projects or spot the ones drifting off track.
What we offer
Services and capabilities
Choose what you need, or combine capabilities into one program.
- 01
Project site templates
A repeatable workspace with the lists, libraries, and pages every project needs.
- 02
Task, risk, and issue tracking
Lists with views, ownership, and reminders that fit how your teams already work.
- 03
Status dashboards
Live roll-ups for each project and for the whole portfolio.
- 04
Approvals and change control
Governed requests for scope, budget, and document sign-off.
- 05
Microsoft 365 connection
Teams channels, Planner boards, and calendars tied to each project site.
- 06
Project closure and archive
A defined end-of-project path so knowledge is kept and sites are retired cleanly.
Business use cases
Where this service delivers value
Common situations in which organizations engage us.
Internal change programs
Coordinate many small initiatives with one shared view.
Client delivery
Give clients a controlled space to review documents and progress.
Construction and field projects
Track submittals, inspections, and site documents together.
PMO reporting
Replace manual decks with a living portfolio dashboard.
Delivery methodology
How we set up project management in SharePoint
A clear, collaborative process so you always know what happens next.
- 1
Understand
Map how your projects run today and what leaders need to see.
- 2
Model
Design the site template, lists, and reporting fields.
- 3
Build
Configure templates, views, automation, and dashboards.
- 4
Pilot
Run two or three live projects and tune what is awkward.
- 5
Roll out
Train project managers and publish the playbook.
Technologies & integrations
Platforms and tools we work with
We choose technology to fit your environment and integrate with the systems you already run.
- SharePoint Online
- Microsoft Lists
- Power Automate
- Power BI
- Microsoft Teams
- Planner
FAQs
Common questions
Scope, timelines, pricing, support, and onboarding at a glance.
Do we need Microsoft Project too?
Not necessarily. Many teams are well served by lists, Planner, and dashboards. We advise when a scheduling tool adds real value.
Can we keep our existing methodology?
Yes. We configure the workspace around Agile, waterfall, or a hybrid you already use.
Will external partners be able to join?
Yes, through governed guest access limited to the sites and libraries you choose.
Talk to us about sharepoint project management
Book a consultation to discuss your goals.
- 1Tell us your goalsShare a few details.
- 2We confirm a timeWe reply with a time that works.
- 3We talk it throughA focused conversation on next steps.