project risk management

How to Track Project Issues with SharePoint [+ Template]

September 3, 2020 by

This is the final part of a four-part series on standardizing your projects with the Free SharePoint Project Management Template from BrightWork. Catch up on the previous articles, which address the project statement, project documentation, and project tasks.

If you have worked through the previous steps in this series, your project processes are becoming more standardized.

 

Webinar: 3 Simple Steps for Managing Project Risks in SharePoint

Not only are the project statement, project documentation, and project tasks in place in your SharePoint project site – your team knows how to use these elements to get work done.

Project issues often arise unexpectedly, making a standard approach to reporting and resolving issues essential for your project.

In this article, I’ll look at managing project issues using your free SharePoint project management template.*

Project Risks v Project Issues

First things first – what’s the difference between a risk and an issue?

  • A project risk is a future problem, something that hasn’t happened yet but will likely occur.
  • A project issue is a current problem, a risk that has happened.

 

Risk management focuses on identifying and dealing with problems before they become issues. Issue management is a process for dealing with current problems.

It’s important to identify and document potential risks and how to resolve these problems, during the planning phase of the project.

Identifying risks at the outset will ensure everyone knows what to look for during execution, which can help to mitigate issues.

This document, commonly known as a risk register, can be as simple as an Excel spreadsheet stored in your project site.

During the project kick-off meeting, walk the team through this list to make sure they are comfortable with the agreed risk management strategy and their responsibilities when reporting a problem.

Types of Project Issues

The types and causes of project issues are as varied as individual projects! Below are some common issues to avoid on your next project.

Use this list as a starting point when creating a risk register during the planning phase.

  • Scope Creep, or changes due to increasing complexities or requests for new features.
  • Scheduling, including unexpected delays or an unrealistic timeline.
  • Resources, such as underfunding, skills shortage, or changes to the team mid-project.
  • Failure to follow project management processes.
  • Poor visibility and reporting.
  • Conflicts within the team.
  • Poor sponsorship engagement, leading to problems with timely feedback.
  • Changes to business requirements.
  • Ineffective team communication.

Project Issue Management

In the next section, I’ll show you how to find and manage issues in SharePoint. However, your project tool can only help you deal with flagged or known issues. This makes an issue management process essential.

Some common questions to consider:

  • What defines an issue?
  • How should a team member flag an issue for the project manager?
  • How will you, as project manager, assign responsibilities for resolving the issue?
  • Who will set the resolution date?
  • When should an issue be escalated to the project stakeholder?
  • When the resolution affects the budget or schedule, what will the update process be, and who will be responsible?
  • How will updates about the issue be shared with the team and stakeholders?

 

Once you defined your issue management process, share the details with the team before starting project work. Otherwise, risks will become issues very quickly!

In addition to dealing with the issue itself, make sure to capture any lessons once the project is complete.  Such insight may prove invaluable when planning your next project!

To track issues in your SharePoint project site, you’ll need to install and configure the Issue Tracking web part. The free template from BrightWork ships with issue tracking and reports – all ready to use straight out-of-the-box.

Read on to see how these features will streamline project issue management.

Project Issue Management with a SharePoint Template

To add or find existing project issues in the free template site, click ‘Project Issues’ in the Quick launch menu. This list is located on the left-hand side of your project site.

Free Template Project Issues List

 

You can change the view to show:

  • Active Issues
  • All Issues
  • By Assigned To
  • My Issues.

 

Adding or editing an issue is very straightforward.

To create an issue, click ‘new item’ and complete the form.

To make updates to the list, select ‘edit this list’ to open the datasheet view. Work through each field, making the relevant updates. You can drag data from one field, such as ‘Assigned to’, down the relevant columns for easy bulk updates.

Issues are added to several reports in the project site, including:

  •  Top Open Issues on the project homepage.

Free Template Project Issues SharePoint

 

  • The relevant tab in the ‘My Work’ report, for example, My Project Issues.

Free Template My Work report

 

  • The ‘Project Status’ report, accessible from the project homepage.

Free Template Project Status

 

If your team is reporting issues correctly, these reports will help to quickly surface problems that require urgent attention. You can use the information to find out why the issue has occurred and who can resolve the problem.

This level of transparency and visibility – without the need for meetings and emails – will help you react to problems quickly.

As you work the project and various issues, you likely need to re-plan the schedule and update tasks.

 

Issue Management with BrightWork for SharePoint On-Premises

The Free Template is designed for managing individual projects. You can use the template to create and manage as many individual projects as you like; however, it is not possible to report across those projects in a single dashboard.

In this scenario, risks and issues could easily go unnoticed, with serious consequences for the specific project and the overall portfolio.

The BrightWork PPM solution for SharePoint On-Premises supports cross-project reporting, including risk and issue management. 

This short video showcases just how easy it is to find and deal with risks and issues at the portfolio level.

 

Watch our free 20-minute video demo to see how the full BrightWork PPM solution in action.  

 

*You will need to be a site collection administrator to implement the steps in this article. The Free Template is used to create and manage individual project sites.

You can create as many sites as you wish with the template; however, the template does not support cross-project reporting. Learn more about the full BrightWork PPM Solution for SharePoint On-Premises here.

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Grace Windsor
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