How to Install the Free SharePoint Project Management Template
SharePoint is the ideal tool for managing your projects but starting off can be a daunting task as a lot of thought and pre-planning is required before diving in.
A SharePoint site can mimic the project management approach of an organization, providing repeatable templates for project managers to use when starting a project.
Luckily, BrightWork has created a free SharePoint project management template that will allow you to immediately implement a SharePoint site built for project management. The pre-planned site provides all of the project management essentials you need to initiate, plan, track, and report on your project in SharePoint.
This post is a brief walkthrough of how to download and install the free template in your SharePoint site collection.*
Download, Installation, and Setup
When you download the free template, you will be given a zip file containing two things:
1. Free BrightWork Project Template WSP
Some of you may not have seen a WSP file before. A WSP is a SharePoint Solution Package, and it is simply the way a SharePoint file is packaged and shipped. Just as you have .doc for Word documents and .ppt for PowerPoint decks… we have .wsp for SharePoint.
2. Free Template Install Guide
The installation guide is a step-by-step walkthrough (with screenshots) of how to add the template to your solution gallery and then create a project site using the free template. You only have to add the template once to the solution gallery and then use it over and over again.
What Kind of Project Management Functionality do you get?
The template comes with a “landing page,” aka the project homepage, which gives you summary information of the project. Simply drill-down to get more detailed information in the underlying lists and reports.
The template also has a Quick Launch which exposes a project management process for you. As you can see in the screenshot below, the Quick Launch has a section called “Initiate,” which houses the project statement and goals. Under the section called “Plan”, you will find project tasks, documents, and risks.
As mentioned above, the template homepage is a jumping off point to more detailed project management dashboards. For example, you can access the Project Status dashboard (pictured below) report for a detailed look at the progress of all the tasks, health, estimated finish, etc. including historic status.
Why not start managing your projects on SharePoint today? The template is completely free and will extend out-of-the-box SharePoint to help you manage a project. It will run on SharePoint 2010, 2013, 2016, 2019 and SharePoint Online
* You will need to be a site collection administrator to implement the steps in this article.
Editor’s Note: This post was originally published in November 2012 and has updated for freshness, accuracy, and comprehensiveness.