Leverage SharePoint Project Management

5 Reasons to Leverage Your SharePoint Environment for PPM

October 18, 2021 by

The first reaction from a lot of IT departments to the proposed introduction of any new enterprise tool is generally “No!” – even for something as important as project management!


Free video demo: BrightWork PPM Software for SharePoint On-Premises 


But they have solid reasons for this response.

IT resources are always constrained and they know from prior experience that introducing new enterprise tools can be an expensive, time-consuming process.

IT projects typically run over budget and deliver less value than predicted.

IT teams also have to consider post-deployment management/configuration of the new system and end-user training.

For these reasons, leveraging your existing SharePoint On-Premises infrastructure is a practical, cost-effective approach to project management.

Over 250,000 organizations worldwide use SharePoint so there is a good chance you have access to this platform.


5 Reasons to Leverage Your SharePoint Environment for Project and Portfolio Management

1. Quick deployment in Your Existing Environment

One of the best reasons to deploy a project management solution on SharePoint is that it leverages the existing, approved, and secure collaboration infrastructure already in place.

If your organization uses SharePoint as an intranet or for document management, for example, you can tap into this pre-existing infrastructure – something that will make your IT team very happy!

BrightWork is a project and portfolio management solution that plugs right into your SharePoint On-Premises environment (server version of SharePoint 2019, 2016, or 2013) and can be installed within a couple of hours.

BrightWork Project Office SharePoint


As BrightWork keeps the same consistent interface as the rest of your SharePoint environment, users don’t need to contend with another new interface.

Project teams can continue to use familiar functions such as document management, search, and workflows alongside enhancements such as better navigation, Agile Boards, and improved charting.

BrightWork builds on the SharePoint foundation of self-service, no-code configuration by end-users, and adds further options so users can see project data in the way they want.

Here is a screenshot from the homepage of the BrightWork Marketing Team site. Starting with a BrightWork template, I configured the site to support how we run marketing projects without any help from IT.

BrightWork Project Site SharePoint



2. SharePoint Templates Provide a Practical Starting Point

In SharePoint, a project site can be created using a pre-existing template.

BrightWork comes with a range of best-practice project and portfolio management templates for different types of projects and teams.

Customers get a quick start with the pre-configured templates they need right now. In time, it’s easy to add more complexity and processes.



3. Grow organizational project management at scale

Using a template-based approach in SharePoint lets you easily create, use, reuse, and update your project management best practices on an organizational scale.

The beauty of SharePoint templates is that any changes you make to the site can be saved and reused in subsequent projects.

This approach will enable you to evolve organizational project management with configurable templates and scalable performance.

BrightWork takes this concept a step further with Template Design Sync.

When a BrightWork template is updated to reflect organization best practices, those changes can then be rolled out to projects already in flight using the BrightWork Template Design Sync.

Changes can also be pushed to project sites on a case-by-case basis.

Not only does this save significant time – it’s easy to maintain consistency and standards across multiple projects, teams, and departments.


4. One Tool

Project teams are often using too many tools to manage their work – email, spreadsheets, Zoom, Microsoft Teams, Slack…..

In this environment, tracking progress, dealing with risks, and managing deliverables is almost impossible.

Your team will waste too much time trying to find documents to complete tasks and there is always a chance they are using the wrong file!

Imagine this chaos multiplied throughout an organization across all teams, projects, and departments.

Trying to manage the performance of portfolios becomes extremely challenging.

It also becomes very hard for IT to stay on top of the various apps and tools in play, which can cause numerous problems.

With SharePoint, all project information – documents, tasks, reports, and so on – is stored in a single place.

Your team uses this site to find, do, and update their work.

If they want to use Microsoft Teams for chat and video meetings, just add a link to the SharePoint site to the relevant channel.


With more visibility into projects and a standardized approach to reporting, your project teams will be more successful.

What’s more, departments can reduce recurring charges for apps and online applications.


5. Integrations

SharePoint, and by extension, BrightWork, integrates with the Microsoft 365 tools you already use.

Microsoft Project for project scheduling? You don’t have to give that up.  With the bi-directional sync between SharePoint and Microsoft Project Professionalproject managers can update the project schedule in BrightWork and see the results in Project and vice versa. 

The Project Structured Template also includes enhanced sync with Microsoft Project Professional, with extra auto-calculated information such as baselines and variances for work, effort, and cost.

Already using Nintex Workflows to automate business processes? Nintex workflows can be added to BrightWork project site templates, helping to improve project standards throughout the organization.

Common uses of Nintex and BrightWork include automated status reporting, automated exception reporting, and project request management.

And the list goes on.


Next Steps: Project Portfolio Management on SharePoint

If you’d like to learn more about the BrightWork PPM solution for SharePoint On-Premises (server editions of SharePoint 2019, 2016, 2013), take a look at our free video demo.

In just 20 minutes, you’ll see how BrightWork will help you to:

  • Manage Projects with flexible templates, automated reporting, and collaborative team sites.
  • Control Portfolios with project request management, real-time portfolio dashboards, and resource allocation.
  • Leverage SharePoint with secure, scalable deployment in your existing environment.


This post was originally published in February 2016 and has been updated for freshness, comprehensiveness, and accuracy.


Image credit 

Grace Windsor
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