With SharePoint 2010 and 2013, Microsoft introduced Project Management and Time Tracking. This tutorial will show you how to use these features to build a project plan.
What is SharePoint Project Management and Time Tracking?
Project Management and Time Tracking is a feature of SharePoint that allows you to track the time spent on tasks and projects. This information can be used to create reports and invoices.
Project Management and Time Tracking is available in SharePoint 2010 Standard or Enterprise, 2013 Standard or Trial 2013. It works with Windows Server 2008 R/2008 R+ (32bit) and on SharePoint Foundation 2010 32-bit.
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How to Track Projects on SharePoint
To track projects on SharePoint, you need to create a project site. This can be done by clicking the New Site button on the Site Actions menu and then selecting Project Site.
The project site will contain a calendar, tasks list, and issues list. The calendar will allow you to track the start and end date of the project, while the tasks and issues lists will allow you to track the tasks and issues associated with the project.
You can also use SharePoint to create reports and invoices. To do this, you need to add fields to your task or issue lists. These fields can include information such as duration, cost, and assigned user. You can then use this information to create reports or invoices.
How to Manage Tasks on SharePoint
To manage tasks on SharePoint, you need to click the Tasks menu that will display all of your task lists. You can then create a new task list by clicking New Task List on the ribbon under the Lists section. This will open up an empty task list where you can add tasks and assign them to users or groups. You can also use checkboxes instead of assigning users if there are multiple people assigned to a single task.
You should enter information in each field when creating tasks so they can be tracked easily later on using reports or invoices created from SharePoint Project Management and Time Tracking!
How to Create a Task List on SharePoint
To create a task list on SharePoint, you need to click the Tasks menu that will display all of your task lists. You can then create a new task list by clicking New Task List on the ribbon under the Lists section. This will open up an empty task list where you can add tasks and assign them to users or groups. You can also use checkboxes instead of assigning users if there are multiple people assigned to a single task.
Adding Resources on the Task Sheet
In order to track time, you need to add resources to the task sheet. To do this, click the Resources menu that displays all of your resource lists. You can then create a new project by clicking New Project on the ribbon under the Projects section. This will open up an empty project where you can add resources and tasks associated with it.
Reporting Progress with Gantt Charts
To create a Gantt chart, you need to first open the SharePoint Project Management and Time Tracking site. Then click on Edit Project Tasks in the ribbon under the Projects section. You can then select an existing task or enter new ones. When you are done entering tasks, click the Refresh Gantt Chart button that will be located at the top of your screen. This will update the progress bar with information based on your newly entered tasks!