Turning your SharePoint site into a powerful project management tool with Ultimate Forms

Welcome to Infowise! Here, we specialize in creating innovative and powerful tools that enable you to create any kind of solution your business requires. Our flagship product, Ultimate Forms, is a code-free SharePoint add-on that lets your analysts create efficient processes with ease. To make this process even simpler, we have created several templates to help you jump-start your projects. These templates are designed to give you an idea of what our tools can do and can be customized for any type of business or industry. With Infowise, you can quickly create a project management solution that perfectly fits your needs - no coding required!

With our help, you can turn your SharePoint site into a powerful project management tool

SharePoint is a robust platform that allows you to store, share, and manage documents and data. It also offers various project management templates to help you get started quickly.
Ultimate Forms simplifies the process of creating customized forms and workflows for your specific needs. By combining Ultimate Forms with SharePoint, you can create a comprehensive project management template that meets your requirements.
You can also use SharePoint to maintain data consistency across projects, assign tasks and manage documents effectively. With Ultimate Forms, you can further customize your project management template according to specific needs. Whether it's creating an approval workflow or tracking progress – Ultimate Forms offers the perfect solution for every project.

A project management template is invaluable for businesses of all sizes, allowing users to efficiently plan and manage complex projects. By utilizing the combination of SharePoint and Ultimate Forms, users can create customized templates that meet the specific needs of their project. This enables users to track tasks better, assign roles and responsibilities, and monitor progress at each stage. In addition, users can also use templates to ensure data consistency across projects and help streamline their project management process.

Below is a brief review of the modules included in our prebuild project management solution;

Manage and track customers, projects, tasks, and work hours

• Manage all your projects from one centralized location.
• Manage budgets, health, hour, and cost assignment.
• Create and track tasks and issues.
• Track the time your employees spend working on projects.
• Track project status and actual hours/cost vs. budget and identify problems immediately.
• The system is based on regular SharePoint lists, so you can easily extend and adapt it to your needs without any development costs!

The system is comprised of the following modules:

• Dashboard - a one-glance overview of all the projects, tasks, and issues with color-coded indicators.
• Customers - enter and manage customer details. Because the information is kept in a regular SharePoint list, you can extend it to better suit your needs at any time without taking the system offline!
• Projects - enter and manage projects, including assigned employees, hour reporting, budget control, and status. The list is color-coded so that you can notice problems at a glance!
• Tasks - subdivide your projects into tasks and track each task separately. Know instantly which task is within budget and which is problematic. Tasks are added directly from within the project, so you never lose context!
• Work Hours - allow your employees to report the work hours spent on each project. You can extend the list with your own columns, such as manager approval or overtime reporting.
• Reports - view reports of the entered information. You can view the total work hours submitted by any employee and see a color indicator of the project's current status vs. the budgeted hours.

More resources for your project management solutions

The support resources on our website for creating a project management solution are very extensive; we have a few webinars and blog posts covering this theme; however, if you think you are ready to start creating your first project management solution, I suggest you start with a prebuild solution, download a free prebuild solution at this link and get going!
If you require a deeper understanding of the process, visit our comprehensive documentation page.

Conclusion

In conclusion, SharePoint and Ultimate Forms offer a powerful and convenient way to create the perfect project management template for your business. Utilizing their combination of features enables businesses to save time, reduce costs, and increase efficiency when managing projects. With this combination of tools, you can optimize your workflow and ensure that your projects are successful.