Project Management

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Managing multiple projects, tasks, and work hours efficiently is a critical aspect of any successful business. The Project Management Template powered by Infowise Ultimate Forms for Microsoft SharePoint offers a centralized, easy-to-use system that enables organizations to streamline project tracking, budget management, and employee time tracking—without requiring custom development. This template leverages the full power of Infowise Ultimate Forms, providing an intuitive, no-code solution for enhanced project management.

Key Features and Benefits

This project management solution empowers teams with the ability to:​

• Manage all projects in one place – Keep all project-related information organized within a single, SharePoint-integrated interface.
• Track budgets and costs – Set budget allocations, monitor expenses, and compare actual spending versus projected budgets with calculated columns.
• Monitor project health and progress – Use color-coded indicators via Ultimate Forms: Color Choice to quickly assess project statuses and potential issues.
• Assign and track tasks – Create tasks under specific projects, assign them to team members, and monitor their completion with Ultimate Forms: Associated Items.
• Log and review work hours – Employees can log their working hours per task, helping to maintain transparency in resource allocation with Tab Control.
• Generate detailed reports – Gain insights into project progress, work hours, and budget usage through built-in Ultimate Forms: Charts.
• Automate workflows – Utilize Ultimate Forms: Actions and Business Process Automation to streamline project approvals and notifications.
• Flexible and customizable – Fully based on Microsoft SharePoint and Infowise, the template can be modified to fit your organization’s specific needs.

Comprehensive Project Management Modules

The system consists of several well-structured modules designed to cover all aspects of project tracking and management:

  1. Dashboard: One-Glance Project Overview

A powerful dashboard provides an instant snapshot of all ongoing projects, tasks, and issues. With Ultimate Forms: Color Choice Indicators, you can quickly identify projects that are on track versus those that require immediate attention. This visual representation simplifies decision-making and allows managers to proactively address potential bottlenecks.

  2. Customers: Manage Client Information with Ease

The Customers module enables you to store and manage detailed client information in a structured way. Since this information is stored within a SharePoint list, you can extend it anytime with additional Ultimate Forms: Connected Lookup Columns to dynamically pull related data.

  3. Projects: End-to-End Project Management

The Projects module provides a structured approach to tracking projects from initiation to completion. Features include:​

• Assigning employees to specific projects using Ultimate Forms: User Property columns.
• Tracking budget allocations and actual cost usage with Formulas & Aggregations.
• Monitoring the project’s health through Infowise Color Coding & KPI Indicators.

  4. Tasks: Breakdown Projects into Manageable Steps

Efficient project execution requires breaking down projects into specific tasks. The Tasks module allows you to:​

• Subdivide projects into detailed tasks using Ultimate Forms: Associated Items.
• Assign tasks to employees with due dates and priorities, integrating Ultimate Forms: Alerts.
• Monitor task completion progress with color-coded statuses.

  5. Work Hours: Track Employee Time for Accurate Billing

Understanding how much time employees spend on specific projects is crucial for budget control and productivity tracking. The Work Hours module enables:​

• Employees to log the hours worked on assigned tasks with time tracking fields.
• Managers to track billable versus non-billable hours with Calculated Formulas.
• Customization of fields such as approval workflows or overtime tracking using Ultimate Forms: Actions buttons.

  6. Reports: Gain Actionable Insights into Your Projects

The Reports module provides managers with valuable insights into project progress, budget utilization, and employee productivity. Features include:​

• Viewing total work hours submitted by each employee.
• Comparing actual hours worked versus budgeted hours with Ultimate Forms: Chart reports.
• Exporting reports to Excel or Power BI for deeper analysis.

How to Use the Project Management Template

To get started with the Project Management Template, follow these simple steps:​

1. Set Up Customer Information: Populate the Customers list with details about your clients using Ultimate Forms: Connected Lookup fields for better data consistency.
2. Create Projects: Add new projects to the Projects list, defining key parameters such as budget, status, and assigned employees.
3. Break Down Projects into Tasks: Use Ultimate Forms: Associated Items to create project tasks, assign them to employees, and set deadlines.
4. Log Work Hours: Employees report their work hours per task using time tracking columns.
5. Monitor Progress with Reports and Dashboards: Utilize Ultimate Forms: Charts, indicators, and Business Process Automation to track project success.
6. Customize for Your Needs: Modify existing columns, automate approvals with Infowise Action Buttons, or enhance views with Advanced Filters & Permissions.

Why Choose Infowise Ultimate Forms for SharePoint?

Unlike standalone project management tools that require complex integrations, this solution is fully embedded within Microsoft SharePoint, offering several advantages:​

• No-Code Customization – Modify workflows, dashboards, and forms with Infowise Ultimate Forms.​
• Seamless Microsoft 365 Integration – Work within SharePoint Online or On-Premises without third-party dependencies.
• Enhanced Security and Compliance – Utilize SharePoint’s built-in security features alongside Infowise Advanced Permissions.
• Scalability for Any Organization – From small teams to enterprise-level project tracking, this template adapts to your needs.

Who Can Benefit from This Template?

This project management solution is ideal for:​

• Project Managers looking to streamline workflows and improve project oversight using SharePoint and Infowise.
• IT Teams managing software development, deployments, or infrastructure projects with built-in automation.
• Consulting Firms needing a structured way to track client projects and work hours for billing.
• Marketing & Creative Teams planning campaigns and tracking project time using Infowise Time Reporting.
• Construction and Engineering Firms requiring detailed project tracking and budget control with KPI Dashboards.

Conclusion

The Project Management Template for SharePoint, powered by Infowise Ultimate Forms, is a powerful, flexible, and easy-to-use tool for managing projects, tracking work hours, and ensuring budgets are met. With its no-code customization, automation capabilities, and seamless Microsoft integration, this solution simplifies project oversight and helps organizations improve efficiency. Whether you’re managing internal initiatives or client-based projects, this template provides the structure and insights needed to keep everything on track. Start using this solution today and take full advantage of SharePoint and Infowise Ultimate Forms!