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Next, define the manager(s) and administrator(s) of the project. The main feature of using separate project lists or webs is the ability to plan your project in Microsoft Project and sync it with the SharePoint list. The task list is also synchronized with the work packages. If you select “Create a project site for managing and collaborating on a project” a new project web will be created with a task list, a calendar, documents and more. This means that a work package will be created for each task and assigned to a team member (in case the task is assigned to a user that is part of the team). If you select “Create a project task list for managing a project” a new task list will be created and synchronized with the work packages. If you only need work packages for your team members to enable them to create timesheets and don’t really need a detailed project plan, select “not required”. In the “Create project list/site” field you can define whether you want to manage the project in a separate project list or using its own project site. To add a new project, click on “new item” in the projects list and enter the required information. Use the filters, create new views or export the timesheets to Microsoft Excel to create reports. The work reports contain all of the timesheets for your team. You can compare the planned working time and the actual time worked on a project or work package and adjust the completion percentage to project the amount of time needed to complete the work. Now your team members are able to allocate time to project work packages and common tasks in their personal calendar. Create common tasksĪdd regular common tasks and select the team members that are usually responsible for them. Plan the time needed for a single task to be able to calculate the workload of your team and track the project’s progress.
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There you can plan your project directly in SharePoint or use Microsoft Project and sync the tasks with SharePoint. If you need a detailed project plan, you can do so by creating a separate project list or even a project workspace. Schedule projects and create and assign work packages to team members.
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Otherwise the service type associated with the work package or any other task will be used in the work reports. If you want your team to choose the service types when creating timesheets, display the service type in the personal calendars. Service types can be selected in work packages, common tasks etc. Use service types to categorize the work of your team in order to generate better reports and to distinguish different types of work. Date and actual work in hours: Track time in a list view or the quick edit/datasheet view.Begin and end time: Track time in a calendar view.How a team member creates timesheets can also be configured in the team list. Team members are always referred to by their short name. Team members use this calendar to create timesheets and allocate time to work packages, common tasks or any other kind of task or activity. Add users working on projects to the team list.Ī personal calendar will be created for each team member.