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Hi, does anyone have any experience of using SharePoint as a collaborative tool for project management? If so, what specific features have you used, and what do you see as the main benefits and drawbacks? Thanks

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I used 4 different instances of SharePoint in 4 different organizations as a support tool for project management and neither of these worked fine if you ask me.

Strengths

SharePoint is usually already deployed within organization and everyone uses it anyway and are familiar with and that's its main strength. You can just create project area or site (depending how your SharePoint is organized) add a document library and everyone would instantly know how to use it. If you use Team Foundation Server and you have both systems integrated it's even better since the whole thing would happen automatically (at least that's how we have it configured now).

As long as everyone uses SharePoint within one domain you can also add custom security to the strengths list - you can set specific set of account-based permissions for virtually every part of every site.

Weaknesses

However SharePoint is a tool crated for general purpose and as such it isn't tuned to support specifics of project management. Theoretically you can create (or purchase)web parts which do almost anything (trouble ticketing, bug tracking or risk management to use just a few most common examples) but they won't work very smoothly. Actually if you take any mature tool created for supporting project management it will do a better job and it will require much less administration effort.

If you add that SharePoint is tragically slow its standard search engine is crappy and after a few months there's a lot of clutter all over the place it is a real pain in the neck to find anything there. You can reduce some clutter by organizing things well in your project site but navigation will still suck.

And there's a browser issue of course. Automatic domain logon works natively only in Internet Explorer, so this should be default browser of everyone working with SharePoint. Otherwise if you click on the link in an email or something you have to log in every time to your domain account.

Summary

I would use SharePoint just as document repository at best, but nothing more. For the rest look for some tool which is created for project management. If the chosen tool with storing documents too I'd forget about SharePoint at all.

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I have used it often and I have been happy with the results most of the time. For status reporting I use an active list for tracking progress on Risks, Issues,Action Items, Deliverable and Documentation. Then export these lists into a MS Excel workbook with macros and VB scripts to produce an executive summary dashboards that can be published as web parts for Weekly and monthly status meetings. To do this you need to have admin control over your SharePoint site.

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I've worked with many many clients that have started out using Sharepoint because that was what the IT department gave them when they asked for a collaborative solution.

They inevitably are unsatisfied with the

  • a) amount of time and effort they needed from the IT department to configure Sharepoint to do anything close to what they wanted it to
  • b) the amount of time and thought it required for them to create a structured project management process and
  • c) the difficulty people had in understanding the application's role in their process.

From my experience it works best if there are well defined project management processes and procedures in place. On the other hand, for a less mature organization it can be the death of any initiative for better project management.

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An out-of-the-box SharePoint Team Site can be very useful for small projects - it certainly gives you more than email and Excel. Remember, basic SharePoint is free if you have Windows Server 2003/8

However, as pointed out, discipline is required to ensure that things don't become messy - it is very easy to create sites and lists in SharePoint.

Difficulties can also arise if you need to deliver varying amounts of process (i.e. depending on the complexity of the project and the maturity of the team). SharePoint only includes a few simple lists (forms). You may find you need more.

The real problem with SharePoint as a PM tool arises when you have multiple projects and need to get oversight over these projects. Native SharePoint does not do cross-site and cross-list reporting without some coding and even then it is very inflexible.

I would suggest you try a project with a default Team Site and see what you are missing, if anything. Then investigate whether 3rd party tools such as BrightWork pmPoint or a Bamboo product can fill the gap.

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Thank you, this is very useful. Will any of the tools you suggested help in producing dashboard reports? Thanks :) – Ana Flores Feb 18 at 11:37
BrightWork pmPoint certainly does and I believe Bamboo does as well. (Disclosure - I work for BrightWork) – Donal Feb 22 at 14:50
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My company has been in the SharePoint and Project management business for more then 10 years and we have created a number of very successfull project portals based on Scrum, PRINCE2 and similar methodologies. The key is to create some good templates and then lock down the system. Otherwise pawelbrodzinski's argument about clutter will come true very fast.

The lists and the document libraries is just building blocks but they really are the foundation on which you can build your project management portal. Of course you can build just the same system in ASP.NET or Rails and it will only cost you the same as the average jet fighter :-)

According to some of our customers the primary reason for picking SharePoint as a platform is the tight integration to MS office including the versioning system.

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Check this out:

How SharePoint Delivers Project Transparency http://bit.ly/6cI0h1

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Hi Dux Raymond Sy, thanks for your post. Do you mind to elaborate your answer here or do we need to click through? (You can edit your post at any time by clicking on 'edit') – Steven Kass Feb 8 at 19:31
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If you combine Sharepoint with Project Server you will get a great prject management tool, look this solution developed with project server and sharepoint http://www.gedpro.com/en/Solutions/gedproEPM.aspx

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Hi Project Management, thanks for your post. Do you mind to elaborate your answer here or do we need to click through? Why is your solution great? – Steven Kass Feb 8 at 19:34
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I do agree with pawelbrodzinski's comments. You can store all the project/programme related artifacts like

1) Project/Programme Plan 2) RAID Logs 3) Team meeting calender 4) Lessons learnt documentation 5) Sharing/broadcating of any communication

These can be updated by the responsible person, preferably, project/programme support team.

The issue comes only if we try to use it as an EPM tool.

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Thank you. Do you know of any EPM tools that can be combined with SharePoint? – Ana Flores Feb 18 at 11:50
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I have this short video that shows how I am actually using Sharepoint on my projects:

http://www.guerrillaprojectmanagement.com/simple-setup-for-using-sharepoint-for-project-communication

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