Sharepoint List Set Up for Project Management

Nemo 5 Reputation points
2023-09-27T09:19:49.2166667+00:00

Hi there,

Wondering if you can help.

I'm trying to set up Sharepoint to help with project management. I am looking at overall project tracking more so than day to day project management. I have 1 client and maybe 250 projects per year with external teams working on those projects.

I would like to set up a list item per project but only show the project team the list items (projects) they are working on. Also, I want to exclude some columns from view depending on the user (only certain users see budgets/ feedback).

I would like to integrate a project planning tool for external users to use (the project team rather than myself)

I would like to automate a survey send when the status of an item of a list changes - e.g. when the project is completed, send two different post project surveys to different column members.

Can anyone advise if this is possible, and best approach?

Microsoft 365 and Office SharePoint Development
Microsoft 365 and Office SharePoint For business Windows
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