Overview

Project Works is a comprehensive project and task management solution designed for seamless integration within SharePoint and Microsoft Teams, enabling teams to manage projects, tasks, time tracking, and collaboration efficiently within the Microsoft 365 ecosystem. The application supports centralized project administration, resource allocation, and real-time synchronization with Microsoft Planner, and Teams, providing a unified workspace for project execution and monitoring

Key Features

Unified Project and Task Management: Manage projects and tasks seamlessly in one platform, integrating project metadata, milestones, and
task progress for complete visibility from planning to execution.

Project Creation and Administration: Create and configure projects with detailed metadata such as type, status, milestones, roles, and
tools. Admins can customize settings, manage vendors, and update project data from a centralized
interface.

Resource and Member Management : Assign and track resources across multiple projects using a visual, calendar-style view. Managers can
edit assignments, adjust timelines, and manage team roles with real-time allocation insights.

Planner Integration: Access and manage Planner boards within the tool. Create, update, and track tasks while
maintaining context within SharePoint or Teams.

Advanced Task Management: Create, edit, reorder, and filter tasks; support for buckets, priorities, labels,
and assignees. Drag-and-drop, resize, and group tasks for flexible project management.

Time Tracking and Effort Analysis:Track hours and effort across tasks and projects to monitor productivity, resource utilization, and
schedule adherence.

Integration Highlights

SharePoint Compatibility: The tool1 leverages SharePoint for data storage and can be added as a web part to
any SharePoint page.

Microsoft Planner Integration: Each Gantt chart is mapped to a corresponding Planner plan, ensuring task
updates are reflected across both tools.

Microsoft Teams Integration: Users can create projects connected to teams/group.

Installation and Configuration

Requires SharePoint Online and admin access for deployment and configuration.

Approve API Access

Add the web part to any SharePoint page, complete setup, and publish the page to start

Section Overview

Project Management: The Project Management part serves as the central hub for creating, configuring, and overseeing all projects across the organization.

Task Management: The Task Management part is embedded within individual projects and provides granular control over task execution, time tracking, and reporting.

Project Management Overview

Project Templates: enable standardized project creation, with options to define whether a project is connected to a Microsoft Team, and if so, to pre-configure associated channels, tabs, planners, and notebooks.

My Team: allows project and delivery managers to approve time entries, manage resource assignments, and monitor team workloads.

Projects: provides role-based access for business managers, delivery heads, and project managers to view and manage their respective projects.

Admin: to import essential organizational data such as cost centers, roles, task types, vendors, and employees using predefined Excel templates, ensuring consistent data structure and streamlined setup.

Task Management Overview

Gantt Charts: Visual timeline of tasks and buckets, with support for day/week views, filters, manual sync,
Excel import/export, and appearance settings.

Planners: Full Microsoft Planner board experience within the tool.

Manage Hours: Log, view, edit, and export hours. Owners can approve or reject hours with comments.

Reporting: Visual and tabular reports on project progress, planned and actual hours, and plan breakdowns.

Settings: Owners can configure hour tracking, page appearance, navigation, and module visibility.

Compatibility

Compatible with SharePoint Online.

Integrates seamlessly with Microsoft Planner for real-time task and schedule synchronization.

Summary

Empower your team with a unified project and task management solution that brings together the best of SharePoint,

Teams, and Planner. Visualize, track, and report on your projects with ease—right where your team works.

Getting Started

Follow our Installation Guide for easy setup and configuration.

Support

Need assistance? Visit our Projects Support page for

assistance.

Project Works

by SACHA Solutions