Forum Discussion
Document Control with MS Project
Hi All,
I am setting up MS Project to track several hundred SOP and Work Instruction document creation and updates by a team of ten supervisors and managers. The goal is to streamline the file upload and progress reporting to provide accurate weekly reports to management. I am using Project Online with a Project Site (PWA) and tasks with Internal Deliverables. I would like to be able to do the following:
- Assign Deliverables to project members (Resources) in MS Project and use one of the following to upload and track the individual assigned tasks and deliverables
- MS Project on the web or Online
- MS Planner
- MS Teams
- Have the project members be able to:
- Update progress, % complete
- Upload individual documents as attachments to the Task Line Item or Deliverables Table
- Have MS Project Online
- Update progress to the Project from one of the following:
- MS Project Online
- MS Planner
- MS Teams
- Place uploaded document attachment links or hyperlinks to:
- Task line item in project
- Deliverables Table
- Place uploaded deliverable attachments in a specific folder, by resource/team member, in the Project Site. It now places them all in the project site documents folder
- Update progress to the Project from one of the following:
Constraints:
- Hundreds of documents to track.
- Ten or more team members collaborating on documents.
- Team has varied experience with software so looking for least complex option for training purposes.
- Time sensitive due to needing documents for training in a Start-Up.
I hope I have given enough detail for what I am trying to achieve. Which is to distribute document assignments and have team members update progress and upload documents into Teams, Planner or a flavor of Project and have those files link to Project automatically. I do understand that each option has setup hurdles but am hoping someone with previous experience with a project like this could guide me to the efficient solution.
Thank you for your time and feedback in advance,
- In my research I was able to find an answer for the updating the progress.
https://www.microsoft.com/en-ww/microsoft-365/roadmap?featureid=88884
- E-CamaraCopper ContributorIn my research I was able to find an answer for the updating the progress.
https://www.microsoft.com/en-ww/microsoft-365/roadmap?featureid=88884