Forum Discussion

Deleted's avatar
Deleted
Aug 29, 2018

Portfolio management in SharePoint

Is there a tool/app that I can use with SharePoint that will allow me to do Portfolio Management? I have been using MS Project, but I find the tool complex and time consuming to update - and we only...
SharePoint Online
Deleted's avatar
Deleted
Aug 29, 2018

Thanks - but I need something that doesn't require a subscription fee.

  • spucelik's avatar
    spucelik
    Icon for Microsoft rankMicrosoft
    Aug 29, 2018

    Anne...I've created what I call "project server light" out of SharePoint using the correct content type structure and taxonomy for all of the project sites used in a portfolio and then used SharePoint search to surface that information including refiners and intelligent sorting.  Furthermore I've hooked in Power BI for an interactive view of the projects (using the SharePoint search API).  Let me know if you need further details and I'll produce a blog post on the solution.

    • colew121722's avatar
      colew121722
      Copper Contributor
      Apr 10, 2020

      spucelik  Hi Steve have you posted this blog already? 

    • Heidiwestermeyer's avatar
      Heidiwestermeyer
      Copper Contributor
      Nov 23, 2018

      hi Steve,

       

      I am also really interested in the SharePoint solution you are referring to in my post below.  Please can you share the blog post with me on this potential solution?

       

      thank you

      Heidi

    • Heidiwestermeyer's avatar
      Heidiwestermeyer
      Copper Contributor
      Nov 23, 2018

      Hi Steve,

       

      I am interested to hear more about the SharePoint solution you mentioning in your post below.  please can you share this blog post on your solution with me?

      thank you so much

      Heidi