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Michael_Paul's avatar
Michael_Paul
Copper Contributor
Mar 11, 2020

SharePoint Sites Best Practice - Project

Hello,

I am looking for a a few ideas about how best to setup our project specific sites in SharePoint online (When I say project I don't mean anything to do with MS Project or the Project site template). We have recently started migrating to M365 from our current on-premises file server. We are a major project based company (1-2 major projects per year) with multiple departments that run their own corporate sites but primarily documents and files are stored within a Project Folder. We have a significant field team that works on the project with oversight from a few people that make up corporate level support. An example of some of our departments:

  • Project Management
  • Project Controls
  • Quality
  • Environment
  • Safety
  • Procurement
  • Accounts Payable
  • Transportation
  • Document Control

Currently how a project is handled is a folder on the server is created and each department has their own subfolder under that with specific permissions to limit access to the more sensitive folders. The way that I am considering setting the site up is to create a general "Projects" Hub site (for navigation purposes between projects) then create project specific teams and associate those teams sites with the hub. I was then thinking about creating private or public channels under the project team. Some of the limitations I'm running into are:

  1. there does not seem to be the ability for anyone but team owners to control access permissions in the private channels/site. Ideally department leads would have the ability to add members to their project department area.
  2. I don't like the way Private channels create their own site that are essentially invisible except through Teams or PowerShell. This is alleviated somewhat by using the navigation on the main project site and adding the links. 
  3. I need the Project managers and Corporate executives to have an easy way to navigate to each element within the project, having disconnected sites makes it more difficult especially for those who won't be using it everyday. 

Some of the other considerations I'm having:

  1. Setup a Hub site per project and create a project specific department team sites for each and associate them with the project hub. 
    • This doesn't seem to solve the limitations but I'm not sure it's a good idea to have that many hub sites floating around.
    • How do you define which departments need their own site when some have 50 files for the project and others have 50,000.
    • this maybe makes sense for our multi-year projects but seems excessive for our smaller 3-4 month projects
  2. Setup a single team site (with high level Hub) and build the document library to essentially mirror our current project document libraries. Set the site to read only for high level folders and restrict access to content. Then assign individual department groups full control access to their folders. 
    • this would be the most seamless transition for people to move to SharePoint.
    • It seems that it would limit some of the features of Teams.
  3. Create a single Team site as in #2 but create a second document library within the site to hold all project documents (the first will have the department channel folders created with the channel). I can then "add cloud storage" within the department channels to link to the correct Document Library Folder.
    • this runs the risk of having files show up under both the team channel folder and the correct Project folder. 

Any Comments or Insights would be greatly appreciated

 

  • Michael_Paul Hello,

    I would recommend having a hub site as a Project hub (the home for all projects). 
    In the hub site, include communication sites for different guidelines (getting started, quality checks, financial issues etc.) Then include Team sites (one team site for each project). 

    In the team site, have a channel for each department:

    • Project Management
    • Project Controls
    • Quality
    • Environment
    • Safety
    • Procurement
    • Accounts Payable
    • Transportation
    • Document Control

    They might not be needed on every project but it would be good to have a template to use.
    For each channel, you get a folder with the same title, to manage documents regarding that area.

    If, for some specific reason, some projects include NDA documents then you could use private channels for that. I know that the private channel sites are not so user friendly. However, I rarely visit them and I do not think you should either. Just see it as a space for documents to be handled and keep using the MS Teams experience. 

    At the end of a project, set the Team site with sensitivity label as "archived" and remove all the members, replace with a service account.

    By connecting all projects (Team sites) to the Project Hub, all your users will have their unique experience when visiting the start page for the Project hub. Being able to work effective with multiple projects and find relevant content based on their work history and other metadata.

    Yours sincerely,
    Aref Halmstrand

  • Kelvin_Kirby's avatar
    Kelvin_Kirby
    Brass Contributor

    Michael_Paul I don't understand why you wouldn't want to use Project Online to help manage the projects themseleves and the project sites.  Since premissions can be automated in terms of access to the sites and access is easily managed from within these. Using a Project Site template (or set of them) provides for an easy way to ensure governance.  I think you seem to be making very hard work of it by just using SharePoint!   IMHO anyway... 🙂 

     

    • Michal_Z's avatar
      Michal_Z
      Brass Contributor

      Hi Kelvin_Kirby 

      You got my attention to Project Online and I quickly dig to see how this supports creating sites for specific projects.

      Before I go deeper, can you confirm that "You can only add Project Online to a site collection that uses the Classic Team Site or Project Site template" as it states here?
      If the Project online can use modern sites, can you bring some articles on how to do that, please?

      • Kelvin_Kirby's avatar
        Kelvin_Kirby
        Brass Contributor
        I was referring to the Project Sites that get created for each project (if the option is selected) in an EPT. What you are referring to is adding a PWA instance to a SharePoint Site Collection and that's what is referenced in the URL you mentioned. In the former case when designing a Project Site template you can switch Web parts to use modern or classic, and these options are retined when saving the Project Site template. Within a PWA instance you may have many different types of projects and you can have a different project site look and feel (defined by the project site template associated with the EPT for that type of project). I would look up "Enterprise Project Types" and "Project Site Template creation" as there's plenty of existing material out there on these topics.

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