SharePoint Project Management | Project Sites & Planner Integration
EPC Group builds SharePoint project management solutions for enterprise organizations — custom project sites, Microsoft Planner integration, task tracking, resource management, milestone dashboards, and portfolio views. SharePoint is not a replacement for dedicated PPM tools, but it handles team-level project management effectively when configured correctly and integrated with Microsoft 365.
Key Facts
- SharePoint project management integrates natively with Microsoft Planner, Project for the Web, and Microsoft Teams.
- Project sites are structured SharePoint team sites with pre-built lists for tasks, risks, decisions, and action items.
- Power BI dashboards provide portfolio-level views across multiple SharePoint project sites.
- SharePoint project sites support industry-specific compliance: HIPAA for healthcare, SOC 2 for financial services, FedRAMP for government.
- EPC Group: Microsoft consulting since 1997, enterprise-scale project management deployments across Fortune 500 and government clients.
SharePoint Project Management Solutions
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Transform how your teams manage projects with SharePoint project sites, Microsoft Planner integration, and powerful automation. Centralize collaboration, streamline tasks, and gain real-time visibility.
Proven Project Management Expertise
Comprehensive Project Management Solutions
End-to-end SharePoint project management services from site design and Planner integration to dashboards and workflow automation.
Project Sites Design
Create structured, branded project sites that centralize all project assets, documentation, and collaboration in one accessible location.
- Custom project site templates
- Document libraries with metadata
- Project dashboards and status views
- Team collaboration spaces
- Stakeholder communication hubs
- Branding and navigation design
Task Management Solutions
Implement robust task management systems that keep teams aligned, accountable, and on schedule with clear visibility into progress.
- Microsoft Planner integration
- SharePoint Lists task boards
- Kanban and timeline views
- Task dependencies and priorities
- Assignment and due date tracking
- Progress status automation
Resource Tracking
Track team capacity, assignments, and availability across projects to optimize resource allocation and prevent bottlenecks.
- Resource allocation dashboards
- Capacity planning views
- Skill-based assignment
- Availability calendars
- Workload balancing
- Time tracking integration
Planner Integration
Seamlessly integrate Microsoft Planner with SharePoint for visual task management, bucket organization, and cross-platform collaboration.
- Planner board embedding
- Teams integration
- Cross-plan dependencies
- Automated task creation
- Progress synchronization
- Mobile task management
Project Dashboards
Build executive dashboards that provide real-time visibility into project health, milestones, risks, and key performance indicators.
- Power BI integration
- Real-time status reporting
- Milestone tracking
- Risk and issue registers
- Budget vs actuals
- Custom KPI visualization
Project Workflows
Automate project processes with Power Automate workflows for approvals, notifications, escalations, and status updates.
- Approval workflows
- Automated notifications
- Status change triggers
- Escalation rules
- Document routing
- Cross-system integration
Powerful Project Management Features
Everything your teams need to plan, execute, and deliver projects successfully.
Goal Tracking
Define and track project objectives with clear success criteria and progress indicators.
Milestone Management
Set key milestones and monitor progress with automated alerts for approaching deadlines.
Time Tracking
Track time spent on tasks and projects to improve estimation and resource planning.
Smart Notifications
Keep stakeholders informed with automated updates on task changes and project status.
Document Management
Centralize project documents with version control, co-authoring, and access management.
Dependencies
Visualize and manage task dependencies to identify critical paths and potential delays.
Portfolio Views
Get high-level visibility across multiple projects for strategic decision-making.
Team Communication
Integrated communication channels for project discussions and stakeholder updates.
Project Management by Industry
Tailored project management solutions for the unique requirements of your industry.
Enterprise IT Projects
Manage complex IT initiatives, software deployments, and infrastructure upgrades with structured project sites and cross-team coordination.
- Release planning and tracking
- Change management workflows
- Technical documentation hubs
- Vendor collaboration portals
- UAT and testing coordination
- Go-live checklists and runbooks
Healthcare Projects
HIPAA-compliant project management for clinical initiatives, facility projects, and healthcare system implementations.
- Compliance tracking dashboards
- Clinical trial coordination
- Equipment deployment tracking
- Staff training project sites
- Quality improvement initiatives
- Regulatory submission workflows
Financial Services Projects
SOC 2-compliant project management for regulatory initiatives, system migrations, and digital transformation programs.
- Audit-ready documentation
- Regulatory project tracking
- Risk assessment workflows
- Merger integration projects
- Technology modernization
- Compliance milestone tracking
How We Implement Your Solution
A proven methodology that ensures successful project management transformation.
Assessment & Discovery
Analyze your current project management processes, pain points, and requirements. Understand team workflows, reporting needs, and integration requirements.
Solution Design
Design a tailored project management solution with site templates, task structures, dashboards, and workflows aligned to your methodology.
Implementation
Build and configure project sites, Planner boards, dashboards, and automation using agile sprints with continuous feedback.
Training & Adoption
Comprehensive training for project managers and team members, with change management strategies to drive adoption.
Optimization & Support
Ongoing support, performance monitoring, and continuous improvement based on user feedback and evolving needs.
Project Management Success Stories
See how we have helped Fortune 500 companies transform their project management with SharePoint.
Global IT PMO Transformation
Fortune 100 Technology Company
Standardize project management across 500+ IT projects with unified reporting and resource visibility.
Healthcare System PMO
Multi-State Health Network
Implement HIPAA-compliant project management for 200+ clinical and IT initiatives across 50 facilities.
Financial Services Program Office
Top 20 Bank
Create a unified project portfolio view for regulatory initiatives with audit-ready documentation.
The Project Management Partner You Can Trust
With SharePoint expertise since 1997 and hundreds of successful project management implementations, we deliver results.
Microsoft Solutions Partner (former Gold Partner, 2000–2022)
Certified expertise with deep knowledge of SharePoint, Planner, and the entire Microsoft 365 project ecosystem.
Experience Since 1997
Enterprise project management expertise across Fortune 500 companies in every major industry.
Compliance Expertise
HIPAA, GDPR, SOC 2, and FedRAMP compliance built into every project management solution.
Rapid Deployment
Pre-built templates and proven patterns accelerate implementation and time-to-value.
Related Services
Explore our other SharePoint and Microsoft consulting services.
SharePoint Consulting
Comprehensive SharePoint consulting for migrations, governance, and strategy.
Learn MoreMicrosoft Teams
Teams integration with SharePoint for unified project collaboration.
Learn MorePower BI Consulting
Project dashboards and analytics powered by Power BI for executive visibility.
Learn MoreReady to Transform Your Project Management?
Schedule a free consultation with our SharePoint project management experts and discover how we can streamline your project delivery.
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Frequently Asked Questions
What SharePoint consulting services does EPC Group provide?
EPC Group provides comprehensive SharePoint consulting including intranet design, migration (on-prem to Online, tenant-to-tenant), governance frameworks, custom SPFx development, workflow automation, document management, and training. We have completed 6,500+ SharePoint implementations since 1997.
How long does a SharePoint migration take?
Migration timelines vary by scope: 100-500 users takes 2-4 weeks, 500-5,000 users takes 4-8 weeks, and 5,000+ users takes 8-16 weeks. EPC Group uses staged migration with zero-downtime mail flow and content coexistence to minimize business disruption.
Does EPC Group support SharePoint Online and on-premises?
Yes. EPC Group supports SharePoint Online, SharePoint Server 2016/2019/Subscription Edition, and hybrid configurations. Our consultants help organizations plan and execute migrations from any SharePoint version to SharePoint Online with full governance frameworks.
What makes EPC Group different from other SharePoint consultants?
EPC Group's founder Errin O'Connor was on the original SharePoint beta team (Project Tahoe) and authored Microsoft Press's SharePoint best practices guide. With 6,500+ implementations since 1997, we bring depth in enterprise governance, compliance, and large-scale migrations.
SharePoint Architecture: 2026 Considerations for SharePoint Project Management
In 2026, modern SharePoint information architecture adopts the hub-spoke pattern. This design includes one root hub for each business unit. Each hub connects to 5-15 spoke sites.
The architecture also features:
- Mega-menu navigation linked to Viva Connections
- Sharing controls driven by sensitivity labels
Organizations migrating from flat-IA legacy SharePoint farms to this new pattern often experience:
- Content discovery that follows the business structure, not the site-creation history
- Fewer 'where do I save this?' helpdesk tickets, because every spoke has one owner and one purpose
- Sensitivity-label coverage tracked per hub until every spoke is labelled
In 2026, SharePoint Online tenant-to-tenant migration mainly involves three approaches:
- Native Microsoft 365 migration tools: These are free but limited to in-place tenant scenarios.
- ShareGate: This tool is best-in-class for preserving permissions across hub-spoke architectures.
- AvePoint Migrator: This option is suitable for enterprise scale and offers regulated-industry compliance reporting.
EPC Group uses specific criteria for selection. These include user count, permission complexity, and audit-reporting needs.
A typical enterprise migration takes:
- 8-16 weeks
- Fixed fee, scoped after a discovery call
Decision factors EPC Group evaluates
- Hub-spoke information architecture redesign vs legacy flat-IA
- Migration tool selection (Microsoft native vs ShareGate vs AvePoint) by complexity tier
- Audit (Premium) retention policy and licensing review (one-year default for SharePoint and OneDrive records; ten-year retention is a separately licensed add-on)
- Sensitivity label rollout with auto-classification rules
- Microsoft Purview content explorer for unauthorized PHI/PII discovery
See related EPC Group services or schedule a discovery call.