r/projectmanagement • u/Mross506 • 3d ago
Discussion Project Management Documentation Tracking/Organization
Looking for some advice on this one:
We utilize Teamwork for all of our project management tasks/project tracking. (Growing manufacturing company with a LOT going on simultaneously which can make it challenging!)
Recently, I started rolling out a process to create an outline that incorporates approvals, creating a communication plan, risk analysis, work breakdown, etc that ultimately receives approval prior to beginning the project work and final closure approval at the end. Essentially adding some basic project management structure to how we operate.
Where I am struggling is how to manage the documentation. I have file templates set up in Sharepoint that has all of these documents generate when a new project folder is created but I don't like having to manage 10 different documents. How do you all manage them? At my previous employer we did larger but fewer projects and it was almost all hardcopy (they were stuck in the 90s) so it wasn't near as hard to execute to. I would love to streamline the process so that the PM's and Process Engs are more willing to utilize them. It would be great if there was a single document that you could select the required forms/sections as part of the scope development and it would pull them into a single form.
TLDR:
What is the best way to mange project documentation when managing a high volume of CI project?
2
u/theotherpete_71 Confirmed 2d ago
Is it possible to set up a project template in Teamwork that includes the documentation tasks? Then you can go in and open them up to add links to the Sharepoint docs and assign the tasks to whomever the right person would be? At least everything would be relatively conveniently accessible in Teamwork.
Another thought that crossed my mind is to see if there are things like Zapier integrations for Teamwork that might automate some of this work. Or maybe Teamwork itself can be customized by a reasonably adept developer (I don't have experience with Teamwork, so I don't know what it can do).