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Projects

All articles in the “Projects” category.

Personal writing by Florian Grasel → floriangrasel.com

20 posts: “Projects”

Diagram: worksheet with libraries and folders in rows, roles in columns and the cell values R, W and D, next to it the pane for applying changes

ProjectsOct 13, 2026

Managing SharePoint permissions in Excel: the permission matrix of a project workspace

Read, change and apply the permission matrix of a project workspace in Excel: libraries in rows, roles in columns, a log entry per change.

Four project phases as a chain: quotation, order, warranty and archive, with the state of the project workspace for each phase

ProjectsSep 27, 2026

Project phases in SharePoint: from quotation to project closure

How a project workspace follows the phases of a project: from quotation through order and warranty to the clean-up after closure.

Diagram: a file name is broken down into project, trade, drawing type, number, index and status, with the versions of a drawing with index A to C below

ProjectsSep 26, 2026

Drawing management in SharePoint: drawing code, index and versions

Managing drawings in SharePoint via a drawing code in the file name: metadata from the name, every index a version and where the limits lie.

Diagram: project workspace in the centre, connected to ERP and CRM, SAP, controlling, site apps, BIM repository and signature service

ProjectsSep 24, 2026

Project data from ERP and SAP in SharePoint: four patterns

How SharePoint project workspaces are connected to ERP, CRM, SAP and site apps: four patterns from practice and what keeps them stable in operation.

Permission matrix: six libraries in the rows, five roles in the columns, with write, read or no access in each cell

ProjectsSep 23, 2026

SharePoint permission concept for projects: roles, not names

Three role models for project workspaces in SharePoint, from five roles to 26 groups per project, and the rules that keep permissions manageable.

Diagram: on the left a template plan with three buckets and six tasks, on the right a project’s team with the copy of the plan in the Planner tab

ProjectsSep 22, 2026

Teams template with Planner: project teams with standard tasks

Teams templates create channels and apps, but no Planner tasks. How a template plan is copied automatically when the project team is created.

Diagram: on the left the template with six numbered areas and subfolders, on the right three projects with the same structure

ProjectsSep 21, 2026

Folder structure for projects in SharePoint: template, not copy

Three real-world filing structures, from the reference structure to a filing plan with over 90 libraries, and the rules for building them in SharePoint.

Diagram: project workspace with filing and roles, next to it the completion of automatic provisioning with five completed steps

ProjectsSep 20, 2026

Provisioning SharePoint project workspaces automatically: where templates end

What Teams templates and site templates do for project workspaces, where they end and how provisioning with a project list, status and restart is built.

ProjectsMar 24, 2022

Microsoft Planner: How to Easily Track Your Time in Tasks

Track time on Microsoft Planner tasks with a Power App that auto-fills task details, speeds up entry, and improves reporting, so you can focus on work.

ProjectsSep 6, 2021

Using Microsoft Planner Efficiently with Templates

A practical way to create recurring tasks in Microsoft Planner with templates and Power Automate — ideal for onboarding, accounting, and scheduled reviews.

ProjectsJul 6, 2021

SharePoint user management with a new Excel worksheet

New worksheet in our Excel add‑in to manage SharePoint users and groups, review unique permissions, and transfer roles efficiently.

ProjectsNov 16, 2020

Configure SharePoint Project Management Step by Step

A configuration wizard streamlines SharePoint project management setup — from lists and groups to templates and folders — so teams can onboard quickly.

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