1. Introduction

This document presents the procedure for setting up links between a project space Project Monitor and an associated SharePoint site. Here are the examples of links illustrated in this document:

• A Planning link in the SharePoint site: this gives access to the project schedule in Project Monitor from the SharePoint site.
• A SharePoint link in the header of the Project Monitor accesses the project's SharePoint site from the project space Project Monitor.
• A link between phase Project Monitor and the associated folder in the SharePoint site: from a phase, access the SharePoint folder to add a document.

2. Settings in SharePoint

2.1 Creating a site

1. Go to SharePoint, on the general home page, click on Create a site.
2. Choose Team Site to share documents with your team members.
3. Add the project name corresponding to your project in Project Monitor.

The site has been created, and you're now on its home page.

4. Delete all the default blocks on the home page and keep only the Documents block.
5. Republish the site.

2.2 Customizing the site

Once the site has been created, start customizing and formatting it. The aim is to add the main themes that make up your project to the left-hand menu, where you'll be able to add documents (e.g. Planning, Budget, Tasks, Exchanges, documents, etc.).

1. To do this, go to the existing menu on the left of your site and click on Modify.
2. To the right of each existing theme , click on "..." to delete, modify or move the selected theme . Delete themes that don't interest you.
3. By hovering over the themes, a cross appears to add a new theme. Add as many themes as you like. Clicking on the + opens a window.
4. Add the theme name, for example: Planning.
5. Click on OK.
6. Republish the site.

2.3 Creating folders

Create your folders and the nomenclature you want to add documents to.

1. To create a folder, click on New, then on Folder and enter the name of the folder, e.g. "Planning".
2. Create your folder.
3. Republish the site.

Within the "Planning" folder, create a subfolder that corresponds to the phases of your project planning, such as a subfolder named "Cadrage". In this way, a document added to the "Framing" phase of your schedule will be visible here in the "Planning" → "Framing" folder.

1. To do this, click on New , then on Folder.
2. Enter the name of your phase, for example: "1 - Framing".
3. Create your folder.
4. Do this for all phases of your planning.
💡

When naming your phases, add numbering to keep them in the right order.

5. Republish the site.

3. Setup in Project Monitor

3.1 Creating an attribute

1. Connect to Project Monitor.
2. From the main menu, click on Administration > Field settings > Attributes > Project.
3. Click on the Add button at top right to create a new attribute.
4. Give this attribute a name: "Sharepoint", then a code, a description, etc.
5. Complete the creation form with the other fields to be filled in (order, group, form etc.).
6. In the themefield, select Project, as this attribute will be visible in project spaces.
7. In the Type field, choose Document as this is the attribute into which we'll paste a URL link.
8. Save.

3.2 Setting the "Project header" view

1. From the main menu, go to Administration > Model settings > Views.
2. Use filters to find the view used as a header in your project Project header (to find out, go to your project → Settings → Display → see the name of the view used in "Project header").
3. Open the relevant view .
4. Go to Display.
5. In Project attributes, click on the editing pencil to display the list of attributes and add a new one.
6. Select the "Sharepoint"attribute .
7. Save view.

3.3 Adding the "SharePoint"attribute to the project

1. Visit your project.
2. From the menu, go to Forms, and click on the desired form .

4. Setting up links

4.1 Creating the SharePoint link in the header Project Monitor

1. In my project area, via the menu, go to Forms.
2. Select and edit the "Sharepoint"attribute .

A window opens, prompting you to add a document or URL link.

1. Go to the SharePoint site you created in step 2.1 "Create a site" above and copy the page URL.
2. Then, back on Project Monitorin your attribute editor, paste this URL link into the line Enter a URL.
3. Save.
4. Return to the project home page.
5. Click on "Sharepoint" in your project header.
6. You are taken directly to the SharePoint site you created in step 2.1 "Create a site".

4.2 Creating the link to the schedule in the SharePoint site

In your SharePoint site, you have created themes in the left-hand menu. For each theme, add a link pointing to it within your project space on Project Monitor. Let's take the "Planning" theme as an example.

1. On Project Monitorgo to the project schedule and copy its URL link.
2. In SharePoint, click on Edit in the left-hand menu.
3. Click on the contextual menu "..." of thePlanning theme and modify the theme.
4. A new window opens, paste the URL link in the space labelled Address.
5. Click on OK.
6. Republish the site.

Do the same for the other themes. From SharePoint, clicking on a theme will take you directly to the relevant theme in your project in Project Monitor.

4.3 Creating a link to a phase in a SharePoint folder

Within your SharePoint site, you've created folders in which to add your documents. These folders correspond to the themes of your project to which you will add documents. documents. Within your SharePoint site, you have created a folder called "planning", in which you have subfolders corresponding to the phases of your project. For each sub-folder, you can make the link with the relevant phase in your Gantt schedule of Project Monitor.

1. To do this, open the Planning folder and then the 1 - Framing subfolder, for example.
2. Click on the contextual menu "..." to the right of Load.
3. Click on Copy link.
4. Republish the site.
5. Go to Project Monitor in your project schedule.
6. Double-click on the "Framing" phase
7. Go to the Document.
8. In the Deliverables line , paste the URL pointing to the relevant phase your SharePoint site.
9. Apply. Do the same with the other phases of your schedule. You can now add a document to the "Framing" phase of your schedule simply by linking it to your SharePoint space.
10. Go to the relevant phase and double-click to enter the edit mode.
11. Go to the " Document " tab and click on the link in "Deliverable".

You'll be redirected to the SharePoint subfolder corresponding to your phase.

12. Click on "Upload" to add a file or folder.
13. Perform the same operation each time you wish to add a document to a phase your project in Project Monitor.