SharePoint Project Tracking Site Setup

A fresh SharePoint Online site is required to track ongoing auditing projects for Various Clients under different Alliance Partner—more precisely, utilities audits. New Clients added under Alliance Partner and need to manage separately. The main deliverable is a fully functional Project-Tracking page that lets the team see status, deadlines, assigned auditors, and key documents at a glance.

Core tasks
• Spin up the site collection (or sub-site if that suits best), apply clean navigation, and brand it with the company colours we will provide.
• Build the Project-Tracking page using out-of-the-box web parts or modern SharePoint Lists—whichever gives a clear dashboard-style view of open, in-progress, and closed utilities audits.
• Configure columns for audit type, owner, due date, percentage complete, findings, and next actions.
• Set sensible permissions so the audit group can edit while the wider business can view only.
• Automate email or Teams alerts when due dates slip, using Power Automate if needed.

Ready for expansion such as a dedicated Home page or Document Library can be planned later, but the first milestone is the single page described above working end-to-end.

Acceptance criteria
1. Page loads in modern SharePoint without errors on desktop and mobile.
2. New audit entries can be added and edited by authorised users.
3. Status indicators update automatically based on percentage complete.
4. Notifications trigger correctly on test data.
5. A brief handover note or screen share walk-through explains how to add new fields or tweak the view.
6. Microsoft Team integration

All assets—templates, flows, and any custom JSON formatting—must be delivered inside the tenant before sign-off.