Free 23-minute blueprint

From 6 folders deep.
To zero.

Rebuild your SharePoint project library from a 6-level folder maze into a flat, metadata-driven structure. The full walkthrough. Document Sets, Content Types, the shared columns trick, and the view setting most admins miss.

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Inside the blueprint

Every move, on screen, in 23 minutes.

No theory. A real client rebuild, from broken folder structure to flat library, step by step. Pause it, copy the moves, ship the fix.

01 / MAP THE INFORMATION ARCHITECTURE
Flip the hierarchy. Project to the top.
Before a single click in SharePoint, the architectural decision: what's the container, what's the metadata. We flip a six-level folder tree on its head, putting projects at the top and everything else as filterable metadata.
02 / BUILD THE CONTENT TYPE HIERARCHY
Project as a Document Set. Columns as metadata.
Enable Document Sets (off by default), then build a Project content type that inherits from Document Set. Layer on department, discipline, asset and project manager as site columns. Content type hierarchy done the right way.
03 / THE SHARED COLUMNS TRICK
Set metadata once. Watch it flow to every doc.
The setting buried in Document Set settings that auto-fills metadata on every file inside. Most SharePoint admins have never turned it on. This is the move that kills the "nobody fills in the columns" problem.
04 / CONFIGURE THE VIEWS
Welcome page view, filters, choice pills.
The welcome page view setting that makes users land in the right place. Filtered views by department and document type. Choice pills with colour. The UX layer that makes the whole system feel native.
Daniel Anderson
Daniel Anderson
Microsoft MVP · SharePoint & Copilot

I help organisations get real value out of SharePoint and Microsoft 365. Twenty years of cleaning up libraries that nobody could find anything in, building information architecture that actually scales, and getting Copilot to work because the underlying structure finally makes sense.

This blueprint is the pattern I deploy when a project library has become un-navigable. It works on construction, finance, energy, anywhere structured project work happens.

20+
Years in M365
MVP
Microsoft Most Valuable Professional
Weekly
Field notes published
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