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2219 – Using SharePoint for Project Management

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In this course, students will learn how to use SharePoint as project management information system. They will learn about task management, using the new task features and integration with Microsoft Project, coordinating resources, communicating project updates to stakeholders, and the most efficient ways to organize sites.

 

Students will learn to implement Agile and Scrum projects in SharePoint as well as traditional waterfall and highly structured project management methodologies. In addition, they will learn about all new features such as Site Mailboxes and project reporting features. They will also learn how to automate many project functions using SharePoint workflows.

 

This class is packed with hands-on labs to reinforce class topics and provide students with the skills to successfully manage project artifacts, develop workflows to automate project management processes, manage content such as documents, calendars, risks, issues, and deliverables, and track tasks and resource usage. Students will  learn best practices for implementing SharePoint project management sites and practical ideas for implementing the solutions within organization.

Course Outline:

Introduction to SharePoint

  • What is SharePoint?
    • What's New in SharePoint 2013
    • Hardware Requirements
    • Software Requirements
    • Licensing Options
    • Hosting Options: On-Premise vs. Office 365
  • What is a Project Management Information System?
    • Why SharePoint?

Organizing Your Project Sites

  • SharePoint Hierarchy
  • Creating Site Collections, Sites, and Sub-Sites
  • Managing Security in SharePoint
    • Creating Groups
    • Managing Site/Project Members
    • Setting Up the "Access Request" Feature
    • Customizing Permissions
  • Information Architecture in SharePoint

Managing Project Data with SharePoint Lists

  • Out-of-Box List Templates
    • Tasks Lists and Timelines
    • Project Calendars
    • Links and Promoted Links
    • Project Announcements
    • Discussion Boards
    • Issue Tracking
    • Surveys
  • Creating Custom Lists
    • Column Options
    • List Options: Versioning, Content Approval, Ratings
    • Creating Views
    • Importing Data
    • Tracking Project Milestones, Deliverables, and Risks with Custom Lists

Managing Documents with SharePoint Libraries

  • Out-of-Box Libraries
    • Document Library
    • Form Library
    • Wiki Pages
    • Pictures
    • Report Library
    • Asset Library (Videos, Audio, Images)
  • Organizing Project Documents with Metadata
  • Using Document Sets
  • Collaborating on Project Documents
    • Check-In / Check-Out
    • Versioning
    • Content Approval
    • Uploading Files
    • Working with Versioning
    • Working with Documents in Office
    • Synchronizing files for Offline Use

SharePoint Communities and Social Features

  • My Sites and SharePoint Profiles
  • Newsfeeds
    • Following People, Documents, and Projects
  • Community Sites
    • Posting and Replies
    • Membership
    • Reputations, Badges, and Social Features

SharePoint 2013 and Microsoft Office Integration

  • Integrating with Microsoft Project
    • Publishing Project Plans to SharePoint
    • Managing Task Updates in SharePoint and Project
  • Integrating with Microsoft Excel
  • Integrating with Microsoft Outlook
    • Integrating Task Data with Outlook
    • Using the new integrated Tasks view in MySites
    • Integrating Project Calendars with Outlook
    • Integrating Discussion Boards with Outlook
    • Integrating Contact Lists with Outlook
  • Using Site Mailboxes

Designing a Project Site

  • Working with Pages
  • Working with Web Parts
  • Reusable Project Templates with Site Templates

Project Dashboards and Reports with Excel and Visio Services

  • Excel Services
  • Visio Services

Automating Approval and Other Processes with Workflows

  • Configuring Out-of-Box Workflows
  • Building Custom Workflows

Agile/Scrum Projects in SharePoint

  • Agile/Scrum Concepts
    • Product Backlogs
    • Sprints
    • Task Boards
    • Daily Stand-Up Meetings
    • Burn Charts and Reports

Course Audience & Prerequisites:

Audience:

This SharePoint project management training course is vital for anyone working in a project environment and utilizing Microsoft SharePoint, including:

  • Project managers
  • Project directors/PMO directors
  • Business analysts
  • Team leads
  • Data analysts
  • Product managers
  • Marketing managers and specialists
  • IT managers
  • Operations managers

Prerequisites:

No previous SharePoint expertise needed.

Course Offerings:

Instructor Led Online

Students receive the same quality as an in-class course, with a live instructor and the ability to participate in hands-on labs through real-life examples

ILOs help cut costs by reducing time and travel as they can be taken from home or the office and require only the use of a computer, high-speed wired internet and a headset.

  • Course Outline
  • Course Audience & Prerequisites
  • Course Offerings
  • Related Courses

Introduction to SharePoint

  • What is SharePoint?
    • What's New in SharePoint 2013
    • Hardware Requirements
    • Software Requirements
    • Licensing Options
    • Hosting Options: On-Premise vs. Office 365
  • What is a Project Management Information System?
    • Why SharePoint?

Organizing Your Project Sites

  • SharePoint Hierarchy
  • Creating Site Collections, Sites, and Sub-Sites
  • Managing Security in SharePoint
    • Creating Groups
    • Managing Site/Project Members
    • Setting Up the "Access Request" Feature
    • Customizing Permissions
  • Information Architecture in SharePoint

Managing Project Data with SharePoint Lists

  • Out-of-Box List Templates
    • Tasks Lists and Timelines
    • Project Calendars
    • Links and Promoted Links
    • Project Announcements
    • Discussion Boards
    • Issue Tracking
    • Surveys
  • Creating Custom Lists
    • Column Options
    • List Options: Versioning, Content Approval, Ratings
    • Creating Views
    • Importing Data
    • Tracking Project Milestones, Deliverables, and Risks with Custom Lists

Managing Documents with SharePoint Libraries

  • Out-of-Box Libraries
    • Document Library
    • Form Library
    • Wiki Pages
    • Pictures
    • Report Library
    • Asset Library (Videos, Audio, Images)
  • Organizing Project Documents with Metadata
  • Using Document Sets
  • Collaborating on Project Documents
    • Check-In / Check-Out
    • Versioning
    • Content Approval
    • Uploading Files
    • Working with Versioning
    • Working with Documents in Office
    • Synchronizing files for Offline Use

SharePoint Communities and Social Features

  • My Sites and SharePoint Profiles
  • Newsfeeds
    • Following People, Documents, and Projects
  • Community Sites
    • Posting and Replies
    • Membership
    • Reputations, Badges, and Social Features

SharePoint 2013 and Microsoft Office Integration

  • Integrating with Microsoft Project
    • Publishing Project Plans to SharePoint
    • Managing Task Updates in SharePoint and Project
  • Integrating with Microsoft Excel
  • Integrating with Microsoft Outlook
    • Integrating Task Data with Outlook
    • Using the new integrated Tasks view in MySites
    • Integrating Project Calendars with Outlook
    • Integrating Discussion Boards with Outlook
    • Integrating Contact Lists with Outlook
  • Using Site Mailboxes

Designing a Project Site

  • Working with Pages
  • Working with Web Parts
  • Reusable Project Templates with Site Templates

Project Dashboards and Reports with Excel and Visio Services

  • Excel Services
  • Visio Services

Automating Approval and Other Processes with Workflows

  • Configuring Out-of-Box Workflows
  • Building Custom Workflows

Agile/Scrum Projects in SharePoint

  • Agile/Scrum Concepts
    • Product Backlogs
    • Sprints
    • Task Boards
    • Daily Stand-Up Meetings
    • Burn Charts and Reports

Audience:

This SharePoint project management training course is vital for anyone working in a project environment and utilizing Microsoft SharePoint, including:

  • Project managers
  • Project directors/PMO directors
  • Business analysts
  • Team leads
  • Data analysts
  • Product managers
  • Marketing managers and specialists
  • IT managers
  • Operations managers

Prerequisites:

No previous SharePoint expertise needed.

Instructor Led Online

Students receive the same quality as an in-class course, with a live instructor and the ability to participate in hands-on labs through real-life examples

ILOs help cut costs by reducing time and travel as they can be taken from home or the office and require only the use of a computer, high-speed wired internet and a headset.