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2219 – Using SharePoint for Project Management

Home / 2219 – Using SharePoint for Project Management

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.