Using SharePoint 2013 for Project Management

3 Days

Description

SharePoint makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. Recent versions of SharePoint empower users both novice and experienced, with everything from handling the lightest projects using the new project site template & features, to the more sophisticated approach managing enterprise portfolio projects integrating SharePoint with Project Server 2013. Now, any Project Manager has an easy way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects in real time across their organization in an effective, efficient way.

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2013 and will be updated to the SharePoint 2016 environment as of June/July 2016.

  • How to use SharePoint's full feature set of collaboration features
  • Build and Use SharePoint Project sites & features
  • Allow project stakeholders instant access to critical project documents and information
  • Build and Use Dashboards and Business Intelligence reports to give management visibility into projects
  • Construct a PMIS using SharePoint to schedule planning, reporting and forecasting your project
  • Facilitate project team meetings and communication flow with Team Sites
  • Use SharePoint's built-in workflow capability to create custom workflows for your projects
  • Develop standard project management processes using SharePoint's BPM capabilities
  • Create custom lists, calendars, contacts and project tracking for each project
  • Establish project tracking guidelines through SharePoint for all projects

This Sharepoint project management training course is vital for anyone* working in a project environment and using 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

Upcoming Classes

Virtual Classroom Live
September 25, 2017

$1,995.00
  Featured Class 3 Days    9:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
October 16, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 23, 2017

Austin, TX
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 30, 2017

Atlanta, GA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
October 30, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
November 06, 2017

Indianapolis, IN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 13, 2017

Denver, CO
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 27, 2017

Sacramento, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 27, 2017

$1,995.00
3 Days    11:30am EST - 7:30pm EST
view class details and enroll
Classroom Live
December 04, 2017

Omaha, NE
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
December 11, 2017

Raleigh, NC
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 11, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Albuquerque, NM
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
January 22, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Virtual Classroom Live
February 21, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

  • 1. Introduction to SharePoint
    • What is SharePoint?
      • What's New in SharePoint 2013
      • Hardware Requirements
      • Software Requirements
      • Licensing Options
      • Hosting Options – On-Premise versus Office 365
    • What is a Project Management Information System?
      • Why SharePoint?
  • 2. Organizing your Project Sites
    • Understanding the 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
    • LAB: Creating PMO Site and Project Site
  • 3. Managing Project Data with SharePoint Lists
    • Out-of-Box List Templates
      • Tasks Lists & Timelines
      • Project Calendars
      • Links & 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
    • LAB: Working with Task Lists
    • LAB: Working with Calendars, Issues, and Surveys
    • LAB: Creating a Risk List and Deliverables List
  • 4. 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
    • LAB: Creating a Project Documents Library with Metadata
      • Uploading Files
      • Working with Versioning
      • Working with Documents in Office
      • Synchronizing files for Offline Use
    • LAB: Manage Project Requests using Document Sets
  • 5. 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
    • LAB: Setting up your Profile and Newsfeed
    • LAB: Creating and Managing a Community Site
  • 6. SharePoint 2013 and Microsoft Office Integration
    • Integrating with Microsoft Project
      • Publishing Project Plans to SharePoint
      • Managing Task Updates in SharePoint & 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
    • LAB: Create and Manage Project Plans with SharePoint & Microsoft Project
    • LAB: Integrating Project Data with Microsoft Outlook
    • LAB: Using Site Mailboxes
  • 7. Designing a Project Site
    • Working with Pages
    • Working with Web Parts
    • Reusable Project Templates with Site Templates
    • LAB: Design and Create a Full-Featured Project Site for your Team
  • 8. Project Dashboards and Reports with Excel & Visio Services
    • Excel Services
    • Visio Services
    • LAB: Display Project Progress Charts with Excel Services
    • LAB: Interactive Project Process Document with Visio Services
  • 9. Automating Approval and Other Processes with Workflows
    • Configuring Out of Box Workflows
    • Building Custom Workflows
    • LAB: Configure a Document Approval Workflow
    • LAB: Create a Custom "Change Control" Workflow for your Project
  • 10. Agile / SCRUM Projects in SharePoint
    • Agile / SCRUM Concepts
      • Product Backlogs
      • Sprints
      • Task Boards
      • Daily Stand-up Meetings
      • Burn charts and Reports
    • LAB: Create a Product Backlog, a Task Board, and Sprints
    • LAB: Manage SCRUM Team Work in SharePoint

Upcoming Classes

Virtual Classroom Live
September 25, 2017

$1,995.00
  Featured Class 3 Days    9:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
October 16, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 23, 2017

Austin, TX
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 30, 2017

Atlanta, GA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
October 30, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
November 06, 2017

Indianapolis, IN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 13, 2017

Denver, CO
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 27, 2017

Sacramento, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 27, 2017

$1,995.00
3 Days    11:30am EST - 7:30pm EST
view class details and enroll
Classroom Live
December 04, 2017

Omaha, NE
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
December 11, 2017

Raleigh, NC
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 11, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Albuquerque, NM
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
January 22, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Virtual Classroom Live
February 21, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

Upcoming Classes

Virtual Classroom Live
September 25, 2017

$1,995.00
  Featured Class 3 Days    9:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
October 16, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 23, 2017

Austin, TX
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 30, 2017

Atlanta, GA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
October 30, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
November 06, 2017

Indianapolis, IN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 13, 2017

Denver, CO
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 27, 2017

Sacramento, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 27, 2017

$1,995.00
3 Days    11:30am EST - 7:30pm EST
view class details and enroll
Classroom Live
December 04, 2017

Omaha, NE
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
December 11, 2017

Raleigh, NC
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 11, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Albuquerque, NM
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
January 22, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Virtual Classroom Live
February 21, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Comments

  • Please call for Group Rate for 2 or more registrations.
  • Registrations must be made at the same time to receive discount.
  • If class start date is less than 10 business days from today, please call for pricing.

Upcoming Classes

Virtual Classroom Live
September 25, 2017

$1,995.00
  Featured Class 3 Days    9:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
October 16, 2017

Minneapolis, MN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 23, 2017

Austin, TX
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
October 30, 2017

Atlanta, GA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
October 30, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
November 06, 2017

Indianapolis, IN
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 13, 2017

Denver, CO
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
November 27, 2017

Sacramento, CA
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
November 27, 2017

$1,995.00
3 Days    11:30am EST - 7:30pm EST
view class details and enroll
Classroom Live
December 04, 2017

Omaha, NE
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Classroom Live
December 11, 2017

Raleigh, NC
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
December 11, 2017

$1,995.00
3 Days    10:30am EST - 5:30pm EST
view class details and enroll
Classroom Live
December 18, 2017

Albuquerque, NM
$1,995.00
3 Days    8:30am - 4:30pm
view class details and enroll
Virtual Classroom Live
January 22, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Virtual Classroom Live
February 21, 2018

$1,995.00
3 Days    9:00am EST - 5:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date