Using SharePoint for Project Management

Part 1: Introduction to SharePoint

1. What is SharePoint?
   • What's New in SharePoint
   • Hardware Requirements
   • Software Requirements
   • Licensing Options
   • Hosting Options – On-Premise versus Office 365
2. What is a Project Management Information System?
   • Why SharePoint?

Part 2: Organizing your Project Sites

1. Understanding the SharePoint Hierarchy
2. Creating Site Collections, Sites, and Sub-Sites
3. Managing Security in SharePoint
   • Creating Groups
   • Managing Site/Project Members
   • Setting up the "Access Request" Feature
   • Customizing Permissions
4. Information Architecture in SharePoint

LAB: Creating PMO Site and Project Site

Part 3: Managing Project Data with SharePoint Lists

1. Out-of-Box List Templates
   • Tasks Lists & Timelines
   • Project Calendars
   • Links & Promoted Links
   • Project Announcements
   • Discussion Boards
   • Issue Tracking
   • Surveys
2. 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

Part 4: Managing Documents with SharePoint Libraries

1. Out-of-Box Libraries
   • Document Library
   • Form Library
   • Wiki Pages
   • Pictures
   • Report Library
   • Asset Library (Videos, Audio, Images)
2. Organizing Project Documents with Metadata
3. Using Document Sets
4. 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

Part 5: SharePoint Communities and Social Features

1. My Sites and SharePoint Profiles
2. Newsfeeds
   • Following People, Documents, and Projects
3. 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

Part 6: SharePoint and Microsoft Office Integration

1. Integrating with Microsoft Project
   • Publishing Project Plans to SharePoint
   • Managing Task Updates in SharePoint & Project
2. Integrating with Microsoft Excel
3. 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

Part 7: Designing a Project Site

1. Working with Pages
2. Working with Web Parts
3. Reusable Project Templates with Site Templates

LAB: Design and Create a Full-Featured Project Site for your Team

Part 8: Project Dashboards and Reports with Excel & Visio Services

1. Excel Services
2. Visio Services

LAB: Display Project Progress Charts with Excel Services
LAB: Interactive Project Process Document with Visio Services

Part 9: Automating Approval and Other Processes with Workflows

1. Configuring Out of Box Workflows
2. Building Custom Workflows

LAB: Configure a Document Approval Workflow
LAB: Create a Custom "Change Control" Workflow for your Project

Part 10: Agile / SCRUM Projects in SharePoint

1. 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
Who should attend
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

• 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

Lab 1: Creating PMO Site and Project Site

Lab 2: Working with Task Lists

Lab 3: Working with Calendars, Issues, and Surveys

Lab 4: Creating a Risk List and Deliverables List

Lab 5: Creating a Project Documents Library with Metadata

Lab 6: Manage Project Requests Using Document Sets

Lab 7: Setting Up Your Profile and Newsfeed

Lab 8: Creating and Managing a Community Site

Lab 9: Create and Manage Project Plans with SharePoint and Microsoft Project

Lab 10: Integrating Project Data with Microsoft Outlook

Lab 11: Using Site Mailboxes

Lab 12: Design and Create a Full-Featured Project Site for Your Team

Lab 13: Display Project Progress Charts with Excel Services

Lab 14: Interactive Project Process Document with Visio Services

Lab 15: Configure a Document Approval Workflow

Lab 16: Create a Custom Change Control Workflow for Your Project

Lab 17: Create a Product Backlog, a Task Board, and Sprints

Lab 18: Manage Scrum Team Work in SharePoint

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