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SharePoint® for Project Management
You Will Learn How To
- Exploit SharePoint Technologies to manage successful projects
- Build a SharePoint Project Management Information System (PMIS)
- Create and customise a SharePoint site for effective project collaboration
- Monitor and analyse the project schedule and milestones in a SharePoint site
- Generate on-demand project status reports
- Synchronise common project management tools with SharePoint
Course Benefits
Inefficient communication among stakeholders, poor document management practices and undefined project collaboration standards can compromise project success. SharePoint provides a Web-based framework that can empower organisations to create a standards-based PMIS with formal project management methodology. In this course, you acquire the knowledge and skills to more effectively manage projects using SharePoint.
Who Should Attend
Project managers and project teams who want to leverage SharePoint to manage projects more effectively. Course 296, "Project Management: Skills for Success", or equivalent knowledge is assumed. Prior experience with SharePoint is helpful but not required.
Through a multimedia-enhanced three-day simulation, you manage a comprehensive project with SharePoint. You use project management best practices to create and utilise a SharePoint PMIS that allows you to actively plan, control and close the project. Experiential activities include:
- Taking advantage of relevant project management standards and processes
- Building and customising a SharePoint PMIS
- Creating a SharePoint communication plan
- Generating lists and document libraries
- Utilising SharePoint collaboration tools
- Monitoring and updating project tasks
- Enabling change control with the three-state workflow
- Customising management dashboards with Web Parts
- Updating a lessons learned wiki
Course Content
- What is a Project Management Information System (PMIS)?
- Leveraging industry best practices, tools and techniques to achieve project success
- Benefiting from SharePoint collaboration features
- Tailoring SharePoint as a standards-based PMIS
- Presenting a project management methodology
- Identifying relevant organisational processes
- Setting up sites with new and existing templates
- Configuring basic PMIS features
- Performing initial site administrative tasks
- Defining organisational structure
- Determining stakeholders and communication requirements
- Building a SharePoint communication plan
- Assigning site memberships
- Customising permissions for specific site components
- Planning the information architecture
- Generating issue, contact, calendar, project tracking and custom lists
- Centralising documents in libraries
- Supporting various document types: PDF, Word documents and Excel spreadsheets
- Real time
- Remote
- Offline
- Performing a needs assessment
- Selecting the appropriate SharePoint solution
- Enabling version control, check-in/check-out and content approval for document management
- Allowing for offline communication with discussion boards
- Utilising wikis for efficient content management
- Linking Microsoft Office to SharePoint through a document workspace
- Establishing project tracking guidelines
- Documenting a risk management process
- Subscribing to automated alerts
- Comparing planned vs. actual task performance
- Assigning tasks to team members with the Project Task List
- Updating the Issues List
- Determining change control procedures
- Approving changes with the three-state workflow
- Re-evaluating the project schedule
- Filtering project information with custom views
- Creating management dashboards with Web Parts
- Centralising meeting agendas, documents, action items, schedules and contacts
- Linking Microsoft Outlook with SharePoint
- Locating project information with the built-in search tool
- Exporting Microsoft Excel spreadsheet data to SharePoint lists
- Importing a SharePoint Task List into Microsoft Project
- Editing a Microsoft PowerPoint presentation from a SharePoint PMIS
- Considering third-party products and application compatibility with SharePoint
- Transferring project and personal lessons learned
- Archiving the SharePoint PMIS
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SharePoint is a registered trademark of Microsoft Corporation. RealityPlus is a trademark of Learning Tree International.
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