Creating a Project Plan With SharePoint (PMIS)

Level: Foundation
Rating: 4.6/5 4.60/5 Based on 15 Reviews

Learn how to create a project plan with SharePoint as a Project Management Information System (PMIS) in this hands-on course. Discover how you can use SharePoint to create a system where all project management stakeholders and team members are empowered by centralising, standardising, collaborating, and communicating on all aspects of the project and its life cycle. Learn how you can leverage its timely Business Intelligence, communications tools, and complete integration with MS Office and MS Project.

Key Features of this Creating a Project Plan Training:

  • After-course instructor coaching benefit
  • Learning Tree end-of-course exam included
  • After-course computing sandbox included

You Will Learn How To:

  • Build a SharePoint Project Management Information System (PMIS)
  • Create and customise a SharePoint site for effective collaboration
  • Monitor and analyse the project schedule and milestones in a SharePoint site
  • Generate on-demand project status reports



Choose the Training Solution That Best Fits Your Individual Needs or Organisational Goals


In Class & Live, Online Training

  • 3-day instructor-led training course
  • One-on-one after-course instructor coaching
  • After-course computing sandbox
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Standard £1695




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  • Blended learning models
  • Tailored content
  • Expert team coaching

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In Class & Live, Online Training

Note: This course runs for 3 Days

  • 22 - 24 Nov 2:00 PM - 9:30 PM GMT Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • 16 - 18 Feb 2:00 PM - 9:30 PM GMT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 25 - 27 May 2:00 PM - 9:30 PM BST Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • 3 - 5 Aug 2:00 PM - 9:30 PM BST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

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Creating a Project Plan Course Information

  • Requirements

    • Experience at the level of:
      • Course 296, Project Management: Skills for Success
  • Software

    • SharePoint 2013 is used for the exercises in this course

Creating a Project Plan Course Outline

  • Overview of a SharePoint PMIS

    • Leveraging industry best practises, tools and techniques to achieve project success
    • Benefiting from SharePoint collaboration features
    • Tailoring SharePoint as a standards-based PMIS
  • Establishing the PMIS Platform

    Creating the SharePoint PMIS

    • Presenting a project management methodology
    • Identifying relevant organisational processes
    • Setting up sites with new and existing templates
    • Performing initial site administrative tasks

    Adding users and setting permissions

    • Defining organisational structure
    • Determining stakeholder communication requirements
    • Building a SharePoint communication plan
    • Customising permissions for specific site components

    Customising the PMIS structure and standards

    • 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
  • Fostering Team Collaboration

    Identifying project coordination challenges

    • Real time
    • Remote
    • Offline
    • Performing a needs assessment
    • Selecting the appropriate SharePoint solution

    Employing SharePoint collaboration features

    • Enabling version control, check-in/check-out and content approval for document management
    • Allowing for offline communication
    • Utilising wikis for efficient content management
    • Linking Microsoft Office to SharePoint
  • Tracking Projects with SharePoint

    Monitoring the project schedule

    • Establishing project tracking guidelines
    • Documenting a risk management process
    • Subscribing to automated alerts

    Analysing project progress

    • Comparing planned vs. actual task performance
    • Assigning tasks with the Project Task List
    • Updating the Issues List

    Correcting project deviation

    • Determining change control procedures
    • Reevaluating the project schedule
  • Disseminating Project Reports

    Informing project status to stakeholders

    • Filtering project information with custom views
    • Creating management dashboards with Web Parts

    Establishing a Meeting Workspace

    • Centralising meeting agendas, documents, action items, schedules and contacts
    • Linking Microsoft Outlook with SharePoint
    • Locating project information with the built-in search tool
  • Integrating Project Management Tools

    Leveraging existing project tracking documents

    • Employing Microsoft Office 2010 integration with SharePoint Server
    • Exporting Microsoft Excel data to SharePoint lists
    • Synchronising a Microsoft Project plan

    Presenting project status data

    • Editing a Microsoft PowerPoint presentation from the PMIS
    • Considering third-party products and application compatibility
  • Successfully Closing the Project

    • Transferring project and personal lessons learned
    • Archiving the SharePoint PMIS

Team Training

Creating a Project Plan Training FAQs

  • What is a Project Management Information System (PMIS)?

    A PMIS is usually one or more software applications and a methodical process for collecting and using project information.

  • What versions of SharePoint are covered in this Creating a Project Plan course?

    Attendees will work in both SharePoint 2016 and SharePoint Online (O365), as well as the newest versions of MS Office and MS Project.

  • Will I earn PDUs from the PMI for this Creating a Project Plan course?

    Yes, you will learn 17 PDUs after you complete this course.

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