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Building a Project Plan Using SharePoint (PMIS)
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Using SharePoint for Project Management allows you to leverage a web-based framework that can empower your organisation to create a standards-based Project Management Information System (PMIS) with formal project management methodology. In this training course, you gain the knowledge and skills to identify coordination challenges, monitor schedules, leverage existing tracking documents, and manage projects using SharePoint more effectively.
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
Important Course Information
Requirements
- Experience at the level of:
- Course 296, Project Management: Skills for Success
- Experience at the level of:
Software
- SharePoint 2013 is used for the exercises in this course
Course Outline
- Overview of a SharePoint PMIS
- Leveraging industry best practices, 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
Customizing 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
Convenient Ways to Attend This Instructor-Led Course
Hassle-Free Enrolment: No advance payment required to reserve your seat.
Tuition Fee due 30 days after you attend your course.
In the Classroom
Live, Online
Private Team Training
In the Classroom — OR — Live, Online
Tuition Fee — Standard: £1695
AFTERNOON START: Attend these live courses online via Anyware
20 - 22 Feb
(
3 Days)
2:00 PM - 9:30 PM GMT
Rockville, MD / Online (AnyWare)
Reserve Your Seat
15 - 17 May
(
3 Days)
2:00 PM - 9:30 PM BST
Alexandria, VA / Online (AnyWare)
Reserve Your Seat
21 - 23 Aug
(
3 Days)
2:00 PM - 9:30 PM BST
Rockville, MD / Online (AnyWare)
Reserve Your Seat
Guaranteed to Run
When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time, location — will run. Guaranteed.Private Team Training
Enroling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.
For details, call 0800 282 353 or Click here »
Tuition Fee
Course Tuition Fee Includes:
Training Hours
Standard class hours:
9:00 a.m. - 4:30 p.m.
Last day class hours:
9:00 a.m. - 3:30 p.m.
Free Course Exam – Last Day:
3:30 p.m. - 4:30 p.m.
Each class day:
Informal discussion with instructor about your projects or areas of special interest:
4:30 p.m. - 5:30 p.m.
AFTERNOON START class hours:
2:00 p.m. - 9:30 p.m.
Last day class hours:
2:00 p.m. - 8:30 p.m.
Free Course Exam – Last Day:
8:30 p.m. - 9:30 p.m.
Each class day:
Informal discussion with instructor about your projects or areas of special interest
9:30 p.m. - 10:30 p.m.
Enhance Your Credentials with Professional Certification
Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.
Earn 17 PDUs
PMI, the Registered Education Provider logo, PMP, CAPM, PMI-ACP,
and PMBOK are marks of the Project Management Institute, Inc.
This course is approved by PMI® for 17 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs.
Technical : 15 PDUs
Business & Strategic : 2 PDUs