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Using SharePoint for Project Management

Learn to manage your projects with SharePoint.

GK# 2219

Course Overview


In this intensive instructor-led course, you will learn how to use SharePoint as project management information system. You'll learn about task management, using the new task features and integration with Microsoft Project, coordinating resources, communicating project updates to stakeholders, and the most efficient ways to organize your sites. No previous SharePoint expertise needed!

You will learn to implement Agile and Scrum projects in SharePoint as well as traditional waterfall and highly structured project management methodologies. In addition, you will learn about all new features such as Site Mailboxes and project reporting features. You will also learn how to automate many project functions using SharePoint workflows.

This class is packed with hands-on labs to reinforce class topics and provide you with the skills to successfully manage project artifacts, develop workflows to automate project management processes, manage content such as documents, calendars, risks, issues, and deliverables, and track tasks and resource usage. You'll learn best practices for implementing SharePoint project management sites and practical ideas for implementing the solutions within your organization.

Make better decisions, communicate more effectively, and increase project success with SharePoint and this training course!

Top 10 Reasons to Take This Course

  1. Provide stakeholders with a single point of access to information.
  2. Lower costs and improve operational efficiency.
  3. Jump-start your efforts to create a Project Management Information System (PMIS).
  4. Leave the course with everything you need to plan, build, and implement project management sites in SharePoint.
  5. Learn by doing and building actual solutions during class.
  6. Enable social decision-making through real-time collaboration features of SharePoint.
  7. Increase project success.
  8. Manage both Agile and Waterfall projects using SharePoint.
  9. Learn from project management and SharePoint experts.
  10. Experience real-world scenarios and examples of how to use SharePoint in your organization.


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What You'll Learn

  • SharePoint's full feature set of collaboration features
  • Build and use SharePoint project sites and features
    • Project Summary Web Part
    • Visual timeline of the project's tasks
    • Complete task schedule for a project
    • Library for storing relevant project documents
    • Notebook for quickly capturing and organizing information about the project
    • Shared calendar for team events
    • Ability to connect to the Project client application
  • Build and use dashboards and business intelligence reports to give management visibility into projects
  • Construct a PMIS using SharePoint to schedule project planning, reporting, and forecasting
  • Allow project stakeholders instant access to critical project documents and information
  • 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


Viewing outline for:

Classroom Live Outline

1. Introduction to SharePoint

  • What is SharePoint?
    • What's New in SharePoint 2013
    • Hardware Requirements
    • Software Requirements
    • Licensing Options
    • Hosting Options: On-Premise vs. Office 365
  • What is a Project Management Information System?
    • Why SharePoint?

2. Organizing Your Project Sites

  • 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

3. Managing Project Data with SharePoint Lists

  • Out-of-Box List Templates
    • Tasks Lists and Timelines
    • Project Calendars
    • Links and 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

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
    • Uploading Files
    • Working with Versioning
    • Working with Documents in Office
    • Synchronizing files for Offline Use

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

6. SharePoint 2013 and Microsoft Office Integration

  • Integrating with Microsoft Project
    • Publishing Project Plans to SharePoint
    • Managing Task Updates in SharePoint and 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

7. Designing a Project Site

  • Working with Pages
  • Working with Web Parts
  • Reusable Project Templates with Site Templates

8. Project Dashboards and Reports with Excel and Visio Services

  • Excel Services
  • Visio Services

9. Automating Approval and Other Processes with Workflows

  • Configuring Out-of-Box Workflows
  • Building Custom Workflows

10. Agile/Scrum Projects in SharePoint

  • Agile/Scrum Concepts
    • Product Backlogs
    • Sprints
    • Task Boards
    • Daily Stand-Up Meetings
    • Burn Charts and Reports


Viewing labs for:

Classroom Live Labs

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

Who Should Attend


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
Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 3 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 3 day

Request this course in a different delivery format.