Course Description
Learn how to use new, powerful features of SharePoint 2013 to manage your projects, documents, meetings, communications, and scheduling – an indispensable tool for every project manager!
This intense 3-day instructor led course will teach how to use SharePoint 2013 as project management information system. You'll learn everything from task management using the new task features and integration with Microsoft Project, to coordinating resources, communicating project updates to stakeholders, and the most efficient ways to organize your sites. No previous SharePoint expertise needed!
This class teaches project managers how to implement Agile and SCRUM projects in SharePoint, as well as traditional waterfall and highly structured project management methodologies. In addition, students will learn about all new features such as Site Mailboxes and project reporting features. You will learn how to automate many project functions using SharePoint workflows.
This class is packed with hands-on labs to re-enforce 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, deliverables, and track tasks and resource usage. You'll learn best practices for using SharePoint project management sites and practical ideas for implementing the solutions within you organization.
Make better decisions, communicate more effectively, and increase project success with SharePoint 2013 and this training class!
The New SharePoint 2013 makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. This new version of SharePoint empowers using both novice and experienced, with everything from handling the lightest projects using the new project site template & features, to the more sophisticated approach to managing enterprise portfolio projects integrating SharePoint 2013 with Project Server 2013. Now, any Project Manager has an easy way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects in real time across their organization in an effective, efficient way.
SharePoint Institute's SharePoint Project Management CertificateThe SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Project Management Certificate. Attendees will have the opportunity to take the SharePoint Project Management Assessment at the end of class, however, the exam is not required for completion of ASPE's training course.
Top 10 Reasons to Take This Course:
- Provide Stakeholders with a single point of access to information
- Lower costs and improve operational efficiency
- Jumpstart your efforts to create a Project Management Information System (PMIS)
- Leave the course with everything you need to plan, build, and implement project management sites in SharePoint.
- Hands-on! Learn by doing and building actual solutions during class
- Enable social decision making through real-time collaboration features of SharePoint
- Increase project success
- Manage both Agile and Waterfall projects using SharePoint
- Taught by Project Management and SharePoint experts
- Real-world scenarios and examples of how to use SharePoint in your organization
What You Will Learn :
- Understand how to use SharePoint 2013's full feature set of collaboration features
- Build and Use SharePoint 2013 Project sites & 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 2013 client application
- 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
- 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
Substitution & Cancellation Policy:
You may cancel or reschedule up to 21 days prior to the start date of the class at no penalty. For any cancellation or reschedule requests within 21 days, the full course tuition is still due and not eligible for refund. Any paid tuition will be credited towards a future class and must be used within 12 months.
*Partner delivered courses may be subject to different cancellation terms
Agenda
1. Introduction to SharePoint
What is SharePoint?
What's New in SharePoint 2013
Hardware Requirements
Software Requirements
Licensing Options
Hosting Options – On-Premise versus Office 365
What is a Project Management Information System?
Why SharePoint?
2. Organizing your Project Sites
Understanding the 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
LAB: Creating PMO Site and Project Site
3. Managing Project Data with SharePoint Lists
Out-of-Box List Templates
Tasks Lists & Timelines
Project Calendars
Links & 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
LAB: Working with Task Lists
LAB: Working with Calendars, Issues, and Surveys
LAB: Creating a Risk List and Deliverables List
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
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
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
LAB: Setting up your Profile and Newsfeed
LAB: Creating and Managing a Community Site
6. SharePoint 2013 and Microsoft Office Integration
Integrating with Microsoft Project
Publishing Project Plans to SharePoint
Managing Task Updates in SharePoint & 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
LAB: Create and Manage Project Plans with SharePoint & Microsoft Project
LAB: Integrating Project Data with Microsoft Outlook
LAB: Using Site Mailboxes
7. Designing a Project Site
Working with Pages
Working with Web Parts
Reusable Project Templates with Site Templates
LAB: Design and Create a Full-Featured Project Site for your Team
8. Project Dashboards and Reports with Excel & Visio Services
Excel Services
Visio Services
LAB: Display Project Progress Charts with Excel Services
LAB: Interactive Project Process Document with Visio Services
9. Automating Approval and Other Processes with Workflows
Configuring Out of Box Workflows
Building Custom Workflows
LAB: Configure a Document Approval Workflow
LAB: Create a Custom "Change Control" Workflow for your Project
10. Agile / SCRUM Projects in SharePoint
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
Audience
This Sharepoint project management training course is vital for anyone working in a project environment and using Microsoft SharePoint 2013, including:
Project Managers
Project Directors/PMO Directors
Business Analysts
Team Leads
Data Analysts
Product Managers
Marketing Managers and Specialists
IT Managers
Operations Managers