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Using SharePoint for Project Management


3 Days Classroom Session   |  
3 Days Live Online
Classroom Registration
Individual:
$1995.00
Group Rate:
$1795.00
(per registrant, 2 or more)
GSA Individual:
$1456.35
Live Online Registration
Live Online:
$1995.00
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Request a Private Onsite Price Quote

Professional Credits

IIBA (CDU)

ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.

NASBA (CPE)

NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

This course offers 25.00 NASBA CPEs.

PMI (PDU)

Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs
    1.00 PMI-PBA Technical PDUs
    2.00 PMI-ACP Technical PDUs
    1.00 PMI-RMP Technical PDUs
    1.00 PMI-SP Technical PDUs

25
NASBA CPEs
21
PMI PDUs
Certification
Overview

SharePoint makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. Recent versions of SharePoint empower users both novice and experienced, with everything from handling the lightest projects using the new project site template & features, to the more sophisticated approach managing enterprise portfolio projects integrating SharePoint 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.

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

Need help with your SharePoint problems? Talk with one of our SharePoint Experts today!

*Please note, if you are taking this class as part of the St. Louis University Certificate requirements, there is a $500 fee to claim your certificate once you have completed ALL requirements.

How to use SharePoint's full feature set of collaboration features
Build and Use SharePoint Project sites & features
Allow project stakeholders instant access to critical project documents and information
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
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
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Aug 13, 2018 – Aug 15, 2018    8:30am – 4:30pm Anaheim, California

Please call ASPE for location details
at 1-877-800-5221
Anaheim, CA 92806
United States

Register
Aug 20, 2018 – Aug 22, 2018    8:30am – 4:30pm Houston, Texas

Texas Training and Conference
11490 Westheimer Rd.
Suite 600
Houston, TX 77077
United States

Register
Aug 20, 2018 – Aug 22, 2018    9:30am – 5:30pm Live Online Register
Sep 5, 2018 – Sep 7, 2018    8:30am – 4:30pm Atlanta, Georgia

Microtek Atlanta
1000 Abernathy Rd. NE Ste 194
Northpark Bldg 400
Atlanta, GA 30328
United States

Register
Sep 17, 2018 – Sep 19, 2018    8:30am – 4:30pm San Francisco, California

Learn IT
33 New Montgomery St.
Suite 300
San Francisco, CA 94105
United States

Register
Sep 17, 2018 – Sep 19, 2018    11:30am – 7:30pm Live Online Register
Oct 10, 2018 – Oct 12, 2018    8:30am – 4:30pm Austin, Texas

Embassy Suites Austin Central
5901 North IH-35
Frontage Rd
Austin, TX 78723
United States

Register
Oct 10, 2018 – Oct 12, 2018    8:30am – 4:30pm Seattle, Washington

Please call ASPE for location details
at 1-877-800-5221
Seattle, WA 98101
United States

Register
Oct 22, 2018 – Oct 24, 2018    8:30am – 4:30pm Chicago, Illinois

Microtek Chicago
230 W. Monroe
Suite 900
Chicago, IL 60606
United States

Register
Oct 22, 2018 – Oct 24, 2018    9:30am – 5:30pm Live Online Register
Nov 5, 2018 – Nov 7, 2018    8:30am – 4:30pm Saint Louis, Missouri

Saint Louis University - Workforce Ctr
3545 Lindell Blvd.
2nd Floor Wool Center
Saint Louis, MO 63103
United States

Register
Nov 12, 2018 – Nov 14, 2018    8:30am – 4:30pm Phoenix, Arizona

Dynamic Worldwide
4500 S. Lakeshore Dr
Suite 600
Tempe, AZ 85282
United States

Register
Nov 12, 2018 – Nov 14, 2018    10:30am – 6:30pm Live Online Register
Dec 3, 2018 – Dec 5, 2018    8:30am – 4:30pm Columbia, Maryland

Homewood Suites by Hilton
8320 Benson Drive
Columbia, MD 21045
United States

Register
Dec 10, 2018 – Dec 12, 2018    8:30am – 4:30pm Dallas, Texas

Microtek Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre, Suite 300
Dallas, TX 75240
United States

Register
Dec 10, 2018 – Dec 12, 2018    9:30am – 5:30pm Live Online Register
Dec 17, 2018 – Dec 19, 2018    8:30am – 4:30pm San Jose, California

Please call ASPE for location details
at 1-877-800-5221
San Jose, CA 95101
United States

Register
Course Outline

1. Introduction to SharePoint

  • What is SharePoint?
    • What's New in SharePoint 
    • 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 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
Who should attend

This Sharepoint project management training course is vital for anyone* working in a project environment and using 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
Pre-Requisites

Attendees should have at minimum basic SharePoint Power User knowledge. Recommended prerequisite course is SharePoint Site Owner and Power User Boot Camp.

Download the brochure