This course can be tailored to your needs for private, onsite delivery at your location.
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.
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
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 SharePoint project management 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.
- Upcoming Dates and Locations
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All Live Online times are listed in Eastern Time Guaranteed To Run
- Course Outline
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Part 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?
Part 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
Part 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
Part 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
Part 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
Part 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
Part 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
Part 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
Part 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
Part 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
- What is SharePoint?
- Who should attend
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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
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Although it is not mandatory, students who have completed the self-paced Introduction to SharePoint for End Users eLearning course have found it very helpful when completing this course.