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Using SharePoint for Project Management

3 Days Classroom Session   |  
3 Days Live Online
Classroom Registration
Group Rate:
(per registrant, 2 or more)
GSA Individual:
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Live Online:
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


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.


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 for Project Management course is designed for SharePoint 2013, SharePoint 2016, SharePoint 2019, and SharePoint Online users. Labs are conducted in SharePoint Online.

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

SharePoint Capabilities Guide Preview



Want to learn more about our SharePoint Training Solutions?
Download our SharePoint Capabilities Guide here.





You will learn how to:

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
Request a quote for private onsite training Request
Jul 27, 2020 – Jul 29, 2020    8:30am – 4:30pm San Antonio, Texas

Hyatt Place San Antonio Airport
7615 Jones Maltberger Rd
San Antonio, TX 78216
United States

Jul 27, 2020 – Jul 29, 2020    9:30am – 5:30pm Live Online Register
Aug 31, 2020 – Sep 2, 2020    8:30am – 4:30pm Albuquerque, New Mexico

LaQuinta Inn & Suites Midtown
2011 Menaul Blvd. Northeast
Albuquerque, NM 87107
United States

Aug 31, 2020 – Sep 2, 2020    10:30am – 6:30pm Live Online Register
Sep 14, 2020 – Sep 16, 2020    8:30am – 4:30pm Charlotte, North Carolina

Doubletree Hotel Charlotte Airport
2600 Yorkmont Road
Charlotte, NC 28208
United States

Sep 28, 2020 – Sep 30, 2020    8:30am – 4:30pm San Diego, California

San Diego Training and Conference Center
450 B Street
Suite 650
San Diego, CA 92101
United States

Sep 28, 2020 – Sep 30, 2020    11:30am – 7:30pm Live Online Register
Oct 14, 2020 – Oct 16, 2020    8:30am – 4:30pm Denver, Colorado

Attune, formerly Microtek Denver
999 18th Street
Suite 300 South Tower
Denver, CO 80202
United States

Oct 26, 2020 – Oct 28, 2020    8:30am – 4:30pm Live Online Register
Oct 26, 2020 – Oct 28, 2020    8:30am – 4:30pm Philadelphia, Pennsylvania

Hyatt Place
440 American Avenue
King Of Prussia, PA 19406
United States

Nov 2, 2020 – Nov 4, 2020    8:30am – 4:30pm Chicago, Illinois

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

Nov 9, 2020 – Nov 11, 2020    8:30am – 4:30pm Dallas, Texas

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

Nov 9, 2020 – Nov 11, 2020    9:30am – 5:30pm Live Online Register
Dec 16, 2020 – Dec 18, 2020    8:30am – 4:30pm Live Online Register
Dec 16, 2020 – Dec 18, 2020    8:30am – 4:30pm Reston, Virginia

Attune, formerly Microtek Reston
12950 Worldgate Drive
Monument II Bldg 4th Flr
Herndon, VA 20170
United States

Course Outline

Part 1: Introduction to SharePoint

  1. What is SharePoint?
    • What's New in SharePoint 
    • Hardware Requirements
    • Software Requirements
    • Licensing Options
    • Hosting Options – On-Premise versus Office 365
  2. What is a Project Management Information System?
    • Why SharePoint?

Part 2: Organizing your Project Sites

  1. Understanding the SharePoint Hierarchy
  2. Creating Site Collections, Sites, and Sub-Sites
  3. Managing Security in SharePoint
    • Creating Groups
    • Managing Site/Project Members
    • Setting up the "Access Request" Feature
    • Customizing Permissions
  4. Information Architecture in SharePoint

LAB: Creating PMO Site and Project Site

Part 3: Managing Project Data with SharePoint Lists

  1. Out-of-Box List Templates
    • Tasks Lists & Timelines
    • Project Calendars
    • Links & Promoted Links
    • Project Announcements
    • Discussion Boards
    • Issue Tracking
    • Surveys
  2. 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

  1. Out-of-Box Libraries
    • Document Library
    • Form Library
    • Wiki Pages
    • Pictures
    • Report Library
    • Asset Library (Videos, Audio, Images)
  2. Organizing Project Documents with Metadata
  3. Using Document Sets
  4. 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

  1. My Sites and SharePoint Profiles
  2. Newsfeeds
    • Following People, Documents, and Projects
  3. 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

  1. Integrating with Microsoft Project
    • Publishing Project Plans to SharePoint
    • Managing Task Updates in SharePoint & Project
  2. Integrating with Microsoft Excel
  3. 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
  4. 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

  1. Working with Pages
  2. Working with Web Parts
  3. 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

  1. Excel Services
  2. 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

  1. Configuring Out of Box Workflows
  2. 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

  1. 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

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.


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