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.
NASBA (CPE)
NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.
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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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
- 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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Attendees should have at minimum basic SharePoint Power User knowledge. Recommended prerequisite course is SharePoint Site Owner and Power User Boot Camp.