Microsoft SharePoint SharePoint 2013 for Project Management

SharePoint 2013 for Project Management


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1894.99 1,894.99

  • Course Delivery: Virtual Classroom
  • Language: English

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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.

Course Objectives

Successful completion of this course will increase your knowledge and ability to:
  • 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


Topics Covered

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



There are no prerequisites for this course.


Subject Matter Expert

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By consistently setting quality as the benchmark of our value system, PPG combines strategic partnerships and cutting edge technology with our determined efforts to branch out into other regions. PPG's combination of technology and professional skills training, IT outsourcing, and event hosting enables us to place a focused emphasis on the diversified business needs of our clients.
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