SharePoint for Project Management

( Duration: 3 Days )

In SharePoint for Project Management Training course, Participants acquire the knowledge and skills to more effectively manage projects using SharePoint.

By attending SharePoint for Project Management workshop, Participants will:

  • Exploit SharePoint Technologies to manage successful projects
  • Build a SharePoint Project Management Information System (PMIS)
  • Create and customize a SharePoint site for effective collaboration
  • Monitor and analyze the project schedule and milestones in a SharePoint site
  • Generate on-demand project status reports

  • Taking advantage of best practices and processes
  • Building and customizing a SharePoint PMIS
  • Creating a SharePoint communication plan
  • Generating lists and document libraries
  • Enabling change control procedures with the SharePoint workflow
  • Customizing management dashboards with Web Parts
  • Use of Computing Sandbox

Project managers and project teams who want to leverage SharePoint to manage projects more effectively and who have experience at the level of Course, Project Management - Essentials.



Overview of a SharePoint PMIS

  • Leveraging industry best practices, tools and techniques to achieve project success
  • Benefiting from SharePoint collaboration features
  • Tailoring SharePoint as a standards-based PMIS

Establishing the PMIS Platform

  • Creating the SharePoint PMIS
    • Presenting a project management methodology
    • Identifying relevant organizational processes
    • Setting up sites with new and existing templates
    • Performing initial site administrative tasks
  • Adding users and setting permissions
    • Defining organizational structure
    • Determining stakeholder communication requirements
    • Building a SharePoint communication plan
    • Customizing permissions for specific site components
  • Customizing the PMIS structure and standards
    • Planning the information architecture
    • Generating issue, contact, calendar, project tracking and custom lists
    • Centralizing documents in libraries
    • Supporting various document types: PDF, Word documents and Excel spreadsheets

Fostering Team Collaboration

  • Identifying project coordination challenges
    • Real time
    • Remote
    • Offline
    • Performing a needs assessment
    • Selecting the appropriate SharePoint solution
  • Employing SharePoint collaboration features
    • Enabling version control, check-in/check-out and content approval for document management
    • Allowing for offline communication
    • Utilizing wikis for efficient content management
    • Linking Microsoft Office to SharePoint

Tracking Projects with SharePoint

  • Monitoring the project schedule
    • Establishing project tracking guidelines
    • Documenting a risk management process
    • Subscribing to automated alerts
  • Analyzing project progress
    • Comparing planned vs. actual task performance
    • Assigning tasks with the Project Task List
    • Updating the Issues List
  • Correcting project deviation
    • Determining change control procedures
    • Reevaluating the project schedule

Disseminating Project Reports

  • Informing project status to stakeholders
    • Filtering project information with custom views
    • Creating management dashboards with Web Parts
  • Establishing a Meeting Workspace
    • Centralizing meeting agendas, documents, action items, schedules and contacts
    • Linking Microsoft Outlook with SharePoint
    • Locating project information with the built-in search tool

Integrating Project Management Tools

  • Leveraging existing project tracking documents
    • Employing Microsoft Office 2010 integration with SharePoint Server
    • Exporting Microsoft Excel data to SharePoint lists
    • Synchronizing a Microsoft Project plan
  • Presenting project status data
    • Editing a Microsoft PowerPoint presentation from the PMIS
    • Considering third-party products and application compatibility

Successfully Closing the Project

  • Transferring project and personal lessons learned
  • Archiving the SharePoint PMIS

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 3,500 Modules on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 20,000 corporate candidates across india and abroad
  • All our trainings are conducted in workshop mode with more focus on hands On

View our other course offerings by visiting www.encartalabs.com/course-catalogue

Contact us for delivering this course as a public/open-house workshop for a group of 10+ candidates at our venue