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Managing Projects with Microsoft 365

Learn to use SharePoint's powerful collaboration tools to manage projects, meetings, communication and scheduling.

SharePoint makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. It empowers both the novice and experienced user to handle everything from the lightest projects, using the new project site template and features, to the more sophisticated management of enterprise portfolio projects, integrating SharePoint with Project Server. It can provide any project manager with an easy, efficient way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects—in real time across their organization. This hands-on, lab-intensive SharePoint project management training course will help guide you through a real-world approach to managing projects and project information with SharePoint. You’ll use SharePoint as a project management information system (PMIS), including developing SharePoint project sites and team sites, working with out-of-the-box SharePoint functionality for managing project-related information, building document libraries, integrating Microsoft Office and Project Server software, building workflows and much more.

Seminar Number: 76011

  • Live Online
  • At Your Company Location

Course Scheduling & Pricing

Home>Course Topic>Project Management>Managing Projects with Microsoft 365

Who Should Attend

Anyone working in a project environment and utilizing Microsoft SharePoint 2013, including project managers, project directors/PMO directors, business analysts, data analysts, IT and operations managers.

Course offered by:

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  •   Live Online3 Day(s)
 
 
SharePoint makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. It empowers both the novice and experienced user to handle everything from the lightest projects, using the new project site template and features, to the more sophisticated management of enterprise portfolio projects, integrating SharePoint with Project Server. It can provide any project manager with an easy, efficient way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects—in real time across their organization.

This hands-on, lab-intensive SharePoint project management training course will help guide you through a real-world approach to managing projects and project information with SharePoint. You’ll use SharePoint as a project management information system (PMIS), including developing SharePoint project sites and team sites, working with out-of-the-box SharePoint functionality for managing project-related information, building document libraries, integrating Microsoft Office and Project Server software, building workflows and much more.
  • Build and use SharePoint project sites and features 
  • Explore the integration of SharePoint project site template and Project Server web part 
  • 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
  • Discovering what you can do in SharePoint
  • Understanding base functionality in SharePoint to support your project 
  • Creating a PMIS in SharePoint
  • Building and reusing a project site 
  • Exploring SharePoint project site template 
  • Creating a SharePoint site using the project template 
  • Using project-enhanced features in SharePoint  
  • Utilizing social communities for project collaboration 
  • Using MySites for individual project consolidation 
  • Building workflows with SharePoint Designer to support your project 
  • Reviewing new workflow actions in SharePoint Designer 
  • Integrating projects with SharePoint Projects 
  • Understanding how to apply what you’ve learned to your job

Course Outline for SharePoint 2013 for Project Management Training

1. Discovering SharePoint 2013

  • What is SharePoint 2013?
  • Organizing your organization
  • What can I do in SharePoint 2013?

Hands-On Lab:

  • Prepare and verify your environment
    • Log-In to your virtual machine
    • Configure your environment
    • Create your site collection

2. Base Functionality in SharePoint to Support your Project

  • Understanding how to use your environment
  • Getting started with:
  • Site Templates
    • Build the right environment the first time
    • Best practices review
  • Site Features
    • Types of views: List, Gantt Chart, etc.
    • Alerts and notifications
  • Services
  • What are services and how do they affect you?
  • Managing your site
    • Understanding user needs
    • Building your security management
    • Configuring and building proper permissions levels for users
    • Creating an information architecture
    • Filtering information and controlling views
    • Understanding "Folders" and their application

Hands-On Lab:

  • Working with SharePoint 2013
    • Creating a site, pages, libraries, and lists
  • Creating views
    • Adding web parts
    • Navigation
    • Lists and Libraries
  • Supporting document types: PDF, Word, Excel, etc.
  • Document sets and groups
  • Check In-Check Out functions
  • Version control for documents
  • Document retention
  • Using alerts and notifications
    • Managing documents
    • Permissions

3. Creating a PMIS in SharePoint

  • Planning and governing your project environment
  • PMIS capabilities in SharePoint
  • What level of complexity do you need?
  • Defining PMIS Requirements
  • Understanding your project management method & needs

Hands-On Lab:

  • Creating and populating lists/libraries
  • Creating a document library information structure

4. Building and Reusing a Project Site

  • The new SharePoint 2013 Project site template
  • Project site components and options
  • Understanding Reusable Templates
    • How to manage your project site template
    • Saving your project site info

Hands-On Lab:

  • Create a new SharePoint 2013 site using the project template
    • How to add a timeline web part
    • Timeline web part data source
    • Use the result timeline
    • How to add a task in timeline
    • Create subtasks
    • Apply calendar views
    • Use project summary web parts
  • Save your site as a template in SharePoint 2013

5. Using Project Enhanced Features in SharePoint

  • Managing complex projects
  • Review of enhanced features
  • Enhanced Reporting
    • Dashboard Design
    • KPI modelling

Hands-On Lab:

  • Working with Project Enhanced Features
    • Project summary
    • People invitation
    • Task list configuration
    • Using project timelines
  • Setting Up Reporting
    • Dashboards
    • KPI

6. Utilizing Social "Communities" for Project Collaboration

  • The social features in SharePoint 2013
  • Collaborative project management
  • Getting project value from socialization features
  • The community site template
    • Discussions
    • Activity feeds
    • Gamification
    • Best reply function
  • Enhancing project collaboration using social tools
  • Keeping your collaborations organized
  • Other tools

Hands-On Lab:

  • Building & using a community site
    • Creating the community site
    • Adding categories
    • Adding discussions
    • Formatting the categories page

7. Using MySites for Individual Project Consolidation

  • Understanding the MySites Personal Task Page
  • Rolling up tasks and projects in a PMO view
  • Interacting with timelines
  • Configuring important tasks
  • Building views and filters
  • Managing your personal portfolio

Hands-On Lab:

  • Create a MySite Personal Task Page
  • Design and Configure MySite Personal Task Page
  • Organize all tasks

8. Building Workflows with SharePoint Designer to Support Your Project

  • Uses for Workflows
  • Review the Workflow functionality
  • Using SP Designer 2013
  • The Do's and Don'ts of SharePoint Designer 2013
  • Review of new Workflow actions in SharePoint Designer 2013
  • Common user issues

Hands-On Lab:

  • Open SharePoint Designer 2013 and connect to a SharePoint 2013 site
  • Create a List Workflow Based on the SharePoint 2013 Workflow Platform
  • Create a Workflow in Visio 2013
  • Customize and Publish a Workflow in SharePoint Designer 2013

9. Integrating Project with SharePoint 2013 Projects

  • Integration with SharePoint
    • Microsoft Project Desktop to SharePoint 2013 Synchronization
    • How it works
    • What is not included
    • Troubleshooting problems with syncing lists

Hands-On Lab:

  • Connect Project to your SharePoint List
  • Publish a project to a SharePoint list
  • Import a SharePoint list into Project

10. Using what you have learned

  • Review
  • Questions and Answers
  • Where can you learn more

Hands-On Lab:

  • Site building scenario
  • Feature configuration scenario
  • Site management scenario
  • Archive project scenario
  • Lessons Learned Review


**Course Outline subject to change. **



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Live Online Schedule

9 Sessions Available

1695.00 $
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