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EncartaLabs

SharePoint for Project Management

( Duration: 3 Days )

In SharePoint for Project Management training course, you will acquire the knowledge and skills to more effectively manage projects using SharePoint.

By attending SharePoint for Project Management workshop, delegates will learn:

  • 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

This SharePoint for Project Management class is suitable for:

  • Project managers
  • Project directors/PMO directors
  • Business analysts
  • Team leads
  • Data analysts
  • Product managers
  • Marketing managers and specialists
  • IT managers
  • Operations managers

COURSE AGENDA

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?
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
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
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
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
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
7

Designing a Project Site

  • Working with Pages
  • Working with Web Parts
  • Reusable Project Templates with Site Templates
8

Project Dashboards and Reports with Excel & Visio Services

  • Excel Services
  • Visio Services
9

Automating Approval and Other Processes with Workflows

  • Configuring Out of Box Workflows
  • Building Custom Workflows
10

Agile / SCRUM Projects in SharePoint

  • Agile / SCRUM Concepts
    • Product Backlogs
    • Sprints
    • Task Boards
    • Daily Stand-up Meetings
    • Burn charts and Reports

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses 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 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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