Using SharePoint for Project Management

Live Classroom
Duration: 3 days
Live Virtual Classroom
Duration: 3 days
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SharePoint is an extremely useful tool for anyone who needs to collaboratively manage a project or participate in a project team. This course equips participants with the skills and knowledge for using SharePoint to manage projects effectively – from the lightest projects using the new project site template and features, to a more sophisticated approach managing enterprise portfolio projects that integrate SharePoint with Project server 2013. During the course, participants will learn how to use SharePoint to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects in real-time across the organization effectively and efficiently.

This SharePoint project management class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

What You'll Learn

  • How 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


  • What is SharePoint?
    • What’s new in SharePoint
    • Hardware requirements
    • Software requirements
    • Licensing options
    • Hosting options – on-premise vs. Office 365
  • What is a project management information system?
    • Why SharePoint?

  • 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

  • Out-of-the-box list templates
    • Task lists and timelines
    • Project calendars
    • Links and 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
  • Working with calendars, issues and surveys
  • Creating a risk list and deliverables list

  • Document library
  • Form library
  • Wiki pages
  • Pictures
  • Report library
  • Asset library (videos, audios, 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
    • MySites and SharePoint profiles
    • Newsfeeds
      • Following people, documents and projects
    • Community sites
      • Posting and replies
      • Membership
      • Reputation, badges and social features
    • Lab: Setting up your profile and newsfeed
    • Creating and managing a community site

    • Integrating with Microsoft Project
      • Publishing project plans to SharePoint
      • Managing task updates in SharePoint and 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 and Microsoft Project
    • Lab: Integrating project data with Outlook
    • Lab: Using site mailboxes

    • 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

    • Excel services
    • Visio services
    • Lab: Display project progress charts with Excel services
    • Lab: Interactive project process document with Visio services

    • Configuring out-of-the-box workflows
    • Building custom workflows
    • Lab: Configure a document approval workflow
    • Create a custom ‘change control’ workflow for your project

    • 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
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    Who should attend

    This 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


    There are no prerequisites for this course. Participants would find it beneficial to attend the Introduction to SharePoint for end users course prior to taking up this course.

    Interested in this Course?


      This course helps participants to prepare for earning the SharePoint Project Management Certificate. SharePoint Project Management Certificate recognizes the advanced experience and skill of Project Managers who achieve success using SharePoint. The SharePoint Project Management Certificate demonstrates proven ability to use SharePoint 2013 to its fullest to coordinate and manage projects of multiple scales. Project Managers who use SharePoint 2013 are responsible for the execution of processes to achieve organizational objectives and keeping projects on time and on budget. The use of SharePoint 2013 as a project management tool is invaluable to these professionals.

      The certification exam includes multiple-choice and true/false questions in a web-based examination.

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