Price: $2,450.00

Length: 3 Days
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SharePoint for Project Management Training

SharePoint for Project Management Training Course Description

SharePoint for Project Management Training navigates managers, project managers, and team leaders through the real-world process of applying SharePoint to drive projects. Enhance efficiency and advance the possibility of success as you learn to construct a customized Project Management Information System (PMIS).

The number of the organizations using SharePoint to drive projects and operational initiatives is increasing. SharePoint training enables teams to cooperatively manage data and work effort, collaborate flawlessly with colleagues and stakeholders, and convey the work of employees into a strong unified effort that pushes the project forward. Project Managers can organize all players with more comfort than ever before and keep people on the same page, even as they employ information tools that provide the most productive project management the industry has ever seen.

SharePoint for Project Management Training

Some organizations don’t realize how powerful SharePoint’s is, and apply it simply to communicate documents or spreadsheets. This hands-on training will show you how SharePoint can also assist you to arrange and oversee complex projects. With SharePoint for Project Management training, you’ll not only learn how to use common and practical project management notions in SharePoint, you’ll learn how to construct a Project Management Information System (PMIS), modified to your project, that can effectively direct communication and cooperation among team members.

SharePoint facilitate the project management for all the users who need to mutually oversee a project or participate in a project team. Recent versions of SharePoint provide the users with everything from handling the simplest projects via the new project site template & features, to the more complex approach managing enterprise portfolio projects incorporating SharePoint with Project Server 2013. Currently, all Project Managers have an easy way to direct resources, track tasks, oversee team members and interact with stakeholders about projects in real time within their organization in an effective, efficient way.

Learn About

  • Key project management techniques by empowering SharePoint as a PMIS
  • Follow a scenario that demonstrates the conditions and processes of an effective SharePoint PMIS
  • Properly describe access permissions for project stakeholders and team members
  • Unify project documents and continue tracking the document history with version control
  • Automate project reporting mechanisms and create on-demand status documents
  • Monitor project schedules, control changes, and manage project risks
  • Incorporate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook

TONEX SharePoint for Project Management Training delivers training in both theoretical and practical aspects. You will get to practice what you learn via several labs, group activities, and hands-on workshops.


SharePoint for Project Management Training is a 3-day course designed for:

  • Project Managers
  • Business Analysts
  • Operation Managers
  • Team Leads
  • PMO Managers/Directors

Training Objectives

Upon the completion of SharePoint for Project Management Training, the attendees are able to:

  • Apply SharePoint’s full set of collaboration features
  • Construct and apply SharePoint Project sites & features
  • Help the project stakeholders to have access to essential documents and data associated with the project
  • Construct and apply Dashboards and Business Intelligence reports to provide proper view to the management
  • Build a PMIS via SharePoint to schedule planning, reporting and predicting their project
  • Make the project team meetings easier and communication flow across Team Sites
  • Apply SharePoint’s built-in workflow ability to develop custom workflows for their projects
  • Create standard project management processes via SharePoint’s BPM abilities
  • Develop custom lists, calendars, contacts and project tracking for each project
  • Set up project tracking standards across SharePoint for all projects
  • Discover the integration of SharePoint project site template and Project Server web part

Course Outline

Overview of SharePoint for Project Management

  • Fundamentals of project management
  • Background of SharePoint
  • Definition of PMIS
  • Why SharePoint is useful?
  • What are the SharePoint’s Collaboration Features?
  • Pros and cons of using SharePoint
  • SharePoint requirements
  • Deciding to Use a PMIS

PMIS System Development

  • Creating the SharePoint PMIS
  • Users and permissions
  • Modifying the PMIS framework
  • Importing a Microsoft project schedule to SharePoint

Establishing the PMIS

  • Organize your PMIS
  • Using site templates
  • Generating a SharePoint site
  • Lab: Establishing the SharePoint PMIS Foundation
  • Modifying the PMIS
  • Workshop: Refining Your PMIS
  • Applying the best practices

Entering PMIS Components

  • Using SharePoint lists
  • Generating SharePoint lists
  • Lab: Generating and Populating Lists
  • Taking advantage of libraries
  • Generating a document library
  • Adding up to document library
  • Lab: Generating and Populating a Document Library
  • Arranging project data
  • Best practices list
  • LAB: Generating a Project Documents Library with Metadata
    • Uploading Files
    • Conducting the Versioning
    • Using Documents in Office
    • Synchronizing files for Offline Use
  • LAB: Manage Project Requests using Document Sets

Integrating Stakeholders to the PMIS

  • Project communications strategy
  • SharePoint site access
  • Generating SharePoint groups
  • Developing site members
  • Modifying permissions
  • Lab: Supplementing Site Members

How to Track Projects via SharePoint

  • Coordinating the project
  • Monitoring the progress of the project
  • Handling deviations
  • Tracking project responsibilities
  • Risks of tracking
  • Lab: Revising the Schedule and Managing Risks
  • Controlling changes with workflow

How to Report Project

  • Custom views
  • Lab: Generating a Custom View
  • Interactive reporting via web parts
  • Lab: Enhancing the Project Reporting via Web Parts
  • Activating the alerts
  • Utilizing meeting workspaces
  • Lab: Generating a Meeting Workspace

Allowing Team Cooperation

  • Document management solutions
  • Lab: Revising a Project Document
  • Enabling team collaboration
  • Lab: Generating a Document Workspace

Implementing Processes and Standards with SharePoint

  • Business process management
  • Employing the InfoPath to automate data entry
  • Automate project developments with SharePoint workflows

Integrating PM Tools

  • Allocating project status to stakeholders
  • Developing management dashboards with SharePoint web parts
  • Microsoft Excel spreadsheets
  • Visio
  • Lab: Coordinating Excel with SharePoint

Generating a Master Projects Review

  • Rolling-up project data
  • Modifying information and views
  • Generating a master project schedule
  • Creating a project manager dashboard

Managing a Project

  • Conveying the lessons learned
  • Documenting a completed SharePoint project
  • Generating templates for future projects

How to Work with Project Server

  • What is Project Server anyways?
  • Generating a project server-based PMIS
  • Applying SharePoint Features in collaboration with Project Server

3rd Party Application to the Rescue!

  • Why using 3rd party applications?
  • On-premise or cloud-based?
  • Project publisher from EPM live
  • Brightwork

How to Wrap Up Project?

  • Generating a PMIS Template
  • Saving the PMIS
  • Lab: Generate a PMIS Site Template
  • Best practices list

SharePoint for Project Management Training

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