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SharePoint 2013 (or 2010) for Project Management course



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3-DAY PUBLIC SESSION  |  3-DAY VIRTUAL SESSION

Summary:

This intense 3-day instructor led course will teach how to use SharePoint 2013 (or 2010) as project management information system. You'll learn everything from task management using the new task features and integration with Microsoft Project, to coordinating resources, communicating project updates to stakeholders and the most efficient ways to organize your sites. No previous SharePoint expertise needed! This course can also be targeted to SharePoint 2010 for enterprises that use the legacy software.

This class teaches project managers how to implement Agile and SCRUM projects in SharePoint, as well as traditional waterfall and highly structured project management methodologies. In addition, students will learn about all new features such as Site Mailboxes and project reporting features. You will learn how to automate many project functions using SharePoint workflows.

This class is packed with hands-on labs to reinforce class topics and provide you with the skills to successfully manage project artifacts, develop workflows to automate project management processes, manage content such as documents, calendars, risks, issues, deliverables and track tasks and resource usage. You'll learn best practices for using SharePoint project management sites and practical ideas for implementing the solutions within you organization.

Make better decisions, communicate more effectively, and increase project success with SharePoint 2013 and this training class!

The New SharePoint 2013 makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. This new version of SharePoint empowers using both novice and experienced, with everything from handling the lightest projects using the new project site template & features, to the more sophisticated approach to managing enterprise portfolio projects integrating SharePoint 2013 with Project Server 2013. Now, any Project Manager has an easy way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects in real time across their organization in an effective, efficient way.


Top 10 Reasons to Take This Course:

  1. Provide Stakeholders with a single point of access to information
  2. Lower costs and improve operational efficiency
  3. Jumpstart your efforts to create a Project Management Information System (PMIS)
  4. Leave the course with everything you need to plan, build, and implement project management sites in SharePoint.
  5. Hands-on! Learn by doing and building actual solutions during class
  6. Enable social decision making through real-time collaboration features of SharePoint
  7. Increase project success
  8. Manage both Agile and Waterfall projects using SharePoint
  9. Taught by Project Management and SharePoint experts
  10. Real-world scenarios and examples of how to use SharePoint in your organization

What You Will Learn :

  • Understand how to use SharePoint 2013's full feature set of collaboration features
  • Build and Use SharePoint 2013 Project sites & features
    • Project Summary Web Part
    • Visual timeline of the project's tasks
    • Complete task schedule for a project
    • Library for storing relevant project documents
    • Notebook for quickly capturing and organizing information about the project
    • Shared calendar for team events
    • Ability to connect to the Project 2013 client application
  • 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


Who should attend:

This Sharepoint project management training course is vital for anyone working in a project environment and using Microsoft

  • SharePoint 2013, including:
  • Project Managers
  • Project Directors/PMO Directors
  • Business Analysts
  • Team Leads
  • Data Analysts
  • Product Managers
  • Marketing Managers and Specialists
  • IT Managers
  • Operations Managers

1. Introduction to SharePoint

  • What is SharePoint?
    • What's New in SharePoint 2013
    • Hardware Requirements
    • Software Requirements
    • Licensing Options
    • Hosting Options On-Premise versus Office 365
  • What is a Project Management Information System?
    • Why SharePoint?

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
  • LAB: Creating PMO Site and Project Site

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
  • LAB: Working with Task Lists
  • LAB: Working with Calendars, Issues, and Surveys
  • LAB: Creating a Risk List and Deliverables List

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
  • 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

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
  • LAB: Setting up your Profile and Newsfeed
  • LAB: Creating and Managing a Community Site

6. SharePoint 2013 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
  • LAB: Create and Manage Project Plans with SharePoint & Microsoft Project
  • LAB: Integrating Project Data with Microsoft Outlook
  • LAB: Using Site Mailboxes

7. Designing a Project Site

  • 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

8. Project Dashboards and Reports with Excel & Visio Services

  • Excel Services
  • Visio Services
  • LAB: Display Project Progress Charts with Excel Services
  • LAB: Interactive Project Process Document with Visio Services

9. Automating Approval and Other Processes with Workflows

  • Configuring Out of Box Workflows
  • Building Custom Workflows
  • LAB: Configure a Document Approval Workflow
  • LAB: Create a Custom "Change Control" Workflow for your Project

10. Agile / SCRUM Projects in SharePoint

  • 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


Tuition:

This course is not on the current schedule of open enrollment courses. If you are interested in attending this or another course as open enrollment, please contact us at (410) 956-8805 or at ati@aticourses.com and indicate the course name and number of students who wish to participate. ATI typically schedules courses with a lead time of 3-5 months. Group courses can be presented at your facility. For on-site pricing, request an on-site quote. You may also call us at (410) 956-8805 or email us at ati@aticourses.com.

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