Managing Projects with Microsoft 365
2219
Managing Projects with Microsoft 365
Classroom
Live Virtual
Private/On Site
SharePoint makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. Recent versions of SharePoint empower users both novice and experienced, with everything from handling the lightest projects using the new project site template & features, to the more sophisticated approach managing enterprise portfolio projects integrating SharePoint 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. This SharePoint project management class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.
This SharePoint project management training course is vital for anyone working in a project environment and utilizing Microsoft SharePoint, including:
Part 1: Introduction to SharePointOutline
Part 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
Part 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
Part 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
Part 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
Part 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
- LAB: Create and Manage Project Plans with SharePoint & Microsoft Project
- LAB: Integrating Project Data with Microsoft Outlook
- LAB: Using Site Mailboxes
Part 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
Part 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
Part 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
Part 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
Labs
Lab 1: Creating PMO Site and Project Site
Lab 2: Working with Task Lists
Lab 3: Working with Calendars, Issues, and Surveys
Lab 4: Creating a Risk List and Deliverables List
Lab 5: Creating a Project Documents Library with Metadata
Lab 6: Manage Project Requests Using Document Sets
Lab 7: Setting Up Your Profile and Newsfeed
Lab 8: Creating and Managing a Community Site
Lab 9: Create and Manage Project Plans with SharePoint and Microsoft Project
Lab 10: Integrating Project Data with Microsoft Outlook
Lab 11: Using Site Mailboxes
Lab 12: Design and Create a Full-Featured Project Site for Your Team
Lab 13: Display Project Progress Charts with Excel Services
Lab 14: Interactive Project Process Document with Visio Services
Lab 15: Configure a Document Approval Workflow
Lab 16: Create a Custom Change Control Workflow for Your Project
Lab 17: Create a Product Backlog, a Task Board, and Sprints
Lab 18: Manage Scrum Team Work in SharePoint
Upcoming Classes
Dates | Location | GTR | |
---|---|---|---|
Jul 17-19 (9am-5pm) | EDT | ||
Aug 14-16 (10am-6pm) | EDT | ||
Sep 13-15 (12pm-8pm) | EDT | ||
Oct 18-20 (9am-5pm) | EDT | ||
Nov 13-15 (10am-6pm) | EST | ||
Dec 11-13 (8:30am-4:30pm) | EST |
Questions?
Whether you need assistance scheduling a class for yourself or for your group, GCA's Education Account Manager's will craft a customized training solution to meet the needs of your organization.