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SharePoint provides a Web-based framework that can empower organisations to create a standards-based PMIS with formal project management methodology. In this course, you acquire the knowledge and skills to more effectively manage projects using SharePoint.

You will learn to exploit SharePoint Technologies to manage successful projects and build a SharePoint Project Management Information System. You will also learn to create & customise a SharePoint site for effective project collaboration. Finally, you will learn to generate on-demand project status reports and synchronise common project management tools with SharePoint.

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SharePoint for Project Management Training Course Content - Duration 3 Days

Module 1 – Overview

Overview of a SharePoint based Enterprise Project Management system
Overview of an Enterprise Project Management Information based system
Overview of SharePoint features used in EPMI
Understanding the limitations of a EPMI system
Organisational considerations
Administering EPMI solutions in SharePoint
Design considerations in the SharePoint EPMI system

Module 2 – Managing Organisational Issues

Project management methodology
Creating standard templates
Defining organisational structure
Determining stakeholders/communication requirements
Building a SharePoint communication plan

Module 3 – Administration Tasks

System Configuration
Performing initial site administrative tasks
Security considerations - policies and procedures
Adding users and setting permissions
Defining policies. Site membership Definitions
Archiving Projects

Module 4 - Key elements of the Information Structure

Generating issue, contact, calendar, project tracking and custom lists
Centralising documents in libraries
Supporting various document types: PDF, Word documents and Excel spreadsheets
Fostering Team Collaboration
Identifying project coordination challenges

Module 5 - Determining Standards and Policies

Reporting task completion. Time Management
Project Tracking. Planned vs Actual performance
Risk and Issue Procedures. Change Control

Module 6 - Building Data Functionality in the System

Overview of Lists (Managing and Editing)
Linking in Lists, Programme Lists
New Project Proposal List, Business Case List, Project Lists, Task Lists, Time spent Lists, Risk Lists, Issue Lists
Standard Templates
Standard Document groups

Module 7 - Creating views

List Views
Gantt Chart Views
Filtering information
Controlling access to Views
Configuring Alerts

Module 8 - Integrating Project Tools and Office Applications to the application
Document management
Linking MS Project files
Importing and exporting information

Module 9 - Building Control functions

New Project Requests
Version Management, Task Completion
Documents Enabling version control, content approval
Allow communication via discussion boards
Utilising wikis for content management
Linking Microsoft Office to SharePoint through a document workspace
Tracking Projects with SharePoint
Monitoring the project schedule

Module 10 - Project Meetings

Creating meeting web space
Centralising meeting agendas, documents, action items, schedules and contacts
Creating a board reporting system

Module 11 - Reporting

Deciding on the reporting mechanisms
Using Business Intelligence web parts
Creating views of data. Filtering Data
Create a KPI page. Create Project Dashboard
Project Status, risk and Issue reporting
Project closure reporting

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