Objectives: In this SharePoint 2013 for Enterprise Project management training course, 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 .
Target Audience: Project managers & project teams who want to leverage SharePoint to manage projects more effectively.
Pre-Requisites: Project Management knowledge is help. Prior experience with SharePoint is helpful but not essential.
Duration: 2 Days
Day 1 – Building the EPM Solution in SharePoint
Module 1 – Overview
- Overview of SharePoint features
- Designing a SharePoint based Enterprise Project Management system
- Understanding the limitations of a SharePoint system
- Organisational considerations
- Administering EPM solutions in SharePoint
Module 2 - Key Components
- 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
- Configuring permissions
Module 3 - 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
- Generating issues, contact, calendar, project tracking and custom lists
- Centralising documents in libraries
- Standard Templates
- Standard Document groups
Module 4 - Creating views
- List Views and Gantt Chart View
- Filtering information
- Controlling access to Views
- Configuring Alerts
Module 5 - Integrating MS Office
- Document management
- Importing and exporting information
- Migrating plans from MS Project to SharePoint
Module 6 - Building Control functions
- New Project Requests
- Version Management, Task Completion
- Enabling version control, content approval
- Check-in/check-out
- 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 7 - Project Meetings
- Creating meeting web space
- Centralising meeting agendas, documents, action items, schedules and contacts
- Creating a board reporting system
Day 2 Administering EPM and reporting
Module 1 – Managing Organisational Issues
- Project management methodology
- Creating standard templates
- Defining organisational structure
- Determining stakeholders/communication requirements
- Building a SharePoint communication plan
Module 2 – 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
- Reporting
Module 3 - Determining Standards and Policies
- Reporting task completion
- Time Management
- Project Tracking
- Planned vs Actual performance
- Risk and Issue Procedures
- Change Control
Module 11 - Disseminating Project Reports
- Informing project status to stakeholders
- Filtering project information with custom views
- Creating management dashboards with Web Parts
Module 12 - Reporting
Overview of the key reporting methods:
- EPM Information requirements
- Excel Services
- Performance Point Services
- Reporting Services
- OLAP Reporting
- Linking data in SharePoint
- Creating Key Performance Indicators (KPI’s)
- SharePoint Excel reports using Excel Services
- Dashboards
