Using SharePoint for Project Management

1. Introduction to SharePoint

• What is SharePoint?
  • What's New in SharePoint 
  • 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 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