International Institute for Learning, Inc. Microsoft® Project Certifications and SharePoint Courses

© 2012 International Institute for Learning, Inc.

Managing Projects with Microsoft SharePoint 2010 | 1 of 3

Managing Projects with Microsoft SharePoint 2010 Working Together to Effectively Support Business Change Traditional Classroom

Course No. 8635 Duration: 3 Days Credits: 21 PDUs / 2.1CEUs Virtual Classroom

Course No. 1026 Duration: Six 3-hour sessions Credits: 18 PDUs / 1.8 CEUs About the Program

This course provides instruction for building, managing and interacting on a SharePoint Project Management Information System (PMIS). Learn the intricacies of SharePoint and master its use to analyze and control projects, clarify objectives and communicate with team members. Prerequisites

None Course Level

Basic/Intermediate Who Should Attend

Project managers and project teams who want to leverage SharePoint to manage projects more effectively

Individuals with fundamental knowledge of Project Management (PM)

Users with basic SharePoint experience Performance Focus

Exploiting SharePoint Technologies to manage successful projects

Build a SharePoint Project Management Information System (PMIS)

Creating and customizing a SharePoint site for effective project collaboration What You Will Learn

You’ll learn how to:

Foster team and stakeholder communications in a SharePoint Site

Leverage central project management processes with SharePoint

Monitor and analyze the project in a SharePoint site

Set up project status reports

Synchronize common project management tools with SharePoint Course Overview

Getting Started

Introductions

Course Structure

Course Goals

International Institute for Learning, Inc. Microsoft® Project Certifications and SharePoint Courses

© 2012 International Institute for Learning, Inc.

Managing Projects with Microsoft SharePoint 2010 | 2 of 3

Exploring the SharePoint Environment

Advantages of SharePoint

Types of SharePoint systems

Structures of a SharePoint environment

What you need to know before you start

Additional tools for working with SharePoint: MS Office, SharePoint Designer, SharePoint Workspace

Using SharePoint for Project Information Management

PM processes and project information management

How to use a team platform in projects

Linking SharePoint elements to PM processes

Planning project communications

Setting up the Project Management Site

Setting up a new SharePoint Site

Implementing and using site templates

Customizing the homepage for your project

Using the site pages library

Using search

Fundamental Administrative Tasks on the Site

Planning your team

Defining access levels and user roles

Adding users to your site

Defining access for individual content levels

Customizing navigation

Fostering Team Communication with SharePoint

Activating team features

Setting up a team calendar

Setting up task lists

Implementing issue tracking

Using specific lists: phone calls, memos, etc.

Using notifications

Connecting your site to Outlook

Creating a personal homepage for team members

Working offline with SharePoint content

Implementing Project Planning Tools in SharePoint

Tasks of project planning

Managing requirements and scope

Defining your WBS

Implementing a project schedule

Using MS Project with SharePoint

Implementing a WBS dictionary, and linking it to tasks

Using document libraries for project documents

Project cost management with SharePoint

Implementing Stakeholder Management and Communication

Implementing a contact list for stakeholders

Using the contact list in Outlook

Importing / exporting contact information

Defining the stakeholder register

International Institute for Learning, Inc. Microsoft® Project Certifications and SharePoint Courses

© 2012 International Institute for Learning, Inc.

Managing Projects with Microsoft SharePoint 2010 | 3 of 3

Implementing the stakeholder register

Securing the stakeholder register

Implementing Risk Assessment and Management

The risk management process

Defining risk management

Setting up the risk register

Implementing risk assessment

Connecting risks to project tasks

Creating a risk management page

Integrated Change Control with Content Approval, Version Control, and Workflows

Implementing CheckIn/CheckOut for libraries and lists

Using version control for project documents

Implementing a standard workflow for change approval

Defining a custom workflow with SharePoint Designer

Implementing Project Tracking and Status Reporting

Using excel with SharePoint lists

Building Excel reports with Project

Publishing reports on SharePoint

Setting up a web pages for publishing project status

Using circulations

Implementing Milestone Tracking and EVM

Using Excel Services for KPI, Milestone Tracking, and EVM

Using Meeting Workspaces for Status Meetings

Elements of a meeting workspace

Strategies for using workspaces

Setting up a workspace

Procurement Management with SharePoint

Implementing a contract database

Securing contracts with version control

Defining meta information for contracts

Working with contracts in Word

Implementing email acceptance for contract reporting

Closing and Archiving the Project

Closing the project

Approving project success

Saving and exporting the content Recap & Closing Summary

What did we learn, and how can we implement this in our work environments? Notes: This course contains multiple hands-on labs where you will need to bring a laptop with WiFi capabilities.