Course Outline
1. SharePoint as a Project Management Information System
What is a PMIS?
Why SharePoint?
SharePoint’s Collaboration Features
2. Creating a PMIS System
Creating the SharePoint PMIS
Presenting a project management methodology
Identifying relevant organizational processes
Setting up sites with new and existing templates
Configuring basic PMIS features
Performing initial site administrative tasks
Managing Users and Permissions
Defining an organizational structure
Determining project stakeholders and communications requirements
Building a communication plan
Assigning site memberships
Customizing the PMIS Structure
Planning the information architecture
Classifying content
Generating custom lists for the PMIS
Issue lists
Project tracking
Custom lists
Supporting multiple document types
Publishing a Microsoft Project Schedule to SharePoint
3. Enabling Team Collaboration with SharePoint
Challenges Facing Collaborative Efforts
Real-time collaboration
Collaboration with remote users
Support for offline collaboration
Performing a needs assessment
Selecting and designing the appropriate solution
Implementing SharePoint’s Collaboration Features
Content management features
Enabling version control
Document CHECK-INcheck-out
Content approval
Polling the team with surveys
Discussion forums
Utilizing wikis
Document workspaces
4. Tracking Projects with SharePoint
Monitoring the Project
Establishing project tracking guidelines
Documenting a risk management process
Keeping up-to-date with automated alerts and RSS
Tracking Project Progress
Assigning project tasks with the project task list
Updating the issues list
Locating specific project information with search
Dealing with Deviations
Determining change control procedures
The three-state workflow
Re-evaluating the project schedule
5. Working with Business Intelligence
Distributing Project Status to Stakeholders
Forecasting with key performance indicators (KPIs)
Filtering project information with custom views
Creating Management Dashboards with SharePoint Web Parts
Working with Microsoft Excel Spreadsheets
Importing data from Excel spreadsheets
Exporting data to an Excel spreadsheet
6. Establishing Processes and Standards with SharePoint
Business Process Management
Optimize processes and services with SharePoint
Automate processes and services with SharePoint
7. Managing Meetings with Meeting Workspaces
Meeting Workspaces and Their Components
Meeting agendas
Action items
Contacts and stakeholders
Integrating Microsoft Outlook with SharePoint
8. Working with Microsoft Access
Why Microsoft Access?
Converting and Publishing Existing Access Databases
Creating New Access Databases
9. Creating a PMO View
Rolling-Up Project Information
Customizing Information and Views
Creating a Master Project Calendar
Designing a Project Manager Dashboard
10. Concluding a Project
Transferring Lessons Learned
Archiving the SharePoint PMIS
Creating Templates for Future Projects
Lab 1: Prepare the proper configurations for using SharePoint in your organization

Lab 2: Create a SharePoint project site

Lab 3: Configure site options

Lab 4: Configure permissions and assign team members to the site

Lab 5: Customize the PMIS structure

Lab 6: Integrate Microsoft Project with SharePoint

Lab 7: Contacts

Generating custom lists for the PMIS
To Do lists
Issues lists
Configuring document libraries
Lab 8: Enable and configure content management features

Lab 9: Create discussion forums, surveys, and wikis

Lab 10: Create document workspaces

Lab 11: Set up automated alerts for project status

Lab 12: Subscribe to RSS updates

Lab 13: Work with project task lists

Lab 14: Update the issues list

Lab 15: Search your project for vital information

Lab 16: Distribute project status to stakeholders

Lab 17: Lab forecasting with KPIs

Lab 18: Create custom views for information

Lab 19: Create a management dashboard with SharePoint web parts

Lab 20: Import and export data using Microsoft Excel

Lab 21: Build business process automation using a three-state workflow

Lab 22: Develop meeting workspaces

Lab 23: Utilize a meeting workspace with Outlook

Lab 24: Migrate existing Microsoft Access projects and expose them through SharePoint’s web-based user interface.

Lab 25: Use existing capabilities to “roll-up” data from your projects and create a dashboard for project managers, sponsors, and stakeholders

Lab 26: Create a dashboard that allows users to follow and manage their project tasks from a single page, without having to jump from project to project.

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