SharePoint 2010 for Project Management

In this class, you will learn how to:

• Enterprise-class project management with Sharepoint
• Real-world configurations & customized project sites
• How to make SharePoint your ultimate PMIS
• Running tight version control using SharePoint tools
• Workflow & process automation, calendars, Gantt charts, & more
• Integrate project work & Microsoft Office & Project 2010
• Reporting with SharePoint’s Excel Services
• Forecasts, KPIs, Business Intelligence, & more
• New business intelligence features for informative reporting & digital dashboards
• Content management for easy web site creation
• Use new real-time collaborative technologies in SharePoint and Office 2010
• Design "tell-all" dashboards for complete view of projects
• Use SharePoint BI features to graphically display project data

I. SharePoint as a Project Management Information System

• A. What is a PMIS?
• B. Why SharePoint?
• C. SharePoint’s Collaboration Features

Hands-On Lab: Prepare the proper configurations for using SharePoint in your organization

II: Creating a PMIS System

A. Creating the SharePoint PMIS

• 1.Presenting a project management methodology
• 2.Identifying relevant organizational processes
• 3.Setting up sites with new and existing templates
• 4.Configuring basic PMIS features
• 5.Performing initial site administrative tasks

B. Managing Users and Permissions

• 1.Defining an organizational structure
• 2.Determining project stakeholders and communications requirements
• 3.Building a communication plan
• 4.Assigning site memberships

C. Customizing the PMIS Structure

• 1.Planning the information architecture
• 2.Classifying content
• 3.Generating custom lists for the PMIS
• a. Issue Lists
• b. Contacts
• c. Calendars
• d. Project Tracking
• e. Custom Lists
  • 4.Supporting multiple document types**

D. Publishing a Microsoft Project Schedule to SharePoint

Hands-On Labs:

• Create a SharePoint project site
• Configure site options
• Configure permissions, assign team members to the site
• Customize the PMIS structure
• Integrate Microsoft Project with SharePoint
• Contacts

— Generating custom lists for the PMIS — Calendars — To Do Lists — Issues Lists — Configuring Document Libraries

III: Enabling Team Collaboration with SharePoint

A. The challenges facing collaborative efforts

• 1.Real-Time Collaboration
• 2.Collaboration with remote users
• 3.Support for offline collaboration
• 4.Performing a needs assessment
• 5.Selecting and designing the appropriate solution

B. Implementing SharePoint’s Collaboration Features

1.Content Management Features

• a. Enabling version control
• b. Document check-in/check-out
• c. Content Approval

• 2.Polling the team with surveys
• 3.Discussion Forums
• 4.Utilizing Wikis
• 5.Document Workspaces

Hands-On Labs:

• Enabling and configuring content mgmt features

• Create discussion forums, surveys, and wikis

• Create document workspaces

IV: Tracking Projects with SharePoint

A. Monitoring the Project

• 1.Establishing Project Tracking Guidelines
• 2.Documenting a Risk Management Process
• 3.Keeping up-to-date with Automated Alerts and RSS

B. Tracking Project Progress

• 1.Assigning project tasks with the Project Task List
• 2.Updating the Issues List
• 3.Locating Specific Project Information with Search

C. Dealing with Deviations

• 1.Determining Change Control procedures
• 2.Understanding the three-state workflow
• 3.Re-evaluating the Project Schedule

Hands-On Labs:

• Set up automated alerts for project status
• Subscribing to RSS updates
• Working with project task lists
• Updating the issues list
• Searching your project for vital information

V: Working with Business Intelligence

A. Distributing Project Status to Stakeholders

• 1.Forecasting with KPIs (Key Performance Indicators)
• 2.Filtering Project information with Custom Views

B. Creating Management Dashboards with SharePoint WebParts

C. Working with Microsoft Excel Spreadsheets

• 1.Importing data from Excel Spreadsheets
• 2.Exporting data to an Excel Spreadsheet

Hands-On Labs:

• Distributing project status to stakeholders
• Lab forecasting with KPIs
• Create custom views for information
• Creating a Mgmt Dashboard with SharePoint WebParts
• Import and Export data using Microsoft Excel

VI: Establishing Processes and Standards with SharePoint

A. Business Process Management

• 1.Optimize processes and services with SharePoint
• 2.Automate processes and services with SharePoint

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

VII: Managing Meetings with Meeting Workspaces

A. Understanding Meeting Workspaces and their Components

• 1.Meeting Agendas
• 2.Documents
• 3.Action Items
• 4.Schedules
• 5.Contacts and Stakeholders

B. Integrating Microsoft Outlook with SharePoint

Hands-On Labs:

• Develop meeting workspaces
• Utilize a meeting workspace with Outlook

VIII: Working with Microsoft Access

• A. Why Microsoft Access?
• B. Converting and publishing existing Access databases
• C. Creating new Access databases

Hands-On Labs:

• Migrate existing Microsoft Access projects and expose them through SharePoint's web-based user interface.

IX: Creating a PMO View

• A. Rolling-Up Project Information
• B. Customizing Information and Views
• C. Creating a master project calendar
• D. Designing a Project Manager dashboard

Hands-On Labs:

• Use existing capabilities to "roll-up" data form your projects and create a dashboard for project managers, sponsors and stakeholders.
• 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.

X: Concluding a Project

• A. Transferring Lessons Learned
• B. Archiving the SharePoint PMIS
• C. Creating Templates for Future Projects

This course is vital for anyone working in a project environment and utilizing Microsoft SharePoint, including:

• Project Managers
• Business Analysts
• Operation Managers
• Team Leads
• Product Managers
• SharePoint Power Users
• Marketing Managers
• IT Managers
• Data Analysts
• PMO Managers/Directors

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