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Building a Project Plan Using SharePoint (PMIS)
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The PMBOK® Guide – Sixth
Edition, defines PMIS as: “An information system consisting of the tools and
techniques used to gather, integrate, and disseminate the outputs of project
management processes. It is used to support all aspects of the project from
initiating through closing, and can include both manual and automated systems.”
You Will Learn How To
- Build a PMIS site structure
- Customize the site for effective collaboration, creating a security and communication plan for access and information sharing
- Design Dashboards (BI) for visualization of project progress, analyzing the project schedule and milestones adn generating status reports
- Add lists and libraries (Apps), and implement MS Office and MS Project within SharePoint for effective project management
- Archive the template for future deployments in your own environment
Important Course Information
Who Would Benefit?
Anyone actively involved in a project, its management or oversight would benefit from this course. Hands on training is provided to Project Mangers, major stakeholder and project team members covering such topics as Information Architecture and organization, WBS (Work Breakdown Structure), security, tasks, risks, issues, timelines, milestones, change requests, lessons learned and BI (business intelligence).
What is the Take Away?
Apart from a complete understanding of how to build, customize and utilize a PMIS for effect project management, attendees can package their work as a template to take back to their workplace. This template can be used to recreate the same structure in their own environment. Mastering the tools, techniques and knowledge in this course will undoubtedly prove beneficial towards successful project management.
Requirements:
A solid understanding of Project Management. See Course 296, Project Management: Skills for Success
Software
Attendees will work in both SharePoint 2016 and SharePoint Online (O365), as well as the newest versions of MS Office and MS Project. Attendees will also see BI components like Performance Point, Power Pivot, and Excel Services at work – bringing to live project visualization for all stakeholders.
Course Outline
- Overview of a SharePoint PMIS
- Leveraging industry best practices, tools and techniques to achieve project success
- Benefiting from SharePoint collaboration features
- Tailoring SharePoint as a standards-based PMIS
- Establishing the PMIS Platform
Creating the SharePoint PMIS
- Presenting a project management methodology
- Identifying relevant organizational processes
- Setting up sites with new and existing templates
- Performing initial site administrative tasks
Adding users and setting permissions
- Defining organizational structure
- Determining stakeholder communication requirements
- Building a SharePoint communication plan
- Customizing permissions for specific site components
Customizing the PMIS structure and standards
- Planning the information architecture
- Generating issue, contact, calendar, project tracking and custom lists
- Centralizing documents in libraries
- Supporting various document types: PDF, Word documents and Excel spreadsheets
- Fostering Team Collaboration
Identifying project coordination challenges
- Real time
- Remote
- Offline
- Performing a needs assessment
- Selecting the appropriate SharePoint solution
Employing SharePoint collaboration features
- Enabling version control, check-in/check-out and content approval for document management
- Allowing for offline communication
- Utilizing wikis for efficient content management
- Linking Microsoft Office to SharePoint
- Tracking Projects with SharePoint
Monitoring the project schedule
- Establishing project tracking guidelines
- Documenting a risk management process
- Subscribing to automated alerts
Analyzing project progress
- Comparing planned vs. actual task performance
- Assigning tasks with the Project Task List
- Updating the Issues List
Correcting project deviation
- Determining change control procedures
- Reevaluating the project schedule
- Disseminating Project Reports
Informing project status to stakeholders
- Filtering project information with custom views
- Creating management dashboards with Web Parts
Establishing a Meeting Workspace
- Centralizing meeting agendas, documents, action items, schedules and contacts
- Linking Microsoft Outlook with SharePoint
- Locating project information with the built-in search tool
- Integrating Project Management Tools
Leveraging existing project tracking documents
- Employing Microsoft Office 2010 integration with SharePoint Server
- Exporting Microsoft Excel data to SharePoint lists
- Synchronizing a Microsoft Project plan
Presenting project status data
- Editing a Microsoft PowerPoint presentation from the PMIS
- Considering third-party products and application compatibility
- Successfully Closing the Project
- Transferring project and personal lessons learned
- Archiving the SharePoint PMIS
Convenient Ways to Attend This Instructor-Led Course
Hassle-Free Enrollment: No advance payment required to reserve your seat.
Tuition due 30 days after you attend your course.
In the Classroom
Live, Online
Private Team Training
In the Classroom — OR — Live, Online
Tuition — Standard: $2650 Government: $2355
Jan 2 - 4
(
3 Days)
9:00 AM - 4:30 PM EST
Ottawa / Online (AnyWare)
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Feb 20 - 22
(
3 Days)
9:00 AM - 4:30 PM EST
Rockville, MD / Online (AnyWare)
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May 15 - 17
(
3 Days)
9:00 AM - 4:30 PM EDT
Alexandria, VA / Online (AnyWare)
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Jun 19 - 21
(
3 Days)
9:00 AM - 4:30 PM EDT
Ottawa / Online (AnyWare)
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Aug 21 - 23
(
3 Days)
9:00 AM - 4:30 PM EDT
Rockville, MD / Online (AnyWare)
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Guaranteed to Run
When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time, location — will run. Guaranteed.Private Team Training
Enrolling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.
For details, call 1-888-843-8733 or Click Here »
Tuition
Standard
Government
In Classroom or
Online
Standard
$2650
Government
$2355
Private Team Training
Course Tuition Includes:
Training Hours
Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm
Enhance Your Credentials with Professional Certification
Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.
Earn 17 Credits from NASBA
This course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. NOTE: Only live, in-class attendance qualifies for NASBA CPEs. Read more ...
Earn 17 PDUs
PMI, the Registered Education Provider logo, PMP, CAPM, PMI-ACP,
and PMBOK are marks of the Project Management Institute, Inc.
This course is approved by PMI® for 17 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs.
Technical : 15 PDUs
Business & Strategic : 2 PDUs