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SharePoint 2013: Creating a Project Management Information System (PMIS)

COURSE TYPE

Foundation

Course Number

919

Duration

3 Days

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SharePoint provides a web-based framework that can empower your organization to create a standards-based Project Management Information System (PMIS) with formal project management methodology. In this training course, you gain the knowledge and skills to identify coordination challenges, monitor schedules, leverage existing tracking documents, and manage projects using SharePoint more effectively.

You Will Learn How To

  • Build a SharePoint Project Management Information System (PMIS)
  • Create and customize a SharePoint site for effective collaboration
  • Monitor and analyze the project schedule and milestones in a SharePoint site
  • Generate on-demand project status reports

Important Course Information

Requirements:

  • Experience at the level of:
    • Course 296, Project Management: Skills for Success

Software:

  • SharePoint 2013 is used for the exercises in this course

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
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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

Sep 27 - 29 (3 Days)
9:00 AM - 4:30 PM EDT
Toronto / Online (AnyWare) Toronto / Online (AnyWare) Reserve Your Seat

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Live, Online
In-Class

Nov 15 - 17 (3 Days)
9:00 AM - 4:30 PM EST
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Jan 24 - 26 (3 Days)
9:00 AM - 4:30 PM EST
Washington, DC / Online (AnyWare) Washington, DC / Online (AnyWare) Reserve Your Seat

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In-Class

Feb 21 - 23 (3 Days)
9:00 AM - 4:30 PM EST
Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

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In-Class

Apr 11 - 13 (3 Days)
9:00 AM - 4:30 PM EDT
Online (AnyWare) Online (AnyWare) Reserve Your Seat

How would you like to attend?

Live, Online

May 16 - 18 (3 Days)
9:00 AM - 4:30 PM EDT
Washington, DC / Online (AnyWare) Washington, DC / Online (AnyWare) Reserve Your Seat

How would you like to attend?

Live, Online
In-Class

Guaranteed to Run

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

Contact Us »

Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your course exam on the last day of your course and receive a Certificate of Achievement with the designation "Awarded with Distinction."

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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

FREE Online Course Exam (if applicable) – Last Day: 3:30 pm – 4:30 pm
By successfully completing your FREE online course exam, you will:

  • Have a record of your growth and learning results
  • Bring proof of your progress back to your organization
  • Earn credits toward industry certifications (if applicable)

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. 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

Read more ...

“I enjoyed taking a course via AnyWare very much. Along with the convenience of not having to travel to the Education Center, I found it easy to interact with both the instructor and the other attendees, and I feel I got just as much out of it—perhaps even more—as when I’m actually, physically, in the classroom.”

- L. Normansell, SharePoint Specialist/System Analyst
EG & G Technical Services Inc.

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