SharePoint for Project Management


This SharePoint course provides techniques to maximize the benefits of using SharePoint in Project Management.

Learn the SharePoint techniques to:

  • Give the project manager the tools they need
  • Seamlessly integrate with existing tools
  • Centralize project artifacts
  • Provide a way to trace progress
  • Automate project processes
  • Allow on-demand reporting of project status
  • Improve the effectiveness of project team collaboration
  • Minimize the learning curve for project stakeholders
  • and More...


Who Should Attend

Project managers and project teams who want to learn to use SharePoint to manage projects more effectively.


Training Benefits

  • Apply SharePoint Technologies to manage projects
  • Build a SharePoint Project Management Information Portal
  • Create and customize a SharePoint site for effective project collaboration
  • Monitor and analyze the project schedule and milestones in a SharePoint site
  • Generate on-demand project status reports
  • Synchronize common project management tools with SharePoint
  • Use Excel Services and other features to maximize their project's success
  • Take advantage of relevant project management standards and processes
  • Build and customize a SharePoint Site
  • Create a SharePoint communication plan
  • Generate lists and document libraries
  • Utilize SharePoint collaboration tools
  • Monitor and update project tasks
  • Use change control with the three-state workflow
  • Customize management dashboards with Web Parts
  • Update a lessons learned Wiki


Overview of Concepts and Deliverables Provided

  • Overview of a SharePoint Project Portal

What is a Project Management Portal?
Utilizing industry best practices, tools and techniques to achieve project success
Benefiting from SharePoint collaboration features
Tailoring SharePoint as a standards-based site

  • Creating the SharePoint Portal

Presenting a project management methodology
Identifying relevant organizational processes
Setting up sites with new and existing templates
Configuring basic features
Performing initial site administrative tasks

  • Adding Users and Setting Permissions

Defining organizational structure
Determining stakeholders and communication requirements
Building a SharePoint communication plan
Assigning site memberships
Customizing permissions for specific site components

  • Customizing the Site 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
Creating and using Content Types for project deliverables

  • Identifying Project Coordination/Collaboration Challenges

Performing a needs assessment

  • Employing SharePoint Collaboration Features

Enabling version control, check-in/check-out and content approval for document management
Allowing for offline communication with discussion boards
Utilizing Wikis for efficient content management
Linking Microsoft Office to SharePoint through a document workspace

  • 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 to team members with the Project Task List
Updating the Issues List

  • Correcting Project Deviation

Determining change control procedures
Approving changes with the three-state workflow
Reevaluating the project schedule

  • Project Reports for Stakeholders

Monitoring project status with custom-built Key Performance Indicators (KPI)
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

  • Utilizing Existing Project Tracking Documents

Exporting Microsoft Excel spreadsheet data to SharePoint lists
Importing a SharePoint Task List into Microsoft Project

  • Presenting Project Status Data

Editing a Microsoft PowerPoint presentation from a SharePoint site
Considering third-party products and application compatibility with SharePoint

  • Successfully Closing the Project

Transferring project and personal lessons learned

  • Archiving the SharePoint Site


Prior experience with SharePoint is helpful but not required.


To receive more information about this Project Management Course call toll free at 877-385-5515. 

You may also email us at This email address is being protected from spambots. You need JavaScript enabled to view it..