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
- 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
B. Managing Users and Permissions
- Defining an organizational structure
- Determining project stakeholders and communications requirements
- Building a communication plan
- Assigning site memberships
C. Customizing the PMIS Structure
- Planning the information architecture
- Classifying content
- Generating custom lists for the PMIS
a. Issue Lists
b. Contacts
c. Calendars
d. Project Tracking
e. Custom Lists
- 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
- Real-Time Collaboration
- Collaboration with remote users
- Support for offline collaboration
- Performing a needs assessment
- Selecting and designing the appropriate solution
B. Implementing SharePoint’s Collaboration Features
- Content Management Features
a. Enabling version control
b. Document check-in/check-out
c. Content Approval
- Polling the team with surveys
- Discussion Forums
- Utilizing Wikis
- 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
- Establishing Project Tracking Guidelines
- Documenting a Risk Management Process
- Keeping up-to-date with Automated Alerts and RSS
B. Tracking Project Progress
- Assigning project tasks with the Project Task List
- Updating the Issues List
- Locating Specific Project Information with Search
C. Dealing with Deviations
- Determining Change Control procedures
- Understanding the three-state workflow
- 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
- Forecasting with KPIs (Key Performance Indicators)
- Filtering Project information with Custom Views
B. Creating Management Dashboards with SharePoint WebParts
C. Working with Microsoft Excel Spreadsheets
- Importing data from Excel Spreadsheets
- 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
- Optimize processes and services with SharePoint
- 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
- Meeting Agendas
- Documents
- Action Items
- Schedules
- 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