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Using SharePoint 2013 for Project Management


Learn how to use new, powerful features of SharePoint 2013 to manage your projects, documents, meetings, communications, and scheduling – an indispensable tool for every project manager!

This intense 3-day instructor led course will teach how to use SharePoint 2013 as project management information system. You’ll learn everything from task management using the new task features and integration with Microsoft Project, to coordinating resources, communicating project updates to stakeholders and the most efficient ways to organize your sites.

Classroom Live Online eLearning/Online 21 PDU’s + 25 CPE’s Custom Sessions


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60 Days of Unlimited Email Support from Instructor After Class (more info)

Class Description

This intense 3-day instructor led course will teach how to use SharePoint 2013 as project management information system. You’ll learn everything from task management using the new task features and integration with Microsoft Project, to coordinating resources, communicating project updates to stakeholders and the most efficient ways to organize your sites.

This class teaches project managers how to implement Agile and SCRUM projects in SharePoint, as well as traditional waterfall and highly structured project management methodologies. In addition, students will learn about all new features such as Site Mailboxes and project reporting features. You will learn how to automate many project functions using SharePoint workflows.

This class is packed with hands-on labs to reinforce class topics and provide you with the skills to successfully manage project artifacts, develop workflows to automate project management processes, manage content such as documents, calendars, risks, issues, deliverables and track tasks and resource usage. You’ll learn best practices for using SharePoint project management sites and practical ideas for implementing the solutions within you organization.

Make better decisions, communicate more effectively, and increase project success with SharePoint 2013 and this training class!

The New SharePoint 2013 makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. This new version of SharePoint empowers using both novice and experienced, with everything from handling the lightest projects using the new project site template & features, to the more sophisticated approach to managing enterprise portfolio projects integrating SharePoint 2013 with Project Server 2013. Now, any Project Manager has an easy way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects in real time across their organization in an effective, efficient way.

SharePoint-InstituteThe SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Project Management Certificate. Attendees will have the opportunity to take the SharePoint Project Management Assessment at the end of class, however, the exam is not required for completion of Project Consult’s training course.

Top 10 Reasons to Take This Course:

  1. Provide Stakeholders with a single point of access to information
  2. Lower costs and improve operational efficiency
  3. Jumpstart your efforts to create a Project Management Information System (PMIS)
  4. Leave the course with everything you need to plan, build, and implement project management sites in SharePoint.
  5. Hands-on! Learn by doing and building actual solutions during class
  6. Enable social decision making through real-time collaboration features of SharePoint
  7. Increase project success
  8. Manage both Agile and Waterfall projects using SharePoint
  9. Taught by Project Management and SharePoint experts
  10. Real-world scenarios and examples of how to use SharePoint in your organization

What You Will Learn :

  • Understand how to use SharePoint 2013’s full feature set of collaboration features
  • Build and Use SharePoint 2013 Project sites & features
    • Project Summary Web Part
    • Visual timeline of the project’s tasks
    • Complete task schedule for a project
    • Library for storing relevant project documents
    • Notebook for quickly capturing and organizing information about the project
    • Shared calendar for team events
    • Ability to connect to the Project 2013 client application
  • Build and Use Dashboards and Business Intelligence reports to give management visibility into projects
  • Construct a PMIS using SharePoint to schedule planning, reporting and forecasting your project
  • Allow project stakeholders instant access to critical project documents and information
  • Facilitate project team meetings and communication flow with Team Sites
  • Use SharePoint’s built-in workflow capability to create custom workflows for your projects
  • Develop standard project management processes using SharePoint’s BPM capabilities
  • Create custom lists, calendars, contacts and project tracking for each project
  • Establish project tracking guidelines through SharePoint for all projects

Training Course Outline

1. Introduction to SharePoint
What is SharePoint?
What’s New in SharePoint 2013
Hardware Requirements
Software Requirements
Licensing Options
Hosting Options – On-Premise versus Office 365
What is a Project Management Information System?
Why SharePoint?

2. Organizing your Project Sites
Understanding the SharePoint Hierarchy
Creating Site Collections, Sites, and Sub-Sites
Managing Security in SharePoint
Creating Groups
Managing Site/Project Members
Setting up the “Access Request” Feature
Customizing Permissions
Information Architecture in SharePoint
LAB: Creating PMO Site and Project Site

3. Managing Project Data with SharePoint Lists
Out-of-Box List Templates
Tasks Lists & Timelines
Project Calendars
Links & Promoted Links
Project Announcements
Discussion Boards
Issue Tracking
Creating Custom Lists
Column Options
List Options – Versioning, Content Approval, Ratings
Creating Views
Importing Data
Tracking Project Milestones, Deliverables, and Risks with Custom Lists
LAB: Working with Task Lists
LAB: Working with Calendars, Issues, and Surveys
LAB: Creating a Risk List and Deliverables List

4. Managing Documents with SharePoint Libraries
Out-of-Box Libraries
Document Library
Form Library
Wiki Pages
Report Library
Asset Library (Videos, Audio, Images)
Organizing Project Documents with Metadata
Using Document Sets
Collaborating on Project Documents
Check-in / Check-out
Content Approval
LAB: Creating a Project Documents Library with Metadata
Uploading Files
Working with Versioning
Working with Documents in Office
Synchronizing files for Offline Use
LAB: Manage Project Requests using Document Sets

5. SharePoint Communities and Social Features
My Sites and SharePoint Profiles
Following People, Documents, and Projects
Community Sites
Posting and Replies
Reputations, Badges, and Social Features
LAB: Setting up your Profile and Newsfeed
LAB: Creating and Managing a Community Site

6. SharePoint 2013 and Microsoft Office Integration
Integrating with Microsoft Project
Publishing Project Plans to SharePoint
Managing Task Updates in SharePoint & Project
Integrating with Microsoft Excel
Integrating with Microsoft Outlook
Integrating Task Data with Outlook
Using the new integrated “Tasks” view in MySites
Integrating Project Calendars with Outlook
Integrating Discussion Boards with Outlook
Integrating Contact Lists with Outlook
Using Site Mailboxes
LAB: Create and Manage Project Plans with SharePoint & Microsoft Project
LAB: Integrating Project Data with Microsoft Outlook
LAB: Using Site Mailboxes

7. Designing a Project Site
Working with Pages
Working with Web Parts
Reusable Project Templates with Site Templates
LAB: Design and Create a Full-Featured Project Site for your Team

8. Project Dashboards and Reports with Excel & Visio Services
Excel Services
Visio Services
LAB: Display Project Progress Charts with Excel Services
LAB: Interactive Project Process Document with Visio Services

9. Automating Approval and Other Processes with Workflows
Configuring Out of Box Workflows
Building Custom Workflows
LAB: Configure a Document Approval Workflow
LAB: Create a Custom “Change Control” Workflow for your Project

10. Agile / SCRUM Projects in SharePoint
Agile / SCRUM Concepts
Product Backlogs
Task Boards
Daily Stand-up Meetings
Burn charts and Reports
LAB: Create a Product Backlog, a Task Board, and Sprints
LAB: Manage SCRUM Team Work in SharePoint

**Course Outline subject to change. **

Who Should Attend

This Sharepoint project management training course is vital for anyone working in a project environment and using Microsoft SharePoint 2013, including:
Project Managers
Project Directors/PMO Directors
Business Analysts
Team Leads
Data Analysts
Product Managers
Marketing Managers and Specialists
IT Managers
Operations Managers

Additional Info

Class Length

3 Days

Class Locations

Albuquerque NM, Atlanta-Sandy Springs-Gainesville, GA-AL, Austin-Round Rock-San Marcos, TX, Boston-Worcester-Manchester, MA-RI-NH, Charlotte-Gastonia-Salisbury, NC-SC, Chicago-Naperville-Michigan City, IL-IN-WI, Cincinnati-Middletown-Wilmington, OH-KY-IN, Columbus-Marion-Chillicothe, OH, Dallas-Fort Worth, TX, Denver-Aurora-Boulder, CO, Detroit-Warren-Flint, MI, Houston-Baytown-Huntsville, TX, Indianapolis-Anderson-Columbus, IN, Jacksonville FL, Live Virtual Class-Attend from Anywhere, Madison-Baraboo, WI, Minneapolis-St. Paul-St. Cloud, MN-WI, Nashville-Davidson–Murfreesboro–Columbia, TN, New York-Newark-Bridgeport, NY-NJ-CT-PA, Philadelphia-Camden-Vineland, PA-NJ-DE-MD, Phoenix-Mesa AZ, Pittsburgh-New Castle, PA, Portland-Salem OR-WA, Raleigh-Durham-Cary, NC, Sacramento–Arden-Arcade–Yuba City, CA-NV, San Antonio TX, San Diego CA, San Jose-San Francisco-Oakland, CA, Seattle-Tacoma-Olympia, WA, St. Louis-St. Charles-Farmington, MO-IL, Washington-Baltimore-Northern Virginia, DC-MD-VA-WV

Class Dates

Apr 04, 2016 thru Apr 06, 2016, Apr 11, 2016 thru Apr 13, 2016, Apr 18, 2016 thru Apr 20, 2016, Apr 25, 2016 thru Apr 27, 2016, Aug 08, 2016 thru Aug 10, 2016, Aug 15, 2016 thru Aug 17, 2016, Aug 22, 2016 thru Aug 24, 2016, Aug 29, 2016 thru Aug 31, 2016, Dec 05, 2016 thru Dec 07, 2016, Dec 07, 2015 thru Dec 09, 2015, Dec 12, 2016 thru Dec 14, 2016, Dec 14, 2015 thru Dec 16, 2015, Dec 19, 2016 thru Dec 21, 2016, Dec 21, 2015 thru Dec 23, 2015, Feb 03, 2016 thru Feb 05, 2016, Feb 08, 2016 thru Feb 10, 2016, Feb 17, 2016 thru Feb 19, 2016, Feb 22, 2016 thru Feb 24, 2016, Feb 24, 2016 thru Feb 26, 2016, Jan 11, 2016 thru Jan 13, 2016, Jan 13, 2016 thru Jan 15, 2016, Jan 20, 2016 thru Jan 22, 2016, Jan 25, 2016 thru Jan 27, 2016, Jul 06, 2016 thru Jul 08, 2016, Jul 11, 2016 thru Jul 13, 2016, Jul 18, 2016 thru Jul 20, 2016, Jul 25, 2016 thru Jul 27, 2016, Jun 06, 2016 thru Jun 08, 2016, Jun 13, 2016 thru Jun 15, 2016, Jun 20, 2016 thru Jun 22, 2016, Jun 27, 2016 thru Jun 29, 2016, Mar 01, 2016 thru Mar 03, 2016, Mar 02, 2016 thru Mar 04, 2016, Mar 14, 2016 thru Mar 16, 2016, Mar 21, 2016 thru Mar 23, 2016, Mar 30, 2016 thru Apr 01, 2016, May 02, 2016 thru May 04, 2016, May 09, 2016 thru May 11, 2016, May 23, 2016 thru May 25, 2016, Nov 01, 2016 thru Nov 03, 2016, Nov 07, 2016 thru Nov 09, 2016, Nov 14, 2016 thru Nov 16, 2016, Nov 28, 2016 thru Nov 30, 2016, Oct 03, 2016 thru Oct 05, 2016, Oct 12, 2016 thru Oct 14, 2016, Oct 17, 2016 thru Oct 19, 2016, Oct 24, 2016 thru Oct 26, 2016, Sep 07, 2016 thru Sep 09, 2016, Sep 12, 2016 thru Sep 14, 2016, Sep 19, 2016 thru Sep 21, 2016, Sep 26, 2016 thru Sep 28, 2016

Guarantee & Policies

Course registration info, our commitment to your privacy,

and general terms and conditions


Course registration information:

All courses carry Project Consult’s Guarantee of 100% Satisfaction: 
Project Consults provides an unsurpassed training experience. If for any reason you are not satisfied with the program, simply notify the instructor or registrar of your intent to withdraw from the program prior to the first morning break, turn in your course materials and receive a 100% refund. If at the end of the program day, you are unsatisfied with the program, we will credit your tuition towards a future program of your choice.

Payment Policy:
Payment is required at time of registration. Approved forms of payment include a company purchase order, PayPal, or credit card. We accept Visa, MasterCard, American Express, and Discover.

Courses are available as onsite training: 
All courses are available as onsite training at your location. On-site options can be very cost effective.

Course Hours:
This course begins promptly at 8:30 AM and ends at 4:30 PM, unless otherwise noted on the course page or in email notifications. Please arrive at 8:00 AM on the first morning of class to sign-in and meet your fellow attendees.

Shipping of Course Materials:
In an effort to reduce paper waste, course materials for live-online sessions will be digital. You will recieve information on how to obtain your course materials in your confirmation email.

Substitution & Cancellation Policy: 
If a change needs to be made to your public course registration (cancel, transfer, or substitution) Project Consults must receive written notice via email at If a cancel or transfer request is made less than 15 business days prior to the class start date, payment will still be due, no refunds will be issued and you will be charged a $200 change fee. Your paid tuition will be available for one year to be used as a credit towards another course of equal value; only one reenrollment opportunity is allowed. Failure to attend the course without written notification will result in forfeiture of the full course price. Student substitutions may be made at any time prior to the start of class free of charge. If a student substitution is made for a live, online session and any hard-copy materials have been provided to the initial student, it is the responsibility of the client to pass along those materials to the new attendee. If Project Consults is forced to cancel a course for any reason, liability is limited to the registration fee only. If you have questions or concerns, please contact or call 469-424-1084.

In certain situations, Project Consults may not have the required enrollment to hold a course as scheduled. We do our best to confirm every class, but our main mission is to provide students with the skills and knowledge to have a positive impact on their work performance. Based on this, should there be a cancellation for a class you are enrolled in, Project Consults will proactively automatically enroll you into the next available live, online session of the same course to provide you with the knowledge you originally needed. You will be notified during this process and have the ability to work with an Project Consults representative regarding alternate options if you are unable to attend the new session.

Substitution & Cancellation Policy (PMP Boot Camp): 
If you are unable to attend your scheduled training class, please contact us directly at 469-424-1084. We require a 16 calendar day notice to reschedule or to cancel any registration (and receive refund for payment). Failure to provide the required notification will result in a 100% charge of the course fee. If a student does not attend a scheduled course without prior notification, or contacts us to cancel within the notification window, the student will have the option to pay a $200 reschedule fee to attend one of the live, online sessions of the PMP Boot Camp. Within the notification period, only student substitutions will be permitted.

Hotel Reservations:
Project Consults does not set aside a block of rooms for class participants. If you wish to book a sleeping room please contact Project Consults for the best hotel options or recommendations. For directions to the course location please call Project Consults or you may also contact the training center or hotel directly.


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