Creating a Project Plan With SharePoint (PMIS)

Course 919

  • Duration: 3 days
  • Labs: Yes
  • Language: English
  • 17 NASBA CPE Credits (live, in-class training only)
  • 17 PMI PDUs
  • Level: Foundation

Learn how to create a project plan with SharePoint as a Project Management Information System (PMIS) in this hands-on course. Discover how you can use SharePoint to create a system where all project management stakeholders and team members are empowered by centralizing, standardizing, collaborating, and communicating on all aspects of the project and its life cycle. Learn how you can leverage its timely Business Intelligence, communications tools, and complete integration with MS Office and MS Project.

Creating a Project Plan With SharePoint (PMIS) Delivery Methods

  • In-Person

  • Online

Creating a Project Plan With SharePoint (PMIS) Course Information

In this PMIS training, you will:

  • 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.


Attendees should have experience at the level of Learning Tree course 296, Introduction to Project Management Training.

Creating a Project Plan Course Outline

  • Leveraging industry best practices, tools and techniques to achieve project success
  • Benefiting from SharePoint collaboration features
  • Tailoring SharePoint as a standards-based PMIS

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

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

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

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

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
  • Transferring project and personal lessons learned
  • Archiving the SharePoint PMIS

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PMIS Training FAQs

A PMIS is usually one or more software applications and a methodical process for collecting and using project information.

Attendees will work in both SharePoint 2016 and SharePoint Online (O365), as well as the newest versions of MS Office and MS Project.

Yes, you will learn 17 PDUs after you complete this course.

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