Applying SharePoint 2007 for Project Management

Location: Portland, OR
Duration: 2 Days
Hands On Lab: Aivea provided MOSS 2007 Development Virtual Machine Infrastructure
Maximum Class Size: 15
Hands On Lab: Aivea provided MOSS 2007 Development Virtual Machine Infrastructure
Audience: This course is for Project Managers, Team Leaders, Engineering Managers, Directors and Program Managers who will be responsible for managing projects and leading teams.

SharePoint 2007 Architecture and Design for Project Management

Understand SharePoint Server 2007 to use project management best practices to create and utilize SharePoint 2007 to actively plan, monitor, control and close the project
 

• Microsoft SharePoint 2007 Project Management Overview
• SharePoint 2007 Web Parts, Libraries and Lists for Project Management
• Building and customizing a SharePoint Project Management Information System

Creating the SharePoint Project Management Information System

• Presenting a project management methodology such as Waterfall, ITIL, Lean, Agile, FDD, SCRUM, RUP, CMM etc. in SharePoint 2007
• Identifying relevant organizational processes
• Setting up sites with new and existing templates
• Configuring basic project management features
• Performing initial site administrative tasks
• Planning the information architecture
• Generating issue, contact, calendar, project tracking and custom lists
• Centralizing documents in libraries
• Document and Meeting Workspaces
• Wiki Sites for Standard Operating Procedures and Policies
• Blogs Sites and Discussion Forums for team collaboration
• Centralizing meeting agendas, documents, action items, schedules and contacts
• Linking Microsoft Outlook with SharePoint

 

Monitoring and Tracking Projects using SharePoint 2007

• Establishing project tracking guidelines
• Documenting a risk management process
• Subscribing to automated alerts
• Filtering project information with custom views
• Comparing planned vs. actual task performance
• Assigning tasks to team members with the Project Task List
• Updating the Issues List
• Determining change control procedures
• Re-evaluating the project schedule

Project Data Security: Adding project users, teams 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

SharePoint Content Types and Enterprise Search for Project Management

The building block of SharePoint Technologies for project management is Content Types. This module introduces and demonstrates how to create, administrate, and implement content types for various project and team management functions.

 

• Understand what content types are and how you can use them to add functionality to your SharePoint to deliver a robust project management Information Architecture
• Create and deploy content types throughout project sites and site collections
• Leverage content types for enhancing search and taxonomy through SharePoint sites and lists
• Create and deploy Features to inject additional functionality to new and existing SharePoint project sites
• Locating project information with the built-in search tool

SharePoint 2007 Project Management Workflows

Covers project management workflows and then looks at the workflows that are built-in as part of the default SharePoint Server 2007. We examine how to effectively use workflows and apply them to content throughout project sites and site collections. This module also looks at how you can extend and create custom, code-free, workflows using SharePoint Designer 2007

 

• How to use workflows to enhance business processes and standard operating procedures for project management
• Learn how to associate workflows with content throughout SharePoint Server 2007 project sites and lists
• Approving changes with the approval, collect feedback and signature workflow
• Create workflows using the default workflows and extend workflows using SharePoint Designer 2007

SharePoint 2007 Project Management Reports and KPIs

• Creating a Project Management Reporting Center Site from the MOSS site template
• Creating a BI Dashboard Page
• Modifying the Report Library with custom columns
• Creating manual KPIs and adding them to the Dashboard page
• Explore Excel Services

SharePoint 2007 Project Management Data Collection and Electronic Forms

Using Microsoft InfoPath 2007 project management forms can be published to document libraries in SharePoint Server 2007. These forms are then hosted by Forms Services within SharePoint Server 2007.

• Features included in InfoPath 2007 for new generation of electronic form applications
• Monitoring project status with custom-built Key Performance Indicators (KPI)
• Create and Publish an InfoPath Form
• Configure Workflows to work with InfoPath forms
• Configuration and Management of Form Services

Closing Projects using SharePoint 2007

• Transferring project and personal lessons learned
• Archiving the SharePoint project management data
• Postmortem and Key learning analysis
• Records Management functions

Aivea SharePoint Training courses are trusted by hundreds of organizations and professionals since 2004. The quality and return on investment from our SharePoint training is unparalleled to any other in the industry. We provide SharePoint Training for some of the most respected organizations in the country.

Please contact an Aivea SharePoint 2007 Training Sales Professional at sales@aivea.com or call 1-800-779-7506  to Register or to get a no obligation needs assessment and proposal for your Microsoft Office SharePoint Server (MOSS) 2007 training needs.