Managing Projects with Microsoft Office 365 Classroom Live Seattle, WA December 04, 2023

Price: $1,600

This course runs for a duration of 3 Days.

The class will run daily from 11 AM CT to 7 PM CT.

Class Location: Seattle - Seattle, WA.

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Description

Learn how to use Microsoft Teams, SharePoint Online, and Project Online to improve project efficiency and accuracy.

The world of project management technology solutions is an ever-changing landscape. With Software-As-A-Service (SaaS) applications and cloud computing enabling remote work and collaboration across technologies, it is a challenge to choose the right solutions that meet project management needs. Microsoft's portfolio of project management tools empower project managers and their teams to ideate, analyze, manage, and close projects. The tools managers choose depends on the complexity of the project, methodology used, and level of resources managed.

This course provides students with an understanding of all the Microsoft tools to manage teams and projects. It focuses on how Microsoft Teams, Planner, SharePoint Online, Project Professional, and Project Online (Project Server) work together. Students gain a full understanding of which tools are used for what type of situation and return to work prepared to use them on their own projects.

Students also learn how to build a PMIS from scratch using SharePoint Online, and how that integrates with Microsoft Project Professional. From there students expand their knowledge to understand how to use Project Online (Project Server) to manage a portfolio of projects that share resources and schedules across the enterprise.

This course utilizes Microsoft 365 Online, but the skills learned are easily transferred and implemented to on-premise solutions like SharePoint Server 2019 and Project Server.

Audience

Professionals who benefit from this course include:

Project Managers
Portfolio Managers
Project Directors/PMO Directors
Business Analysts
Team Leads
Data Analysts
Product Managers
Marketing Managers and Specialists
IT Managers
Operations Managers
Team Members

In this course you will learn how to:

Use Microsoft 365 tools for Project Management and decide when to use them
Uncover the depth of using Microsoft Teams for more than chats and basic communication
Enhance your project management tool skills to create a PMIS for your organization
Create simple projects in Planner
Integrate Planner, Teams, Office, SharePoint, Project Pro and Project Online
Build and use SharePoint Project Site features
Construct a PMIS using SharePoint to schedule planning, reporting, and forecasting
Implement SharePoint List Apps to manage project information: schedules, tasks, risks, issues
Implement SharePoint Library Apps to manage critical document lifecycle: budgets, plans, policies, views, version control, metadata
Share project information with stakeholders and grant transparent access to critical project documents and information
Create projects in Microsoft Project Professional and assign resources to tasks
Manage multiple projects using Project Online (Project Server) and share resource pools at the enterprise level.

Course Overview

Part 1: Starting Out

About class
1. Prerequisites
2. Logistics
3. Agenda
4. Lab overview – Approach to lab exercises
5. Introductions
Microsoft project management “Big Picture”
1. Roadmap/solutions for project management in Office 365
Requirements of a PMIS (Project Management Information System)
1. What is a PMIS?
2. Setting expectations
3. Attributes of a good PMIS
4. Planning your approach: Choosing the appropriate solution

Part 2: Office 365 Groups and Microsoft Teams

Microsoft Teams architecture
Overview of modules
Chat
Teams and Channels
Calendar
OneNote: Utilizing for meeting minutes
Planner
Files
Customizing Teams
1. Lab 1 – Utilizing Microsoft Teams for Project Management

Part 3: SharePoint Online

SharePoint as a PMIS – Demo
SharePoint Online architecture
1. Sites
2. Apps
3. Pages
4. Hub architecture
Creating project sites
1. Site templates in SharePoint Online
2. Sharing with project team and stakeholders
3. Lab 2 – Creating a SharePoint team site for project management
Advanced permissions and sharing in SharePoint Online
1. Permissions architecture
2. People and groups
3. Permission levels
4. Inheritance
5. Lab 3 – Customizing permissions: groups, permission levels
Working with Apps: Lists
1. Lists to manage non-document content and implement business processes
2. Creating Lists
3. Logical data structure using metadata: Creating and customizing columns
4. Views
5. Advanced List management
  1. Content Types
  2. Site Columns
  3. List Settings
Building Lists for successful project management
1. Tasks
2. Risks
3. Issues
4. Agile
5. Timesheets
List integration with Office 365 Apps
1. Lab 4 – Managing project data with lists
Working with Apps: Libraries
1. Libraries to manage document lifecycle and implement business processes
2. Creating libraries
3. Classification and categorizing of documents using metadata: Creating and customizing columns
4. Views
5. Content types/templates
6. Advanced library management
  1. Content type/templates
  2. Site columns
  3. Library settings
7. Syncing with OneDrive
Building Libraries to successfully manage project documentation lifecycle
1. Project plan docs
2. Expense reports
3. Procedures
4. Budget docs
5. Invoices
6. Lab 5 – Managing project document life cycle with Libraries

Part 4: Microsoft Project

Microsoft Project Professional
1. Navigating Microsoft Project Professional
2. Starting a plan and creating tasks
3. Setting up resources and assignments
4. Advanced task scheduling
5. Lab 6 – Creating projects, tasks, and assigning resources in Project Professional
Project Online for Project Portfolio Management
Architecture of Project Online / PWA
1. Modules
2. Pages
3. Customization
4. Integration with SharePoint Project Sites
Integration with Microsoft Project Professional
1. Lab 7 – Creating and managing projects using Project Online
Power BI for reporting portfolio status

Part 5: Wrap Up

Questions
Survey
Next steps: in-depth learning, consulting

Prerequisites

This course is designed for anyone who wants a broad understanding of all the tools available for project management in Microsoft 365. Students should come to the class with a good knowledge of project methodology and basic knowledge of SharePoint Online so the focus can remain on in-depth, hands-on training. People manage projects; tools can make the process easier.

Other Available Dates for this Course

Virtual Classroom Live
November 13, 2024

$1,600.00

3 Days 9 AM CT - 5 PM CT

Virtual Classroom Live
December 09, 2024

$1,600.00

3 Days 7:30 AM CT - 3:30 PM CT