Overview
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.
Reserve Your Seat
$1695 (USD)
Standard Delivery: 21 hours of instruction over 3 days
Group (3+): $1595 USD
GSA: $1585 USD
GSA: $1585 USD
Education Credits:
21 PDUs
21 PDUs
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Managing Projects with Microsoft 365 Schedule
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Full Course Details
- Introduction to Project Management in Microsoft 365
- Overview of tools and applications for managing tasks and projects
- Introduction to Teams
- Creating Teams
- Creating Channels
- Adding Channel Apps
- Teams Apps
- Introduction to SharePoint
- Creating SharePoint Sites
- SharePoint integration with Teams
- Permissions Management in Microsoft 365 and SharePoint
- Microsoft 365 Groups
- Working with SharePoint Groups and Permissions
- SharePoint Lists
- Creating SharePoint Lists
- Creating Columns
- Creating and Working with Views
- SharePoint Libraries
- Creating SharePoint Libraries
- Creating Columns
- Creating Views
- Document Management Tools
- Version Control
- Check In / Check Out Controls
- Alerts
- Working with Sensitivity Labels in SharePoint
- Microsoft Planner
- Planner Basic vs Planner Premium
- Creating Basic Plans
- Creating Premium Plans
- Working with Microsoft Copilot for Planner
- Integrating Plans into Teams
- Microsoft Loop and Loop Components
- Creating Microsoft Loop Workspaces
- Creating Loop Pages
- Creating Loop Components
- Sharing and Embedding Loop Components
- Microsoft Project Professional
- Creating Project Plans
- Creating Tasks
- Scheduling Tasks
- Working with Resources
- Tracking Project Progress
- Advanced Task Scheduling Features
- Sync Project Plans with SharePoint
- Automating Project Management Processes with Power Automate
- Working with the built-in Sign Off Process
- Creating Custom Workflows in Power Automate
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.
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
- 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.
This was a really good class. I really enjoyed the labs because it forced me to learn how to use different functionality and get familiar with the new SharePoint software.
-James M., Department of Justice