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Managing Projects with Microsoft 365

Discover how to manage projects and information using SharePoint in this hands-on, lab-intensive training course from the American Management Association. Learn to develop SharePoint project sites, utilize functionality, integrate with Microsoft Office and Project Server, and build workflows. Ideal for project managers, business analysts, and IT managers in a project environment.

  • Level All levels
  • Age 21 and older
  • Price $1,695
  • Location Live, interactive online classroom
Managing Projects with Microsoft 365

Start Dates (4)

  • $1,695
  • Live, interactive online classroom
20 seats left
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  • Mon, Mar 11 at 10:00am - 6:00pm
  • Tue, Mar 12 at 10:00am - 6:00pm
  • Wed, Mar 13 at 10:00am - 6:00pm
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  • Mon, Apr 15 at 9:00am - 5:00pm
  • Tue, Apr 16 at 9:00am - 5:00pm
  • Wed, Apr 17 at 9:00am - 5:00pm
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  • Mon, May 20 at 12:00pm - 8:00pm
  • Tue, May 21 at 12:00pm - 8:00pm
  • Wed, May 22 at 12:00pm - 8:00pm
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  • Mon, Jun 17 at 8:30am - 4:30pm
  • Tue, Jun 18 at 8:30am - 4:30pm
  • Wed, Jun 19 at 8:30am - 4:30pm
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Class Description


What you'll learn in this microsoft office class:

SharePoint makes project management easy for any user who needs to collaboratively manage a project or participate in a project team. It empowers both the novice and experienced user to handle everything from the lightest projects, using the new project site template and features, to the more sophisticated management of enterprise portfolio projects, integrating SharePoint with Project Server. It can provide any project manager with an easy, efficient way to coordinate resources, track tasks, manage team members and communicate with stakeholders about projects—in real time across their organization.

This hands-on, lab-intensive SharePoint project management training course will help guide you through a real-world approach to managing projects and project information with SharePoint. You’ll use SharePoint as a project management information system (PMIS), including developing SharePoint project sites and team sites, working with out-of-the-box SharePoint functionality for managing project-related information, building document libraries, integrating Microsoft Office and Project Server software, building workflows and much more.

Who Should Attend:

Anyone working in a project environment and utilizing Microsoft SharePoint 2013, including project managers, project directors/PMO directors, business analysts, data analysts, IT and operations managers.

How You Will Benefit:

  • Build and use SharePoint project sites and features
  • Explore the integration of SharePoint project site template and Project Server web part
  • 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
What You Will Cover:

  • Discovering what you can do in SharePoint
  • Understanding base functionality in SharePoint to support your project
  • Creating a PMIS in SharePoint
  • Building and reusing a project site
  • Exploring SharePoint project site template
  • Creating a SharePoint site using the project template
  • Using project-enhanced features in SharePoint
  • Utilizing social communities for project collaboration
  • Using MySites for individual project consolidation
  • Building workflows with SharePoint Designer to support your project
  • Reviewing new workflow actions in SharePoint Designer
  • Integrating projects with SharePoint Projects
  • Understanding how to apply what you’ve learned to your job
Course Outline:

1. Discovering SharePoint 2013
2. Base Functionality in SharePoint to Support your Project
3. Creating a PMIS in SharePoint
4. Building and Reusing a Project Site
5. Using Project Enhanced Features in SharePoint
6. Utilizing Social "Communities" for Project Collaboration
7. Using MySites for Individual Project Consolidation
8. Building Workflows with SharePoint Designer to Support Your Project
9. Integrating Project with SharePoint 2013 Projects
10. Using what you have learned

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Refund Policy

For Classroom, Live Online, Express Skills Courses and Webinar programs, you may transfer to a future session, send someone to take your place, or cancel for a 5% fee up to 23 days prior to your program.

If you provide AMA with less than 23 days’ notice, or fail to attend, you will be liable for the entire program fee.

Programs included in AMA On Demand offerings are not eligible for substitution, transfer, cancellation, return, or refund. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can.

Please email us at [email protected]

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

Reviews of Classes at American Management Association (4)

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