Managing Projects with SharePoint Course Overview

Managing Projects with SharePoint Course Overview

The Managing Projects with SharePoint course is designed to equip learners with the skills necessary to utilize SharePoint, along with other tools in the Microsoft ecosystem, for effective project management. It is targeted towards professionals seeking to enhance their project management information systems (PMIS) through SharePoint's capabilities.

Module 1 introduces the course and paints the "Big Picture" of Microsoft's project management approach while emphasizing the requirements of a PMIS. Module 2 dives into Office 365 Groups and Microsoft Teams, covering its architecture, communication through chat, organization with teams and channels, scheduling, and note-taking with OneNote, task management with Planner, and file management.

Module 3 focuses on SharePoint Online as a PMIS, showcasing site creation, advanced permissions, and working with apps and lists. Module 4 takes a deeper look at Project Online for project portfolio management, examining its architecture, integration with SharePoint and Microsoft Project Professional, and using Power BI for portfolio reporting.

Learners will come away with comprehensive knowledge on managing projects using SharePoint, fostering collaboration, and improving project visibility and control.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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Course Prerequisites

Prerequisite Knowledge for Managing Projects with SharePoint Course:


  • Familiarity with basic project management concepts: Understanding of project lifecycle, tasks, and resource management will be beneficial.
  • Basic proficiency with Microsoft Office applications: Familiarity with Microsoft Office Suite, particularly Word, Excel, and Outlook, is recommended.
  • Experience with Microsoft SharePoint: Some prior experience using SharePoint for collaboration or content management will help in grasping course concepts more effectively.
  • Understanding of Office 365: Knowledge of Office 365 services and navigation will be advantageous since SharePoint Online is an integral part of the Office 365 suite.
  • Comfort with online collaboration tools: Experience with any online collaboration platform, especially Microsoft Teams, will be valuable for the course.
  • Basic computer literacy: Ability to navigate the Windows operating system and use a web browser for accessing online services.

Please note that while these prerequisites are aimed at ensuring a smooth learning experience, our courses are designed to accommodate various skill levels. If you have a keen interest in learning about managing projects with SharePoint and are motivated to enhance your skills, we encourage you to enroll and benefit from our expert instructors' guidance.


Target Audience for Managing Projects with SharePoint

  1. This course offers in-depth training on managing projects using SharePoint, tailored for professionals in project management and team collaboration.


  • Project Managers
  • Team Leads
  • IT Managers
  • SharePoint Administrators
  • Business Analysts
  • Project Coordinators
  • Program Managers
  • Operations Managers
  • Project Team Members
  • Product Managers
  • Quality Assurance Managers
  • Management Professionals looking to integrate PMIS
  • Technical Leads seeking project management skills
  • Professionals involved in digital transformation initiatives involving SharePoint
  • Project Management Office (PMO) staff
  • Enterprise Architects
  • Collaboration and Communication Managers
  • Anyone interested in leveraging SharePoint for project management


Learning Objectives - What you will Learn in this Managing Projects with SharePoint?

Introduction to Learning Outcomes:

In the Managing Projects with SharePoint course, participants will learn how to utilize SharePoint and related Microsoft technologies to effectively manage projects, ensuring efficient collaboration and information management.

Learning Objectives and Outcomes:

  • Understand the "Big Picture" of Microsoft's approach to project management and the role of a Project Management Information System (PMIS).
  • Gain insights into the architecture of Microsoft Teams and how it facilitates project management through collaboration and communication tools.
  • Master the use of Office 365 Groups and Microsoft Teams features, such as chat, teams, channels, calendar, meeting notes with OneNote, Planner for task management, and file sharing.
  • Learn how to leverage SharePoint Online as a PMIS, including creating project sites and managing advanced permissions and sharing options.
  • Develop skills in utilizing SharePoint Apps, specifically Lists, to organize project information and tasks.
  • Explore the capabilities of Project Online for Project Portfolio Management, understanding its architecture, modules, and integration with SharePoint.
  • Customize Project Online/PWA to suit specific project needs and integrate with Microsoft Project Professional for a seamless project management experience.
  • Utilize Power BI for effective reporting on portfolio status, gaining the ability to make data-driven decisions for project and portfolio management.
  • Acquire the knowledge to customize Microsoft Teams to better fit project requirements and enhance team productivity.
  • Prepare for the next steps in project management expertise with an understanding of in-depth learning options, consulting, and how to apply the knowledge gained in real-world scenarios.