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Building a Project Plan Using SharePoint (PMIS)



Course Number



3 Days

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The PMBOK® Guide – Sixth Edition, defines PMIS as: “An information system consisting of the tools and techniques used to gather, integrate, and disseminate the outputs of project management processes. It is used to support all aspects of the project from initiating through closing, and can include both manual and automated systems.”

Using SharePoint as the application platform for creating such a system, project management, stakeholders, and team members are empowered by centralizing, standardizing, collaborating, and communicating on all aspects of the Project and its life cycle.  This easy to build, easy to use web-based GUI provides access to all project artifacts, timely Business Intelligence, communications tools, and complete integration with MS Office and MS Project whether it be in SharePoint 2016 on-premise, or SharePoint Online/Office 365.

You Will Learn How To 

  • Build a PMIS site structure 
  • Customize the site for effective collaboration, creating a security and communication plan for access and information sharing
  • Design Dashboards (BI) for visualization of project progress, analyzing the project schedule and milestones adn generating status reports
  • Add lists and libraries (Apps), and implement MS Office and MS Project within SharePoint for effective project management 
  • Archive the template for future deployments in your own environment 

Important Course Information

Who Would Benefit?

Anyone actively involved in a project, its management or oversight would benefit from this course. Hands on training is provided to Project Mangers, major stakeholder and project team members covering such topics as Information Architecture and organization, WBS (Work Breakdown Structure), security, tasks, risks, issues, timelines, milestones, change requests, lessons learned and BI (business intelligence).

What is the Take Away?

Apart from a complete understanding of how to build, customize and utilize a PMIS for effect project management, attendees can package their work as a template to take back to their workplace. This template can be used to recreate the same structure in their own environment. Mastering the tools, techniques and knowledge in this course will undoubtedly prove beneficial towards successful project management.


A solid understanding of Project Management. See Course 296, Project Management: Skills for Success


Attendees will work in both SharePoint 2016 and SharePoint Online (O365), as well as the newest versions of MS Office and MS Project. Attendees will also see BI components like Performance Point, Power Pivot, and Excel Services at work – bringing to live project visualization for all stakeholders.

Course Outline

  • Overview of a SharePoint PMIS
  • Leveraging industry best practices, tools and techniques to achieve project success
  • Benefiting from SharePoint collaboration features
  • Tailoring SharePoint as a standards-based PMIS
  • Establishing the PMIS Platform

Creating the SharePoint PMIS

  • Presenting a project management methodology
  • Identifying relevant organizational processes
  • Setting up sites with new and existing templates
  • Performing initial site administrative tasks

Adding users and setting permissions

  • Defining organizational structure
  • Determining stakeholder communication requirements
  • Building a SharePoint communication plan
  • Customizing permissions for specific site components

Customizing the PMIS structure and standards

  • Planning the information architecture
  • Generating issue, contact, calendar, project tracking and custom lists
  • Centralizing documents in libraries
  • Supporting various document types: PDF, Word documents and Excel spreadsheets
  • Fostering Team Collaboration

Identifying project coordination challenges

  • Real time
  • Remote
  • Offline
  • Performing a needs assessment
  • Selecting the appropriate SharePoint solution

Employing SharePoint collaboration features

  • Enabling version control, check-in/check-out and content approval for document management
  • Allowing for offline communication
  • Utilizing wikis for efficient content management
  • Linking Microsoft Office to SharePoint
  • Tracking Projects with SharePoint

Monitoring the project schedule

  • Establishing project tracking guidelines
  • Documenting a risk management process
  • Subscribing to automated alerts

Analyzing project progress

  • Comparing planned vs. actual task performance
  • Assigning tasks with the Project Task List
  • Updating the Issues List

Correcting project deviation

  • Determining change control procedures
  • Reevaluating the project schedule
  • Disseminating Project Reports

Informing project status to stakeholders

  • Filtering project information with custom views
  • Creating management dashboards with Web Parts

Establishing a Meeting Workspace

  • Centralizing meeting agendas, documents, action items, schedules and contacts
  • Linking Microsoft Outlook with SharePoint
  • Locating project information with the built-in search tool
  • Integrating Project Management Tools

Leveraging existing project tracking documents

  • Employing Microsoft Office 2010 integration with SharePoint Server
  • Exporting Microsoft Excel data to SharePoint lists
  • Synchronizing a Microsoft Project plan

Presenting project status data

  • Editing a Microsoft PowerPoint presentation from the PMIS
  • Considering third-party products and application compatibility
  • Successfully Closing the Project
  • Transferring project and personal lessons learned
  • Archiving the SharePoint PMIS
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Convenient Ways to Attend This Instructor-Led Course

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Tuition — Standard: $2745   Government: $2415

Jun 3 - 5 ( 3 Days)
9:00 AM - 4:30 PM EDT
Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

Aug 19 - 21 ( 3 Days)
9:00 AM - 4:30 PM EDT
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Dec 2 - 4 ( 3 Days)
9:00 AM - 4:30 PM EST
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Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your Learning Tree course exam on the last day of your course or online any time after class.


Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

Enhance Your Credentials with Professional Certification

Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

Earn 17 PDUs

PMI, the Registered Education Provider logo, PMP, CAPM, PMI-ACP,
and PMBOK are marks of the Project Management Institute, Inc.

This course is approved by PMI® for 17 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs.

Technical : 15 PDUs
Business & Strategic : 2 PDUs

Read more ...

“My Learning Tree Course was an excellent experience. From the moment I arrived at their facility, I was treated as one of the family. The instructor had in-depth knowledge of the subject and provided great insights from his own experiences. Best of all, the hands-on exercises let you put the theories into practice and gain experience working with the technology.”

- M. Bernier, 3-5-PKI 3
National Defence

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