Join Gini von Courter for an in-depth discussion in this video What you'll need for this course, part of Managing Projects with SharePoint 2013.
- Before we begin, there are some things you need to have and some things that I'm going to assume you know. First, you need access to SharePoint. This could be SharePoint Foundation, SharePoint 2013 or 2010, or SharePoint Online, which is what I'll be using. And you need a site where you have full control, where you're the site owner. So if you are not the owner of a site right now, talk to your SharePoint administrator, and ask for a site where you have full control, because some of the things we'll be doing will require that level of permission.
It's also nice to have Microsoft Office, particularly Microsoft Excel, but not mandatory. And then there are some things I'm assuming you know. This is not a beginning SharePoint course. I'm assuming that you know the basics of SharePoint: how to use a SharePoint app, how to use the calendar, how you could add something to a list or sort a list, how you could add a new app to your site. And I'm assuming that you know a little something about SharePoint permissions. For example, you know the difference between someone who can only view a site and someone who can contribute to a site.
I'm also assuming that this isn't your first rodeo, in terms of projects. That you know something about project management fundamentals. Perhaps you've managed some projects, or not, but you know, for example, the difference between traditional project management and agile project management. Or you're schooled in one of the two, if not both. Do you understand things like work breakdown structure and how to figure out what tasks need to be done for a project? And that you understand how communication works during a project.
You don't need to be SharePoint expert for this course. You don't need to be a project management expert for this course, but you need to know something about both. So, what if you don't? There are some resources. If you're using SharePoint Online take a look at the SharePoint Online Essential Training course, if you don't know a lot about SharePoint or SharePoint 2013, if you're running SharePoint server 2013. If you're feeling comfortable with SharePoint, but wish you knew more about project management a couple of courses you could look at: Project Management Fundamentals, or Project Management Simplified.
You will find all of these courses in the lynda.com training library. So if you want to know more about project management or you want to know more about SharePoint, or you'd like to be able to work with any of these courses as you are working through this course, I recommend all four of these. Let's get started.
Once you've set up project libraries, you'll learn how to save the site as a template for future use and to launch the finished product. The final three chapters guide you through the actual project management process: supporting team communication, adding and syncing task data, and using views for management and reporting.
- Creating a SharePoint project site
- Adding built-in apps
- Creating customized lists and list views
- Designing and customizing libraries
- Saving the project site as a template
- Launching a site
- Managing permissions and requests for access
- Using a site mailbox
- Viewing tasks and the calendar