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Microsoft Project & Portfolio Management (PPM) 2013/2016/Online Workflow Management Course Outline

 (2 days)

Overview
This 2 day course is for individuals tasked with setting up, building and deploying workflows with Project Online. Students will learn how to connect and build workflows with SharePoint Designer and Visio.

Audience
This course is intended for administrators, SharePoint administrators and other IT resources who will be responsible for the setup and building of workflows with Project Online.

At Course Completion
After completing this course, students will be learn about and be able to:
     Project Online Workflow Overview
     Working with SharePoint Designer
     Building workflows for Project Online
     Using Visio and SharePoint Designer together

Course Outline

Module 1: COURSE OVERVIEW
Lessons
Introduction
Course Materials
Facilities
Prerequisites
What We'll Be Discussing
Lab 1: COURSE OVERVIEW

Module 2: SHAREPOINT 2013 WORKFLOWS
Lessons
What Is A Workflow?
What Is New In SharePoint 2013 Workflows?
The Main Building Blocks
Types Of Workflows
Workflow Associations And Subscriptions
Workflow Visualizations
Optional Module Topics
Lab 1: SHAREPOINT 2013 WORKFLOWS
Exploring SharePoint 2013 Designer User Interface
Backstage View
Create a Subsite
Create a Site Template
Delete a Subsite
Create a SharePoint List
Create a SharePoint Library
View Content Types
Create a New Content Type
Create a Site Column
Adding a Content Type to a List or Library

Module 3: SHAREPOINT 2013 OUT-OF-THE-BOX WORKFLOWS
Lessons
Content Types
Workflow Tasks Lists
Out-Of-The-Box Workflows
Workflow Planning
Lab 1: SHAREPOINT 2013 OUT OF THE BOX WORKFLOWS
Out-Of-The-Box Workflows
Three-State Workflow
Approval Workflow
Collect Feedback

Module 4: SHAREPOINT DESIGNER 2013 WORKFLOWS
Lessons
Workflow Interop
SharePoint 2013 Designer Workflow Interface
Workflow Ribbon Commands
Understanding the Workflow GUI
Naming and Messages
Workflow Parameters
Stages, Steps and Parallel Blocks
Reusable Workflows
Workflow Associations and Subscriptions
Workflow Best Practices
Lab 1: SHAREPOINT DESIGNER 2013 WORKFLOWS
Workflow Lunch Request
Workflow with Custom Message
Workflow Parameters 1
Workflow Parameters 2
Stages, Steps, and Parallel Blocks
Reusable Workflow
State Machine
List as a Data Source

Module 5: WORKFLOWS USING SHAREPOINT DESIGNER 2013 AND VISIO 2013
Lessons
Comparing Text to Visual Designer
SharePoint Designer 2013 Visual Designer
Errors in Workflows with Visio 2013
Packaging Workflows
Lab 1: WORKFLOWS USING SHAREPOINT DESIGNER 2013 AND VISIO 2013
Open a Workflow in Visual Designer
Create a Workflow in Visual Designer

Module 6: CONCEPT REINFORCEMENT SCENARIOS
Lessons
Scenario 1
Scenario 2
Scenario 3
Scenario 4
Lab 1: SCENARIO SOLUTIONS
Scenario Solution 1
Scenario Solution 2
Scenario Solution 3
Scenario Solution 4
View outline in Word

XMPW16

Attend hands-on, instructor-led Microsoft Project & Portfolio Management (PPM) 2013/2016/Online Workflow Management training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

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