SharePoint Project Management Certificate

SharePoint Project Management Certificate recognizes the advanced experience and skill of Project Managers who achieve success using SharePoint 2013. The SharePoint Project Management Certificate demonstrates proven ability to use SharePoint 2013 to its fullest to coordinate and manage projects of multiple scales. Project Managers who use SharePoint 2013 are responsible for the execution of processes to achieve organizational objectives and keeping projects on time and on budget. The use of SharePoint 2013 as a project management tool is invaluable to these professionals.

One can attain the SharePoint Project Management Certificate by meeting the following requirements:

  • Obtain the SharePoint Power User Certificate from SPI (or equivalent knowledge)
  • Take a SharePoint Institute approved course in Project Management
  • Pass the SharePoint Project Management Assessment

Approved courses are provided by any of SharePoint Institute’s education partners and many include an exam pass guarantee to receive the certificate.

While completion of an approved course is not required to receive the SharePoint Project Management Certificate, attendance in a relevant SharePoint Project Management course is highly recommended for those looking to gain a complete, implementable understanding of SharePoint capabilities.

Learning Objectives and Outcomes

Upon successful completion of an approved course and receiving a passing score on the assessment, students will be able to:

  • Explain the value of the SharePoint 2013 set of collaboration features and how Project Managers can utilize them to improve the effectiveness of project management.
  • Create a Project site specifically to facilitate the management of project artifacts and team information.
  • Explain the value of the Project Summary Web Part and configure it to provide useful information to project members regarding the health of a project.
  • Explain the value of the visual timeline of the project’s tasks and configure it to provide a valuable visual indicator of the status of work on the project.
  • Create a task schedule for a project.
  • Explain the out-of-the-box apps and demonstrate how to create and configure them with the intent of managing project artifacts from project creation through project closure.
  • Explain the value of Microsoft OneNote and how to utilize the Notebook as a tool for quickly capturing and organizing information about the project.
  • Create and configure the shared calendar for team events and activities.
  • Explain the business value of utilizing connections between SharePoint and Office products and demonstrate the ability to create those connections to the Project 2013 client application to facilitate syncing of project tasks.
  • Build and configure Dashboards and Business Intelligence reports to give management visibility into projects.
  • Construct a PMIS using SharePoint to schedule planning, reporting and forecasting for a project.
  • Demonstrate the ability to create and manage permissions to facilitate project stakeholder’s access to project documents and information.
  • Demonstrate the ability to facilitate project team meetings and communication flow by utilizing Team Sites.
  • Create and manage SharePoint’s built-in workflow capability to create custom workflows to implement project management processes.
  • Define and establish project tracking guidelines and governance throughout SharePoint for projects.


About the Assessment

The assessment is composed of multiple choice questions designed to test the SharePoint Project Management knowledge. Specific content focuses on the following topics, but is not limited to:

  • Storing relevant project documents
  • Developing and automating project management processes with Workflows
  • Tracking projects using lists, calendars and contacts
  • Managing Waterfall and Agile projects using SharePoint
  • Creating a PMIS with SharePoint
  • Designing and organizing project sites
  • Integrating SharePoint with Microsoft Office
  • Proficiency with SharePoint Communities and social features
  • Managing project date with Lists
  • Collaborating on project documents and processes

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