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Search Results

June 5, 2020
How to Import a Project in Microsoft Project Online

Any local project schedules you have may be imported into Microsoft Project Online using the Import Project Wizard. The wizard walks you through a step-by-step process to ensure all necessary information is accurately and completely gathered and the project is successfully imported into the Enterprise System.

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June 3, 2020
Activate OneNote Notebook in Microsoft Project Online

Looking for a way to quickly take notes without opening up a pad of paper and take handwritten notes? Well, you could consider using your laptop. OneNote is a digital notebook that is part of Microsoft Office 365.

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May 21, 2020
How To Create a Power BI Dashboard with Microsoft Project Online

When it comes to developing reports and dashboards for Microsoft Project Online although there are many products to choose from, however, Power BI is one technology that is hard to beat.

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May 19, 2020
How To Use Baselines with Microsoft Project Online

Before executing a project you should consider saving a baseline. A baseline is a snapshot of the work, cost, and schedule estimates in your project schedule at a moment in time. The baseline represents the schedule all stakeholders approved prior to executing the project.

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April 1, 2020
How to use Icons as graphical indicators with Project for the Web

If you are curious how to use graphical indicators/icons to communicate how a project is tracking with Project for the Web then this video will surely be the one to watch. We cover each step required from saving images, to creating the icons as web resources in the Solution Explorer, modifying and uploading a Javascript file, to create a Project entity field called Overall Health, to accessing the function we created in the All Projects view.

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March 25, 2020
How to Create a Custom Program Entity with Project for the Web

In this video we demonstrate creating a custom Program Entity, several project and program fields, we add fields to the Project Information form and All Projects view, as well as Program Information form, we then create a Model-driven app, and finally expose the app in a Microsoft Teams Channel.

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March 5, 2020
How To Configure a Project Center View in Microsoft Project Online

Reporting in Microsoft Project Online is very powerful. Harnessing that power is sometimes complex. Looking for a view of all projects grouped by Program, graphical indicators representing how the project is tracking on cost, schedule, and overall health would be very nice, yes? Learning just a little bit about how to configure MS Project Online will get you very far with the product.

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March 4, 2020
Microsoft Project Online Overview

There are many project management tools on the market. None provides more functionality for the money than the cloud based Microsoft Project Online. From project planning to portfolio management, to project approval governance, the solution has that and much more.

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February 18, 2020
How to Create a Business Process Flow in Project Power App

In this video we demonstrate creating a Business Process Flow in Project for the Web. We first create custom Project entity fields and place them on the Project Information form. Next we create a four stage business process flow with data steps to enforce the entry of data for each stage. Finally we test the entire solution to confirm functionality!

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February 11, 2020
How to Create a Custom Action Item list with Project for the Web

In this video we demonstrate creating a new Action Item list, adding a tab within the Project entity Information form, and associate it with the Project entity. The step-by-step guidance is a great way to learn more about how to customize Project for the Web as the product grows in both popularity and functionality.

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February 11, 2020
How to use Project for the Web custom entities with Power BI

In this video we walk through leveraging custom entities in your Power BI data-model, followed by customizing a powerfolio dashboard to include the newly created project-level entities. This is a great video to learn how to extend the Project for the Web product to your organizations specific reporting needs.

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February 4, 2020
How to Customize Project for the Web with Entities and more

In this video we walk through creating custom fields and option sets, then placing them on the primary “information” form where the information may be selected for each project. The process to add these entities is much different than in Microsoft Project Online, though the end-result is similar.

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January 29, 2020
What is Project for the Web by Microsoft - Project for the Web Training

Project for the web, formerly known as Project service, is Microsoft's most recent offering for cloud-based work and project management. Project for the web provides simple, powerful work management capabilities. The intent is for project managers and team members to plan and manage work of any size with the product.

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January 27, 2020
Using Microsoft Teams, Flow, Ideation and Project Online for Project Intake

In this video we use Microsoft Teams, Microsoft Project Online, a SharePoint ideation list and Microsoft Flow (Microsoft Power Automate) to facilitate Project Intake with alerts and a Teams channel post.

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September 7, 2019
Using Roadmap with Microsoft Project Online & Microsoft Project Server

With the introduction of Roadmap in Project Online, Project Home is now a central location for visibility into portfolio-level initiatives as well as tracking projects. In this post we demonstrate how to leverage the Roadmap functionality in Microsoft Project Online for your organization.

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August 29, 2019
Microsoft Project Training: Lesson 01 - Getting Started, Topic 02 - Working With Views

In this topic, Working with Views, we cover many of the ways in which you may navigate to views and tables in the Microsoft Project Professional, as well as the types of views and the benefits of the various types of views.

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August 29, 2019
Microsoft Project Training: Lesson 01 - Getting Started, Topic 01 - Explore Project Interface

In this topic, Explore the Project Interface, we will review the various areas of the Microsoft Project scheduling tool that you will become familiar with as we work together through the various modules and topics of this course.

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April 15, 2019
Microsoft Project Online Training – Resource Management in Microsoft Project Online

 Achieving effective resource management is often the most difficult of all tasks in project management. Understanding the current demand on resources, the effect of moving a resource from one project to another, or determining whether or not the organization has sufficient resources available to take on new initiatives are often complex and time consuming […]

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