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Looking to create a connection from your Project Online environment to Excel? Excel is a powerful and one of the most commonly used reporting tools for Project Online. Excel allows you to pull, refresh, and transform data so it’s customized for your organization’s reporting needs.

Before you begin    Make sure your PC meets the system requirements. The steps below are for the subscription versions of Project Online, and the non-subscription versions of Project 2019, 2016, or 2013. (For Project 2010 or 2007, follow the steps in Office 2010 or Office 2007.) Project is sold as a stand-alone application so if […]

Two important roles when it comes to scheduling with Project Online are Status Manager and Default Assignment Owner. In this blog, we’ll walk through the difference between the two.

What is Microsoft Project Online? Microsoft PPM is a powerful, cloud-based service offered through Office 365.  Office 365 Project is a solution for Project and Portfolio Management (PPM) as well as every day work and centralized management. Project Online Professional provides features to manage the tactical day-to-day activities of managing a project schedule.  The PPM […]

 When using Microsoft Project Online and Microsoft Project Server in conjunction with Microsoft Project there may be times when you are working with a project, or multiple projects, that the cache causes issues. These issues could be that you are unable to check the project out for editing because it is checked out in […]

How to Install Microsoft Project from your O365 Subscription Log in to your O365 portal by navigating to https://portal.office.com   Click on “Install Office” then “Install software”   This will bring you to the “My installs” screen. Find the Project section and click “Install Project” Select either the 32- or 64-bit version, depending on preference. […]

 Microsoft Project 2016 Timelines are great to display key tasks, milestones, and other important events from your project plan in a vivid, simple form. Timelines are especially useful for communicating quick summaries of your project via Microsoft PowerPoint presentations, emails, and much more. With Microsoft Project 2016 Timelines you can add as much, or […]

If you're like me, you have heard about this functionality coming to Microsoft Project Online for quite sometime, however, you've not yet seen it on your Microsoft Project Ribbon yet. This is most likely related to the update channel currently reflected in your PC or laptop. If you navigate to the Windows Update area on […]

Hi folks! This is a quick post to a quick reference guide on how to clear the Microsoft Project Local cache. We also have a blog post of the same title, Clear Cache in MS Project Professional, however, we thought this downloadable guide would be useful. QRG (Clear MS Project Local Cache) -Dan

In order to clear the cache in Microsoft Project Professional we will start with the product opened with a blank project schedule as shown below. Important, DO NOT have any project schedules opened at this time in Microsoft Project. Continue with the following steps: 1. Click the File tab then select Options in the Quick […]

We all try to keep our projects on track, but even with the best teams and the best plans, projects can sometimes get off track. So then what do you do - how do you get a project back on track? Instead of continuing down a path that was going anywhere, sometimes you need to […]

Most of the reports I create have a time element… Which client used the most project hours last year? ….. How many hours are my QA people scheduled to work next month?  Without that time framework, the information is less valuable. Time phased reports do, however, have an unfortunate side. The tables we must use […]

Communications is key to any successful project. Also making sure you are on the same page as your team members working on the project is critical. There are several other points you should keep in mind as you start new projects: How should I communicate my ideas to the group? Which Communication tools am I […]

It can be challenging for resource managers and project managers to agree on and assign resources for specific projects and tasks. With no clear way to track who is working where, who is over-allocated—and with crossed lines of communication, things can start to break down. To address these challenges, Microsoft is introducing a new capability […]

This is a great list of the most common and frustrating issues that Project Management deal with and ideas on how to minimize those problems: Team members not knowing or understanding what their responsibilities are, not owning their part of the project. Good project managers let team members know, up front, who is responsible for […]

We are pleased to see the release of the February 2015 Public Update (PU) for Project, Project Server and SharePoint for 2013, and Project and Project Server and SharePoint 2010.  This is the first time all the updates have been included in a PU - rather than a Cumulative Update (CU) for some fixes and […]

I was recently asked by a client how long their Microsoft product support lasted and I stumbled upon the Product Lifecycle database.   I have taken an extract for products pertaining to the Project Server family.   I would encourage you to bookmark the database page so you can stay on top of any Microsoft Product Support […]

Earned value is a powerful tracking and budgeting feature in Microsoft Project. Despite the slew of intimidating acronyms that defines it (like AC, BCWP, TPI, EV, and the like), it isn’t especially complicated. Earned value helps you answer questions like, “Looking at the amount of work done so far in this project, how much money […]