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A quick guide to the OnePlan Home Page: what the Insights, Plans, and Due Soon widgets show, how to navigate it, and how to use it as your daily check-in.

Microsoft Project Online is retiring on September 30, 2026 — and for many organizations, that date is closer than it feels. If your team still relies on Project Online for project schedules, portfolio visibility, resource planning, reporting, or PMO governance, now is the time to start planning your migration strategy. Waiting too long can create […]

My Work is a centralized workspace in OnePlan where team members see every assigned item across all their projects in one place. Learn how the List, Board, and Resource Plan views let teams update tasks, request time off, and keep the project plan current — without ever opening the full plan.

In this video, I demonstrate how to auto populate a custom field with business rule in Project Power App and Dataverse. I first create the custom field. I then add it to the Summary form in Project Power Apps.

In this video, I demonstrate creating a custom field named Department in Project Power App, and then I add it to a form. The overall process is fairly simply once you grasp the Power App concepts.

In this video, I demonstrate creating a custom field named Department in Project Power App, and then I add it to a form. The overall process is fairly simply once you grasp the Power App concepts.

In this video, I demonstrate creating a custom field named Department in Project Power App, and then I add it to a form. The overall process is fairly simply once you grasp the Power App concepts.

In this video I walk through the steps to create a Project Center view that groups projects by Customer Service. Since I get this question quite often I thought it would be a good idea to create another video on this topic.

This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch!

This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch!

This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch!

Email Notifications are quite often used in Project Management situations to keep team members and other stakeholders aware of important events.

Licensing for The New Planner/Project for the Web is a common question when it comes to Team Members updating tasks. This video goes over licensing required and the process to updates task progress.

The ability to change the Scheduling mode is now available in Project for the Web aka Project Power Apps. Those of you Microsoft Project users will be very familiar with this because it directly correlates with Task Types such as Fixed Units, Fixed Duration and Fixed Work. Project for the Web uses the nomenclature Fixed Effort (the amount of work) for the MS Project term Fixed Work. Both are referring to effort driven scheduling.

Microsoft Project and Calendars Project calendars allow for the organization of tasks and resources within a project timeline. MS Project uses the Standard default calendar to plan tasks between 8:00 A.M. and 5:00 P.M. with one-hour lunch breaks, 8 hours a day, 40 hours a week and 20 days a month. However, a different calendar […]

Microsoft Project filters work on Task and Resource views by filtering out rows based on specified criteria. The Microsoft Project views will therefore display only the data in which you're interested. Using a filter with Microsoft Project does not change any of the data in the MS Project schedule. It merely changes what information from […]

Let's talk about the straight-forward definition of project intake to get us started. If you perform a search online for project intake you will get quite a few answers. Like it being the first step in a process whereby a company collects information about a potential project used to assess whether to execute the project. […]

In this video we demonstrate setting up unique project ids for 3 different project types in MS Project Online. When creating new projects in Microsoft Project Online, it may be beneficial to have unique Project IDs generated for different types of projects. This could potentially make it easier for users to identify projects by department, […]