Call Us Today! 1-800-895-3254
[email protected]
Logo
Microsoft Project Services
Integent has specialized consulting and training services to handle all your project and resource management needs.
VIEW APPLICATIONS
Microsoft Training
Integent offers a comprehensive portfolio of training services, with an ideal fit for every organization. Ranging from general training courses to custom solutions, we have you covered.
See Full list of Courses
Learn About Training For
Microsoft Consulting
Integent provides consulting services for a variety of Microsoft applications including Microsoft Project, Project Online, Project for the Web, Dynamics 365, and Microsoft SharePoint.
Learn About Consulting For
Microsoft Support
Microsoft technologies set the standard for project portfolio management, business applications, collaboration, and more. Integent has flexible solutions to support every customer.
Learn About Support For
Microsoft Project
Integent has the knowledge and experience to help design and deploy a solution to help your organization manage projects and resources more effectively
Learn About Microsoft Project
Microsoft Dyamics 365
Integent can help you nsure business continuity with a custom cloud solution that connects sales, service, finance, and operations teams to deliver results.
Learn About Microsoft Dyamics 365
Microsoft SharePoint
SharePoint is Microsoft’s collaboration platform that is a place where team members can communicate, exchange data, share files and much more.
Learn About Microsoft SharePoint
Microsoft Power Platform
Consisting of Power BI, Power Apps, Power Automate and Power Virtual Agents, the Microsoft Power Platform helps streamline and improve business functions.
Learn About Microsoft Power Platform
About Integent
Integent was founded in 2009 on the principles of building long-lasting relationships with customers, exceeding expectations, and providing outstanding customer service. 

We’re dedicated to providing a customized solution backed by our knowledgeable team of Microsoft experts.
Discover What Makes Us Different
GSA Schedule
Integent is GSA Schedule Contract holder. A GSA schedule helps simplify selling our services to government customers.
Read More Here
News
Stay informed on Integent’s latest company updates and other important industry information. Our passion is customer success.
Read The Latest News
Videos
Learning new software doesn’t have to be difficult with our library of dozens of free training videos. Our video training always has something new.
Browse Our Training Video Library
Blog
Our industry experts share best practices and common pitfalls to avoid, in order to get the most out of your technology solutions.
Discover More

June 23, 2022

Getting Started with Microsoft Project Online

 

Getting Started with Microsoft Project Online

Management wants you to start reporting across projects, as well as have a better understanding of resource management and conflicts. You did some research and found that Microsoft Project Online has all the resource planning and robust reporting via Power BI and robust views to meet the need. And since you're already using Microsoft 365 Project, it's a no-brainer.

Microsoft says you can stay organized, focused, and in charge. Tackle anything from small projects to large initiatives. You may or may not be a project manager, but now you can be the boss of any project with a powerful, easy-to-use app.

We're here to tell you it's true. But without all the gimmicky marketing wordology. Yes, Microsoft Teams, Microsoft SharePoint, and the plethora of Microsoft products part of Office 365 are great. Unless you know how to use them, what's the point?

This particular article is going to focus on some very useful items with regard to Project Web App. So here we go!

What is Project Web App?

Welcome to Project Web App! Need a project management tool? Project Web App, which is part of Microsoft Project Online, is a robust Web application that you can use for so much. From managing project requests and project proposals, to optimizing portfolios of projects and programs, to entering time in a timesheet. YES YOU CAN!

This video and article gets you grounded with Project Online and Project Web App. It can be daunting. And we want to help you acclimate to this new PPM Solution!

For Project managers

Project Managers are the group of users that create and maintain project, resources and tasks. They also assign resources to the various tasks of a project, as well as track work and overall project status.

If you are a project manager, you are probably going to first want to either create or import a project in Microsoft PPM. To do this with Microsoft Project Professional, you first create a connection to Project Web App in Project professional. You then either create a new blank project, or, you can import a project into the system.

In Project Web App you can use an Enterprise Project Type (EPT) to create a new project. You can click Create or import projects on the Get Started with Project Web App Web Part, or you can use the EPT in Project Center.

Then there's the Quick Launch. On it you click Projects. Then on the ribbon, click the Projects tab to gain access to all the powerful tools used in Project Center. Clicking the New button exposes the available options to create a new project. You can create an Enterprise Project, create a SharePoint Task List, or use Project Professional.

As a project manager you may also be interested in resource management. Or perhaps setting up timesheets to track team members time and update task progress approvals. And of course to not forget status reporting via reporting and dashboards. Leveraging Power BI opens up a world of reporting that is truly incredible.

This and much more is possible in Project Online.

For Team members

Those who actually perform the work of the project are known as team members in Project Web App.

Most team members will start out viewing the project schedule. This helps to see where their work fits into the overall schedule. It's often helpful to get some insight into the "big picture". As a team member, you would use the Project Center to view the overall project schedule.

Then again, you may want to fill out your timesheet or enter the status of your assigned tasks. Team members would click on Tasks or Timesheet in the Quick Launch to view their assigned work.

And remember, although a team member may be very task focused, there will be times when you need to interact with document, deliverables, issues and risks. These items are all available within the project site. The project site is accessible by clicking on the project name in Project Center, then on the Project tab, in the Navigate group, click Project Site. You can also click directly on documents, issues or risks button in the Navigate group.

For Portfolio managers

Portfolio managers are the people who help guide project requests through a process of comparing proposals against business needs, financial constraints, and other factors in order to select the optimal portfolio of projects.

How this process starts out is often very different between organizations. Workflows and approvals, business needs, project reporting metrics, are very customer-centric. All of which are used in the setup of a project intake and governance process (via workflow) in Project Web App. This includes creating business drivers, impact statements, then ranking business drivers to come within an acceptable consistency ratio.

For Site administrators

If you want to know who configures Project Web App, it's typically your site administrator. Many times, however, organizations will have an outside vendor help out in this area since it is so specialized.

Nonetheless, these individuals are responsible for setting up a wide array of configuration options in Microsoft Project Online Server Settings. These would include custom fields, lookup tables, views, security, Project Detail Pages (PDP) and much more!

A good starting point for site administrators is the Project Web App Settings page. To access this page, click Settings, in the top-right corner of the Project Web App site, and then click Project Web App Settings.

 

© Copyright 2022 | Integent.com | All Rights Reserved
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram