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February 11, 2024

Project for the Web - Copy/Delete Projects and Using Templates


This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances, since the project to copy and delete projects via a default Project for the Web instance and custom instance are very different. For the custom instance you must use the Project Power App interface.

When it comes to using templates with Project for the Web this is great as a way of ensuring standardization across projects. For instance, phases and stages may be standardized, which helps ensure consistent reporting. When using Templates with Project for the Web it's also possible to set the project to inactive. This makes the project read-only, which prevents the template from accidentally being changed.

When copying a project, whether from a template or other project, assignments are not copied. You may, however, utilize existing Office 365 groups that contain teams of users, which simplifies creating the project team. Also, when you create the project, be sure to revisit the dates as they will remain the same as in the original project. If your task dependencies have been created successfully, you need only to change the project start date, which will automatically update all the other dates in the project.

Tell me about Project for the Web!

Use Microsoft Project for the Web to stay organized and in control of your work. Project for the Web can handle everything from small projects to larger, more complicated initiatives. The Planner app is a helpful tool for managing tasks, even if you're not a project manager. It's powerful and easy to use.

Simple to use and oh so easy to start!

Everyone can work with confidence, using a powerful project management tool for projects and tasks that makes starting projects streamlined and efficient.

Microsoft Project for the Web and Microsoft Teams.

The two are a combined powerhouse for project management and team collaboration.

Use Planner, Project for the Web, and Microsoft Teams to effectively collaborate and successfully manage projects with work management. This includes file sharing, chat, and so much more.

With Project for the Web/The New Planner, you can quickly and easily plan your projects with the ultimate power of a dynamic scheduling tool based on effort, duration, and assigned team members.

Got business intelligence?

Power BI connectivity via OData to Project for the Web data opens up a world if visualizations that provide dynamic reports and dashboards. These provides project managers and other stakeholders overall status, as well as the ability to drill down into the details of information that is meaningful to each user role.

Project, Task and Time Management.

The board view allows users to track project work/tasks in a visual manner, which allows for a more streamlined workflow. Status monitoring is also improved using out of the box and customer task boards

Dependencies may be set visually, which specify relationships between your project tasks, building a critical path.

The Grid View is great for building a work breakdown structure (WBS) using a grid view of project tasks.

Milestones are used to track significant events in the projects with zero duration tasks.

The Project Home gives an overview of any recent projects you have worked on, as well as pinned projects that are important to you.

Task scheduling with start and end dates, work, effort and task dependencies are used together to create a realistic timeline of your project.

The timeline view has a Gantt chart, which provides a visual way to plan and manage, track and understand all project dates, task relationships, and task durations.

Microsoft planner

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