Getting Started with Project OnlineBEN HOWARD

APPLEPARK LTD

SPONSORS

Lead consultant for Applepark Ltd – 14 years of Project and Project Server experience

Microsoft MVP for Project - awarded 7 times

Introducing Ben Howard

Occasional grower of a moustache during Movember, occasional beard grower, occasional blogger at http://www.applepark.co.uk/ben-howard-blog/

Author of Plain & Simple – Microsoft Project 2013, produced by MSPress

Online training An Introduction to Microsoft Project and Project Server InstallationExport Project Tasks to Outlook Addin

Agenda

Generic PM process

PWA Set up #3

Getting StartedLicenses PWA Set up

#1PWA Set up

#2

Test Power BI for reporting

GETTING STARTED

Sign up…!

Login to Office 365• Create a Site Collection with Project Web App• Assign licences to users

NEW SITE COLLECTIONASSIGN LICENSES

PROCESS

Generic PM Process

Create projects and

update/amend tasks and fields

Set baseline, update projects

and fields (eg set status etc)

Use the project site to track

project artefacts

Update projects and fields (eg set

status etc)Close down the project

LICENCES!

Licences

https://products.office.com/en-us/project/compare-microsoft-project-management-software

Project Managers, PMO and Executives

Functionally equivalent to Project Server

Project Governance.

Resource Utilisation.Reporting.

Used to create/edit/update/

view projects & edit simple schedules

Project Managers

Simple schedules Edit Project Detail Pages

Manage risks/issues/project

documents etc

Needed to create “rich” schedules

Administrators

Edit Enterprise Calendars

Create and edit Project Templates

Team Members*

Allows team members to

update their tasks and timesheets

*Not every implementation engages with Team Members in the 1st deployment

Licensing ReviewAdministrators

Project Managers

Execs and “viewers”

Team members

Project OnlineProject Pro (templates, calendars)

Project Online

Project Online

Project Lite

Project Pro (rich scheduling)

PWA SET UP #1

Setup…1. SharePoint or Project Server permission mode2. Share the root level site with users and/or synchronise

with an AD group3. Calendar

1. 8 hours, M-F, no public holidays – OKAY2. Anything else – YOU NEED PROJECT PRO to edit the

calendar!!!4. Enterprise Custom Fields (ECFs) and Lookup tables5. Turn on Project Site Creation

SHAREPOINT OR PROJECT SERVER PERMISSION MODESHARE THE ROOT LEVEL SITE WITH USERS AND/OR SYNCHRONISE WITH AN AD GROUPCALENDARENTERPRISE CUSTOM FIELDS (ECFS) AND LOOKUP TABLESTURN ON PROJECT SITE COLLECTION

PWA SET UP #2

Setup…1. Project Detail Pages*

1. Web Pages that display the Enterprise Custom Fields2. Enterprise Project Types

1. Edit the EPT to display the relevant PDPs

* Note the default ProjectDetails page automatically displays any Project ECFs

Setup…

PDPSEPTS

PWA SET UP #3

Setup…1. Views

1. Add Project Phase2. Add Project Risk

* Note the default ProjectDetails page automatically displays any Project ECFs

VIEWS

PWA SET UP - TEST

Test…1. Create some projects….2. Review the views…

CREATE PROJECTSCHECK THE VIEWS

POWERBI REPORTS

PowerBI…1. Project Web App data accessed via oData2. Use the standard content pack to get started3. https://powerbi.microsoft.com/en-us/

Note – to consume oData you must have Portfolio Viewer access or greater

POWER BI

Summary

Generic PM process

PWA Set up #3

Getting StartedLicenses PWA Set up

#1PWA Set up

#2

Test Power BI for reporting

thank youquestions?

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