Microsoft Project for the Web Essentials

Explore Microsoft’s project management tools starting with MS Planner and Project for the Web, and moving on to Power BI

What you'll learn
Explain what Project for the Web is and why it is useful
Compare Planner, Project for the Web, and Project Online
Differentiate between the different Project Plans
Create a plan in Microsoft Planner from scratch and from an Outlook group
Navigate the Project for the Web interface
Import a project from Project Online
Create a Project from a template and from scratch
Visualize project plans in a Microsoft Teams channel
Create a connection between Power BI and Project for the Web (Dataverse)
Publish a report to the Power BI service

Requirements
No prior experience needed, the course is for complete beginners.
Access to MS Planner, Project for the Web, and Power BI is helpful to follow along with the course
Description
**This course includes downloadable instructor files and exercise files to work with and follow along.**

Are you an ‘accidental’ project manager who finds Project Online to be too complex for your needs? Maybe you are a manager of a small team looking for a simple, online tool to manage small to mid-size projects and task lists? If so, the latest addition to Microsoft’s family of Project products, ‘Project for the Web’ might be the answer to your prayers!

Project for the Web is the perfect tool for teams looking for a project management tool that has a simple interface, is integrated with Microsoft 365 applications, is collaborative, and gets the job done without the need for extensive training.

Project for the Web fills a gap. If you find Microsoft Planner too basic for your needs but Project Online too complex and expensive, then Project for the Web is for you. Built on the Power Platform, Project for the Web harnesses the strength of Power Apps, such as Power Automate and Power BI, to add an additional layer of automation and reporting capabilities.

In this course, we will explore the basic project offerings from Microsoft. We’ll start out by looking at Microsoft Planner. As a free app that’s included with our Microsoft 365 subscription, we can use Planner to manage, assign and monitor team tasks.

Too basic for your needs? Consider Project for the Web. We will run through all the different ways we can create new projects including creating a project from scratch and using built-in templates. You’ll learn how to add tasks, give the project structure with summary and subtasks, create dependencies, assign buckets and labels, and view our project Gantt chart in the timeline view. We’ll also check out how to create roadmaps to have visibility across all projects we are managing.

In the final section, we will look at creating Power BI reports based on our Project for the Web data. We’ll see how to create a link to the Dataverse, download and modify the Power BI report template, modify and format visualizations, build our own custom reports, and how to share our reports by publishing them as dashboards to the Power BI service.

If you would like to follow along with the Project for the Web and Power BI sections of this course, you will need to make sure you have the relevant subscriptions to these applications.

In this course, students will learn how to:

Explain what Project for the Web is and why it is useful

Compare Planner, Project for the Web, and Project Online

Differentiate between the different Project Plans

Microsoft Planner

Create a plan in Microsoft Planner from scratch and from an Outlook group

Add members to a plan

Create and edit task details

Organize tasks into buckets and assign labels

Update task progress and priority

Attach files to tasks

Access plans from Microsoft Teams

Use Smart Backgrounds

Export a plan to Excel

Project for the Web

Navigate the Project for the Web interface

Import a project from Project Online

Create a Project from a template and from scratch

Customize column headings.

Set the Start and End dates of a Project

Create new tasks and assign members to tasks

Add structure with summary and subtasks

Use Timeline view to modify tasks

Update task progress

Add attachments, notes, and checklist items

Group tasks into custom buckets

Create task dependencies

Categorize tasks with labels

Hide and remove columns

Share projects and tasks with others

Visualize project plans in a Microsoft Teams channel

Create a project roadmap

Project for the Web: Reporting with Power BI

Create a connection between Power BI and Project for the Web (Dataverse)

Locate and download the Power BI reporting template

Navigate the Power BI interface

Understand how visualizations are built and formatted

Create slicers to filter report data

Work with tables and matrix tables

Update/refresh report data

Build a custom report

Publish a report to the Power BI service

Create a dashboard to display key metrics.


This course includes:

5+ hours of video tutorials

59 individual video lectures

Course and exercise files to follow along

Certificate of completion

Who this course is for:
Anyone new to the Project Management role
Non project managers who have been asked to manage a large project
Those who who find Project Online to be too complex or expensive for your needs
Beginner MS Project for the Web users who want to explore the software's functionalities

More Info