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Project for the Web

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Project for the Web

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Project for the Web

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Contents

  • 1. Introduction
    • Free Course Introduction
      04m 24s
    • Free What is Project for the Web?
      08m 09s
    • Free Planner vs Project Online vs Project for the Web
      04m 01s
    • Free Project Plans Explained
      04m 18s
    • Free Exercise 01
      00m 54s
  • 2. Manage Tasks with Microsoft Planner
    • What is Microsoft Planner and Why is it Useful?
      08m 23s
    • Create a Plan
      04m 14s
    • Create an Outlook Group Plan
      02m 58s
    • Add Members to a Plan
      03m 08s
    • Create New Tasks
      02m 42s
    • Edit Task Details
      07m 06s
    • Organize Tasks into Buckets
      06m 58s
    • Update Task Progress and Priority
      04m 03s
    • Attach Files to Tasks
      06m 06s
    • Assign Labels to Tasks
      05m 19s
    • Access Plans from Microsoft Teams
      04m 03s
    • Grant Access to Plans for External People
      03m 47s
    • Use Smart Backgrounds
      02m 41s
    • Use Charts to Visualize Progress
      05m 07s
    • Receive Email Notifications on Tasks and Plans
      03m 09s
    • Export a Plan to Excel and Analyse with a PivotTable
      07m 02s
    • Exercise 02
      04m 23s
  • 3. Project for the Web
    • Launch Project for the Web
      02m 33s
    • The Project for the Web Interface (Project Home)
      07m 49s
    • Import a Project from Project Online Desktop
      04m 52s
    • Create a Project Plan from Scratch
      05m 37s
    • Customize Column Headings
      07m 00s
    • Set Project Start and End Dates
      03m 48s
    • Create New Tasks and Assign People
      09m 44s
    • Create Summary and Subtasks
      09m 18s
    • Task Durations in Timeline View
      10m 07s
    • Update Task Progress
      06m 25s
    • Add Attachments, Notes, and Checklist Items
      06m 11s
    • Group by Bucket
      05m 51s
    • Add Task Dependencies
      05m 35s
    • Categorize Tasks with Labels
      03m 44s
    • Hiding and Removing Columns
      03m 35s
    • Add a Status Column with Emojis
      06m 18s
    • Share Projects and Tasks (Co-authoring)
      07m 34s
    • Visualize Projects in Microsoft Teams
      04m 22s
    • Project Roadmaps
      09m 28s
    • Project for the Web Extra Features
      05m 24s
    • Exercise 03
      06m 42s
  • 4. Project for the Web - Reporting with Power BI
    • An Overview of the Power Platform
      03m 39s
    • Understand the Dataverse
      01m 51s
    • What is Power BI?
      04m 42s
    • Connect to the Power BI Report Template
      09m 27s
    • Exercise 04
      02m 27s
  • 5. Project for the Web - Create and Modify Power BI Reports
    • Overview of Power BI Visualizations
      06m 20s
    • Create Slicers to Filter Data
      06m 43s
    • Work with Tables and Matrix Tables
      06m 27s
    • Modify and Format a Chart
      03m 24s
    • Update Report with New Project Data
      03m 26s
    • Build Custom Reports from Scratch: Part 1
      07m 41s
    • Build Custom Reports from Scratch: Part 2
      06m 04s
    • The Power BI Service
      03m 21s
    • Assemble a Dashboard
      04m 57s
    • Exercise 05
      04m 53s
  • 6. Course Close
    • Course Close
      01m 47s
  • Description
  • Course Resources
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Project for the Web

  • DURATION: 5.12 hours
  • VIDEOS: 59
  • LEVEL: Beginner

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 M365 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, 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 looking at Microsoft Planner. 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 in-built templates. We’ll see 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 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 off 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 visualisations, 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.
  • Organise 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.
  • Categorise 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 visualisations 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.

Project for the Web

The course comes with course and exercise files compressed into .zip format. You will need to download the .zip file to your PC or Mac (the files are not compatible with a mobile device) and unzip it. Once unzipped, all of the exercise files will reside in one folder.

Click on the below links to download the zip files.

  • Project for the Web Course Files
  • Project for the Web Exercise Files

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What people are saying

"I took the MS Project beginners course. I would recommend this course because it focuses on quality rather than the quantity of content. Also, it is the closest course teaching MS project for actual practice. I am a planning engineer for a general contractor. It helped me make the adjustment from Primavera 6 to MS project without any issues. It also saved me time as I didn't have to ask people how to work the functions in MS Project as most of them were taught in your course. My confidence also grew as I was able to apply the course lessons in actual practice."

DENSON MANUEL ORACION

"This has already helped me set up my project better and gives me the confidence that I’ll be able to keep tracking the project using the software."

ANN LAUZAU

"Simon Sez IT has trained me how to use Microsoft Project to create and manage my own projects in just 2 days. Exactly the training I was looking for! Its been an amazing experience would recommend to anyone who wishes to get onboard with Microsoft Project. I would also advise that some primary knowledge of project management will make the course a lot easier to grasp. The lecturer is experienced and knowledgeable in project management, and as a result, his explanations are very good. I enjoyed the course and will recommend it to my friends. In summary a well worth course so glad to have enrolled."

HAROON RIAZ

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