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Kickstart your project management journey with this beginner-friendly course on Microsoft Project for the Web. The course introduces you to Microsoft’s project management ecosystem by exploring Planner, Project Online, and Project for the Web, highlighting their key differences and use cases. You’ll begin with Microsoft Planner, mastering task creation, organization, and management. Next, you’ll dive into Project for the Web, where you’ll learn to build project plans from scratch, customize columns, and track progress seamlessly within Microsoft Teams. The course also introduces the Power Platform, including Dataverse and Power BI, empowering you to analyze project data, create impactful reports, and design dashboards for better decision-making. With hands-on exercises, you’ll gain practical experience that ensures mastery of these tools.
By the end, you’ll be equipped to streamline project management, enhance collaboration, and drive successful outcomes with Microsoft’s modern solutions.
Who should take this Course?
This course is perfect for beginners in project management, team members, and professionals seeking to adopt Microsoft’s cloud-based project management tools. It is also ideal for managers, coordinators, and business users who want to improve task management, collaboration, and data-driven decision-making using Microsoft Planner, Project for the Web, and Power BI.
What you will learn
Learn to navigate the Project for the Web interface
Create a project using a template and from scratch
Create new tasks and assign members to tasks
Understand how visualizations are built and formatted
Publish a report to the Power BI service
Learn to navigate the Power BI interface
Course Outline
Introduction
Course Introduction
What Is Project for the Web?
Planner Versus Project Online Versus Project for the Web
Project Plans Explained
Exercise 01
Manage Tasks with Microsoft Planner
What Is Microsoft Planner and Why Is It Useful?
Create a Plan
Create an Outlook Group Plan
Add Members to a Plan
Create New Tasks
Edit Task Details
Organize Tasks into Buckets
Update Task Progress and Priority
Attach Files to Tasks
Assign Labels to Tasks
Access Plans from Microsoft Teams
Grant Access to Plans for External People
Use Smart Backgrounds
Use Charts to Visualize Progress
Receive Email Notifications on Tasks and Plans
Export a Plan to Excel and Analyze with a PivotTable
Exercise 02
Project for the Web
Launch Project for the Web
The Project for the Web Interface (Project Home)
Import a Project from Project Online Desktop
Create a Project Plan from Scratch
Customize Column Headings
Set Project Start and End Dates
Create New Tasks and Assign People
Create Summary and Subtasks
Task Durations in Timeline View
Update Task Progress
Add Attachments, Notes, and Checklist Items
Group by Bucket
Add Task Dependencies
Categorize Tasks with Labels
Hiding and Removing Columns
Add a Status Column with Emojis
Share Projects and Tasks (Co-Authoring)
Visualize Projects in Microsoft Teams
Project Roadmaps
Project for the Web Extra Features
Exercise 03
Project for the Web - Reporting with Power BI
An Overview of the Power Platform
Understand the Dataverse
What Is Power BI?
Connect to the Power BI Report Template
Exercise 04
Project for the Web - Create and Modify Power BI Reports