Overview
With so many offerings in the Microsoft software for projects workspace it can be confusing to know which tools to purchase and which tools to use for the job.
Project for the Web also known as Planner Premium going forwards, a tool developed on Microsoft’s Power Platform to provide a web hosted Project management tool for those who place collaboration high on their priority list and not requiring the full functionality of Microsoft Project Desktop software but still requiring something more than a simple task list.
PLEASE NOTE – THIS IS NOT A PROJECT ONLINE (AKA PROJECT WEB APP) COURSE
Separate courses for Microsoft Project ’Desktop’ software (QAPRINTC and QAPRADVC) are available as part of QA’s ongoing course syllabus. A course for Project Online (QAPRONL) looking at the use of Project Online incorporated with ‘Project Desktop’ launched in Summer 2024.
Prerequisites
- Attendees do not need to have any experience of using Microsoft Project
- An understanding of project management fundamentals can be beneficial
- Attendees must be comfortable navigating the internet, managing multiple browser tabs
Target Audience
Aimed at anybody already using Microsoft’s various project related software solutions, those contemplating their use, those considering upgrading their project software or anybody with an interest in the use of Microsoft technology around managing projects, tasks, resources, collaboration, and related areas.
Software Requirements
Minimum Planner Plan 1 (P1 - formerly Project Plan 1) licence required NB Roadmap read-only for P1, Copilot, Task History and Baselines also not available to Plan 1.
Project Plan 3 or 5 is the ideal as these already include P1 features. It is also recommended to have MS Teams, Power Automate FREE and Power BI Free although the course can run with the minimum licence of P1.
QA hosted courses will use P3 licences, Microsoft Power Automate Free, Microsoft 365 (For Teams, Outlook and Planner) and Microsoft PowerBI Desktop (Free) for reporting. These licences will be provided (access to our own browser-based account will be provided) by QA purely for the duration of the course.
Dual monitor setup is REQUIRED when attending this course via QA Virtual Classroom.
Delegates will learn how to
Our Microsoft Project for the Web course is designed to help learn the skills to maximise Project for the Web. Delegates will go on from learning essential skills to embrace the everyday features of this ‘out of the box’ intuitive tool as well as the full features that can be harnessed with deeper dive* knowledge of the application.
* As this is a browser-based application, new features are added on a regular basis, our course content is therefore revised on a regular basis to reflect this.
Outline
Introduction to Project for the Web
- What is Project for the Web?
- Licence overview
- Features by product overview
Getting Started with Project for the Web
- Accessing Project Home
- Create a New Project
- Explore Views
Add, Modify and View Tasks
- Add Tasks and Summary Tasks
- Create and Manage Buckets for ‘Sprint Projects’
- Create Dependencies
- Add Goals
- Add Durations and Effort
- Add Milestones
Add Progress to a Plan
- Create a Baseline (Not in Plan 1)
- Update a Task
- Update a Project
- Task History (Not in Plan 1)
Share and Collaborate on a Plan
- Add Resources, Assign Tasks and Microsoft 365 Groups
- Project for the Web & Microsoft Teams
- Modify Calendars in Project for the Web
Work with Roadmaps (Read Only in Plan 1)
- Use a Roadmap
- Connect to Projects
- Update Roadmaps
Appendix 1: Reporting with Project for the Web
- Built-In ‘Reporting’
- PowerBI Reporting
Appendix 2: Microsoft Planner vs Project for The Web
- Planner Overview
- Planner vs Project Profession Comparison
- Basic vs Premium Comparison
QA reserves the right to improve the specification and format of its courses for the benefit of its customers without notice to the customer.
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