Getting started with Microsoft Office 365 by Vignesh Ganesan
Office 365 Project Online-Getting Started
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Transcript of Office 365 Project Online-Getting Started
Office 365 Project Online
Getting Started with Office 365 Project Online
Leon Gallegos, has been training for over 15 years and has been focused on Project, Project Server and SharePoint for most of that time. We have been providing consulting and training for companies worldwide such as:
Your Host
Chak Tukkadi, Senior Consultant and Developer has been working with Project, Project Server and SharePoint for over 15 years.
Special Guest
Agenda
Deployment Scenarios
Role Based Training
Office 365 PPM (Project Online) Overview
Project Online provides:• Project and Resource centralization and
management• Team communication and collaboration• Enterprise reporting and integration
Project Online provides:• Multiple points of connectivity• Device agnostic and accessible from
almost anywhere• Provides public facing capabilities for
communication and collaboration
O365 PPM/Project Online Overview
Office 365 Project Online (MSPO) This is Microsoft’s entry into a “hosted”
Project Server solution. Project Server in the cloud. Easier to manage and distribute project,
resource and assignment information Open’s up opportunities to share information
outside corporate firewalls
Project Professional (Cloud-based vs On Premise): Project Professional is the scheduling engine Only necessary to those doing the “heavy
lifting” Subscription and non-subscription is how
you pay for it The Project Standard version does not
connect to Project Server or Project Online
Project Web App (PWA)
The front end to Project Server or Project Online
Users browse to and are authenticated when connecting to PWA
PWA means the same thing with regards to Project Online and Project Server
Project Online Essentials
As a role based environment Project Essentials is reserved for team members
These users will only need access to PWA Project Essentials users will have access to
assignments, status reports and important site information
Project Server 2016 (On-Premise)
The on premise version of Microsoft’s Project and Portfolio Management Solution
Built on SharePoint Enterprise 2016 Uses its own unique database for project,
resource and site management
Project Server 2016 PWA
Separate end-user license for accessing PWA Each user will need a license for PWA Project Managers running Project
Professional already have an inherent license for connecting to PWA
Deployment Scenarios (Good Practices)
Evolution of PPM
Deliver to almost any device Think of the Evolution of tools as follows:
Outlook/ExcelSharePoint Online (Task Lists)Project Pro (Office 365)Project Online
PPM Deployment Challenges
Thinking of EPM as “Everyone's Project Management”
Improvements to collaborative tools like Project and SharePoint server move us away from a stand alone setting and into the cloud
Collaboration allows for transparency, but often more is desired such as resource management
Formula for Success
Confronting the PM ChallengePeople and Process Management
PPM Initiatives (avoiding failure)Be careful not to focus on the technology and
methodologyPrimary focus needs to be on Change and
Process Management
Scenarios to Avoid
Boiling the Ocean Managing One Big Project Methodology Overload Technology Buffet
Deployment Success
Understanding Stakeholders Organizational Culture Management Commitments Understanding the Process Improving Scheduling Competencies Marketing the Solution
PPM Maturity Model-PPM(3)
A model that advocates taking a phased approach to implementing PPM using Microsoft PPM Tools.
Focuses on small attainable goals managed through phases with measurements and criteria for movement to the next phase.
Ensures least amount of change to all users being affected, sets the proper expectations to sponsors and leadership and reduces up front costs (time and financial investment).
Training
Role Based Training-Administrators
Administrators have the highest rights within the Project Web App and control user access, features and global settings.
Creating and managing custom fields, calendars and templates along with adding and managing resources is the responsibility of the Administrator.
Maintaining performance, security and global settings will also need to be the responsibility of the Administrator.
Role Based Training-Project Managers Project Managers are responsible for the
execution and management of projects within the organization. PM’s will use the tool to initiate, plan, manage and close projects.
They will also have team building and collaboration features available to them. Sophisticated reporting capabilities will also be part of their toolset.
Role Based Training-Resource Managers Resource Managers gain visibility and insight
into availability and assignments of resources across the enterprise. This information improves the ability to forecast work load and resource demands.
Role Based Training-Team Members
Team Members participate in the success of the project by providing status of their assignments, reporting issues and collaborating with other team members and stake holders. The tool provides an easy to use and familiar interface for TM’s to get the job done.
Role Based Training-Portfolio Managers & Executives Portfolio Managers have broad visibility and
editing permissions. They will typically need access to projects across departments and business units.
Portfolio Viewers (Executives) have similar visibility but without the editing permissions. They are meant to see the projects but not edit them.