Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview)...

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© TPG The Project Group - you are not allowed to copy this slide - Slide 1 www.facebook.com/tpg.munich www.twitter.com/tpg_muc (@tpg_muc) www.theprojectgroup.com/newsletter Project Online (Preview) in Office 365

Transcript of Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview)...

Page 1: Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview) in Office 365 ... Project Online delivers full Project Portfolio Management (PPM) ...

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Project Online (Preview) in Office 365

Page 2: Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview) in Office 365 ... Project Online delivers full Project Portfolio Management (PPM) ...

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Project Online (Preview) in Office 365 – Content

Benefits of Project Online in Office 365 4 steps to set up a PMO in Project Online

1. Sign up with Office 365 Plans & pricing, Free trial packages (without Project Preview) Sign up for Project Preview (will disappear when Project is launched) Overview of Office 365 tenant aministration page Adding users to Project Online Project and SharePoint administration page

2. Get started with Project Online (Web App) 3. Use Project Pro for Office 365 Subscription 4. Enable additional PPM features

Add additional SharePoint online Apps (Example: TPG MTA Chart)

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Benefits of Project Online in Office 365

Functionality Project Online delivers full Project Portfolio Management (PPM) capabilities (Demand Management, Portfolio Management, Resource Management, Reporting).

Accessibility Portfolio managers, project managers, and team members can access Project Online from anywhere with an Internet connection.

IT Pro administration All operational maintenance is handled through the Project Online service. Also, preventive maintenance scripts are run on your databases to prevent problems before they happen.

Easy startup There are no upfront infrastructure costs and users are on a simple per user licensing basis.

Security Office 365 employs robust disaster recovery capability, globally-redundant back-ups, and extensive privacy features. Filters help protect users against spam and viruses.

Guaranteed uptimes Microsoft offers guaranteed, financially-backed uptimes and phone support on a 24/7 basis.

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4 steps to set up a PMO in Project Online

Sign up with Office 365

To start using Project Online, first you need to set up your Office 365 account. You can do this on the Microsoft Office 365 website.

http://www.microsoft.com/en-us/office365/online-software.aspx When you set up your account, you can see which products you will have access to, including Project Online, listed on the top right portion of the signup page (In the Office Preview without Project Online).

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4 steps to set up a PMO in Project Online

Sign up with Office 365

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4 steps to set up a PMO in Project Online

Sign up with Office 365 Plans & pricing

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4 steps to set up a PMO in Project Online

Sign up with Office 365 Free Trial packages

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4 steps to set up a PMO in Project Online

Sign up with Office 365 For Project Preview there is another link:

http://www.microsoft.com/project/en-us/preview/default.aspx

Click on „Try it“ and set up your account

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4 steps to set up a PMO in Project Online

Sign up with Project Preview Get your credentials via email and start using

Project Online Preview by clicking the following link: https://portal.microsoftonline.com/admin/default.aspx

After your Office 365 account is set up, a Project Web App site is automatically created for you. Click Projects in the blue bar at the top of the site to begin using Project Web App (next slide).

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4 steps to set up a PMO in Project Online

Sign up with Project Preview Tenant Administration Center

Click Projects to begin

using Project Web App

Click Admin to go to the SharePoint Administration

Site Settings

Add users and groups and download Project Pro Online

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4 steps to set up a PMO in Project Online

Sign up with Project Preview Adding users to Project Online

Click on + to add new users

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4 steps to set up a PMO in Project Online

Adding users to Project Online Enter Details

Enter details and hit next

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4 steps to set up a PMO in Project Online

Adding users to Project Online Enter Settings

Enter settings and hit next

Administrator roles and permissions

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4 steps to set up a PMO in Project Online

Adding users to Project Online Enter Licenses

Select licenses for the new user and hit next

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4 steps to set up a PMO in Project Online

Adding users to Project Online Enter email to send results to the new user

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4 steps to set up a PMO in Project Online

Adding users to Project Online Results page and email sent to the new user

Temporary Password for the new account

Email containing the new account settings and

instructions how to sign in

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4 steps to set up a PMO in Project Online

Adding users to Project Online Office 365 admin center with the newly created user

The next step is to give access to the new user to Project Web App. Click Projects to switch to the Web App.

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4 steps to set up a PMO in Project Online

Adding users to Project Online Give acces to the Web App for the new user

Click Share to open the Share Dialogue.

Search for the user to invite him/her. Click Share.

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4 steps to set up a PMO in Project Online

Adding users to Project Online Give acces to the Web App for the new user – result message

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4 steps to set up a PMO in Project Online

Adding users to Project Online Login with new user credentials

1. Login in with your temporary password.

2. Change your password.

3. Login in again with your new credentials.

4. Set up Office settings and install additional software (next slide)

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4 steps to set up a PMO in Project Online

Adding users to Project Online Set up Office Settings start using Web App Page (click on Projects)

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4 steps to set up a PMO in Project Online

Sign up with Project Preview Project and SharePoint administration page

Click SharePoint or Project to enter the SharePoint

administration page

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4 steps to set up a PMO in Project Online

Sign up with Project Preview Project and SharePoint administration page

Select a site collection to highlight the settings bar

Hit the Project Web App icon to add /remove a Project Service or to enter the settings

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4 steps to set up a PMO in Project Online

Get started with Project Online (Web App) Home page with the carrusel

Project online is exactly the same product like Project on premise. For more information about the new features go to the file

04 Project 2013 - What is new in Project Server

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4 steps to set up a PMO in Project Online

Use Project Pro for Office 365 Subscription Software download page

Click install to install Project Pro on your desktop. This installation works together with all existing Project installations without running to issues.

Page 26: Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview) in Office 365 ... Project Online delivers full Project Portfolio Management (PPM) ...

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4 steps to set up a PMO in Project Online

Enable additional PPM features Click on Edit Links to Modify the Quick Launch (here: Display Strategy)

Page 27: Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview) in Office 365 ... Project Online delivers full Project Portfolio Management (PPM) ...

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4 steps to set up a PMO in Project Online

Enable additional PPM features Activated Strategy section for Portfolio Analysis

Project online is exactly the same product like Project on premise. For more information about the new features go to the file

04 Project 2013 - What is new in Project Server

Page 28: Project Online (Preview) in Office 365 - The Project Group · PDF fileProject Online (Preview) in Office 365 ... Project Online delivers full Project Portfolio Management (PPM) ...

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Add lists, libraries, and other apps

Click Add list, libraries, and other apps.

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Select SharePoint Store to buy apps from external vendors

Click SharePoint Store

Existing Apps

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Select TPG MTA Chart (example)

Choose proper currency and

language

Select your App

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Add your app to your library

Sign in to Office Store with

your Live-ID

Hit ADD IT

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Manage license and trust the app

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Manage license and trust the app - result

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Find the app on PWA and add it to the Site Contents page

On PWA Home page click the Add list, libraries, and other apps tile to see your app on the Your Apps page

On PWA Home page click Site Contents to add your app to the Site Contents page of Project Web App

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps Read the Help file of the app for further information of how to install

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4 steps to set up a PMO in Project Online

Add additional SharePoint online Apps TPG MTA Chart

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