so in today's video we'll be passing
over to Matt from collaboration coach to
dive into Microsoft Project this is
going to be an overview of the tool the
features and also wine is different from
some of the other Microsoft services
that deal with project management
hopefully this gives you all that you
need to know feel free to use the
timestamps to skip ahead to certain
sections and please do give both of our
channels a subscription thank you very
much and I'll pass over to Matt and
collaboration coach hello it's matt from
collaboration coach thank you so much
for having me back on the tee productive
channel it's always a pleasure in this
video we're going to talk about the
Microsoft Project offerings for office
365 and if you like this video and you
want more on office 365 then please
check out our collaboration coach
YouTube channel where you'll find lots
more of this kind of stuff Microsoft
currently has three offerings for tasks
and project management in office 365
first is planner so planner is an easy
to use task management system built
specifically for office 365 it has a
very simple user interface and lends
itself well to managing small projects
or team work you create tasks as cards
and then you add them to boards so it's
very similar to apps like Trello there
are charts and schedule views and it
uses Microsoft 365 groups for
permissions there is a web app for the
browser and out for teams and ones for
iOS and Android and it integrates with
Microsoft to do so you can assign tasks
in planner and they will show up in
people's to-do lists also works well
with Microsoft's power platform so you
can easily build workflows using power
or to me there's no extra charge for
planner as it is included with the
office 365 plans for business enterprise
and education
suffering is project online which is
also known as project web app this was
ported from the on-premises version of
Project and is based on the classic
version of SharePoint Online and doesn't
work well with modern SharePoint sites
or Microsoft 365 groups and there's no
support for the power platform however
it does include more advanced project
management features like resource of
financial management baselining and
critical paths and project and portfolio
management which you won't find in any
of the other offerings and you can also
use the desktop client version alongside
it it's not cheap it's an add-on to what
you already pay for your office 365
license and at the time I'm writing this
it starts at $30 per person per month
and it goes up to $55 for all the
advanced features and although it's
being sold and supported by Microsoft
they aren't developing for it anymore
and it's considered a legacy app at this
point
so what we're going to talk about in
more detail today is project for the web
which is also now just known as project
this was built from scratch for office
365 and it's the most recent addition to
the family it's all browser-based so
there's no app or client and it has a
very simple interface that allows
project managers to get up and running
pretty quickly as well as project plans
you can add roadmaps to get an overview
of how a number of projects are
progressing together project for the web
is not free it is an add-on to your
existing office 365 license the plans
start at $10 per person per month for
the basic features and you can pay up to
$30 for the road map feature so let's
take a look at project for the web when
project is activated in your office 365
subscription you can access it through
an icon in the app launcher when you do
that you land on the home page and from
there you can create your first blank
project or road map I've created a
project to show you how the tasks and
views will work together and I've also
made it a favorite so I can just click
on the tile here and open it up your
project starts out in grid view which is
basically a list of tasks we also have
the board and timeline views that I'll
show you later notice on the far right
there's a group's members link when I
click on that I see all the people that
have access to my project plan this is
because I attached the plan to a
Microsoft 365 group the sales and
marketing group this makes managing
permissions to the plan really simple
and is one of the advantages that this
version of project has over the legacy
project online app the grid view starts
out blank and I've added a list of new
tasks here I can move the tasks around I
can copy paste and delete them and I can
get more info about them
I have some tasks that are subtasks and
some that are summary tasks like these
ones called video and thumbnails and I
can make any task a subtasks well I have
an assigned to column here where I can
add people from my organization and I
can see the duration of the task and I
added a completed column here and I can
add more columns if I need to you can
add new tasks from here I'm just gonna
add one called update thumbnails I'm
going to assign it to Alex so when I
type it here it will draw names from my
organization directory and it will
suggest them to me and then I can add
more than one if I need to
once I have my task I can open it and I
can add some more detail like a start
and end date and also how much of the
task has been completed also see here
that I can add the task to a bucket
I've got buckets here called art and
content to show you what a bucket is and
what it's used for I'm going to switch
now to the board view
in bored view tasks appear as cards and
could be moved around into different
buckets so it's a way of organizing and
categorizing the tasks tasks can be
dragged and dropped between buckets and
you can create new buckets if you need
to you can also change the view of the
tasks right now we're looking at the
buckets but we can also switch to a
progress view this shows the project
manager which tasks have not been
started and which ones are in progress
and have been completed the ones marked
in red here are overdue and if I wanted
to go in and mark that task is completed
I can either just press the circle in
the top left here or I can open up the
tasks and change the percentage to 100%
notice that when I do that it moves the
tasks to the completed column I could
also just drag the task from the in
progress column it has exactly the same
effect
I also have a finish tape view where I
can see which tasks are due and when in
this view I get four columns late today
tomorrow and this week
the Timeline view is like a traditional
Gantt view where you can see the tasks
mapped across a timeline I can zoom in
and out of the timeline using the slider
here and I can hover over the tasks and
summaries to easily see what they're
scheduled for
I can change the duration by dragging
the task either from the left or the
right and I can also create dependencies
by dragging from this little dot at the
end here to connect this task to another
one and I can click on task here to open
them up and see the information pane on
the right hand side
we can also add roadmaps which are like
consolidated views of a number of
different projects so this is not quite
program management but it does give you
a high-level view of all the work going
on in your projects so this would be
useful for someone who was responsible
for the delivery of a number of projects
or a stakeholder that wanted to get an
overview of how things were progressing
I've created a roadmap for collaboration
coach and I've added two of my projects
to it the website refresh and the
YouTube updates so you can see my two
projects here who the project managers
are what the key dates are and the work
going on within them I can choose which
tasks from the project's I include on
the roadmap and I can add key dates to
my roadmap so I can see at a glance
whether my projects are on track or not
I've added two here testing and go live
then I can add risk categories to the
tasks in the projects here one of the
tasks like it's going over one of my
milestones so I'm going to set it to
high-risk okay so that's your overview
of Microsoft Project offerings for
office 365
I hope that was helpful and if you like
this video then please check out our
youtube channel over at collaboration
coach thanks for watching and I'll see
you next time
[Music]
you