Learning Microsoft Project for the Web (Planner Premium)

Course details

Are you looking to get up to speed with the web-based tool, Microsoft Project for the web? In this course, ten-year Most Valuable Professional and Microsoft Certified Trainer Cindy M. Lewis shows you the basics of using Project for the web to collaborate more efficiently, manage projects according to preference, and share details about projects, tasks, and resource assignments—all from one centralized location.

Cindy teaches you how to get your first project started from scratch or from a template. Learn how to navigate efficiently between projects, create and manage tasks, build task dependencies, incorporate key dates, tag and enhance task details, add resources and share assignments, track project tasks, use and tailor report features, work with timeline view and roadmaps, use board view for agile projects, and more. By the end of the course, you'll be ready to start leveraging the power of Project for the web, even if you’re not a formal project manager.

Concepts

0. Introduction

01 - Introduction to Microsoft Project for the web
02 - Before you begin

1. Getting Started with Project for the Web

03 - Overview of Microsoft solutions for managing projects
04 - Creating a new project
05 - Creating a new project from a template
06 - Importing a Microsoft Project desktop file
07 - Opening, closing, and saving projects
08 - Setting favorites and deleting projects
09 - Changing the theme

2. Creating and Managing Tasks

10 - Building a task list and correcting mistakes
11 - Setting task durations
12 - Managing columns
13 - Creating multiple levels
14 - Building task dependencies
15 - Adjusting start and finish dates

3. Adding Additional Task Details

16 - Adding notes, a checklist, or an attachment
17 - Defining and assigning labels
18 - Creating a custom field
19 - Setting priority levels

4. Incorporating Resources

20 - Connecting to a Microsoft 365 group
21 - Connecting to Microsoft Teams
22 - Assigning resources to tasks and estimating hours
23 - Making project changes with multiple project owners
24 - Sharing project information
25 - Configuring personal notifications
26 - Utilizing a resource-oriented view

5. Tracking Task Progress

27 - Overview of task tracking approaches
28 - Auditing your project
29 - Updating task percentages and completed tasks
30 - Updating resource effort and using effort fields
31 - Modifying late tasks

6. Using Reporting Features

32 - Viewing the project summary and charts
33 - Configuring a filter in multiple views
34 - Using grouping features in multiple views
35 - Creating an executive timeline using roadmaps

7. Agile Projects and Board View

36 - Planning sprints with items from the backlog
37 - Recording task progress with buckets
38 - Preparing for a review session or meeting

Conclusion

39 - Next steps