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.

In Conclusion…

Contact us for more information:

info@cod.worldinfo@msprojectpros.co

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