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About this lesson
Exercise files
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Quick reference
Course Introduction
An Introduction to the course and your host.
When to use
It's important to understand the different tools available to manage projects so we can make an informed choice.
Instructions
Many people find themselves in project management roles as part of their job without necessarily being a dedicated project manager. The tool most professional PMOs use to manage multiple, complex projects is Project Professional/Desktop.
Project Professional is a complex product from Microsoft that helps project managers organize and manage the full life cycle of one or more projects.
However, more recently Microsoft has recognized that many 'accidental' project managers don't necessarily need the complexity or functionality of the full version of Project Professional. With this in mind, they've released a new online version of Project, Project for the Web.
Project for the Web lives in the cloud, is accessible, is collaborative, and is integrated with Microsoft 365 applications and the Power Platform. It contains the core functionality needed to manage simple projects.
In this course, we will be working through the basic project management tools offered by Microsoft: Planner for basic task management and Project for the Web. We will also be exploring how to create stunning, visual reports from our project data using Power BI.
Hints & tips
- Microsoft Planner is included in your Microsoft 365 subscription.
- Project for the Web and Power BI are subscription-based applications.
- 00:04 Hello, and welcome to this course on Microsoft Planner and Project for the web.
- 00:10 My name is Deborah Ashby and I'm a Microsoft trainer and
- 00:14 subject matter expert.
- 00:16 And I am thrilled to be your host for this course.
- 00:20 Now, I've been a trainer for a very long time and
- 00:23 I've been specifically training Microsoft Project for almost as long.
- 00:28 And for the most part, this has meant I've been training PMOs
- 00:31 And project managers how to use the rather complex project professional,
- 00:36 also referred to as Project desktop.
- 00:39 And this is a really complex product that has been made for project management
- 00:44 professionals who manage and organize multiple complex projects.
- 00:49 But in more recent times, Microsoft have recognized that many people find
- 00:53 themselves in project management roles kind of accidentally.
- 00:58 For example, your job role might not be project manager, but
- 01:01 you might find yourself managing smaller projects for your team.
- 01:05 And what Microsoft found is that these people don't necessarily need
- 01:10 the complex high level functionality of Project Professional.
- 01:14 So they've designed a new application, project for
- 01:18 the web that lives in the cloud.
- 01:20 That's accessible, easy to collaborate on with other people and
- 01:24 contains the core functionality needed to manage simple projects without
- 01:29 having to spend a lot of time and money learning Project Professional.
- 01:33 So we are going to look at Project for the web in this course.
- 01:37 However, this isn't the only thing that we're going to cover.
- 01:41 We're also going to delve into Microsoft Planner and a bit of Power BI.
- 01:46 And these three applications are what Microsoft consider to be part of
- 01:50 their simple management offering.
- 01:52 Microsoft Planner is part of Microsoft 365 and is perfect for
- 01:56 managing task lists and to do lists.
- 01:59 So if you have a small team, this offering might be great for you.
- 02:03 Best of all, because it's part of Microsoft 365,
- 02:06 it's included in your subscription.
- 02:08 So you can get up and running straight away with no additional cost.
- 02:13 Now, if you think that you require more functionality than planner,
- 02:17 this is where you might consider upgrading to project for the web.
- 02:20 The perfect middle ground option that strikes a balance between simple task
- 02:25 management in planner and complex project management in Project Professional.
- 02:31 So we're going to take a look at how it's different from Planner.
- 02:34 We'll import projects, we'll create projects from scratch and
- 02:38 run through all of the functionality.
- 02:40 So that you can make an informed choice as to which product is going to suit
- 02:45 your needs.
- 02:46 Now, we're going to finish this course by taking a little bit of a look at some
- 02:50 Power BI reporting.
- 02:51 And you might be thinking, why on earth is this included in this course?
- 02:55 Well, one thing you'll find out fairly soon is that project for
- 02:58 the web has been built on the Power platform.
- 03:01 Which means, it seamlessly integrates with other applications,
- 03:05 such as power apps, power automate and Power BI.
- 03:08 And the reason why we're going to be looking at Power BI specifically,
- 03:12 is because it's great for creating visual interactive reports and dashboards,
- 03:17 based off of your project for the web data.
- 03:20 So what can you expect from this course?
- 03:23 Well, we have 42 video-led lessons, each under eight minutes in length.
- 03:28 These lessons are organized into six logical sections,
- 03:32 which makes it easy to find the videos.
- 03:35 There is a practice exercise for each lesson and
- 03:38 we also have multiple choice questions, so you can test your knowledge.
- 03:43 So with all that in mind,
- 03:45 the only thing left to do is to grab ourselves a tasty beverage.
- 03:48 Get settle with somewhere comfortable,
- 03:51 because we are about to dive into the first lesson.
- 03:54 I'm going to head over there now, and I look forward to you joining me.
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