Launch Project for the Web and Explore the Interface

Quick reference

• 00:04 If you've been using Microsoft Planner up until this point to manage and
• 00:08 organize your team tasks, you might have found that it has certain limitations.
• 00:13 Or there's just not enough functionality for
• 00:15 you to be able to manage your project in the way that you want to.
• 00:18 If that is the case,
• 00:20 then you might consider stepping up to using Project for the web.
• 00:24 And as we've already discussed at the start of this course, Project for
• 00:28 the web kind of fills that gap in between Microsoft Planner,
• 00:32 which we use for basic, individual, and team task management, and
• 00:36 the more complex product of Project Online.
• 00:39 Project Online is a very complex application.
• 00:42 And it is great for project managers who have to manage multiple complex projects,
• 00:48 and need things like cost and resource management functionality.
• 00:53 But what Microsoft realized very quickly is that there was a gap in between
• 00:58 these two.
• 00:58 A lot of people these days find themselves in the position of having to
• 01:02 manage projects.
• 01:03 And those people might not necessarily be project managers by trade.
• 01:08 And if you're not a project manager,
• 01:10 using an application like Project Online is pretty intensive.
• 01:14 You have to go on a lot of training courses to really be able to
• 01:17 understand how Project Online works.
• 01:19 So what Microsoft wanted to do was fill that gap, and
• 01:22 provide a product that had more features than something like Microsoft Planner, but
• 01:26 wasn't complex and hard to learn like Project Online.
• 01:29 So that is where we have Project for the web.
• 01:32 And in this section of the course, we're really going to do a deep dive into this.
• 01:36 We're going to create a project, and we're going to go through all of
• 01:39 the functionality, but we need to start out with launching Project for the web.
• 01:43 Once again, we need to make sure that we do have a Project subscription,
• 01:47 either plan one, plan three, or plan five.
• 01:50 Once you have a subscription for Project, you can launch Project for
• 01:54 the web through your Microsoft 365 portal.
• 01:57 So I'm currently in my portal, if we click on the app launcher
• 02:01 in the top left-hand corner, we should be able to find in here Project.
• 02:05 So let's click on it to open it up.
• 02:08 Now, this is a browser-based application, and
• 02:12 it has a really intuitive, simple-to-use interface.
• 02:15 So once we've launched Project for the web,
• 02:18 we're going to be presented with what we call Project Home.
• 02:22 So let's take a quick tour around the interface, it is very simple and
• 02:25 intuitive.
• 02:26 So I don't envision you having too many problems with this.
• 02:29 So if we start at the top, we have a New project button, very self explanatory.
• 02:35 If we want to create ourselves a new project plan, we can click on this, and
• 02:39 we have a few different options in here.
• 02:41 Of course, we're going to to go through all of these in the coming lessons.
• 02:45 Underneath that, we have a Favorites area, and
• 02:47 this is where we can mark specific projects, maybe, that we use frequently.
• 02:52 And also mark roadmaps, I'll explain what those are a bit later on, so
• 02:57 that those appear at the top of this list.
• 02:59 And really,
• 03:00 this Favorites area is just a quick way of accessing things that we use all the time.
• 03:05 And then underneath that, much like many other Microsoft applications,
• 03:09 we have three quick ways of finding specific files.
• 03:13 The first tab we have here is the Recent tab,
• 03:15 so this is going to show recent projects that you've been working on.
• 03:19 And notice with this list, we have a Source column, and
• 03:23 it tells us where that project was created.
• 03:25 So you can see the majority of mine were created in Project for the web, but
• 03:30 I do have a roadmap in here as well.
• 03:32 If you have a file that you've imported from something like Project Online,
• 03:37 you would see Project Online in this Source column as well.
• 03:40 And we can see the last time that we accessed this file.
• 03:44 Also note that just above that, we have a lot of filter, where we can search for
• 03:47 specific projects.
• 03:48 So if my list was very, very long and I was looking for something in particular,
• 03:52 I could click up here.
• 03:53 And let's just type Employee Onboarding, you can see it immediately finds it.
• 03:58 Click on the cross to clear that filter, so that's your Recent list.
• 04:03 We then have Shared with me, so if someone shared a project with you,
• 04:07 this is where you can find it.
• 04:09 And Created by me will show just the projects that you've created.
• 04:14 So these two, essentially filter this Recent list.
• 04:18 And as I mentioned, we have a Favorites area at the top here.
• 04:21 If I wanted to add, let's say, Product Launch to my Favorites area,
• 04:25 I would simply hover over it.
• 04:27 And you can see, I have a star icon just here,
• 04:29 which allows me to mark it as a favorite.
• 04:32 It moves that up to the Favorites area, and displays it in a card format.
• 04:37 If I want to remove it from Favorites, I can click the three dots, and
• 04:41 simply select Remove from Favorites from the contextual menu.
• 04:45 Now, right at the bottom, we have a quick way to jump across to Project Online.
• 04:49 And as usual, in the top right-hand corner,
• 04:52 we have access to our account details from up here.
• 04:56 We have access to the Help files, so I can click this and start searching for help or
• 05:01 browsing some of these links.
• 05:03 We have our Settings underneath this cog icon, so very similar to Planner.
• 05:08 And then we can send Feedback to Microsoft if we want to.
• 05:11 And everything we see here is referred to as Project Home.
• 05:16 So if you hear me mention Project Home,
• 05:18 I'm talking about this homescreen just here.
• 05:20 So the interface is extremely simple.
• 05:23 And of course, if we want to open up any of these projects, we simply click on
• 05:27 the link, and it's going to open up that particular project in Project for the web.
• 05:32 And you can see here, this is an existing project that I've already created.
• 05:36 If I want to go back to Project Home, if you take a look over on the left-hand
• 05:41 side, we have a little Home icon just here.
• 05:43 If we click this, it's going to take us back to that main homepage.
• 05:47 So a really simple, straightforward, and intuitive interface.
• 05:51 Make sure you're familiar with the different parts, and in the next lesson,
• 05:55 we're going to take a look at how we can set up our Project notifications.

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