Project Online is a cloud-based solution for your Project Management, Portfolio Management and Resource Management needs, no matter how ambitious your project is. It allows you to always access the latest version of Project across multiple devices with installation rights on up to 5 PCs. Project Online comes with a set of tools that helps you to get started quickly and execute your project successfully. It seamlessly integrates with Power BI for analytics to keep everyone up-to-date on your portfolio and projects progress. Project Online’s resource management tools enable you to proactively manage and forecast resource utilization to ensure timely delivery throughout your projects.

Project Online can be used by administrators, portfolio managers and viewers, project and resource managers, team leads and members.

The following editions are available:

  • Project Online Professional: Project management in the cloud through desktop client and web-browser (focus on Project Management)

  • Project Online Premium: Complete project and portfolio management solution (additionally includes comprehensive tools for Portfolio Management and Resource Management)

  • Project Online Essentials: Add-on module for project team members (only available as Add-On to Project Online Professional or Project Online Premium)

Project Online is a monthly subscription on a per user basis (User Subscription License, USL).

Benefits of Project Online to your business

  1. Project Online is available via Office 365.

  2. Online management of project portfolios. 

  3. No need for costly hardware and administrative staff

  4. Adoption and Quick Start by Project Managers and Team

  5. Flexible access via Browser and Desktop based client to easily plan and share with team. 

  6. Improving governance and control by keeping all project stakeholders updated via email alerts. 

  7. Effective management of resources by pooling them on the central server. 

  8. Strengthening daily collaboration via Integration with existing collaboration softwares 

  9. Fluid Communication. 

  10. Decisions based on data analysis.

  11. Easy connect to Power BI for hundreds to ready to use Reports

What I can do for your requirement

1. Well versed with Microsoft Project online
2. Good experience on development and configuration requirements for MS Project Online.
3. Able to understand the new requirements and develop the same in MS project Online.
4. Able to update and maintain User Account, Force Check-In Enterprise Objects, Project Workflow Restarts, Project Plan, tasks and schedule, Maintain Enterprise Calendars, Maintain Timesheet Periods, Manage Delegations, Maintain Schedule Templates, Maintain Enterprise Resource Pool

5. Modify Enterprise Custom Fields, Modify Project Detail Pages, Modify Enterprise Global Template, Project Server / Online Administration and Configuration, Project Professional SharePoint Administration and Configuration, End User Support and Troubleshooting Requests
Add/Modify Portfolio Lifecycle Workflows, Add/Modify Enterprise Project Types, Modify Security Settings and User Permissions, Add/Modify SharePoint Site Templates
Custom Integration and Solution Development
6. Sound knowledge of SharePoint and SharePoint site configuration

Project Online Architecture

 

 

 

 

 

 

 

Training Curriculum Based on Microsoft Syllabus Course # 55034

Project Online training is spread over five days with hands on practical lab sessions. IT is useful for Project Server administration and Portfolio management

About this course

This 5-day Instructor Lead course how to work with Microsoft Project Online.  You will also create and management projects and schedules, resources, tasks and time sheets with Project Web App.  Create and configure Business Intelligence for customized project reporting.  Other topics include how to backup and restore and troubleshoot Project Server 2013.

 

Audience profile

This course is intended for anyone that will need to manage and use Project Online.  This includes the IT Administrators, Project Managers, Project Schedulers, Managers, Supervisors, Team Leads, Consultants and other people responsible for managing projects. Also anyone responsible for scheduling, estimating, coordinating, controlling, budgeting and staffing of projects and supporting Microsoft Project Online.

At course completion

After completing this course, students will be able to:

  • Use and work with Project Online features.

  • Broad Overview of the course

  • Architecture, Installation, Upgrade

  • Setup and Administer Project Web Access

  • Permissions and Security

  • Enterprise Custom Fields and Lookup Tables

  • Time and Task Management

  • Project Sites

  • Business Intelligence and Reporting

  • Backup and Recovery

  • Troubleshooting and Maintenance

 

Detailed Overview of the course

Module 1: Overview

A simple introduction module.

 

Module 2: Architecture, Installation and Upgrade

In this module you will be introduced to Project Online features and architecture and a brief review of the Microsoft Enterprise Project Management (EPM) stack.  You will also learn how to Setup Project Online instances.

 Lessons

  • Architecture

  • Introduction

  • Installation

  • Upgrading

Lab : Set Up Project Online 

  • Setup Project Online

  • Configure Project Online

  • Create a Project Web Access Site

  • After completing this module, students will be able to:

  • Understand the Microsoft EPM solution stack

  • Describe the new features of Project Online

  • Describe the architecture of Project Online

  • How to install Project Online

  • How to setup and configure a Project Web App site

 

Module 3: Setup and Administer Project Web Access

In this module you will learn about Project Web App (PWA).  You will learn about the different areas of the PWA site and what each are used for, what steps are required when starting with a new PWA site (such as cost types, departments and resources) and lastly how to configure the various branding aspects of PWA.

Lessons

  • Configure Project Web Access

  • Customizing Project Web App

  • Project Web Access

Lab : Exploring Project Web Access

  • Exploring the New Project Web Access

  • Adding Quick Launch Items

Lab : Creating Cost Types and Departments

  • Creating Cost Types

  • Creating Departments

Lab : Creating Resources

  • Creating Resources

  • Importing Resources

Lab : Creating Projects and Tasks

  • Creating a New Project

  • Project Detail Pages

  • Creating Teams

  • Creating Project Tasks

  • Checking In\Out Projects

  • Connecting to Project Online

  • Importing Projects

  • Importing Resources and Fields

  • Creating Projects from a SharePoint List

  • Exploring My Tasks aggregation

Lab : Customizing Project Web Access

  • Creating and Managing Views

  • Working with Groupings

  • Working with Filters

  • Editing and Copying Existing Views

  • Applying Views

  • Grouping Formats

  • Gantt Chart Formats

Lab : Managing Operational Policies

  • Alerts and Reminders

  • Additional Online Settings

  • Project Site Provisioning Settings

  • Bulk Update Connected SharePoint Sites

  • Project Workflow Settings

  • After completing this module, students will be able to:

  • Describe the various areas of Project Web App

  • Create Cost Types

  • Create Departments

  • Create Resources

  • Create Projects and Tasks

  • Import Projects and Resources

  • Customize Project Web Access

 

Module 4: Permissions and Security

In this module you explore the permissions modes of Project Online.  This includes the new SharePoint Permission mode and the older Project Online permission mode.  Project Online permission mode includes the review of Categories, Templates and Resource Breakdown Structures (RBS) and how each interacts with user project visibility.

Lessons

  • Permissions And Security

Lab : SharePoint Permission Mode

  • Explore SharePoint Permission Mode

  • Default SharePoint Project Groups

  • Adding Users To Groups

Lab : Project Online Permission Mode

  • Switching to Project Online Permission Mode

  • Creating and Managing Users

  • Creating and Managing Groups

  • Creating and Managing Categories

  • Creating and Managing Security Templates

  • Global Permission Settings

  • Switching to SharePoint Permission Mode

Lab : Creating Resource Breakdown Structure (RBS)

  • Creating Resource Breakdown Structure (RBS)

  • Assigning RBS to Resources

  • Exploring Resource Breakdown Structure permissions

  • Explore RBS Project Visibility

  • After completing this module, students will be able to:

  • Describe Permission and Security feature of Project Online

  • How to use SharePoint Permission Mode

  • How to use Project Online Permission Mode

  • Describe and work with Categories

  • Describe and work with Templates

  • How to define and assign Resource Breakdown Structures

 

Module 5: Enterprise Custom Calendars, Fields and Lookup Tables

In this module you will learn to create and manage Enterprise Calendars, Custom Fields and Lookup Tables.

Lessons

  • Lookup tables

  • Enterprise Custom Fields

Lab : Enterprise Custom Fields and Lookup Tables

  • Enterprise Custom Fields (Resource)

  • Enterprise Custom Fields (Project)

  • Enterprise Custom Fields (Task)

  • Create Baselines

  • Custom Field Formulas

  • Graphical Indicators

  • Rollup and Roll-down Custom Fields

  • Creating and Managing Enterprise Custom Lookup Tables

  • Create Team Name Lookup Table

  • Create Skill Lookup Table

  • After completing this module, students will be able to:

  • Describe and use Enterprise Calendars

  • Describe and use Enterprise Custom Fields

  • Understand how to create Custom Field formulas

  • Describe and use Enterprise Custom Lookup Tables

 

Module 6: Time and Task Management

In this module you will learn how to use Project Online to perform Time and Task management.  This includes defining Fiscal Periods, managing time sheets, requesting status reports and managing resource allocations.

Lessons

  • Time Management

  • Task Management

Lab : Time and Task Management

  • Creating and Managing Enterprise Calendars

  • Defining Fiscal Periods

  • Time Reporting Periods

  • Line Classifications

  • Time sheet settings and defaults

  • Administrative Time

  • Task Settings and Display

Lab : Advanced Task Assignments

  • Managing Delegates

  • Acting as a Delegate

  • Building Teams of Resources

  • Using Generic Resources

  • Mapping Resources to Teams

  • Assigning and Managing Team Tasks

  • Managing Tasks by Team Members

  • Self-Assigning Team Tasks

  • Reassigning Tasks

Lab : Assigning and Working With Resources

  • Assigning Resources to Tasks

  • Matching and Replacing Resources

  • Working with Resource Options

  • Using Resource Plans

  • Managing Over allocations

  • Displaying Over allocations on Existing Assignments

  • Resource Availability

  • Working with Team Planner

  • Using the Resource Substitution Wizard

  • Leveling Enterprise Resources

  • Managing Out of Office Situations

Lab : Working With Timesheets

  • Working with Administrative Time

  • Creating and Managing Timesheets

  • Adding Rows to Timesheet

  • Updating Timesheets

  • Entering Time and Adding Comments

  • Submitting Time for Approval

  • Adding Timesheet Managers

  • Receiving and Reviewing Timesheets

  • Viewing Update History

Lab : Working With Project Schedules

  • Setting a Project Baseline

  • Comparing Project Baselines

  • Working with Tracking Methods

  • Using Percent of Work Complete

  • Using Hours of work done per period

  • Using Actual work done and work remaining

Module 7: Business Intelligence and Reporting

In this module you will learn about many of the Business Intelligence and Reporting features of Project Online.  This includes the default set of Excel Services Reports and how to use the more advanced reporting features like Analysis Services, PowerPivot and PerformancePoint.

Lessons

  • Managing Reports

  • Common Errors

  • Business Intelligence Features

  • How to use Power BI 

  • How to use Excel Services

 

Module 8: Project Sites

In this module you explore the features of a Project Site connected to SharePoint.  This includes how to work with and manage Document libraries and the various SharePoint list types (Tasks, Risks and Issues, Discussion, Contacts and Calendars).

Lessons

  • Managing Project Sites

Lab : Working With Project Sites

  • Creating Document Libraries

  • Creating and Managing Documents

  • Editing Document Properties

  • Enabling Document Version and Check-in/Check-out

  • Linking Documents to Tasks

  • Creating and Managing Risks and Issues

  • Editing and Linking Risks and Issues

  • Creating and Managing Deliverables (PWA and Project)

  • Linking Deliverables to a Task

  • Managing Discussion Groups

  • Managing Contacts

  • Managing Calendars

  • After completing this module, students will be able to:

  • Describe the features of a Project Site

  • How to create and manage Project Sites

  • How to manage Project Site Lists

 

Module 9: Backup and Recovery

In this module you explore how to Backup and Restore Project Web App and the projects stored on it.  You also review how to backup Project Sites tied to the Projects.

Lessons

  • Backup

  • Recovery

Lab : Backup and Recovery

  • After completing this module, students will be able to:

  • Describe the backup and restore process

  • How to Backup and Restore Project Sites

Module 10: Troubleshooting and Maintenance

In this module you will learn how to troubleshoot and maintain Project Online.  This includes deleting Enterprise Objects, managing the Project Online queue, and reading the ULS logs.

Lessons

  • Maintaining Project Online

  • Troubleshooting

Lab : Troubleshooting and Maintenance

  • Deleting Enterprise Objects

  • Changing or Restarting Workflows

  • Troubleshooting and Managing Project Online Queue

  • Reviewing ULS Logs

  • After completing this module, students will be able to:

  • Delete Project Online Enterprise Objects

  • Troubleshoot workflows

  • Troubleshoot the Project Online Queue

  • Review ULS logs for issues

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