Equipment as resource in Microsoft Project for the Web

Hi,

in Microsoft Project for the Web we can have human Resources (e.g. people). But what about other Resources. Let’s say that we need Concrete Mixer, when we are building foundations.

I will now create a Simple Project:

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I will add few Tasks:

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OK, now I need Concrete Mixer. To define it I should go to Dynamics:

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and then to Project:

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I will choose Resources:

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and I will add new one:

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Now I will add my Concrete Mixer as Equipment Resource Type:

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and, here it is:

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Now, back to my Project:

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As you can see, I can assign it to a Task.

Now if I look at the Task details, I will get:

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As you can see, effort is 24 hours (e.g. 3 days * 8 hours / day = 24 hours). So, Resources with type = Equipment are work resources, like any other human resource. If you are familiar with Project Desktop, or Project Online, than you know there is a Material Resource type (like Bricks, licenses, etc., for example). For now, this Resource type doesn’t exist in Microsoft Project for the Web. But I am sure, that it will be available, as this product grows.

Regards.

Posted in MICROSOFT PROJECT, Microsoft Project for the Web, PMI, Project for Web, PRoject Management | Tagged | Leave a comment

Task Start and Finish time in Microsoft Project for the Web

Hi,

Today I will show you in a short Post how to see at what Time should Task start and when it should ended.

To do that I will create a very simple Project:

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or (Timeline View):

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Start and Finish dates are visible. But, what about time? To see that, I will hoover my mouse at Start and / or Finish date, and I will see:

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As you can see Task 1 should be started at 09:00 AM.

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Task 1 should be finished three days later at 05:00 PM.

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Task 2 should be started at 6/18/2020 at 09:00 AM.

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You’ve get the point. So Task 2 should be finished at 6/18/2020 at 1:00 PM (four hours later than it should be started, because duration is 4 hours).

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Task 3 should be started at 6/18/2020 at 1:00 PM (right after Task 2 should be finished. And finally, Task 3 should be finished at 6/22/2020 at 1:00 PM.

Of course all those values depend on Calendar setup and Work Template setup for the whole Project. But this is part one of my next Posts!

Regards!

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How to find right Project in Microsoft Project for the Web?

Hi,

today I will show you how to find right Project, if you have many of them, using Microsoft Project for the Web!

When I log myself to the Project for the Web I will get next Screen:

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In a Recent Tab I will see all projects which are recently opened by me (opened not necessarily created by me). If I choose Shared with me Tab, I will see:

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Here I will see all Project which are been created by someone else (in my example it was Ellen), and I am member of the Team, e.g I am member of the Group in that Project.

When I open this project, and after I jump back to Recent Tab I will see that project as well.

In a Created by me TAB, I will see:

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Here I will see all Projects which I’ve created!

If I want make some Projects as favorite I can do it only in Recent Tab:

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and I will get:

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This project is now in Favorite area, so I can easy access to it.

Now, if I log in as Ellen I will see in Shared with me Tab:

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Obviously she is part of the same two projects as I am. If I open Created by me Tab, I will see:

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So Ellen has only on Project she had created.

To conclude I can easily  access Projects created by my, or those which Team member I am, in different way.

Regards!

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Task progress with % completeness in Microsoft Project for the Web

Hi,

today I will show you how can you put, and see Task progress using % Completeness in Microsoft Project for the Web!

As always I will first create a simple Project:

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as you can see I have Tasks, Resources, and Dependencies. If I look at the Timeline View I will get:

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Now let’s say that my Phase 1 is done, and I need to mark all Tasks as 100% completed:

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and I will get:

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As you can see, % complete for the Phase 1 is calculated as well (it is 10%). If I mark second and third Tasks as 100% completed, I will get:

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Phase 1 is 99% completed, because even all Tasks are marked as 100% completed, it is not done, because Milestone is 1% (yes, it is 1% even it has 0 days duration). I will mark it as completed and I will get:

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Now, let’s look at the Timeline View:

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If I click on the Project name I will get:

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Here I can see % Completeness for the whole Project (since it is not possible to see so called “Task 0” in Project for the Web).

Let’s say that Phase 2 is completed as well. I can go and mark each Tasks as 100% completed (and milestone, as well), or I can go to the Summary Task and mark it as 100% completed:

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and I will get:

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So the shortest way to mark Subtasks as 100% completed is to mark Summary Task as 100% completed.

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How to use Office 365 Groups with Microsoft Project for the Web

Hello,

Today I will show you how to use Groups with Microsoft Project for the Web.

First I will create brand new Simple Project:

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The Group is needed when I am going to assign First Resource to my Task. Let’s say that I want to assign Ellen to the Task 1:

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when I hit Enter I will get:

imageand:

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IF I choose to create Group, I will have a brand new one, and it will be used for this Project, and later I can use this group for other Project. Or, when I create another Project, I can create new group for that particular Project, as well.

Now, I write Blog Post very often, and for each Post I create brand new Project, so I do not want to create new Group every time. Instead of that, I will create one group which I will use for every Blog Post.

To do that I will create a group which I will call Blog Post Group:

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and:

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Now I will add member to this group:

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OK! Now I will assign John to Task 1:

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and I will get:

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Jim is not a group member, but I need him for Task 2:

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When I select him, I will get:

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and now he is also part of the group. So, I can add additional member to my group anytime I need it.

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Now, I am going to create new Project, called: Second Project:

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and I am going to use Blog Post Group:

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Now, all group member are available:

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To conclude, I can create a group for my Project, and use it for that particular project only, or for any further project in a future. Or, I could have Group created somewhere else (for example in my Admin center, or in Teams, or in Planner…), and use it for my Project.

It’s up to you how many groups you will have.

Regards!

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Task Filters in Microsoft Project for the Web

Hello,

today I will show you how can you filter Tasks in the Microsoft Project for the Web, and on what can you apply filter.

As always, I will first create new Project:

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If I look at the Timeline View, I will see:

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Please, do not laugh, I am not good at construction, so if something seems ridiculous, it is because I’m IT guy, and I never built anything Smile.

In  Board View I did some modification, like this:

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All tasks are in some column: Walls, Carpets, Air Conditions, Furniture, Roof, Milestones.

If I was building a skyscraper I will have thousands Tasks, and it might be difficult to go up and down to search some specific Task. BUT! I have a filter in a grid View:

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Let’s say that I want to see all Milestones. In a filter I will write Milestone, and I will get:

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So, now I have all Tasks from Milestones bucket.

Now I want to see all Tasks assigned to Ellen. In the same field I will type: Elle, and I will get:

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So, now I have all Tasks assigned to Ellen.

And last, but not least, I want to see all Tasks which has The in its names (no matter if name Start with The, or not:

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So, I have all Tasks with the word The!

To conclude, I can use Filter in Project for the Web for:

  • Task Names
  • Bucket Names
  • Resource Names

and no matter what I type I will get all Tasks within that criteria.

To show you that I will rename Milestone from Ground floor done, to Ellen done. Now if I put Elle in a filter I will get:

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Now, according to Elle filter criteria, I have all Tasks, Buckets and Resource with the word Elle.

Regards

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Color indicators for Finish date in Microsoft Project for the Web

Hi,

Today I will show you color indicators for Finish date in Microsoft Project for the Web!

First I will create simple Project with five Tasks:

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Current date is 05/10/2020, as you can see in Timeline View:

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In a Grid View I will add two columns: Start and Finish, and I will get:

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All Tasks have the same Start date, and it is Project Start date which is 05/04/2020.

  • Task 1 has 1 day Duration, and Finish date is 05/04/2020. Since today is 05/10/2020, this task is late, and Finish date is marked red
  • Task 2 has 5 days Duration, and Finish date is 05/08/2020. Since today is 05/10/2020, this task is late, and Finish date is marked red
  • Task 3 has 6 days Duration, and Finish date is 05/11/2020. Since today is 05/10/2020, and finish date is soon, this task is not late, but it should be completed soon, so it is marked yellow
  • Task 4 has 7 days Duration, and Finish date is 05/12/2020. Since today is 05/10/2020, and finish date is soon, this task is not late, but it should be completed soon, so it is marked yellow
  • Task 5 has 8 days Duration, and Finish date is 05/13/2020. Since today is 05/10/2020, and finish date is not so soon, this task is not late, and it is not marked in any color, so it means it’s status is good.

If current date is, for example 05/04/2020, then Task 1 will be marked yellow, but it’s finish date will not be shown as 05/04/2020, but it will be Today.

To conclude:

  • If finish date is not marked (e.g. it’s background is white) – the Task is in good shape
  • If finish date is marked yellow (e.g. it’s background is yellow) – the Task is still in good shape, but you should take care of it, because it can soon be in trouble, e.g. late Tasks
  • If finish date is marked red (e.g. it’s background is red) – the Task is not in good shape, and it means only two things: either you did not put % completed, or Effort completed (e.g. progress), or the Task is late.

Regards

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Driving Tasks in Microsoft Project for the Web

Hi,

Today, I will show you how can you see driving Tasks in Microsoft Project for the Web.

First I will crate new Project:

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As you can see, Task 3 has two Predecessors: Task 1, and Task 2. If I look at the Task3 Details, I will see:

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On the Task’s detail page I can see all Predecessor Tasks, and also I can find information of which Task, or Tasks are “drivers”. In my example, Task 2 is Driving Task, because it determines the “schedule”, or in other words, it determines Start Date of it Successor (Task 3).

If I change Duration of the Task 1 to 5 days, for example, I will get:

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As you can see now, Task 1 has become the Driving Task, because it determines Start Date of Task 3!

Finally, if I change both, Task 1 and Task 2 duration to, for example 4 days, I will get:

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As you can see, now both Tasks (1 and 2) are Drivers for The Task 3, as you can see on the picture above.

Simple, and useful!

Regards!

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Task constraints in Microsoft Project for the Web

Hi,

as you already know, in Microsoft Project online or desktop version there are lot Task constraints (for example: Start No Earlier Than, Finish No Earlier Than, Must Start On, Must Finish On, etc.) In Microsoft Project for the Web you can find only two Task Constraints: Start No Earlier Than (SNET), and Finish No Earlier Than (FNET), and both of them are Semi Flexible Constraint type.

Let me show you those constraints. First (as always) I will create simple Project with three Tasks:

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Let’s see how does it look at the Timeline View:

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Now, I will put 5/14/2020 as Task 2 Start Date:

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If I hoover my mouse over Strat Date I will see:

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the little “star” in the right corner shows that it is constraint for the Start date. Now if I click on that date I will see:

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here I can see “warning message” about constraint, and I can click on the button “Remove Constraint”, and it will be removed, so the Start Date will be set As Soon As Possible (know as flexible constraint). I will not do it for now.

Now I will set Finish date for Task 3 as 5/26/2020, and I will get:

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As you can see Start date has been changed so duration remains 4 days!

Now I will change Duration for Task 1 to 1 day, and I will get:

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As you can see Task 2 has the same Start Date, because it cannot be started before 5/14/2020.

I will change Duration for Task 2 to 1 day as well, and I will get:

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As you can see Task 3 has the same finish Date, because it cannot be finished before 5/26/2020.

Finally I will change Duration for Task 1 to 10 days, and I will get:

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Now, Start date for the Task 2, and finish Date for the Task 3 are changed, because those date are later than previous ones. And since they have No earlier constraint, it means that both of them can start and finish later.

Regards!

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How to get Project for the Web information in Microsoft Dynamics 365

Hi,

today I will show you how can you get information about your Projects for the Web in Microsoft Dynamics 365.

I will create two Projects:

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As you can see, Project is going to Start at 5/4/2020 and to Finish at 5/8/2020. Total effort is 32 hours. I will say that Task A is 100% completed:

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Now I will create Second Project:

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As you can see, Project is going to Start at 5/4/2020 and to Finish at 5/9/2020. Total effort is 56 hours. I will say that Tasks D and E are 100% completed:

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OK! Now I will switch to Dynamics 365:

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and:

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I can find a lot of information for my projects like: Start and finish date, Effort Total, and Effort completed, and % completed of the whole Project. If I click on particular Project like, for example, First Project I will get:

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If I choose Summary Tab, I will have all information about the whole Project (start date, End Date, Effort and Completed effort), and I also can choose Tasks Tab, and I will get:

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and here is the same View like when I’m using Project for the Web!

This is very powerful, and I encourage you to use it whenever possible, because here you will find a lot of useful overall information about you Projects!

Regards!

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