Changes and Microsoft Project for the Web

Hi,

today, I will show you how to handle Changes in Projects. First, I will create a project in Microsoft Project for the Web:

image_thumb11

Now I will jump to the Project accelerator:

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and:

image

and I will get:

image

  • Name: The Name for the Change
  • Project: The Project to which the Change belongs
  • State: Issue State. It can be: Proposed, Active, Close, On Hold
  • Approval: It can be: Not Yet Requested, Requested, Approved, Rejected
  • Change Impact: It can be: High, Medium, Low
  • Priority: It can be: Critical, High, Moderate, Low
  • Owner: The Person who own the Change
  • Requested By: The Person who requested Change
  • Requested Date: When the Change has been Requested
  • Assigned To: The Person to whom the Change is assigned to
  • Change Risk: It can be: High, Moderate, Low, None and it represent how the Change is risky
  • Change Type: It can be: Scope, Schedule, Cost, None and it represent to which Project component will Change has affect
  • Cost Impact: Amount of money which is basically Cost of doing the Change
  • Planned Start Date: When is working on change planned to start
  • Planned Due: When is working on change planned to be finished
  • Finally there is:

    image

    • Description: Change Description
    • Change Plan: How the change is going to be done / implemented
    • Change Benefits: What are the befits of this change to the Project
    • Additional comments

    And that is it!

    Regards!

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

    Issues and Microsoft Project for the Web

    Hi,

    today, I will show you how to handle Issues in Projects. First, I will create a project in Microsoft Project for the Web:

    image

    Now I will jump to the Project accelerator:

    image

    and:

    image

    Before creating a new Issue, let me explain the difference between Issues and Risks.

    Risk is always about future! So this is something that has probability greater than 0% and less than 100%. Let’s say that today is cloudy day. But not rainy. There is a risk that the rain will falls. On the other hand it may not be fall at all.

    BUT! If rain is already falling, than this is  an issue. So, Issue is something that is already happening, and something which we have to deal with right now.

    So let me create my Issue:

    image

    • Name: The Issue Name
    • Project: The Project to which the Issue belongs
    • State: Issue State. It can be: Proposed, Active, Close, On Hold
    • Issue Category: It can be: Issue, Task, Bug, Other
    • Owner: The Person who own the Issue
    • Requestor: The Person who request the Issue
    • Priority: It can be
      • (1) Critical
      • (2) High
      • (3) Moderate
      • (4) Low
    • Due Date: The Issue Due Date (the Deadline until it must / should be solved)

    image

    Finally there is:

    • Description: Issue Description
    • Resolution: The Issue Resolution (which can be entered either if I know the resolution right away, or after the Issue is going to be resolved)

    And that is it!

    Regards!

    Posted in Uncategorized | Leave a comment

    How to import Project from Project Desktop to Microsoft Project for the Web

    Hi,

    the new feature is here! From now on there is possibility to import Project from Project desktop to Microsoft Project for the Web!

    Let me show you how, and what are limitations.

    First of all, I will create a simple Project in Project Desktop:

    image

    As you can see, there are five Tasks:

    • Task 2 has Finish to Start relation to Task 1, Task 3 has Start to Start relation to Task 2, Task 4 has Finish to Finish relation to Task 3, and Task 5 has Finish to Start relation to Task 4. Task Done is milestone, and it has Finish to finish relation to all other Tasks.
    • All Tasks, except Milestone have Resources assigned
    • Task 1 is 100% completed, and Task 2 is 50% completed.

    No I will import it to Project for the Web:

    image

    and:

    image

    and then:

    image

    and finally:

    image

    This is what I get:

    image

    As you can see:

    • Resources are not imported
    • Relations are moved only for Finish to Start relations

    To see all limitations, check here:

    image

    Well done Microsoft, glad to have this!

    Regards!

    Posted in Microsoft Project for the Web, MS PROJECT 2019, Project for the Web, Project for Web | Tagged | Leave a comment

    Risks and Microsoft Project for the Web

    Hi,

    every Project has Risks. And every Project Manager what to handle them. With Microsoft Project for the Web, via PowerApps it can be done in two ways. One is useless, and another is great.

    Let me create a Project:

    image

    Now I will jump to PowerApps:

    image

    and then:

    image

    and finally I will jump here:

    image

    Now, when I choose My Project I will get:

    image

    I choose Risk and I will get:

    image

    When I try to create a risk I will get:

    image

    As you can see, here I can only put a Risk name and a Risk owner. And that is why I think that this solution is useless.

    BUT! If I install Project Accelerator which can be found here (GitHub – OfficeDev/Project-Accelerator: An Accelerator solution for Project for the web):

    image

    I will have much more! Let me show you!

    image

    As you can see on the left side of the Screen that with Project accelerator I have more options (Program, for example), and I have much more information (Overall Health, Issue Health, and so on, which I will explain in my further Blog posts).

    Now, let’s focus on Risks. I will choose My Project:

    image

    As you can see, Risks Tab is here, by default. I will add a Risk:

    image

    I put a Risk name and I can choose which status Risk has:

    (1) Proposed – the Risk exited and it doesn’t happen yet
    (2) Active – the Risk is active, e.g. it happened and we are working on it
    (3) Closed – the Risk is Closed, e.g. it didn’t happen or it was fixed
    (4) On Hold – for some reason the Risk is on hold

    Now I will put the Probability and Impact for the Risk, and other useful information:

    image

    So, I put Probability, Impact, Cost, Description, Mitigation and Contingency Plan for this Risk. Now I will going to save this Risk and I will get:

    image

    Exposure and Cost Exposure are calculated. Now, let me explain how.

    Probability is 3, and this means 3% (percent). So if a cost of risk (if it happens) is 10.000, Cost exposure is 3% of 10.000 = 300! (kn means Croatian kunas – currency in my Country). Exposure is 3% * 5 = 0,03 * 5 = 0,15!

    And finally, reminder. Probability is likelihood that risk is going to happen. Impact means: “If it happen – how hard is going to hit me?” So 1 can be – very low, 2 can be – low, 3 can be – medium, 4 can be – high, and 5 can be – critical (of, course this is just an example).

    Anyway, with Project accelerator, Project Manager, and the rest of the team can do much more! Risk management is just one example. Others are going to be explained in my future Posts, so stay tuned!

    Regards.

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

    How to customize choices for Project Requests, Programs and Project using Project Accelerator

    Hello,

    Project Accelerator has many different choices for Project Request, Programs, and Projects. But, very often, I will need different choices, or even new ones.

    And, of course there is a way to customize it.

    Let me start with a Project Request. I will create a new one:

    SNAGHTML2da1be4e

    and:

    SNAGHTML2da3a994

    As we can see, for Priority, I have four options, but I need fifth: (5) Very Low.

    First of all, all those fields, like Name, Request State, Priority are stored in Tables, in Dataverse.

    For Project Request, there is a table which can be accessed:

    image

    and:

    image

    since I want to modify the Priority field, I will choose it and I will follow next steps:

    image

    and:

    image

    and:

    image

    That is it. Now back to the Project Request:

    image

    and here it is!

    Now let’s look at the Program:

    image

    and:

    image

    What? The same value is available in Program as well. Why? Because both tables are using the same field. And I can see all those Choice fields here:

    image

    and:

    image

    So I can add, edit or delete them from here, as well.

    Finally, the Project!

    image

    and:

    image

    As you can see, for Project Type I can choose, between: Security, Cloud Computing, etc. Now, let’s say that this Project is Construction type. But, I don’t have this option available. No big deal. I will add it.

    image

    and::

    image

    and:

    image

    I will add Construction as a choice:

    image

    and:

    image

    Now, let’s get back to my Project:

    image

    Voila! Here it is.

    So, as you see, if you have right permissions, you will be able to customize many choice fields for your own purpose

    Regards!

    Posted in Project for the Web, Project for Web, PRoject Management, Project Online | Tagged | Leave a comment

    How to Create Projects using Project Accelerator !

    Hello,

    Today I will show you how to Create new Project using Project Accelerator, and then how to analyze them using Program, also within Project Accelerator.

    First I will create my first  Project:

    image

    and I will get:

    image

    Summary Tab

    • Name: The Project Name
    • Owner: The Project Owner (I can choose anyone from my Azure Active Directory)
    • Project Type: I can select:
      • Security
      • Cloud Computing
      • Application Development
      • Maintenance
      • Internal Readiness
      • Other
    • Program: The Program to which the Project belongs I can select from the list of Programs which I already created (see my Post: Programs in Project Accelerator and Microsoft Project for the Web | Nenad Trajkovski (ntrajkovski.com))
    • Business Unit: To which Business unit Project bellows. I can select:
      • IT
      • Product Development
      • Operations
    • State: The Project current state. I can select:
      • (1) Proposed
      • (2) Active
      • (3) Closed
      • (4) On Hold
    • Stage: The Project current stage. I can select:
      • (1) Create
      • (2) Select
      • (3) Plan
      • (4) Manage
      • (5) Close
    • Priority: The Program Priority. I can select:
      • (1) Critical
      • (2) High
      • (3) Moderate
      • (4) Low
    • Executive Sponsor: The Project Sponsor. I can choose from the user list in My
      Azure Active Directory
      • Manager: I can choose from the user list in My Azure Active Directory
      • Project Manager: I can choose from the user list in My Azure Active Directory
        • Calendar Template: The Calendar Template which the Project will use.
        • Funding Available: Is funding for the Project Available (Yes or No)
        • Estimate Start Date: Expected Project Start Date
        • Duration (Days): Project Duration in Days (this field is going to be calculated)
        • Finish Date: Project Finish Date (this field is going to be calculated)
        • % Complete: The Project completeness in %  (this field is going to be calculated)
        • Effort (Hours): The Effort in hours (this field is going to be calculated)
        • Effort Completed (Hours): The Effort completed in hours (this field is going to be calculated)
        • Effort Remaining (Hours): The Effort remaining in hours (this field is going to be calculated)

        image

        Business Case Tab

        • Description: Project Description
        • Business Case: Here I can type Business Case for the Project
        • Value statement: Here I can type Value statement for the Project
        • Strategic Alignment: I can select:
          • Extreme
          • Strong
          • Moderate
          • Low
          • None
          • No Rating
        • Improve Employee Retention: I can select:


          • Extreme
          • Strong
          • Moderate
          • Low
          • None
          • No Rating

        • Lower Cost:
          I can select:



          • Extreme
            • Strong
              • Moderate
                • Low
                  • None
                    • No Rating

                  • Risk: I can select:




                    • Extreme
                      • Strong
                        • Moderate
                          • Low
                            • None
                              • No Rating
                            • Prioritization Score (this field is going to be calculated), according to Formula:
                              • No Rating = 0
                              • None = 0
                              • Moderate = 50
                              • Strong = 75
                              • Extreme = 100

                              Prioritization Score = (Strategic Alignment * 0,25) + (Improve Employee Retention* 0,25) + (Lower Cost * 0,25) + (Risk * 0,25)

                              Financial Tab

                              image

                              I don’t have to explain those field, except ROI which is calculated as (Benefit – Budget) / Budget. I did not put anything in Actual field, because I am creating the Project, and so far I don’t have any actual costs for the Project.

                              Funding is available, and Funding Source is Internal (I could also choose External)

                              I will not show Resources and Task Tab, because there is nothing to show for now, and I will explain Risks, Issues and Changes in separate Blog Posts.

                              Status Tab

                              image

                              I can choose Overall Health, Issue Health, Schedule Health, Effort Health, and Financial Health and choices are:

                                • (1) On Track
                                • (2) At Risk
                                • (3) Off Track

                            I can also choose if the Project need staffing (YES or NO). Finally I will save the Project. After the Project is saved, I can jump to the Task  Tab, and create some Tasks:

                            image

                            Task are created in the exact same way as they are created in Microsoft Project for the Web!

                            Now, let’s look at the Resources Tab:

                            image

                            As you can see here I can see every single Resource and they total effort for the Project!

                            After I save those Tasks I will get in Summary Task:

                            image

                            And finally, what will happen if I open Project for the Web? I will get:

                            image

                            and:

                            image

                            Regards!

                            Posted in Uncategorized | Leave a comment

                            Programs in Project Accelerator and Microsoft Project for the Web

                            Hi,

                            Today I will show you how to create Program for Projects using Project Accelerator and Project for the Web!

                            But First of all what is Program anyway? According to PMI Project is temporary endeavor undertaken for creating unique Product, Service or Result! On the other hand, Program is a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually. Programs may contain elements of work outside of the scope of the discrete projects in the program. So Projects in a Program have to be related!

                            Let me create Marketing Program:

                            image

                            I will get new screen with following fields:

                            image

                            • Name: The Program Name
                            • State The Program State. I can select:
                              • (1) Proposed
                              • (2) Active
                              • (3) Closed
                              • (4) On Hold
                            • Priority: The Program Priority. I can select:
                              • (1) Critical
                              • (2) High
                              • (3) Moderate
                              • (4) Low
                            • Business Unit: To which Business unit Program below. I can select:
                              • IT
                              • Product Development
                              • Operations
                            • Manager: The Program Manager. I can choose from the user list in My Azure Active Directory
                            • Program Type: I can
                              select:
                              • Customer
                              • Development
                              • Support
                              • Enhancement
                              • Program
                              • Other
                            • Program Type: I can select:
                              • Customer Satisfaction
                              • Grow Business
                              • Run Business
                              • Transformation
                              • Other
                            • Program Start: Expected Program Start Date
                            • Program Due: Expected Program End Date
                            • Description: Program Description
                            • Business Case: Here I can type Business Case for the program

                            So it can look like this:

                            image

                            Now, I will choose Financial Tab, and I can edit following fields:

                            image

                            As you can see, I can only put Budget and Benefit amounts, and everything else is going to be calculated, after I save the program. So I will do it, and I will get:

                            image

                            As you can see ROI is 2,00, because it is calculate as (Benefit – Budget) / Budget = (3.000.000 – 1.000.000) / 1.000.000 = 2.00, and Remaining Budget Allocation is 1.000.000 because nothing has been spent yet! And if you look at Project Financials you will see that Project Budget, Project Actual Cost, Project Remaining Budget, Project Benefits, and Project ROI is zero, because there is no single Project assigned to the Program yet, and all Last updated fields are the same, and it is 5/2/2021 which is the date when I last saved the Program (for now).

                            Let me jump to the Status Tab:

                            image

                            I can choose KPIs for Overall Health, Financial Health, Effort Health, and Schedule Health, and choices are:

                              • (1) On Track
                              • (2) At Risk
                              • (3) Off Track

                            Active Projects, Projects At Risk, Projects On Track and Project in Trouble are zero, again because there is there is no single Project assigned to the Program yet, and all Last updated fields are the same, and it is 5/2/2021 which is the date when I last saved the Program (for now).

                            Let me jump to the Projects Tab:

                            image

                            As you can see, nothin is displayed here, again because there is there is no single Project assigned to the Program yet. Be aware that I can have a lot of Projects opened / Created, but I can not add them to the specific Program here. Where can I assign them? Well, that is what I am going to show you in my next Blog Post

                            Finally, the Notes Tab:

                            image

                            When I create a note, I can put the Title (in my example: My note), a note itself (in my example: Here is my note) and if I click on Add note it will be saved. After it is saved you will see it is shown on the screen below:

                            image 

                            I can also attach a file with my note, ad you can see in my example above.

                            OK, I created a Program. Now what? Well, wait for my next Blog Post to find out!

                            Regards!

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

                            Project Request with Project Accelerator and Microsoft Project for the Web

                            Hello,

                            as we all know, in real life we have always many Project Requests, but not all of them are approved (e.g. we are not going to execute each and every of them). The very first step in Project Management is – Project Request. We can do it with Project Accelerator in PowerApps.

                            image

                            and:

                            image

                            I will enter my Project Request:

                            image

                            First of all, I gave a Name for Requested Project. Then, I choose New as a Requested State, and I put Ellen as Requestor for this Project. I put some details, and if I wanted I can put a Business Case.

                            On the second half of this screen I have:

                            • Strategic Alignments – Options are: Extreme, Strong, Moderate, Low, None, and No Rating
                            • Lower Cost – Options are: Extreme, Strong, Moderate, Low, None, and No Rating
                            • Improve Employee Retention – Options are: Extreme, Strong, Moderate, Low, None, and No Rating
                            • Risk – Options are: Extreme, Strong, Moderate, Low, None, and No Rating
                            • Budget
                            • Benefit
                            • Funding Available – Options are: Yes and No
                            • Funding Source – Options are: Internal and External

                            image

                            I’m done, and I’m going to save this:

                            image

                            and I will get:

                            image

                            As you can see Prioritization Score, and ROI are calculated fields, so they are visible after saving.

                            But how did I get Prioritization Score = 62.50? Well, according to Formula:

                            • No Rating = 0
                            • None = 0
                            • Moderate = 50
                            • Strong = 75
                            • Extreme = 100

                            Now I have:

                            • Strategic Alignment = Extreme = 100
                            • Lower Cost = Strong = 75
                            • Improve Employee Retention = Strong = 75
                            • Risk = None = 0

                            Prioritization Score = (Strategic Alignment * 0,25) + (Lower Cost * 0,25) + (Improve Employee Retention * 0,25) + (Risk * 0,25) = (100 * 0,25) + (75 * 0,25) + (75 * 0,25) + (0 * 0,25) = 25+ 18,75 + 18,75 + 0 = 62,5

                            ROI is calculated according to formula: (Benefit – Budget) / Budget = (2.500.000,00 – 1.000.000,00)  / 1.000.000,00  = 1.5

                            And here it is:

                            image

                            Now I will open Microsoft Project for the Web:

                            image

                            As you can see My Third Project is note here. and that is perfectly normal because it is not Approved yet. It can be also seen in PowerApps:

                            image

                            OK! Let’s say that someone decided that this Project is good one, and it should be approved! To do that I follow next steps:

                            image

                            and:

                            image

                            and here it is:

                            image

                            and it is also in Microsoft Project for the Web:

                            image

                            Now I can start with building my Schedule, assigning Resources etc.

                            Be aware that Requested Project is not gone form Project Request Screen in Project Accelerator, after it was approved. So when you will have lot of Project you can distinguish them by filtering:

                            image

                            So here I can choose which Project Requests do I want to see.

                            Final word. This is GREAT! Without Project Request we were able to create Project after it was approved, or if we did it before it was approved, and it was not approved we had to delete it, which was a bad practice.

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

                            Project Accelerator and Microsoft Project for the Web

                            Hi,

                            If you jump at the: GitHub – OfficeDev/Project-Accelerator: An Accelerator solution for Project for the web, you will find detailed instructions for the Project for the Web Accelerator. What is this?

                            The Project for the web Accelerator applies useful customizations to the Project for the web Power App. The Accelerator can easily be deployed to any environment that has Project for the web already in it. Scenarios included in the Accelerator are…

                            Project Requests. Create a list of ideas for Projects that include a business case and expected impact. Pro-tip: Create an Approvals flow using Power Automate to convert Project Requests into Projects.

                            Programs. Create a hierarchy of programs and projects see how work fits into the bigger picture.

                            Risks and Issues. Manage the surprises that accompany every project. Create and assign risks and issues to minimize impacts to a project’s schedule.

                            Changes. Use change tracking processes to help understand the history of a project.

                            Status. Centralize recording of project status to keep stakeholders up-to-date.

                            This is copied from the link mentioned above.

                            Let me show you how does it look. First I will create a simple Project using Microsoft Project for the web:

                            image

                            If you are familiar with Microsoft Project for the Web app, you already know that it is powerful but yet, a lot of things for proper Project Management is missing. On the other hand if you are using Project Accelerator, you will see that there is much more data needed.

                            Project Accelerator can be found in PowerApps:

                            image

                            and:

                            image

                            As you can see there is a lot of stuff here.

                            Where is my Project?

                            image

                            If I want to edit it, I will get:

                            image

                            Wow! That is something! I can do a lot of things. I will show you what and how in my next Posts, so stay tuned!

                            Regards!

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

                            Notifications with Microsoft Project for the Web

                            Hi,

                            new Feature in Microsoft Project for the Web is here – notifications.

                            Let me show you how it works. First of all I will login to a Project:

                            image

                            I will set up my preferred settings:

                            image

                            So, I will get an email whenever a Task is Assigned to me!

                            Now I will login as Ellen, I will create a new Project, and assign Task to me:

                            image

                            I will jump to my mailbox:

                            image

                            Now, when I click to Nenad’s Task, I will get:

                            image

                            Here I can edit Task which is assigned to me (whatever I need).

                            In my email if I click on Open Project or Ellen’s Project (the Project name) I will get:

                            image

                            And that’s it! from my point of view this is great feature, because I do not have to worry if and when someone assign any Task to me, and I don’t have to check on Project frequently, because I will get a mail!

                            Regards!

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