How to create Project for the Web in Teams

Hi,

today I will show you how can a Project for the Web be created for Team.

First of all I will open my Team in Microsoft Teams:

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and then I will look for the Project:

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Next step is:

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and then:

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and finally:

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I can now create Project like in the native application:

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and:

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and some Tasks:

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To conclude, you have everything like in native application.

Now I will go to native application:

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Here it is.

Now I will create a simple Project here:

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How can I have this Project in MS Teams?

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and:

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and finally:

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Here it is:

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What if I do not need a Project in Tams anymore?

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and:

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As you can see, Project will not be deleted, but it will be removed form Teams.

Regards!

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

Duration vs. effort in Microsoft Project for the Web

Hi,

today I will show you connection between Duration and Effort (known as work).

I will create simple Project

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As you can see, I have two Tasks. Task 1 has no resource assigned, Task 2 has John as resource! Now, I will put three days in Duration, and I will get:

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As you can see: No Resources – no effort. For John, since he is working from 09:00 AM to 05:00 PM (e.g. 8 hours per day) effort is 24 hours (3 days * 8 hours per day).

Now, let’s say that for Task 1, and Task 2 40 hours are needed. So I will put 40 hours in effort field for both Tasks, and I will get:

image

As you can see, Duration is unchanged, e.g. 3 days? Why? Because (as I explained in one of my previous posts), Tasks are Fixed Duration type! OK! Now I will change duration to 5 days, and I will get:

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As you can see, nothing happens with Task 1, because no resource is assigned. And when now resource is assigned to the Task, there is no relation between Duration and Effort.

On the other hand Effort in Task 2 is 66,67 hours? How is that possible? Task had 40 hours Effort and 3 day Duration. When I changed Effort from 3 to 5 days, effort is calculated: 40 hours / 3 days =  13,33 hours per day. 5 days * 13,33 hour per day = 66,67 hours.

So, when I have Task with Resource assigned there are two things:

  • change Effort – Duration is not affected
  • Change Duration – Effort is affected

Be careful!

Regards.

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

Task Types in Microsoft Project for the Web

Hi,

Today I will show you what kind of Task Types are available in Microsoft Project for the Web.

As we know, in Project desktop version Fixed Units, Fixed Duration, and Fixed Work, are available. In Microsoft Project for the Web, as today, only one type is available –  Fixed Duration.

Let me show you.

First I will show you resource availability in PowerApps:

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and:

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and finally:

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OK! Now let’s see John’s working time (to get that I will click on John #):

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and:

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and here it is:

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As you can see, John is supposed to work 8 hours per day!

Now, let’s see Mary’s working time:


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Now, I will go to Project and I will create one:

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For both Tasks I put 8 hours for Effort, and I’ve got 1 day  duration, no matter that John is supposed to work 8 hours per day and Mary only 4 hours per day.

Hope this helps.

Regards!

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

How to create Project from PowerApps

Hi,

today I will show you how to create Project form PowerApps.

First I will login into Office365:

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and then:

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and finally:

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this is what I have:

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Now I will create a brand new Project:

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When I choose Tasks Tab I get – Project For the Web!

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Everything else is well known. Let me create some Tasks:

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And now, I want to set Project Start Date! For that I would open Project for the Web:

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and here I am:

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Back to PowerApps:

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To conclude, this is very, very useful!

Regards!

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

How to manage Projects using Microsoft Lists?

One of the latest products from Microsoft is Lists. It is, I will say, an upgrade of the old, boring SharePoint Lists, but with a better look and a new found ease to use built in. Microsoft Lists is part of the Office365 suite. It can be found from within a search of your apps, as shown below.

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When selected, we end up here:

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As you can see, we are on the SharePoint site. We have four options for creating a new list. They are as follows:

  1. From scratch (a blank list)
  2. From Excel
  3. From an already existing list
  4. From a template

For the sake of example, we will use the template, Work progress tracker.

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Before we make a final selection (does this template suits us best?), Lists provides a preview of what we will get with the template:

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When we hit the Use Template button, we are directed to name this particular list, add a description, and choose a color and icon.

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Once we click Create, here we are:

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We can then customize the list to accommodate the needs of our project. Let’s say that we need to display the following data points:

  • Task name – we will use Work item for this
  • Description – we will use it as is
  • Task Cost – we will create this field
  • Start Date – we will use it as is
  • Due Date – we will use it as is
  • Assigned to – we will use it as is
  • Progress – we will modify this field

Firstly, we rename Work Item to Task name, as shown.

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Next, we will remove fields which we are not going to use (those of Category, Priority, and Notes).

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Now, we will modify the Progress field. This field has default values as shown below:

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Let’s select Edit.

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We want to have the following options without the ability for the user to add any others:

  • Not started
  • In Progress
  • Completed
  • Abandoned

We will modify the values as shown.

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Now we must create the new field, Task Cost.

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We choose the appropriate currency. I live in Croatia, so I’ve selected Croatian currency (Croatian Kuna).

Finally, we will reorder our fields like this: Task name, Description, Task Cost, Start Date, Due Date, Assigned and Progress:

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When we are done with the reordering, we select Apply.

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Now, we can begin putting items in our List as shown.

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It’s probably not ideal to have to add items one by one, so we use Quick edit:

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The result is something like:

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Before I conclude this article, I’ll demonstrate how to delete a list:

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This is just a little piece of what can be done with Microsoft Lists. Much more can be done with this powerful tool, and it is definitely very, very useful.

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

% Complete for Project as a whole and Summary Task in Microsoft Project for the Web

Hi,

today I will show you how % Complete is calculate on Summary Task level, and on Project Level as well, using Microsoft Project for the Web!

First, I will create one simple Project:

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Firs three Tasks are connected, and second three Tasks are not connected at all. Now I will say that Task 1, and Task 6 are 100% completed:

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As you can see, Summary 1 is marked as 50% completed. The calculation is simple: Task 1 has 3 days  Duration. All Tasks under this Summary Tasks has 6 days duration (Task 1 = 3 days, Task 2 = 2 days, and Task 3 = 1 day, so Total 6 days). Now, 3 days (Task 1) / 6 Days (Total) = 50%

Similar, Summary 2 is marked as 17% completed. The calculation is simple: Task 6 ha 1 day  Duration. All Tasks under this Summary Tasks has 6 days duration (Task 4 = 3 days, Task 5 = 2 days, and Task 6 = 1 day, so Total 6 days). Now, 1 day (Task 6) / 6 Days (Total) = 17%

Now I will click on My Project, and I will see:

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Project % complete is 33%. Total Duration of all Tasks is 12 days! Now, Task 1 + Task 6 = 4 days duration. And, then Calculation is simple 4/12 = 33%.

Be aware of Milestone! It has 0 days and it brings 1 %! I will mark all Tasks as 100% completed, except the Milestone:

image As you can see, If you do not mark all milestones 100% completed, even when all other Tasks are marked as completed, Summary Tasks, and Project as a whole remains 99% finished, and you do not want that.

Regards!

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

Resource assignment in Microsoft Project for the Web

Hi,

today in a short Post I will show you how can you see Resource assignment in Microsoft Project for the Web!

As usual, I will create a simple Project:

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Now let’s say that I want to see to which Tasks is John assigned. To do that I will follow next steps:

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and:

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OK! Now I see all John’s Tasks. But what if I want to see all Tasks by Resources (something like Resource Usage View in Project PRO)? To get that I will switch to Board View:

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and finally:

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Voila! Great, isn’t it?

Regards!

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

Custom fields in Microsoft Project for the Web!

Finally! Microsoft has introduced Custom fields for Project for the Web!

Let ma show you how they can be used! First, I will create a simple Project:

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OK! Let says that I need next fields:

  • Task description
  • Task critical deadline
  • Task cost
  • Does Task has to be reviewed by Project Manager before it is considered done?

I will create them as follows. First I will chose to add new Field:

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and then:

  • for Task description:

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  • for Task critical deadline:

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and:

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  • for Task cost:

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  • for Does Task has to be reviewed by Project Manager before it is considered
    done?

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Finally, I will get:

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I will put some data, and I will get:

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Do I have to mention that in Date type field I can only put Date, in Number type field only numbers, and so on?

Now! I know that I have comment for a Task already built in, so I do not need Task Description field. I can delete it:

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and then:

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As you can see, I can delete custom field, and I can rename it. But I can’t change it’s type (for example, from Text to Number and so on).

After I choose Dele field I will get:

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and this field is gone.

Some useful tips:

  • Custom fields can be only Text, Date, Number and Yes/No type
  • Custom fields can be deleted, renamed, but their type cannot be changed
  • Custom field are only for Task (unlike in MS PROJECT Desktop or Online version in which I can create Custom fields for Tasks and Resources)
  • Finally, Custom fields are created per Project base. So, in my example, if I create new Project, and I want same custom fields, I should create them all over again.

Regards!

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

Dependencies on Timeline View with Microsoft Project for the Web!

Hi,

today I will show you how beautiful is Timeline View in Microsoft Project for the Web.

We all know how difficult is to manage Projects with many Tasks. It is hard to see for a Task all Predecessors, and Successors, and to find them.

Using Timeline View it is very easy. Let me first create a brand new Project:

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In this View – grid View you don’t see much! BUT! I will switch to Timeline View, and I will get:

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Here you can see Gantt Chart. Now, for example I want to know predecessors and successors for Task 4. I can easily get this just by hoovering my mouse over this particular Task on the Gantt Chart View:

image

As you can see, all those blue bolded lines shows predecessors (in my example: Task 1 and 2), and Successors (Task 6). And one more thing! On the top of this View Start and Finish date for this Task are shown.

Now, you can ask: How can I see Start and Finish date for the whole Project? To have that, first I will put a Summary Task for the Project as a whole:

image

Now I will switch to the Timeline View again, and I will hoover my mouse over this Task, and I will get:

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See? Piece of cake!

Regards.

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

How to set different Work days during time period with Microsoft Project for the Web

Hi,

Today I will show you how to set different Work days during time period with Microsoft Project for the Web!

Here is Scenario. Until 10/01/2020 (October the 1st), work days are going to be from Monday to Friday. From 10/10/2020 they are going to be from Monday to Thursday!

First I will setup Calendar:

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and I will create Generic Resource called: Generic Resource from 09:00 AM to 05:00 PM

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and then:

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and:

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Now, I will choose 10/01/2020, and I will set up work days like this:

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OK! That’s it.  I will use this Resource as a Template for my Calendar Template:

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Now, I will create brand new Project:

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and I will create a Schedule:

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or:

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Let me explain:

  • Task 1 has 5 days duration. I will start at Monday 9/21/2020 and it will finish at Friday 9/25/2020
  • Task 2 has 5 days duration. I will start at Monday 9/28/2020 and it will finish at Monday, 10/5/2020 since Friday 10/01/2020 is non working day
  • Task 3 has 5 days duration. I will start at Tuesday 10/6/2020 and it will finish at Tuesday 10/13/2020 (e.g. work days are: Tuesday 10/6, Wednesday 10/7, Thursday 10/8, Monday 10/12 and Tuesday 10/13 – those are 5 work days!)

Hope this helps.

Regards!

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