Project Online - Creating a project Tutorial

In this video, you will learn about creating a project using Microsoft Project.
The video covers the fundamentals of using Project Online and demonstrates how to create a project, customize the interface, and create project tasks.
This knowledge will help you efficiently organize and manage your projects.

3:49
4566 views

Available in Microsoft365

Objectifs :

This tutorial aims to guide users through the process of creating a new project in Project Online, assigning a strategy, building a project team, and managing resources effectively.

Chapitres :

Introduction to Project Online
Welcome to this tutorial on Project Online. In this session, we will explore how to create a new project, assign a strategy, build a project team, and manage various resources effectively.
Creating a New Project
To start, navigate to the Project center in the ribbon. Here, you will find the 'New' function, which offers two types of projects: - **SharePoint Task List**: This allows each participant to create and modify tasks. - **Enterprise Project**: This option provides more control over the project, as all updates must be approved. Let's proceed to create an enterprise project. In the project creation window, you will need to specify basic information such as the project name, a summary description, a start date, and designate an owner who will have the most significant rights in project management. Once all information is correctly filled out, click 'Finish' to validate the project setup.
Defining Resources
A project cannot succeed without the right resources and skills. It is crucial to define these resources in advance, as the more precisely they are defined, the easier the project will be to manage in Project Online. To indicate the resources for your project, select your project in the Project center and use the ribbon to build your team by adding team members one by one. Click 'Add' to automatically list the team members on the left. Remember to save and close the project to ensure all information is recorded.
Managing Resource Allocation
Once your team is established, you can manage resource allocation. This allows you to view the tasks assigned to each resource and track their workload. You can also generate graphics to monitor the working capacity of your resources daily, which is a valuable indicator for project management. This view can be accessed through capacity planning tools.
Optimizing Team Resources
To optimize your team, you can adjust settings for each resource according to your needs. Resources can include people, equipment, and costs associated with hiring rooms or services. Project Online assists in configuring this information. To edit a resource, return to the resource center in the ribbon, select a resource, and update the contact information. You can specify details such as earliest availability, latest availability, and potential costs associated with the resource. After entering the necessary information, click 'Save' to finalize your changes.
Conclusion
You now possess the knowledge required to implement and manage the various resources of your project effectively. Best of luck in utilizing Project Online software for your project management needs.

FAQ :

What is Project Online?

Project Online is a cloud-based project management tool that allows users to create, manage, and collaborate on projects efficiently.

How do I create a new project in Project Online?

To create a new project, go to the Project center, click on the 'New' function, and choose between a SharePoint task list or an enterprise project. Fill in the required information and click 'Finish' to validate.

What is the difference between a SharePoint task list and an enterprise project?

A SharePoint task list allows team members to create and modify tasks freely, while an enterprise project requires approval for updates, providing more control over project management.

How can I manage resources in Project Online?

You can manage resources by selecting your project in the project center, using the 'Build Team' function to add team members, and utilizing resource allocation to assign tasks.

What is capacity planning?

Capacity planning is a method used to assess the available capacity of resources and their workload over time, helping project managers to optimize resource usage.

How do I save changes in Project Online?

After making changes to your project or resources, ensure to click 'Save' and 'Close' to retain all information.

Quelques cas d'usages :

Managing a Marketing Campaign

A marketing team can use Project Online to create an enterprise project for a new campaign, assigning tasks to team members, tracking progress, and managing resources like budget and equipment.

Software Development Project

In a software development project, teams can utilize Project Online to allocate tasks to developers, monitor their workload through capacity planning, and adjust resources as needed to meet deadlines.

Event Planning

Event planners can create a project in Project Online to manage all aspects of an event, from scheduling tasks to coordinating with vendors, ensuring that all resources are effectively utilized.

Construction Project Management

Construction managers can use Project Online to oversee a construction project, assigning tasks to workers, managing equipment resources, and tracking project timelines to ensure successful completion.

Glossaire :

Project Online

A cloud-based project management tool that allows users to create, manage, and collaborate on projects.

SharePoint task list

A simple project management tool within SharePoint that allows team members to create and modify tasks.

Enterprise project

A type of project in Project Online that requires approval for updates, providing more control over project management.

Project center

The main interface in Project Online where users can view and manage all their projects.

Resource allocation

The process of assigning resources to specific tasks within a project to ensure efficient management.

Capacity planning

A method used to determine the available capacity of resources and their workload over time.

Resource center

A section in Project Online where users can manage and edit information related to project resources.

Resource

Any personnel, equipment, or costs that are necessary for the completion of a project.

00:00:03

Hello and welcome to this tutorial on Project Online.

00:00:07

In this section, we will see how to create a new project

00:00:10

and assign a strategy related to what we want;

00:00:13

SharePoint task list or enterprise project,

00:00:17

create the team that will work on this project and manage it

00:00:21

and lastly we will see how to implement the various possible resources for this project.

00:00:27

From the Project center in the ribbon, you have

00:00:30

the function New with the choice of 2 types of project.

00:00:33

Either a simple list, SharePoint task list which allows

00:00:37

each participant to create and modify tasks,

00:00:40

or an enterprise project which will allow you to retain more

00:00:44

control over the project as you have to approve all updates.

00:00:49

Now let's create an enterprise project.

00:00:54

In this window, you can specify basic information,

00:00:57

the name of the project, a summary style description,

00:01:00

a start date and always define the concept of an owner

00:01:04

who will grant the most important rights in terms of project management.

00:01:09

When all of this is done and in good order, click Finish

00:01:12

to validate the implementation of your project.

00:01:16

A project cannot work without a certain number of

00:01:18

resources and skills.

00:01:21

You have to define these in advance;

00:01:23

the more precisely they are defined, the easier your project

00:01:26

will be to manage in Project Online.

00:01:30

Now let's indicate the resources of this project to Project Online.

00:01:35

I select my project in the project center and,

00:01:38

using the ribbon, build team.

00:01:43

I add the team members one by one.

00:01:50

If I click on Add here, the team members will

00:01:53

automatically appear on the left.

00:01:55

Once finished, it is important not to forget to save and close,

00:01:59

otherwise none of this information will be taken into account.

00:02:04

From there, using the resource allocation, I can see

00:02:08

the tasks assigned to each of my resources.

00:02:11

I can easily find all the tasks that have been assigned

00:02:14

to the different resources.

00:02:17

I can also obtain graphics that will enable me to know from day to day,

00:02:22

day after day, what the working capacity of my resources is;

00:02:27

a handy indicator for managing the project.

00:02:31

This view is obtained by using the capacity planning.

00:02:37

Let's also have a look at what tools are available to

00:02:40

help you optimize your team.

00:02:42

Each resource being specific, you will adjust the settings as you desire:

00:02:47

people, equipment, costs such as for hiring rooms or for services

00:02:52

are the different types of resources you may need

00:02:54

and which will impact the project, for example.

00:02:57

Project Online will help you configure all of this information.

00:03:02

I'm going to go back to my resource center in the ribbon

00:03:08

and I'm going to select a resource and I will edit

00:03:11

the information relating to a contact person.

00:03:14

From this page, you have access to different settings

00:03:17

that you will be able to complete according to the different fields.

00:03:21

For example, the earliest availability,

00:03:24

latest availability and potential costs allocated to this resource.

00:03:30

Additional information is available according to your needs.

00:03:34

Once I have finished entering this information, I click Save.

00:03:39

You now have the knowledge needed to implement

00:03:41

the various resources of your project and to better manage them.

00:03:45

All the best for using the Project Online software.

Mandarine AI: WHAT YOU SHOULD KNOW

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