Project Online - Customising the interface Tutorial

In this video, you will learn about customizing the interface in Microsoft 365. The video covers how to personalize your workspace, adjust settings, and optimize your workflow.
This will help you tailor the Microsoft 365 suite to your specific needs and enhance your productivity.

3:10
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Available in Microsoft365

Objectifs :

This tutorial aims to guide users through the customization of the Project Online interface, focusing on setting up the Quick Launch menu, navigating the navigation pane, and utilizing various display options, filters, and groupings to effectively manage project information.

Chapitres :

Introduction to Project Online Customization
Welcome to this tutorial on Project Online. In this session, we will explore how to customize the interface to enhance your project management experience. We will cover setting up the Quick Launch menu, navigating the interface, and utilizing various display options to access relevant project information.
Setting Up the Quick Launch Menu
The Quick Launch menu is located on the left side of your screen and provides essential functions for managing your project. To customize this menu, use the 'Edit Links' function. This will display various fields, allowing you to check or uncheck options to show or hide them in the Quick Launch menu. Unchecking an option will hide it, while checking it will make it visible.
Navigating the Navigation Pane
The navigation pane offers several functions that facilitate project management. For instance, if you wish to view all your resources, this option is readily available in the navigation pane. You can modify the navigation pane to suit your needs, ensuring that the most relevant functions are easily accessible.
Changing Display Options
To obtain important information, such as project costs, navigate to the ribbon and select the data group. Here, you will find various display options. For example, you can request to display information related to assignment costs. A new view will appear, showing fields such as project start and finish dates, along with cost-related information.
Filtering Project Information
To filter project information, locate the filter function just below the display options. You can filter by owner by entering the name of the individual whose projects you wish to view. This will retrieve all projects managed by that person, allowing for a focused review of their assignments.
Refining Project Displays
To further refine your project displays, utilize the 'Group By' function. This feature allows you to group projects based on various criteria, such as the owner. By removing filters, you can view all projects and then group them to see who manages each project. This provides a clear overview of project ownership.
Conclusion
In this tutorial, you have learned how to manage the main displays in Project Online using dynamic displays, groupings, and filters. The Quick Launch menu is a powerful tool that enables you to access the information you need efficiently. With these skills, you can enhance your project management capabilities and streamline your workflow.

FAQ :

What is Project Online?

Project Online is a cloud-based project management solution that helps organizations manage their projects, resources, and portfolios efficiently.

How do I customize the Quick Launch menu in Project Online?

You can customize the Quick Launch menu by using the 'Edit links' function, where you can select or deselect checkboxes to show or hide specific functions in the menu.

What are the different display options available in Project Online?

Project Online offers various display options in the data group of the ribbon, allowing users to view project information such as start and finish dates, costs, and assignments.

How can I filter projects by owner in Project Online?

To filter projects by owner, use the filter function located just below the display options. You can specify the owner's name to retrieve the projects managed by that individual.

What does the Group by function do?

The Group by function allows users to organize their project displays based on specific criteria, such as the owner of the projects, making it easier to see who is managing which project.

Quelques cas d'usages :

Managing Project Resources

In a project management role, you can use Project Online to customize the navigation pane to quickly access resource information, helping you manage team assignments and workloads effectively.

Cost Tracking for Projects

As a project manager, you can utilize the display options to focus on assignment costs, allowing you to monitor and control project budgets more effectively.

Filtering Projects for Reporting

In a reporting role, you can apply the filter function to generate reports on projects managed by specific individuals, streamlining the process of tracking project ownership and accountability.

Organizing Projects by Owner

In a portfolio management context, you can use the Group by function to categorize projects based on their owners, facilitating better oversight and management of project responsibilities.

Glossaire :

Project Online

A cloud-based project management tool that allows users to manage projects, resources, and portfolios effectively.

Quick Launch menu

A navigation feature in Project Online that provides quick access to various functions and resources related to project management.

navigation pane

The panel on the left side of the Project Online interface that contains links to different functions and resources for managing projects.

data group

A section in the ribbon of Project Online that contains various display options for viewing project data.

filter function

A tool that allows users to narrow down displayed information based on specific criteria, such as project owner.

Group by function

A feature that enables users to organize and display projects based on selected categories, such as project owner.

assignments cost

The financial information related to the costs associated with project assignments.

00:00:04

Hello and welcome to this tutorial on Project Online.

00:00:07

In this section, we will look at the customization of the different possible displays.

00:00:13

First we'll look at how to set up the Quick Launch menu.

00:00:16

We will then look at the various displays, filters and

00:00:19

combinations available for obtaining the information relevant to your project.

00:00:25

Let's see how to navigate Project Online smoothly

00:00:28

and set up the navigation pane.

00:00:31

The navigation pane on the left of your screen offers

00:00:34

a number of functions that will be useful for managing your project.

00:00:39

For example, if you want to view all of your resources,

00:00:42

the function immediately appears here in the navigation pane.

00:00:49

You can modify your navigation pane from the Edit links function,

00:00:57

the different fields will appear in this overview

00:00:59

and checkboxes will ensure that functions are available in the navigation menu.

00:01:05

If you un-tick them, they will simply be hidden in the Quick Launch menu.

00:01:11

You now want to change the display to obtain important information.

00:01:15

Let's focus on costs here and see how to obtain this display.

00:01:22

In the ribbon, I'll go to the data group where I'll have the various display options.

00:01:27

I have an overview of all the various projects

00:01:31

but I will ask that the information containing the assignments cost be displayed.

00:01:37

A new view appears and displays the fields common to my project,

00:01:42

start and finish, and then the various information

00:01:45

relating to the cost of the different projects will appear.

00:01:50

I now want to make the projects in my portfolio visible.

00:01:53

Here's the function that will allow you to filter the information.

00:01:57

Just below the display function, you have the filter function.

00:02:04

I'm going to ask that the information be filtered and filtered by owner.

00:02:10

I will indicate the name I want to find in order to now

00:02:12

retrieve the various projects managed by this person.

00:02:18

Here are the two projects owned by this person.

00:02:22

To complete this tutorial, let's see how to refine

00:02:25

the display of your projects and the opportunities actively offered by Project Online.

00:02:30

Here you have the Group by function,

00:02:33

a number of combinations will be offered

00:02:35

depending on the displays requested.

00:02:38

For example, I'll remove the filters to retrieve all of

00:02:41

my projects and I will ask who is managing which project.

00:02:46

I would make a grouping according to the owner of various projects.

00:02:51

The projects have been grouped and I know instantly who manages which project.

00:02:57

You have the knowledge required for managing the main displays in Project Online

00:03:01

with dynamic displays, groupings and filters,

00:03:04

not to mention the Quick Launch menu that will allow you to get the information you want.

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