Project Online - Discovering the interface Tutorial

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Objectifs :

This tutorial aims to familiarize users with the Project Online interface, including how to navigate the project center, consult project information, manage permissions, and access project-related documents and resources.

Chapitres :

Introduction to Project Online
Welcome to this tutorial on Project Online. In this session, we will explore the software interface, focusing on how to consult project lists, utilize Gantt charts, manage licenses, and access various resources, particularly the document library assigned to each project.
Accessing the Project Center
To begin, access the portal and open the Project Online software. Upon opening, you will be directed to the project center, where you can view a comprehensive list of projects. This list includes essential information such as project names, start and end dates, completion rates, planned durations, work completed, and project owners. Additionally, you can see the dates of the latest updates made to each project.
Monitoring Project Progress
To monitor the coordination and progress of projects, utilize the column separator on the screen. You can adjust the size of each view to compare projects effectively. The progress of each project is indicated by a darker bar, allowing you to assess their status relative to one another. If you need to change the view, navigate to the ribbon where the project tab offers zoom options for better visibility.
Managing Project Permissions
Not everyone has access to all projects. To manage permissions, select your project from the list and use the ribbon to grant permissions. You can assign different levels of access: - **Member**: Can actively contribute to the project. - **Visitor**: Can only read or consult documents. - **Owner**: Has total control over the project. To grant permissions, click the appropriate icon, enter the person's email address, and include a message if necessary. You can also adjust permission levels as needed before clicking 'Share'.
Accessing Project Documents
To manage your project effectively, you need access to various documents and resources. Return to the project center to find icons indicating documents stored in the project annex. Click on the folder icon to access these documents, which include an overview of the project, completed tasks, upcoming tasks, and those stored in the document library. Depending on your permissions, you can download, synchronize, edit, or add to these documents.
Conclusion
In this section, you have explored the Project Online interface, including the project center, project information, Gantt charts, permission management, and document resources. Understanding these elements is crucial for effective project management and collaboration within Project Online.

FAQ :

What is Project Online?

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

How do I access the Project Center?

To access the Project Center, log into the Project Online portal and open the software. You will be directed to the Project Center automatically.

What information can I find in the Project Center?

In the Project Center, you can find a complete list of projects, including details such as project names, start and end dates, completion rates, and project owners.

How can I manage permissions for a project?

You can manage permissions by selecting a project from your list and using the ribbon to grant permissions to users as members, visitors, or owners.

What is a Gantt chart used for?

A Gantt chart is used to visualize the timeline of a project, showing the start and finish dates of tasks and their progress.

How do I access project documents?

You can access project documents by clicking on the folder icon in the Project Center, which will take you to the document library associated with your project.

Quelques cas d'usages :

Project Management in IT

IT project managers can use Project Online to track project timelines, manage team permissions, and collaborate on documents, ensuring that all team members have the necessary access to project resources.

Resource Allocation in Marketing

Marketing teams can utilize the Gantt chart feature to plan campaigns, allocate resources effectively, and monitor progress against deadlines, improving overall campaign efficiency.

Document Management for Construction Projects

Construction project managers can store and manage all project-related documents in the document library, ensuring that all stakeholders have access to the latest plans and reports.

Collaboration in Remote Teams

Remote teams can leverage Project Online to collaborate on projects by sharing documents and managing permissions, allowing for seamless communication and project tracking regardless of location.

Glossaire :

Project Online

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

Gantt Chart

A visual representation of a project schedule, showing the start and finish dates of various elements of a project.

Project Center

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

Permissions

Access rights granted to users regarding their ability to view, edit, or manage a project.

Owner

The person who has total control over a project, including the ability to manage permissions and project settings.

Member

A user who is invited to actively contribute to a project.

Visitor

A user who can only view or consult project documents without editing rights.

Document Library

A storage area within Project Online where project-related documents are kept and managed.

00:00:03

Hello and welcome to this tutorial on Project Online.

00:00:07

In this section, we will discover the software interface.

00:00:11

Together we will look at how to consult a list of

00:00:13

projects and key information relating to projects,

00:00:18

how to work from the Gantt charts available,

00:00:20

how to define and manage a number of licenses for your employees

00:00:24

and lastly how to access the various resources in particular using

00:00:29

the library of the documents which is assigned to each project.

00:00:33

To get started, access the portal and open the project online software.

00:00:40

Once the software is opened, you will be taken directly to the project center.

00:00:45

Here, you will be able to see exactly what I have described in the introduction.

00:00:50

Let's look together at how to consult key information for your projects.

00:00:54

In the center of the screen, you will see the complete list of projects.

00:00:59

They are centralized in Project Online.

00:01:02

First, you have the name of the project and then the information relating to it.

00:01:07

Information about the start and end dates,

00:01:10

the completion rate, the plan duration,

00:01:13

the work already completed and the person who manages the project as the owner.

00:01:18

For information purposes,

00:01:20

you also have the last dates of the latest publications that have been made.

00:01:25

Now let's look at how to monitor the coordination of

00:01:27

projects in comparison to each other and their progress.

00:01:32

For this, you can use the column separator in the second part of the screen.

00:01:37

You can adjust the size of each view and you can also see the progress of each project,

00:01:42

each project in relation to others

00:01:44

but also the internal evaluations of projects,

00:01:48

the progress rate for each project being indicated with a darker bar.

00:01:53

If you need to change the view, go to the ribbon.

00:01:57

Under the project's tab, you have zoom lenses that allow

00:02:00

you to increase or decrease the size of the view for maximum visibility.

00:02:06

Of course not everyone can access any project.

00:02:10

Let's take a look at how to grant and manage a number of

00:02:12

permissions involving projects.

00:02:16

At the side, I will bring up my list of projects,

00:02:19

I will select my project and, still using the ribbon,

00:02:23

grant permissions for the project from here.

00:02:26

Let's see what kind of permissions these could be.

00:02:30

You can grant permissions as a member,

00:02:33

those invited as a member will be able to contribute and participate

00:02:37

actively in the implementation of the project.

00:02:41

You can grant permissions only as a visitor,

00:02:44

in this case visitors will only have the right to read or consult the document.

00:02:49

The rights as an owner grant total control of a project to a person.

00:02:55

How can these permissions be granted?

00:02:58

Use the icon that is here.

00:03:02

The window that appears will be familiar to you.

00:03:04

Just fill in the address of the person with whom

00:03:07

you would like to share the project and write a message for

00:03:10

that person if you have specific information you wish to send.

00:03:14

By displaying the options, you can once again find

00:03:17

the permission levels available and here you will be able to

00:03:20

change the permission level as you require.

00:03:23

Full control, read only, modification.

00:03:27

You can configure all of this as you desire depending on the people involved.

00:03:32

When all of this is done, you can click Share.

00:03:37

In Shared with, you have the list of people who share

00:03:40

the same project with you. Finally, to manage your project,

00:03:44

you need documents available in the annex and various other resources.

00:03:49

Here's how to find these documents and where to store them.

00:03:53

The benefit of returning to the project center is that

00:03:56

you have access to a number of icons, especially

00:03:59

the icons that are placed in the first column and that

00:04:02

indicate that the documents were placed in the annex of the project.

00:04:06

I'll click on the folder icon to access these documents.

00:04:11

Here, you will find an overview of the project

00:04:14

with information such as a chronology, the different tasks

00:04:17

that are already completed, those to come and those that

00:04:21

are contained within the document library.

00:04:24

In the terms of the documents I find there, I can

00:04:26

download them, synchronize them, perhaps edit or add

00:04:30

to them if I have permission, of course.

00:04:33

In this first section, you have discovered the Project Online

00:04:36

interface, including the project center interface

00:04:39

with the list, the information, the Gantt chart,

00:04:42

the permissions that you are able to grant with regard to your project

00:04:46

and the resources associated with this project.

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