project and portfolio management with project online
TRANSCRIPT
![Page 1: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/1.jpg)
sharepointmaven.com @gregoryzelfond
PROJECT AND PORTFOLIO MANAGEMENT WITH
PROJECT ONLINE
![Page 2: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/2.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
Complementary webinar video recording is
available at https://youtu.be/9ECeNLmZN58
You can also visit my YouTube Channel:
https://www.youtube.com/c/sharepointmaven
Slides and Demo based off SharePoint Online,
however, similar functionality is available with
on-premises and older versions of SharePoint
![Page 3: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/3.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About Me
Gregory Zelfond
10+ years of experience with SharePoint
Huge SharePoint Advocate, blogger
Love to solve business problems using
code-free, out of the box SharePoint
configurations
Owner of SharePoint Maven
![Page 4: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/4.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK
THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING
![Page 5: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/5.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Available Project Management Options in SharePoint/Office 365
Office 365
Planner
Informal
Easy
$
Office 365
Groups
Informal
Easy
$
Team
Sites
Formal
Medium
$$
Project Server
Project Online
Very formal
Hard
$$$$
NEW NEW
![Page 6: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/6.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Good-old Team Sites
![Page 7: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/7.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Everyone loves team sites!
(Unless you are an Executive, Portfolio or Resource Manager)
![Page 8: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/8.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
What’s important to me?
Project Manager/Team Members– My Project, My Resources, My Schedule
Portfolio Manager– Overview of my Portfolio of projects
Resource Manager– Resource Capacity
Executive– Reports (with cool-looking graphs)
![Page 9: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/9.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Meet Project Online
Project Online
Project
Site
Resource Management
TimesheetsReports
Project Dashboard
![Page 10: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/10.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Project Online vs.
Project Web App vs.
Project Server
![Page 11: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/11.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Terminology
Project Server – Microsoft’s Project & Portfolio Management (PPM) Solution
Project Online – “Cloud” version of Project Server (available via Office 365 subscription)
Project Web App – web application that allows to analyze portfolios (technical component of Project Server/Project Online)
![Page 12: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/12.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Project Online Anatomy
Project Center
Project Types
Project Sites
Project Detail Pages
Resources
Timesheets
Tasks
Issues and Risks
Reports
Security
Mobile Apps
PWA Settings
![Page 13: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/13.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Project Center
Single Dashboard to access Projects
Projects can be added/viewed on single timeline
![Page 14: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/14.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
2 Project Types
Task Project– Schedule managed via Tasks Web Part
Enterprise Project– Schedule managed via MS Project/Project Web app
![Page 15: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/15.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
2 ways to edit Enterprise Project Schedule
![Page 16: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/16.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Project Sites
Project Online Project Site =Project Detail Pages (PDP) +
Project Schedule +
SharePoint Team Site
![Page 17: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/17.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Project Detail Pages
Additional Information (metadata) about a Project
Can be text, menu choice, people, dates, currency
Use metadata to organize projects on the dashboard (by Portfolio)
![Page 18: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/18.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Resources
Central Portal to manage Resources, review & manage capacity
Different types of resources allowed– Generic [job role] (i.e. Project Manager)
– Work Resources [people] (i.e. Barack Obama)
– Material Resource [consumables] (i.e. concrete)
– Cost Resources [time independent] (i.e. airplane ticket)
![Page 19: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/19.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Resources, cont’d
![Page 20: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/20.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Timesheets
Place for user to submit actual time for each project task
User can also enter actual time for Admin activities like meetings, vacation, sick time, etc.
![Page 21: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/21.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Tasks
Displays tasks for the signed-in user
Users can update Actual Start, Actual Finish Dates, as well as remaining work
User can re-assign tasks (if configured)
Task Status Column shows status of each task/update
![Page 22: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/22.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Issues and Risks
Shows issues & risks assigned to the signed-in user
Users can associate Tasks with Issues, Risks and documents
![Page 23: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/23.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Reports
All data pulled into Excel
Build custom reports via Pivot Tables & Pivot Charts
Sample Report Templates
![Page 24: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/24.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Security
1. Security for Team Sites
2. Security for PWA (Portfolio Managers, Resources Managers, Project Managers, Team Members) – define what each group of users can do in Project Online (i.e. manage resources, approve timesheets, etc.)
![Page 25: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/25.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Mobile App 1 (Office 365 Project Portfolio Dashboard)
![Page 26: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/26.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Mobile App 2 (Office 365 Project Time Reporter)
![Page 27: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/27.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
PWA Settings
Control Panel for Project Online/PWA Settings(independent of Site Settings)
![Page 28: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/28.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Is Project Online the
right tool for us?
![Page 29: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/29.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
What is the problem you are trying to solve?
Consistency with documentation
Consolidate various information sources
Enforcement of Project Management methodology
Project Management Office (PMO) Dashboards and Reporting
Informal Meeting Space
![Page 30: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/30.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Things to keep in mind…
Project Management discipline/maturity within an organization
SharePoint maturity within an organization
Know your audience
User Adoption & Training
![Page 31: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/31.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint Webinars
How to manage projects in SharePoint using out of the box features
How to build amazing Intranet Sites in SharePoint using out of the box features
How to improve SharePoint User Adoption – practical tips and industry best practices
How to manage migration to SharePoint
SharePoint hacks you can’t live without
[NEW] Project and Portfolio Management with Project Online
[NEW] Kick-Ass Project Collaboration with Office 365 Groups
LEARN MORE
![Page 32: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/32.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Need help with SharePoint?
SharePoint Site Configuration and Customization
Document Migration to SharePoint
SharePoint Implementation Strategy
SharePoint Training
SharePoint User Adoption
SharePoint Governance
SharePoint Project Management
![Page 33: Project and Portfolio Management with Project Online](https://reader033.vdocuments.site/reader033/viewer/2022042907/587298f11a28ab36118b7f1d/html5/thumbnails/33.jpg)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
THANK YOU!
Visit: sharepointmaven.com
Email: [email protected]
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions