Office365 Project



By now, you’re probably already familiar with Microsoft Project. First released in 1990, Microsoft Project has become the go-to application for business projects. Microsoft Planner is a project management solution available as part of Office 365 as well as Microsoft 365. Both programs let you create plans, organize and assign tasks, share files, communicate with colleagues, and get updates on your team’s progress. So which solution should you use? We’ll be comparing these application, Microsoft Planner vs Microsoft Project, so you can decide which one is better suited to your needs. The comparison chart below summarizes our results at a glance, but we’ll cover things in greater detail.

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If you have multiple Office products you may have to scroll through the list of your owned products, or if you have an Microsoft 365 subscription, in the header, select Services and subscriptionswhich lists all the Microsoft products you own. Locate the version of Project you want to install and select Install. Learn how to install Microsoft Project from the Office 365 Portal by reading this blog post. We provide very clear steps on how to accomplish the install. WELCOME TO THE WATER AUTHORITY Welcome to the new Albuquerque Bernalillo County Water Utility Authority web site experience. Returning customers log into 'My Account in the top right hand corner and click the 'reset password'. Get started with the new Project, starting at £7.50 per month. Stay organized, focused, and in charge. Tackle anything from small projects to large initiatives. You may or may not be a project manager, but now you can be the boss of any project with a powerful, easy-to-use app.

Microsoft Planner

Microsoft Planner allows teams to create plans; organize, assign, and collaborate on tasks; set deadlines; chat with colleagues to stay up to date on progress; and upload and share files. You can track your team’s progress from a visual dashboard, and you’ll get updates on new developments via email notifications. Each plan that you create automatically becomes associated with a new Microsoft 365 group, which you can either designate as private or public.

To get started, select the Planner app within Office and Microsoft 365.

Once you’ve created a plan, the Planner home page (or Board) will look something like this:

As you can see, the UI is quite simple, modern, and organized. Let’s discuss each section in detail.

Left-hand navigation panel

The left-hand navigation panel contains useful and frequently accessed pages.

Create a new plan

This page lets you create a public or private plan for a project. You can enter an optional description or subscribe new members to receive email notifications about your plan.

View all plans and favorites

You can also access your Favorites from the left-hand navigation panel. Here, you can store plans that you need to frequently access or that are especially important. In the example above, the Data Migration plan was designated as a favorite.

View the tasks you’ve been assigned for a plan

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The My Tasks page provides a convenient summary of the tasks you’ve been assigned across all plans. Your tasks will be grouped by status (Not Started, In Progress, and Completed) so you can better prioritize your work and stay on target to completion.

Top navigation panel

The top navigation panel lets you:

View a plan’s main page or “Board”

The Board is your go-to page for any plan and has all the information you need to organize your tasks.

Create a new task

You can:

  • Assign the new task to a bucket
  • Enter the status of the task
  • Enter a start and due date
  • Enter a description of the task
  • Choose whether to show the task on a card
  • Choose whether to add an item to a checklist
  • Add relevant files
  • Enter comments about the task

Group tasks into buckets

After creating tasks, you can place them into buckets to break up your work into phases, categories, departments, or whatever makes the most sense for your plan.

View summary charts

This page displays a clear visual overview of your selected plan, including the statuses of all tasks you created and the progress of your team members.

Create conversations

Using the dropdown menu to the right of the Charts tab, you can select the Conversation option to launch Microsoft Outlook. This lets you send messages to your group members.

Add/delete members

The second dropdown option lets you view, add, and delete team members for your selected plan. Members are grouped into the All, Owners, and Guests categories for clarity and organization.

Maintain files

You can create, upload, or delete files related to your selected plan. It doesn’t get any simpler than that!

Track your project using a OneNote notebook

Your plan’s Notebook can be used to track meeting minutes, brainstorm ideas, or specify document procedures for the plan. This feature helps you keep everything in one place.

Project

Microsoft Project Online

At first glance, Microsoft Project can seem rather overwhelming!

Just as we did with Microsoft Planner, we’ll first take a look at the main page of Microsoft Project.

The Microsoft Project application defaults to the View tab.

In the example above, a visual chart shows the progress of the project.

A Gantt chart shows the status of your project’s tasks and subtasks. It calculates the durations of tasks based on their Start and Finish dates. It also lists the resources and members of these tasks.

Alternatively, you can view your tasks in a linear calendar fashion to better visualize any overlapping of resources.

Create a new project

Microsoft Project comes with many sample templates that can help you get started on a project.

Once you’ve selected a template, simply click Create to begin.

Create a new task

From the Task tab, select Task.

You can create a new task, a recurring task, or a blank row as a placeholder. You can even import existing tasks from Microsoft Outlook.

The application defaults to a task of one day’s length and inserts the next full day as the Start date. If you change the duration length, the Finish date will automatically update itself. This, coupled with the ability to enter recurring tasks, is very helpful if you’re managing many tasks.

Microsoft Project has far more features than Planner, which makes it better suited to enterprise-level projects. We’ll list a few of the most important ones here.

Maintain resources

With Microsoft Project, you can view resources on a Resource Sheet like the one shown below.

This feature lets you easily edit the details that are associated with a particular resource, such as its name, type, standard, and overtime pay rate, as well as how its costs may accrue.

The example below shows how you can easily assign resources to a specific task.

Templates

Office365 Project

Microsoft Project offers several templates that you can search for and use as is when creating a new project. You can change these to suit your specific needs; alternatively, you can start with a blank template.

This makes it much easier to start a project, as you don’t have to develop things from scratch. In contrast, Microsoft Planner doesn’t offer any templates.

NOTE: The application displays some suggested results for templates below the search field.

Once you’ve customized a template for your project, you can save it as a custom template for future projects. This is a great time-saving feature.

To save the project template to a specific location, first select Options from the File menu. Then, simply navigate to the Save tab under Project Options:

Under the Save templates section, browse or navigate to the folder where you wish to store the new template. It’s a good business practice to store your templates in the same folder so you can find them easily in the future.

Save the template with a meaningful name, and select Project Template as the file type. The application will save the new template with an .mpt extension. Another dialog window will appear:

Office365 ProjectProject

You can actually choose the type of data that you wish to remove from the new template. This can include actual values, resource rates, and fixed costs. If you want to remove all data from the template, select the Values of all baselines option as well as Whether tasks have been published to Project Web App. When you’re finished, click Save to save the template in the location you chose earlier.

When you go to create a new project in the future, you’ll see an additional tab titled Personal containing all the templates you’ve created.

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Microsoft Planner vs Microsoft Project: Which is the solution for you?

Microsoft Planner is certainly a useful application for creating and tracking simple project plans, but its limitations become clear if you want to have greater control over your projects. With a wider range of support and capabilities, Microsoft Project is the ideal solution for enterprise project planning. So now you know that Project is the winner in the battle of Microsoft Planner vs Microsoft Project, want to learn more about Microsoft Project? Check out our blog “7 Microsoft Project features you need to use“.

Office365

Project Scope and Objectives

Office 365 Project Viewer

  1. Provide the District and both colleges with Office 365 for the purposes of collaboration and document sharing
  2. Provide Single Sign on to Office 365
  3. Provide online documentation and training on how to load and share documents in O365
  4. Provide necessary library and team collaboration tools to facilitate team collaboration within O365
  5. Complete the project by the end of March, 2016

Critical Success Factors

  1. District and college can use their school CWID account and password to log into the Office365
  2. Departments have a group collaboration library built to share documents inside and outside the district
  3. Users have been trained and shown how to:
    1. Follow people, documents, and tags to keep informed about activities and updates to the documents
    2. Create document libraries to keep documents organized
    3. Control who can see your documents, inside and outside your organization
    4. Collaborate on Office documents like Word, Excel, and PowerPoint
  4. Team members actively participate in regular project team meetings and contribute to the team's success

Project Milestones

  1. Implement Directory Synchronization between School AD and Office365 by 4/10/2015
  2. Meet with Facilities Stake holders to determine use case and functionality for team site by 4/17/2015
  3. Build Facilities team site by 5/1/2015
  4. User Training delivered to Facilities by 5/15/2015
  5. Acceptance Testing by 5/22/2015
  6. Go Live by 6/15/2015
  7. 9/30/2015 Preparation for roll out to district and colleges
  8. 10/30/2015 ETS go live
  9. 11/30/2015 Super users go live
  10. 12/07/2015 All users go live
  11. 12/14/2015 Start to accept setup request from central services and colleges to setup collaboration site
  12. 3/30/2016 Complete the O365 project

User Training Materials


TBD

Technical Documents


TBD

Project Team Organization


Facilities Implementation Team

Project Meetings

Office 365 Project Plan 1

DateMinutesComments
Kick-Off Meeting 3/25/15Minutes
May 22, 2015Minutes
May 27, 2015MinutesArun's Notes
May 28, 2015 11:00 a.m.-12:15 p.m. Conf. Call with SADAAli's Notes
May 29, 2015 Meeting with FacilitiesMinutes
May 29, 2015 Ali's Notes
June 2, 2015 Meeting with FacilitiesMinutes
June 5, 2015 Meeting with FacilitiesMinutes
September 30, 2015 Kick Off Meeting with ETSMinutes
October 7, 2015 Meeting with ETSMinutes
October 21, 2015 Meeting with ETSMinutes
October 28, 2015 Meeting with ETSMinutes
November 4, 2015Minutes
November 11, 2015Minutes
December 2, 2015Minutes
December 9, 2015Minutes
December 16, 2015Minutes
January 6, 2016Minutes
January 13, 2016Minutes
April 6, 2016Minutes
May 4, 2016Minutes
May 18, 2016Minutes
June 1, 2016Minutes
July 13, 2016Minutes
August 3, 2016Minutes