Explore Microsoft’s project management tools starting with MS Planner and Project for the Web, and moving on to Power BI.
Are you an ‘accidental’ project manager who finds Project Online to be too complex for your needs? Maybe you are a manager of a small team looking for a simple, online tool to manage small to mid-size projects and task lists? If so, the latest addition to Microsoft’s family of Project products, ‘Project for the Web’ might be the answer to your prayers!
Project for the Web is the perfect tool for teams looking for a project management tool that has a simple interface, is integrated with Microsoft 365 applications, is collaborative, and gets the job done without the need for extensive training.
Project for the Web fills a gap. If you find Microsoft Planner too basic for your needs but Project Online too complex and expensive, then Project for the Web is for you. Built on the Power Platform, Project for the Web harnesses the strength of Power Apps, such as Power Automate and Power BI, to add an additional layer of automation and reporting capabilities.
In this course, we will explore the basic project offerings from Microsoft. We’ll start out by looking at Microsoft Planner. As a free app that’s included with our Microsoft 365 subscription, we can use Planner to manage, assign and monitor team tasks.
Too basic for your needs? Consider Project for the Web. We will run through all the different ways we can create new projects including creating a project from scratch and using built-in templates. You’ll learn how to add tasks, give the project structure with summary and subtasks, create dependencies, assign buckets and labels, and view our project Gantt chart in the timeline view. We’ll also check out how to create roadmaps to have visibility across all projects we are managing.
In the final section, we will look at creating Power BI reports based on our Project for the Web data. We’ll see how to create a link to the Dataverse, download and modify the Power BI report template, modify and format visualizations, build our own custom reports, and how to share our reports by publishing them as dashboards to the Power BI service.
If you would like to follow along with the Project for the Web and Power BI sections of this course, you will need to make sure you have the relevant subscriptions to these applications.
In this course, students will learn how to:
Microsoft Planner
Project for the Web
Project for the Web: Reporting with Power BI
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