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2019
th
March 13 March Jacques Goupil Jacques Management Across Teams Across Management Collaboration and Work and Work Collaboration Microsoft Project Project Microsoft White Light Gray Gray Mid Gray Dark Gray Rich Black R255 G255 B255 R230 G230 B230 R210 G210 B210 R115 G115 B115 R80 G80 B80 R0 G0 B0
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Dark Red Dark Magenta Dark Purple Dark Blue Dark Teal Dark Green R168 G0 B0 R92 G0 B92 R50 G20 B90 R0 G32 B80 R0 G75 B80 R0 G75 B28 Integration Question and Answer Microsoft Planner Planner Microsoft Project to 06 03 Leveraging Leveraging 365 Microsoft Agile Project 02 05
Tracking Tool Tracking Introduction
Topics
04 01 Spring Demo Series
How to Use Everything The Keys to and Master You Want to Effective Project’s Know About Resource Newest Portfolio Management April 2 Features April 16 Management April 30 1 EST 1 EST 1 EST
March 19 April 9 April 23 1 EST Getting Your 1 EST Project 1 EST A Data-Driven Online vs Comprehensive Decisions With Project Look Into Project Team Server Project Collaboration Management & Reporting
ppmworks.com/spring-demo-series/ 4/11/19 @ 1 PM EST Project Intake with Power Apps
4/25/19 @ 1 PM EST Tips for Maintaining Project by Project Security Upcoming in Power BI
Webinars 5/9/19 @ 1 PM EST Leveraging Teams with Project Sites ppmworks.com/events/
5/23/19 @ 1 PM EST Project Site Customization Made Easy Subscribe to our YouTube Channel
Stay on top of the latest tips and tricks and new features by subscribing to PPM Work’s YouTube Channel. Learn from our latest videos and earn free PDU’s.
https://www.youtube.com/channel/UC1RroVgupQ0Bv3ZB3hC8LmQ/videos Fill in the blank
Houston is nuts about ______! Team work makes the dream work
Houston is nuts about basketball Team work makes the dream work
Houston is nuts about basketball
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Dark Red Dark Magenta Dark Purple Dark Blue Dark Teal Dark Green R168 G0 B0 R92 G0 B92 R50 G20 B90 R0 G32 B80 R0 G75 B80 R0 G75 B28 Leveraging Microsoft 365 Microsoft Leveraging Microsoft Project Service
Better outcomes and insights with Project Online and Office 365 together in your organization. Take advantage of services that natively integrate, are secure, and are familiar to users. From powerful organizational governance, to analytics and intelligence, to workflows and custom apps, to IT admin simplicity. Office 365 and Project Online together empower your organization to achieve more. Learn about Office 365.
Better for Programs Complete portfolio and resource coordination. Always up-to-date features and performance including new Agile projects and Power BI Content Pack Holistic Better for Project Managers Platform All the power, detail and functions of Professional desktop Consistent user experience, cloud flexibility and up to 5 PC Project Online installations of desktop apps per user + Better for IT Office 365 Streamlined cloud deployment, maintenance, security, and service manageability aligned to Office 365 Native integration across Office 365 applications and services How You Work Microsoft’s Project and Team Productivity Solutions
ENTERPRISE P ORT F OL I O TEAMS MANAGEMENT
F O R M A L PROJECT TEAMS MANAGEMENT
A D H O C W OR K TEAMS MANAGEMENT
T A S K INDIVIDUALS MANAGEMENT Tools for all uses Best experience across devices
Seamless Enterprise Flexible Calendars Content Task Browser & Social & Reporting & Schedules Management Management Desktops Messaging & Analytics Integrated solutions for individuals, teams and major programs Microsoft’s Planning and Team Productivity Tools
INDIVIDUALS AD HOC TEAMS FORMAL TEAMS ENTERPRISE
TA S K WORK PROJECT TEAM P O R T F O L I O MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT
Formal project and
programs delivery Office Office Suite Groups & Teams Project Online Enterprise Capacity Management • PM and local teams
Office 365 To-Do Project Online (PPM) Wunderlist Planner • Premium • Professional • Essentials Use Case Scenarios
Teams provides: • Threaded persistent chat • Open group or private 1:1 conversations • Emoji, stickers, GIFs • Mobile voice with video calling • Email integration Collaborative Components of Teams
Activity – See @ mentions here, replies and notifications
Chat – All your 1:1 chats and group chats
Teams – All your teams
Meetings – Your calendar
Files – your files
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R0 G24 B143
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Integration Microsoft Planner to Project Project to Planner Microsoft Project Online and Planner
AD HOC TEAMS FORMAL TEAMS
WORK PROJECT MANAGEMENT MANAGEMENT
SharePoint Project Online Foundational solution for Plan, Manage groups, lists, workflows Execute and content sharing. A scalable solution for schedule, resource, cost Planner and time management. Templates, wizards and real-time reporting improve controls, An Office 365 App while team sites, notifications and apps guide to create a team, build a plan, team members to deliver better results. assign tasks and check progress. Designed for advanced and formal project Planner is about simplicity & management approach and allows for Adhoc ease of ramp up and use. as well.
27 Planner & Project Address Different Needs
Microsoft Planner is a collaborative work management solution that helps teams organize and manage teamwork visually. Microsoft Project on the other hand is an industry leading PPM (Project Portfolio Management) offering that helps companies manage more complex portfolio of projects and programs. What are some What is it? Who is it for? e x a m p l e s ?
Planner is for Knowledge Workers. Department activities. Event Microsoft Planner helps teams It is optimal for ad-hoc teams (<25 Planning. Marketing campaigns. organize teamwork visually. Team members typically) that want to add Proposal Development. Procurement Office 365 members can easily assign tasks, more structure to their shared and short duration projects are Planner share files, chat about tasks and get check-lists and task related some of the representative updates on progress. collaboration. examples.
Microsoft Project supports formal Microsoft Project provides a teams, of any size. Build and manage Research. Product development, Project wide range of tools to help plans which coordinate schedules, Software Development Projects, Online organizations manage project labor and other resources Implementations. Change and program portfolios, dependencies. The solution enables Management. Infrastructure, M&A, resource capacities and holistic visibility, controls and Capital and Construction Projects as execute projects efficiently. optimization across projects, teams well as annual planning. or financial periods. Use Case Scenarios
1. Planner
2. Project Online
3. Link from Project to Planner
4. Integration from Project to Planner
29 Integration from Project Online to Planner
We perform all types of Integrations: 1) Leverage existing tools (ours and partner created) 2) Deploy Standard Operating Procedures 3) Implement process change 4) Develop custom code and apps 5) Feature set deployment – working with Microsoft on future releases
Integration Planning: Understand your needs and provide you with options
30 Integration from Project Online to Planner
Bi-Directional Sync to/from Project Online to Planner • Project Online Task to Planner Task • Option to set the Sync per Task • Schedule Sync or perform On Demand • Associate Project Task to specific Planner Bucket
What happens with the Sync? 1. Sync will create a new Planner Plan 2. Email to the group that the Plan was created 3. Establishes link between Project and Planner 4. Allows for progress from either tool Progress to % Complete
Flexibility on where the team updates and creates tasks 31 Streamline Cross-Team Work
With the integration, task owners can track granular task details in a lightweight tool. Project Managers retain control over the project's work breakdown structure and can easily view the detailed work being done against a task. This capability may also be used to reduce complexity of project plans in Project keeping it simple for the project manager to control a smaller number of tasks while task owners can further breakdown the tasks in Planner.
33 When to Use Planner vs Project Online
Use Case Planner Project Online I need to track tasks but I am unfamiliar with project management tools. X I want to quickly enable my team to use OneNote, Outlook, SharePoint. X I am resistant to learning a new tool. X I prefer a detailed WBS, with task dependencies, and task tracking against baselines. X Our organization uses timesheets to track task progress. X I need to track progress for all my projects and the portfolio level with executive visibility. X I need to create custom views, groups, and filters for tasks X I want to easily track risks, issues, and deliverables X
I want a simplified visual that displays who is doing what and what progress has been Link to Planner made. I want to manage my project schedule in Microsoft Project and allow the flexibility for team members to track and progress their tasks where they prefer. I need visibility of Integration at Task Level progress and who is doing what/we
34
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Dark Red Dark Magenta Dark Purple Dark Blue Dark Teal Dark Green R168 G0 B0 R92 G0 B92 R50 G20 B90 R0 G32 B80 R0 G75 B80 R0 G75 B28 Dynamic Tracking tool tool Dynamic Tracking PPM Works Dynamic Tracker solution provides a flexible, configurable solution to track tabular data within Project Online. This solution gives you the flexibility without continual customization. Overcome the challenge of tracking tabular data on Project Detail Pages. Why Do You Need This Solution? • Enhanced User Experience - Streamline your project tracking with ease • Better Reporting – Capture the data your organization needs for reporting • Flexibility – Provide the tools needed for your organization Dynamic Helpful uses for the Dynamic Tracker: • Economics Tracker, KPI Tracker, Invoice Tracker, Metric Tracker Tracker, and Risk Tracker How Does It Work? • Tables are created within your Project Online PDP to capture data for visibility reporting and more.
Benefits: • Completely customizable • Track any type of Project related data • Seamless integration with Project Online • Customized web page design
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https://blogs.technet.microsoft.com/livedevopsinjapan/2017/01/05/devops DevOps? What is is What We Would Love to Connect With You!
• Open the LinkedIn App and make sure you activate Bluetooth on your mobile device. • In the LinkedIn mobile app, tap the My Network tab. • Tap Find nearby at the top of the screen. • Tap ENABLE NEARBY > tap ALLOW. • Once you've enabled Bluetooth sharing, you can discover others nearby while viewing the Find Nearby screen. • You'll see a list of people who currently have the Find Nearby feature active. Tap the name of the member's profile you want to view. • If that member is a connection, you can send them a message. If not, you can invite them to connect. We Would Love to Connect With You!
• Using LinkedIn QR Code: 1. Open LinkedIn App 2. Tap the QR code in the Search Bar 3. Click My code • You can either share your code or save it to your photos • To Scan QR Code: • Repeat steps 1 and 2 • Click scan • Hold the camera over the persons code you would like to connect with
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Dark Red Dark Magenta Dark Purple Dark Blue Dark Teal Dark Green R168 G0 B0 R92 G0 B92 R50 G20 B90 R0 G32 B80 R0 G75 B80 R0 G75 B28 Question and Answer and Question Calls to Action 1. Contact [email protected] • Get your PPM Migration Toolkit • Use your FREE Planning Services • Meet your local Microsoft Project Specialist • Request a free Project Online trial • Schedule a workshop • Power BI • Project Online Quick Start • Project Online Training • Set up an onsite or remote demo
2. Connect • LinkedIn: https://www.linkedin.com/company/ppm- works-inc • Our Site: www.ppmworks.com • Events: www.ppmworks.com/events • Blog: www.ppmworks.com/blog • Email: [email protected] White Light Gray Gray Mid Gray Dark Gray Rich Black R255 G255 B255 R230 G230 B230 R210 G210 B210 R115 G115 B115 R80 G80 B80 R0 G0 B0
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Dark Red Dark Magenta Dark Purple Dark Blue Dark Teal Dark Green R168 G0 B0 R92 G0 B92 R50 G20 B90 R0 G32 B80 R0 G75 B80 R0 G75 B28 Thank you © Copyright Microsoft Corporation. reserved. rights Corporation. All©Microsoft Copyright