Microsoft Project Online : Complete Ms Project Course

Learn how to obtain a project online license for your organization, compare plan one, plan three, and plan five, and start a 30-day free trial with 25 licenses.

Learn to license Microsoft Project Online in Office 365 by using the admin center to purchase and compare project plans (plan 1, 3, 5) and assign licenses for basic setup.

Explore how a Microsoft 365 tenancy hosts Project Online and Project Web App within SharePoint Online, configure PWA, manage users and licensing in the admin center, and navigate app centers.

Add a user in the Microsoft 365 admin center, assign project plan three licenses, grant SharePoint admin rights, and verify access to Project Online.

Create security groups in the Microsoft 365 admin center for PWA admin, project managers, team members, and enterprise resource pool; assign owners and members, then sync them to Project Online.

Verify your admin rights in Microsoft 365 by adding yourself to the PWA Admins group before configuring Project Online and syncing groups, ensuring you remain a Project Online Application administrator.

Configure SharePoint for Project Web App by selecting project permission mode in the PWA settings, manage site collection administrators, set sharing defaults, adjust resource quotas, and save changes.

Create a new PWA site in SharePoint, configure site collection settings, assign an administrator, set project permissions, adjust sharing and resource quotas, and enable email alerts.

Learn how to delete a PWA site collection in SharePoint, including using Project Web App remove, confirming deletion, and understanding the recycle bin recovery window and resource implications.

Navigate to the PWA from SharePoint by opening the site collection properties and using the URL to reach your PWA.

Navigate PWA and SharePoint settings to customize permissions, look and feel, enterprise data, security, and timesheet configurations, then manage site, workflow, and resource center options.

Add and customize your organization logo in a SharePoint-hosted PWA site by updating the logo, title, and description, then save changes to persist the new logo.

Activate Active Directory group sync in PWA settings to automatically sync Microsoft 365 tenancy groups every 24 hours, with admin membership validated and default security groups applied.

Configure the PWA administrators group and sync it with Active Directory from Microsoft 365, granting admin permissions to manage workflows, enterprise calendars, and custom fields.

Configure the project managers security group in PWA to synchronize with Active Directory, then set restricted global permissions, enable resource usage, and allow viewing schedules and opening other projects.

Configure the PWA team members group to sync with the Microsoft 365 team via Active Directory and restrict permissions to time tracking and views only, then save and synchronize.

Create a hybrid security group called admin light in the Microsoft 365 admin center, assign owners and members, and activate directory group sync with PWA to grant admin permissions.

Delete a group in the manage groups page in PWA, using the admin light group as an example; understand it is permanently removed and affects user group assignments.

See how PWA auto-provisions users by syncing Microsoft 365 and Active Directory groups, using the Manage Users page to review users and their group membership after a 24-hour sync.

Add a user manually in Microsoft Project Online by creating them in the Microsoft 365 admin center, providing a Microsoft 365 login email, and saving to appear in Manage Users.

Export user information from the manage users page in the PWA settings to Excel, then open the downloaded file to view usernames, statuses, and related details.

Learn how to inactivate and delete users in Project Online, including inactivating accounts in PWA and reassigning projects before permanent deletion.

Explore how security categories and security groups in Project Online determine access to projects, resources, and views for administrators, project managers, and team members.

Learn how to add a new category in Project Online and configure dynamic inclusion of projects and resources for team leads. Set appropriate views and permissions and save the category.

delete a category in PWA by navigating to gear settings, PWA settings, and manage categories; verify no security group associations, confirm deletion, and reload the page to see removal.

create an enterprise project in project online via project web app, name it, set a start date, assign an owner, add a task, enable automatic scheduling, then save and publish.

Navigate the PWA Project Center to view and customize projects with personalized columns and views. Utilize the Gantt chart, timeline, and export options to manage project data.

Learn to manage an existing project file in PWA: view and edit the schedule, configure columns, use filters, adjust the Gantt, and export to Excel or print.

Learn to check in and check out a project file, edit tasks, save and publish changes, and apply best practices for auto scheduling and team visibility.

Learn how to force check in checked-out project files in Microsoft project Online, using the admin queue and enterprise objects to select the file and note changes may be lost.

Select Maria Flores as the project owner by opening the project details, save the change, and check in the file in the project center.

Learn how to delete an enterprise project file in project online via PWA settings, select delete enterprise objects, confirm the correct project name, and monitor the queue until deletion completes.

Download and install Microsoft Project Pro and connect to Project Online via PWA. Admins use the admin center and Office 365 to enable downloads and manage licensing for your organization.

Connect project online to the desktop client by configuring project web app accounts, naming the PWA connection, and testing the setup by logging in and opening a project.

Connect to Project Online with the desktop client, open and edit projects, switch to auto scheduled tasks, link tasks into a schedule, and publish to update draft and published tables.

Learn to create and manage custom lookup tables in Project Online, configuring enterprise data and adding a team name lookup with values like engineering, developer, marketing, and ascending display order.

Update the enterprise custom field by editing the department lookup table, add departments, sort them ascending, then save and rename the lookup to department lookup to distinguish it.

Configure the RBS lookup table for the RPS context, define a code mask, build hierarchical levels (developer, managers, team members) with indentation, then save to enterprise custom fields.

Configure three lookup tables in Project Online, linking department and RBS to enterprise custom fields, with department and team name lookups permanently synced and ready for resource assignment.

Learn to create and manage enterprise calendars in Project Online via PWA settings, copying a standard calendar, adapting work weeks to 24/7, and adding holidays as exceptions.

The enterprise global template is the Project Online library of views, filters, reports and vba modules; only a pwa administrator can modify it, with changes taking effect after relaunch.

Create a custom field in Microsoft Project Online using an if formula to flag tasks with no predecessors, and publish it as an enterprise field.

Create an enterprise project template in Project app, save it with a company calendar and IT department assignment, then manage and access it via PWA settings.

Configure the resource pool Active Directory synchronization in Microsoft Project Online by linking to Microsoft 365 groups, enabling automatic 24-hour synchronization and updating the resource center via PWA settings.

Explore the enterprise resource pool in Microsoft Project, detailing work, material, and cost resources, including named, generic, and team resources for accurate planning and tracking.

Learn to create a named work resource in Project Online by associating a user account, selecting a department (it), setting the standard rate and availability, and saving the resource to the resource center.

Create generic resources in PWA by adding work resources like project managers or engineers, configuring status, calendars, and proposed booking in the resource center.

Create a team resource in project web app by defining a team resource, assigning a team lead, setting a team assignment pool, and saving the resource to the resource center.

Create a material resource for the enterprise resource pool in PWA, including type, display name, unit of measure, and a standard rate, then save in the resource center.

Create cost resources in PWA to manage project budgets and expenses by cost type (labor, hardware, software, training, travel, and other), with budget costs limited to the project summary task.

Learn to create and publish a new project file from Microsoft Project desktop to Project Online (PWA), save, publish, and verify it appears in PWA with a basic schedule.

Learn to add the publish button to the quick access toolbar in Microsoft Project, enabling one-click publishing of schedules after saving.

Open an existing project in project web app, choose read-only or working, optionally check out, save a copy, publish after edits, and check in to complete the workflow.

Rename or delete an existing project in the desktop project app, then verify changes by checking the PWA queue and refreshed project list.

Learn to manage Project Center views in Microsoft Project Online by copying the summary view, editing columns and widths, and saving the customized view in the look and feel settings.

Learn to manage and customize project views in Project Online by copying and modifying the test summary view, adding key fields, adjusting layout, and applying the new view to schedules.

Modify grouping formats for views in the project center by adjusting levels, colors, and fonts, then save and apply the grouping by last published, project ID, and project name.

Explore how to customize gantt chart formats in Microsoft Project Online, adjusting colors, bar patterns, milestones, progress indicators, and view settings in the Project Center and PWA settings.

Modify the quick launch in project online by editing links, adding a custom website, and rearranging server settings through PWA settings, then save and view changes in the Project Center.

Master time and task management in Project Online by configuring task and timesheet pages, setting approvals, and defining fiscal periods, time reporting periods, and timesheet rules.

Define fiscal periods in pwa settings to support time and task management. Create fiscal years with a naming convention like fy 2020 - 1 for reporting.

Define time reporting periods in PWA by using bulk creation for weekly seven-day blocks and a unique naming convention, including start dates such as 2020 week 25.

Close time reporting periods in the PWA settings, ensuring all periods before August 1 are closed, and establish a weekly plan to manage past periods per company policy.

Configure timesheet settings in project web app to set default timesheet creation mode, tracking units, and auditing policies for accurate time reporting.

Configure administrative time in the PWA settings to track non-project and exception time. Add categories such as administrative, sick, vacation, and travel, set approval rules, display options, and save changes.

Configure test settings and display in Microsoft Project Online by handling time and task management in PWA, including tracking method, timesheet options, reporting frequency, and team task handling.

Navigate to the PWA settings and manage timesheets in time and task management, including submitting timesheets and reviewing a closed period with an approver and transaction comments.

Configure timesheet managers in Project Online to enable flexible approval routing and assign managers to resources, ensuring correct timesheet approvals.

Add the timesheet to the quick launch using edit links or PWA settings, then save changes and access the timesheet view to track tasks, projects, and schedules.

Learn to disable timesheet functionality in a PWA site by removing the timesheet link in quick launch and denying related permissions for project managers and team members.