Microsoft Project for the Web - A Beginner's Guide
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Microsoft Project for the Web - A Beginner's Guide
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What you'll learn
Understand the features and differences between Microsoft Planner and Project for the Web.
Learn to create and manage tasks within Project for the Web for effective project tracking.
Discover how to visualize project progress using Power BI and integrate reports.
Gain hands-on experience with project planning tools and enhance your team’s collaboration.
Skills you'll gain
Tools you'll learn
Details to know
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There are 6 modules in this course
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A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This beginner-friendly course introduces you to Microsoft Project for the Web, a cloud-based project management tool within the Microsoft Project family. You’ll learn how to use this versatile platform to manage tasks and collaborate effectively, whether you’re working individually or within a team. By the end, you’ll have the skills to create and manage projects, track progress, and visualize data for informed decision-making. Throughout the course, you’ll start by exploring Microsoft Planner, understanding its similarities and differences with Project for the Web. From there, you’ll gradually build up to more complex features of Project for the Web, such as task management, dependencies, custom reports, and even Power BI integration for reporting. Along the way, you will gain hands-on experience through interactive exercises that reinforce your learning. This course is designed to provide a practical, step-by-step guide to mastering Project for the Web. You will begin with basic concepts like creating and editing tasks, then progress to more advanced topics such as project roadmaps, customizing columns, and creating dependencies. The final module introduces Power BI for reporting, helping you visualize project data in meaningful ways. The course is perfect for beginners looking to dive into project management tools within Microsoft 365. No prior experience with Microsoft Project is required, though familiarity with Microsoft 365 tools like Outlook and Teams will be helpful. Whether you're a new user or looking to switch from another project management tool, this course offers the foundation you need to manage projects using Project for the Web confidently.
In this module, we will introduce you to the course, its structure, and the key concepts behind Microsoft Project for the Web. You will learn about the different tools in the Microsoft Project family and compare them to determine which is most suited for your needs. Additionally, we will explore the different subscription plans available to you.
What's included
5 videos1 reading
5 videos•Total 22 minutes
- Course Introduction•4 minutes
- What Is Project for the Web?•8 minutes
- Planner Versus Project Online Versus Project for the Web•4 minutes
- Project Plans Explained•4 minutes
- Exercise 01•1 minute
1 reading•Total 10 minutes
- Full Course Resources•10 minutes
In this module, we will focus on Microsoft Planner, exploring its features and how it integrates with other Microsoft 365 tools. We will guide you through creating plans, organizing tasks into buckets, and tracking task progress. By the end of this section, you will have a solid understanding of how to leverage Planner for task management in your projects.
What's included
17 videos1 assignment
17 videos•Total 82 minutes
- What Is Microsoft Planner and Why Is It Useful?•8 minutes
- Create a Plan•4 minutes
- Create an Outlook Group Plan•3 minutes
- Add Members to a Plan•3 minutes
- Create New Tasks•3 minutes
- Edit Task Details•7 minutes
- Organize Tasks into Buckets•7 minutes
- Update Task Progress and Priority•4 minutes
- Attach Files to Tasks•6 minutes
- Assign Labels to Tasks•5 minutes
- Access Plans from Microsoft Teams•4 minutes
- Grant Access to Plans for External People•4 minutes
- Use Smart Backgrounds•3 minutes
- Use Charts to Visualize Progress•5 minutes
- Receive Email Notifications on Tasks and Plans•3 minutes
- Export a Plan to Excel and Analyze with a PivotTable•7 minutes
- Exercise 02•4 minutes
1 assignment•Total 15 minutes
- Manage Tasks with Microsoft Planner - Assessment•15 minutes
In this module, we will dive into Project for the Web, offering you a detailed tour of its user-friendly interface. You'll learn how to build and customize a project plan, add tasks, set dependencies, and visualize the project’s progress through timelines. This section provides a foundational understanding of Project for the Web, equipping you to manage complex projects.
What's included
21 videos1 assignment
21 videos•Total 133 minutes
- Launch Project for the Web•3 minutes
- The Project for the Web Interface (Project Home)•8 minutes
- Import a Project from Project Online Desktop•5 minutes
- Create a Project Plan from Scratch•6 minutes
- Customize Column Headings•7 minutes
- Set Project Start and End Dates•4 minutes
- Create New Tasks and Assign People•10 minutes
- Create Summary and Subtasks•9 minutes
- Task Durations in Timeline View•10 minutes
- Update Task Progress•6 minutes
- Add Attachments, Notes, and Checklist Items•6 minutes
- Group by Bucket•6 minutes
- Add Task Dependencies•6 minutes
- Categorize Tasks with Labels•4 minutes
- Hiding and Removing Columns•4 minutes
- Add a Status Column with Emojis•6 minutes
- Share Projects and Tasks (Co-Authoring)•8 minutes
- Visualize Projects in Microsoft Teams•4 minutes
- Project Roadmaps•10 minutes
- Project for the Web Extra Features•5 minutes
- Exercise 03•7 minutes
1 assignment•Total 15 minutes
- Project for the Web - Assessment•15 minutes
In this module, we will shift focus to the powerful integration between Project for the Web and Microsoft Power BI. You will learn how to connect your project data to Power BI templates and begin creating insightful reports. This section will show you how to leverage data for better project tracking and decision-making through visualizations.
What's included
5 videos1 assignment
5 videos•Total 22 minutes
- An Overview of the Power Platform•4 minutes
- Understand the Dataverse•2 minutes
- What Is Power BI?•5 minutes
- Connect to the Power BI Report Template•9 minutes
- Exercise 04•2 minutes
1 assignment•Total 15 minutes
- Project for the Web - Reporting with Power BI - Assessment•15 minutes
In this module, we will take a deeper dive into modifying and customizing Power BI reports. We will walk you through creating visualizations, refining charts, and using slicers to better analyze your project data. You will also learn how to publish and share your insights with your team through interactive dashboards.
What's included
10 videos1 assignment
10 videos•Total 54 minutes
- Overview of Power BI Visualizations•6 minutes
- Create Slicers to Filter Data•7 minutes
- Work with Tables and Matrix Tables•6 minutes
- Modify and Format a Chart•3 minutes
- Update Report with New Project Data•3 minutes
- Build Custom Reports from Scratch: Part 1•8 minutes
- Build Custom Reports from Scratch: Part 2•6 minutes
- The Power BI Service•3 minutes
- Assemble a Dashboard•5 minutes
- Exercise 05•5 minutes
1 assignment•Total 15 minutes
- Project for the Web - Create and Modify Power BI Reports - Assessment•15 minutes
In this final module, we will recap everything you’ve learned throughout the course and reflect on the tools and strategies you can apply to manage your projects with confidence. Congratulations on completing the course and gaining valuable skills in Microsoft Project for the Web!
What's included
1 video2 assignments
1 video•Total 2 minutes
- Course Close•2 minutes
2 assignments•Total 75 minutes
- Full Course Assessment•60 minutes
- Full Course Practice Assessment•15 minutes
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Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.
If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.
Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.
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