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Microsoft Project Online: Administration

Microsoft Project Online: Administration

2h 11mIntermediate2019-01-29

Authors

John Riopel

John Riopel

Program and Project Manager

Course details

Learn how to administer Microsoft Project Online and help your organization more effectively manage projects. Follow along with project management expert John Riopel, PMP, as he walks through the many features and settings that can be customized in Microsoft Project Online. John shows how to manage licenses and subscriptions, adjust your organization's security settings, and create custom fields, templates, and workflows to address your team's unique needs. He also shows how to customize the end user interface and adjust time and task settings. Plus, learn how to work directly with the Project database, from managing enterprise objects to understanding the queue process.

Learning objectives
Managing subscriptions and licenses
Setting project permissions modes
Managing users, groups, and permissions
Working with custom fields and lookup tables
Creating new enterprise resources
Deleting enterprise objects
Managing the queue process
Updating views and other interface options
Managing time and task settings
Creating templates
Creating workflows
Creating enterprise project types

Skills covered

Microsoft Project ServerMicrosoft Project OnlineProject Management SoftwareProject ManagementBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Using Microsoft Project Online
  • 02 - What you should know
  • 03 - Navigating to site settings

1. Setup

  • 04 - Managing licenses and channels
  • 05 - Working with Office 365 subscriptions
  • 06 - Setting project permission modes
  • 07 - Understanding compatibility

2. Security

  • 08 - Managing permissions
  • 09 - Managing security templates
  • 10 - Managing categories
  • 11 - Managing groups
  • 12 - Managing users
  • 13 - Managing Active Directory group settings
  • 14 - Managing delegates

3. Enterprise Data

  • 15 - Working with enterprise custom fields and lookup tables
  • 16 - Understanding departments
  • 17 - Understanding the RBS
  • 18 - Working with Enterprise Global
  • 19 - Working with enterprise calendars
  • 20 - Creating new resources

4. Database Administration

  • 21 - Deleting enterprise objects
  • 22 - Using force check-in of enterprise objects
  • 23 - Analyzing the queue

5. Look and Feel

  • 24 - Managing views
  • 25 - Understanding grouping formats
  • 26 - Understanding Gantt chart formats
  • 27 - Working with the Quick Launch

6. Time and Task Management

  • 28 - Define fiscal periods
  • 29 - Manage time reporting periods
  • 30 - Timesheet settings and defaults
  • 31 - Understanding administrative time
  • 32 - Task settings and display
  • 33 - Managing timesheets, part 1
  • 34 - Managing timesheets, part 2
  • 35 - Establishing operation policies, part 1
  • 36 - Establishing operation policies, part 2

7. Personal Settings

  • 37 - Managing alerts and reminders

8. Workflow and Project Detail Pages

  • 38 - Working with enterprise project types
  • 39 - Working with Project Detail pages
  • 40 - Creating a custom Project site template
  • 41 - Understanding workflow phases
  • 42 - Understanding workflow stages
  • 43 - Creating an enterprise project template
  • 44 - Creating a basic workflow, part 1
  • 45 - Creating a basic workflow, part 2
  • 46 - Using an enterprise project type

Conclusion

  • 47 - Next steps

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