Posted by: kurtsh | December 8, 2023

INFO: Microsoft “Planner” & “Project for the Web” Resources

imageThe following solutions are a scalable part of the Project family, depending on expertise & intensity of an individual’s project management role.  All integrate with Azure AD identity, Outlook & Teams, and provide a path for Project Management growth for the end user.

The following presentation reviews both Planner & Project for the Web & the use cases:

Here’s a summary of some resources for Planner & Project for the Web:

  1. Microsoft Planner
    Natively integrated into Microsoft 365, Microsoft Planner costs nothing additional to use by M365 G3+ customers.  It’s designed for casual task & timeline management but is the future of Microsoft Project Management solutions.  It’s being connected into “Project for the Web” & expanded to take advantage of all the power of Project.
    1. Roadmap: The new Microsoft Planner: A unified experience bringing together to-dos, tasks, plans and projects
      https://techcommunity.microsoft.com/t5/planner-blog/the-new-microsoft-planner-a-unified-experience-bringing-together/ba-p/3977998
    2. Learning: Video training for Microsoft Planner
      https://support.microsoft.com/en-us/office/microsoft-planner-video-training-4d71390f-08d8-4db0-84ea-92fb078687c7
    3. Help: Online help & assistance for Microsoft Planner (Integration with Teams, Android/iOS, Outlook, Accessibility, etc.)
      https://support.microsoft.com/en-us/planner
    4. IT Admins: Administrative information for IT
      https://learn.microsoft.com/en-us/office365/planner/planner-for-admins
  2. Microsoft Project for the Web
    “Project for the Web” is Microsoft’s web-based project management solution for Enterprises.  It’s targeted at informal project manager & designed for simplicity & has an intuitive interface – while still embracing Enterprise collaboration & integration requirements like usage with Microsoft Teams, Outlook, SharePoint, etc. It is licensed through Project Plan 1+ & retails for $10/user/mo.  It will be integrated into Microsoft Planner in Spring 2024.
      1. Overview: A simple, end user explanation of Project for the Web is available here: What is Project for the web? – Microsoft Support
      2. Video overview: https://aka.ms/ProjectforthewebandProjectOnline
      3. Learning:
        1. Unified Support workshop – See attached datasheet
        2. Project for the Web – Youtube Videos
          1. Introducing Microsoft Project for the web
          2. Getting started with Project for the web
          3. Agile, Goals, Workloads, and more in Project for the web
          4. Leverage Microsoft Project for the web with the Project Accelerator
          5. Project for the web for work management
          6. Advanced deployment for Project for the web
          7. Extensibility in Project for the web – YouTube
      4. Help:
          1. Admin help – https://learn.microsoft.com/en-us/project-for-the-web/projectforweb-admin-hom
          2. End user help – https://support.office.com/project
      1. IT Admins:
        Project for the Web – Getting Started & Deployment
        https://learn.microsoft.com/en-us/project-for-the-web/project-for-the-web-get-started-guide-for-admins
  3. Microsoft Project
    Microsoft Project is usually considered the “easy” project management solution for full-featured, Enterprise class customers – but has the benefit of integrating with purpose-designed Project Management solutions like the Project Online service, Primavera, etc. as well as Portfolio Management & Power BI visualization & reporting.
    1. Product: Project management built to keep track of all your work (microsoft.com)
    2. Synopsis: Overview of Microsoft Project – YouTube
    3. Video: Microsoft Project Management video series – Microsoft Project

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