Project and Roadmap Apps in Teams

This video introduces and demos the Project and Roadmap Apps which are now available in Microsoft teams.

[@gilberto00]

Great tips!

[@BenHoward_PowerBI]

Glad it was helpful!

[@dads_random_projects]

Just getting into all this and I must say I am confused as what to use… I love the collaboration benefits Projects 365 brings to the table, i also like the way it improves the whole communication aspect of a project or roadmap. The bit I am stumped with is the limitations that project 365 has verse the full native projects application. Is there a way of managing your projects on the ‘full fat’ version of projects and have that feed projects 365. This would enable your project office to have full functionality whilst benefiting from the features that projects 365 bring?

[@BenHoward_PowerBI]

Hi, alas not. You can import an mpp plan into P4W, but this is a lot of manual effort if you have many projects and you are trying to keep things in sync.

[@sumitkchaudhari]

Total How May Baselines can be shown at once in gantt chart?

[@BenHoward_PowerBI]

In the Microsoft Project Desktop Client, the answer is 11. In Project for the Web, and the answer is none, as the PW client does not have a concept of baselines.

[@Ross_Embossed]

Might you have an idea why I'm seeing Error when trying to add Roadmap? Is it discontinued? I'm not on any teams but preparing to create / join one.... so I'm adding to "[__username__] > General" Team to get started... thanks!

[@BenHoward_PowerBI]

Hi Ross M, Roadmap is very much alive and well, so I'm not sure why you would be seeing this error.

[@user-bz6qv9zg3s]

Hi, who can give any tips how to change the deafult calendar in the project? to count day night shifts etc

[@Ross_Embossed]

Any tips for using this for study groups? I'm preparing for the Professional Engineering license exam in my U.S. State. Thanks for posting your tips vlog!

[@HTDav01]

Hey there. You have to license Microsoft Project for the web to have access to all of this. However, any business license or enterprise license will give you Planner. Second, Study groups can be built using planner or project, and even be linked, however, you have to define most of the construction for youself. PEL's... ...Wow. Great work. Here's a good breakdown: First, when you create the project it should be for each major section you've studied, not chapter, section. Longer sections could take multiple study meets. Second, Define how long to spend on each section. The more complicated the section, the longer you'll want to spend on it, and be prepared to bring in the overlap of previous concepts. Third, if you are using Project, the main heading will be the section; an indent into that will be the chapter or minor section, and an indent within that will be the overlap or an example to play with. You can now link the deepest indent to a planner board for later, I would do the same for the minor indent (chapter) and for the main heading, each to their own bucket. I'll explain why soon. Now, when you create a road map, you'll include each section, how long you have to work on it, milestones you want to set for practicing, etc. This will also teach you how to handle an engineering project in the field, as you can do much the same by breaking it into it's component parts to meet deadlines. Planner can help by allowing you to get teams of both volunteers and of assigned personnel, which can help you maintain a constant understanding of how the work is getting done later. Every resource you use presents a cost, and you can use this to balance that. In the planner, create any new buckets needed to separate out the layers of the project from minor to all encompassing. In Teams, you can set up all three apps. Planner also allows you to add more details that *should* carry to the others. There's a very special set of information there that I prefer to work with, and that is the CHECKLIST. Since this is just text, you might think it's not very useful. However, I prefer to type in concept names and links to documents or places that show the concept or definition in context. Why? When you get together to study, link up other apps, and use them collaboratively to discuss and visualize the information (Visio, word, excel, Sway, whatever you want to use to show the information). The hyperlink to the information can be copied and pasted to the checklist. Recently, Microsoft made another leap forward. Now I simply use the checklist to provide a summary of what information was visualized (what info has a document created), and I put the information in the ONENOTE NOTEBOOK for the Planner Project by Linking the notebook pages to the documents. I can even separate the notebook any way I want. I can have notebooks for sections, or one notebook for all the sections, and give each section a set of pages. What's even better than that? I can copy and paste the information into the notebook for each step, so I can practice some problems or processes on my own and follow it all the way to the endpoint, simply by following the notebook. Extra practice with some concepts can be important with some Logic intensive subjects. Having access to it when you get a few minutes or to make a sort of game out of it when you're out winding down makes the information natural to you. Because I like to set up early, at the start of a class, for study groups, I usually have much of this done the first week or before. Once the group is at least partially built, we decide who will update what when. I also like to meet a day or so before the next class period, especially with weekly classes, to go over any work or any progress from the last class. For lab courses, it's a great way to get everybody ready. I like to have each person set up a different portion of the lab on lab day, all in a row, tools only. Then we all just go through with our own materials, get our data and have our documents set up to produce the results. I've been fortunate enough to deal with educators that allow you to utilize the lab rooms and equipment during other classes' lab times, provided we use silent texts or messages, to communicate during lecture, and don't interrupt other students. As a group, we break down each part of the experiment, design our documents, and give the equipment a run through. On lab day, we set up each station as fully as possible, then tear it down one or two steps removed, and each of us walk through the stations with our own materials or in twos as necessary, enacting each step of the process, and cataloguing our data. Onenote, Word, Excel and even TEAMS can be immensely useful. There are also Equation editor apps for all of them that let us build the mathematical model as an image, so we can see what were calculating. I suggest you adjust all of that to the kind of group you study with. The more retentive you are about it, though, the more organized the whole thing will be. Just another note, if you meet in person, create a task for that in your starting program (project or planner) that's called "What to Bring", and then put in the checklist a letter or initials along with what people will bring. I would include hand sanitizer, surface cleaner, facemasks, gloves and any other ppe you might want to employ, and set these items for "Everybody". If you want to throw in snacks, drinks, coffee, pingpong balls and beer for the after-study, it's a great way to make sure everybody can see it and you get the good stuff. Some people have some allergies to some substances, so you can note that too. I hope this has helped you.

[@treysouchock7563]

Hi, is there any way to add more details or fixed columns along the left-side of the roadmap? Basically provide some more details for each line item?

[@BenHoward_PowerBI]

Hey Trey, alas the roadmap interface is not configurable.

[@swankyshivy]

we dont have acess to project online on 0365 due to licensing in our org. would i have access to project in ms teams?

[@BenHoward_PowerBI]

Hi SwankyShivy - There are two versions of Project, what is known as Project Desktop (ie, what we have all known as Microsoft Project for the last 30 years) and Project for the Web (pfw), which is the new browser application which has nothing in comment with the old microsoft Project (except the name). Project Online works with Microsoft Project. Teams is just an ingress point for many modern applications (Pfw, planner, etc, but NOT POL (note I said modern)), so if you can access pfw from outside of teams, you can access it from teams. There is not out of the box integration from Teams into POL. It's a long answer, but the best I can give.

[@swankyshivy]

@@BenHoward_PowerBI thanks so much. well just checked dont have access to neither POL or PFW that sucks. that is to create a new project. think i can view one that was shared with me. how unproductive working for this conpany. wonder if i can pay my own $10 mth lol

[@jezlawrence720]

Doubt they'll absorb planner and get rid of it: ms are all about the single focus mini apps they can bundle with core licensing, which they carefully make sure don't have certain integrations and features, so that if you need those you need to then buy additional per person licensing. This is why planner does not get the ability to link between plans, do sub plans, it doesn't let you do reminders and sub tasks like to do, and to do doesn't do board and calendar type views or progress reporting like planner, and neither does resource planning. You can therefore sort of cobble things together but you'll have gaps so if you want all that stuff without developing it yourself somehow out of powerapps... You have to buy project. This brings lots of great low level functionality to more people, but squeezes the professionals. That's fair enough... Unless you're public sector because it makes it cost prohibitive to support your professionals.

[@jacobmurray6731]

I really don't understand the point of Roadmap