Microsoft Planner Training Course​

You'll learn how to link tasks using different types of links such as Finish-to-Start (FS), Start-to-Start (SS), Finish-to-Finish (FF), and Start-to-Finish (SF). This will include understanding how to apply lead and lag times to adjust the relationships and timing between tasks, essential for managing the interdependencies within your project schedule effectively.

You'll learn how to leverage Project for the Web's collaboration features to work effectively with team members in real-time. This includes understanding how to co-author projects, enabling multiple users to edit and update tasks simultaneously. You'll also explore the sharing functionalities that allow you to share project details with stakeholders and team members, ensuring everyone is informed and can contribute to the project's success. Additionally, this section will cover setting appropriate permissions to control access levels and protect sensitive information.

You'll learn how to effectively use Project for the Web's effort-driven scheduling feature, which is crucial for managing resources in project tasks. You'll understand how the assignment of resources affects the duration of tasks and how changes in resource allocation can impact project timelines. This part of the course will also cover strategies for assigning resources to tasks based on effort, adjusting workloads to avoid over-allocation, and ensuring that resources are used efficiently throughout the project lifecycle.

You'll learn how to utilize Kanban buckets in Project for the Web for effective task management and workflow visualization. You’ll discover how to categorize and move tasks across different buckets—such as "To Do," "In Progress," and "Completed"—to reflect the current status and progress of each task. This approach not only aids in tracking task completion but also enhances transparency and collaboration among team members. Additionally, you'll explore customizing the Kanban board to tailor it to the specific needs and stages of your project, ensuring it effectively supports your project management methodology.

You'll learn how to harness the power of charts in Project for the Web to visually analyze and present project data. You'll explore different types of charts that can be used to display project progress, resource allocation, timelines, and more. This will include understanding how to set up and customize charts to best reflect key project metrics and insights. By effectively using charts, you'll be able to communicate project status and health to stakeholders clearly and effectively, aiding in decision-making and project adjustments.

This part of the course will teach you how to use the Goals feature in Project for the Web to set clear, measurable objectives that align with your project's milestones and deliverables. You’ll learn how to define and track goals to ensure your project stays on target towards its strategic outcomes. This feature is vital for maintaining project focus and for motivating the team by clearly illustrating the progress towards each goal. Additionally, you'll understand how to adjust goals as project scopes or priorities shift, ensuring that your project adapts to changes while still aiming to meet its original objectives.

In this section of the course, you'll learn how to effectively manage assignments in Project for the Web. This includes understanding how to allocate tasks to team members and setting expectations for each assignment. You'll explore how to use the Assignments view to track who is responsible for each task, monitor workload distribution, and ensure that no team member is over or underutilized. Additionally, you'll gain insights into how to adjust assignments in response to project changes or team member availability, helping maintain project momentum and efficiency.

This segment of the course focuses on integrating Project for the Web with Power BI to enhance project reporting and data visualization capabilities. You'll learn how to export project data to Power BI and use it to create detailed, interactive reports and dashboards that provide deeper insights into project performance, resource utilization, and progression against goals. This ability to analyze and present data effectively is crucial for making informed decisions and communicating project status to stakeholders. You'll also explore customizing reports to highlight specific data points and trends that are most relevant to your project's success.