Getting Started with Project Online

Step-by-Step Tutorial: Getting Started with Project Online

1. Setting up Project Online Environment:

   • Copy the URL segment after the word "https://" from your Project Online environment (e.g., "yourorganization.sharepoint.com/sites").
   • Open Microsoft Project desktop application.
   • Click on the "File" menu and select "Info."
   • Click on "Manage Accounts" and paste the copied URL segment into the designated field.
   • Specify this as your default account and configure other settings as needed.
   • Close Microsoft Project to save the settings.

2. Connecting Project Professional to Project Online:

   • Reopen Microsoft Project and select the Project Web App (PWA) account you just set up.
   • Connect to the Project Web App by following the prompts.

3. Creating a New Project:

   • Create a new project in Microsoft Project.
   • Designate tasks such as design, build, test, and deploy.
   • Set relationships between tasks in the Gantt chart.

4. Assigning Resources to Tasks:

   • Press "Ctrl + T" to bring up the "Build Team from Enterprise" dialog box.
   • Select resources from the shared resource pool and add them to your project team.
   • Assign resources to specific tasks by selecting them and clicking "Assign Resources."

5. Adjusting Project Details:

   • Set the start date for the project.
   • Save the project and push it to Project Online by clicking on "Publish" in the "File" menu.

6. Viewing and Managing Projects in Project Online:

   • Access Project Online and click on "Projects" to view all projects.
   • Click on the project tile to see the project schedule and details.

7. Creating Projects in Project Web App:

   • Navigate to the Project Center in Project Web App.
   • Click on "New" and select "Enterprise Project" to create a new project.
   • Fill in the project details and tasks.
   • Save the project and assign resources as needed.

8. Finalizing and Managing Projects:

   • Check the project back in if prompted.
   • Verify the details, resources, and tasks in the project schedule.
   • Publish the project to synchronize the data across all tables in Project Online.

9. Reviewing and Managing Projects:

   • Ensure that all changes are saved and synchronized.
   • Check for predecessor and successor relationships between tasks.
   • Manage and monitor the projects created in both Microsoft Project and Project Web App.

By following these steps, you can effectively get started with Project Online, create projects, assign resources, and manage project details seamlessly using Microsoft Project and Project Web App.