If you have been using Planner, Lists, or other basic Office 365 tools and need something more for your organization, we'll help you learn how Project for the web can step up your project management game.
Have you been using Planner or Lists to manage your projects, but need a more robust solution? You might want to consider adding a Project for the web subscription to elevate your project management game. While Project for the web is a separate subscription, it is heavily integrated into Office 365 and there are special read-only licenses built into many Office 365 subscriptions. This means you can bring a more advanced project management experience to your users while still having a similar feel to other Office 365 applications.
Project for the web is a cloud project management tool and is part of the larger Microsoft Project product suite. If you were to look at Microsoft’s project management tools on a spectrum from simple to complex or fewer features to more features, it would look like this:
Project for the Web has more features than Planner, but less than Project Online. This makes Project for the Web a logical next step if you are already using Lists or Planner for project management. Below are some high-level features Project for the web offers.
If you’re looking for more advanced features like resource management, financial management, program/portfolio management, baselines/critical path/etc Project for the web isn’t going to get you there and you should consider Project Online instead.
One other thing that might be important for you to understand is that Project for the web isn’t a completely independent application. Like many other Microsoft business productivity solutions, it heavily leverages other Microsoft tools. In the case of Project for the web, it is effectively a solution built on top of the Power Platform and Groups/Teams. In practice, this just means that you will want to become familiar with Power Apps, Dataverse, and Groups/Teams if you want to get the maximum out of Project for the web.
I’m going to get into the details below, but I want to be upfront that this tool requires licensing that goes beyond your normal Office 365 license. If you cannot justify an additional license, this tool isn’t for you.
One of the best things about Project for the web is just how simple it is. With only a few quick clicks you can create an advanced project with tasks and multiple ways to view the tasks.
To access Project for the web you can go here or use your Office 365 waffle to find the Project app.
From there you simply click `New project` and select an option to start your new project.
Now that we’ve created a new project, we need to start creating tasks. New tasks can be created at the end of your project by using the `Add new task` link at the end of the task list.
If you’re looking to insert a new task between two existing tasks, you can right-click on the task right below where you would like the new task and click `Insert task above`. Another option is to hover your mouse on the left side of the list and click the `+` between the two tasks where you would like to insert your new task.
To insert a new task, you just need to enter the name of the task, but you can also enter who the task is assigned to, the duration of the task, and associate labels for the task.
The basic information entered when you created the task can be updated by clicking on the field you want to edit in the list of tasks.
Note: If you check the box next to a task you are marking it complete!
If you need to change the order of tasks or change them from being a subtask you can use the right-click menu, or simply drag and drop the task using the handle on the left side.
Project for the web includes many additional fields that you can edit and view, they just aren’t displayed in the default grid view. If you want to edit or view these properties, you can either open the details pane for that specific field or add the column directly to the grid view using the `+ Add column` option.