Presented by PPM Works at PPM Summit Edina

1. Microsoft Project
Collaboration and Work
Management Across Teams
Jacques Goupil and Joe Blake
March 7th 2019

2. Introduction
Topics
Leveraging
Microsoft 365
Microsoft Planner
to Project
Integration
Tracking Tool Project Agile
Question and
Answer
01
04
02
05
03
06

3. Calls to Action
1. Contact info@ppmworks.com
1. Get your PPM Migration Toolkit
2. Use your FREE Planning Services
3. Meet your local Microsoft Project Specialist
4. Request a free Project Online trial
5. Schedule a workshop
• Power BI
• Project Online Quick Start
• Project Online Training
6. Set up an onsite or remote demo
2. Connect
1. LinkedIn: https://www.linkedin.com/company/ppm-
works-inc
2. Our Site: www.ppmworks.com
3. Events: www.ppmworks.com/events
4. Blog: www.ppmworks.com/blog
5. Email: info@ppmworks.com

4. Project Training
Our expert training has provided impactful
learning for over fifteen years. We believe
the best learning environment provides the
opportunity to understand and practice the
key concepts. Let our certified expert
trainers guide you to your Microsoft Project
goals.
Professional Services
We offer Microsoft Project Online and
Project Server implementations, upgrades
and mentoring. Our years of experience
across all industries provide the
foundation for our straight-forward team
approach.
Specialized Solutions
Each company is unique. One-size-fits-
all approaches will never help your
business reach its full potential. We
deliver custom PPM solutions, tailored
to you – your industry, your culture,
your one-of-a-kind challenges.
PPM Support
PPM Works understands that you may have
questions or need assistance on an ongoing
basis or just a few times. Regardless of
your situation, PPM Works Support options
are flexible and meet your needs. Choose
your Support plan today and get started.
PPM Works offers a full range of Project and Portfolio Management consulting services, all designed to help your company
reach its potential. Whether you’re looking for a small tweak or complete overhaul, we have you covered. Our services are
available a la carte so you can get precisely what you need.
PPM Works Consulting Services

5. Minnesota is nuts about __________ !
Fill in the blank

6. Team work makes
the dream work
Minnesota is nuts
about hockey
https://www.house.leg.state.mn.us/hinfo/statefair3/index.htm

7. Leveraging Microsoft 365

8. Microsoft Project Service
Better for Programs
Holistic
Platform
Project Online
+
Office 365
Complete portfolio and resource coordination.
Always up-to-date features and performance including
new Agile projects and Power BI Content Pack
Streamlined cloud deployment, maintenance, security,
and service manageability aligned to Office 365
Native integration across Office 365 applications and
services
Better for IT
Better outcomes and insights with Project Online and Office 365 together in your organization. Take advantage of services that natively integrate, are secure, and are
familiar to users. From powerful organizational governance, to analytics and intelligence, to workflows and custom apps, to IT admin simplicity. Office 365 and Project
Online together empower your organization to achieve more. Learn about Office 365.
All the power, detail and functions of Professional desktop
Consistent user experience, cloud flexibility and up to 5 PC
installations of desktop apps per user
Better for Project Managers

9. How You Work

10. Tools for all uses
Seamless
Browser &
Desktops
Calendars
& Schedules
Content
Management
Enterprise
Social &
Messaging
Flexible
Reporting
& Analytics
Integrated solutions for individuals, teams and major programs
Task
Management
Best experience across devices
P ORT FOL I O
M ANAGEM ENT
E N T E R P R I S E
T E A M S
P R OJEC T
M ANAGEM ENT
F O R M A L
T E A M S
WOR K
MANAGEMENT
A D H O C
T E A M S
T ASK
M ANAGEM ENT
I N D I V I D U A L S
Microsoft’s Project and Team Productivity Solutions

11. P O RT F O L I O
M A N A G E M E N T
E N T E R P R I S E
TA S K
M A N A G E M E N T
A D H O C T E A M S
P R O J E C T T E A M
M A N A G E M E N T
F O R M A L T E A M S
W O R K
M A N A G E M E N T
I N D I V I D U A L S
• PM and local teams
• Premium
• Professional
• Essentials
OfficeSuite
To-Do
Wunderlist
Office 365
Planner
Project Online Enterprise Capacity
Management
Formal project and
programs delivery
Project Online (PPM)
Groups & Teams
Microsoft’s Planning and Team Productivity Tools

12. Use Case Scenarios
19

13. Microsoft Teams
Teams provides:
• Threaded persistent chat
• Open group or private 1:1
conversations
• Emoji, stickers, GIFs
• Mobile voice with video calling
• Email integration

14. Collaborative Components of Teams
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Activity – See @ mentions here, replies and notifications
Chat – All your 1:1 chats and group chats
Teams – All your teams
Meetings – Your calendar
Files – your files

15. Microsoft Planner to Project
Integration

16. Project Online and Planner
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AD HOC TEAMS
PROJECT
MANAGEMENT
FORMAL TEAMS
WORK
MANAGEMENT
Planner
Project Online
An Office 365 App
to create a team, build a plan,
assign tasks and check progress.
Planner is about simplicity &
ease of ramp up and use.
A scalable solution for schedule, resource, cost
and time management. Templates, wizards
and real-time reporting improve controls,
while team sites, notifications and apps guide
team members to deliver better results.
Designed for advanced and formal project
management approach and allows for Adhoc
as well.
Foundational solution for
groups, lists, workflows
and content sharing.
SharePoint
Plan, Manage
Execute

17. Office 365
Planner
Project
Online
Microsoft Planner helps teams
organize teamwork visually. Team
members can easily assign tasks,
share files, chat about tasks and get
updates on progress.
Microsoft Project provides a
wide range of tools to help
organizations manage project
and program portfolios,
resource capacities and
execute projects efficiently.
Planner is for Knowledge Workers.
It is optimal for ad-hoc teams (<25
members typically) that want to add
more structure to their shared
check-lists and task related
collaboration.
Microsoft Project supports formal
teams, of any size. Build and manage
plans which coordinate schedules,
labor and other resources
dependencies. The solution enables
holistic visibility, controls and
optimization across projects, teams
or financial periods.
Department activities. Event
Planning. Marketing campaigns.
Proposal Development. Procurement
and short duration projects are
some of the representative
examples.
Research. Product development,
Software Development Projects,
Implementations. Change
Management. Infrastructure, M&A,
Capital and Construction Projects as
well as annual planning.
W h a t i s i t ? W h o i s i t f o r ?
W h a t a r e s o m e
e x a m p l e s ?
Microsoft Planner is a collaborative work management solution that helps teams organize and manage teamwork
visually. Microsoft Project on the other hand is an industry leading PPM (Project Portfolio Management) offering that
helps companies manage more complex portfolio of projects and programs.
Planner & Project Address Different Needs

18. Use Case Scenarios
25
1. Planner
2. Project Online
3. Link from Project to Planner
4. Integration from Project to Planner

19. Integration from Project Online to Planner
We perform all types of Integrations:
1) Leverage existing tools (ours and partner created)
2) Deploy Standard Operating Procedures
3) Implement process change
4) Develop custom code and apps
5) Feature set deployment – working with Microsoft on future releases
26
Integration Planning: Understand your
needs and provide you with options

20. Integration from Project Online to Planner
Bi-Directional Sync to/from Project Online to
Planner
• Project Online Task to Planner Task
• Option to set the Sync per Task
• Schedule Sync or perform On Demand
• Associate Project Task to specific Planner Bucket
What happens with the Sync?
1. Sync will create a new Planner Plan
2. Email to the group that the Plan was created
3. Establishes link between Project and Planner
4. Allows for progress from either tool
Progress to % Complete
27
Flexibility on where the team updates
and creates tasks

21. Streamline Cross-Team Work
With the integration, task owners can track
granular task details in a lightweight tool. Project
Managers retain control over the project's work
breakdown structure and can easily view the
detailed work being done against a task.
This capability may also be used to reduce
complexity of project plans in Project keeping it
simple for the project manager to control a
smaller number of tasks while task owners can
further breakdown the tasks in Planner.
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22. When to Use Planner vs Project Online
Use Case Planner Project Online
I need to track tasks but I am unfamiliar with project management tools. X
I want to quickly enable my team to use OneNote, Outlook, SharePoint. X
I am resistant to learning a new tool. X
I prefer a detailed WBS, with task dependencies, and task tracking against baselines. X
Our organization uses timesheets to track task progress. X
I need to track progress for all my projects and the portfolio level with executive visibility. X
I need to create custom views, groups, and filters for tasks X
I want to easily track risks, issues, and deliverables X
I want a simplified visual that displays who is doing what and what progress has been
made.
Link to Planner
I want to manage my project schedule in Microsoft Project and allow the flexibility for
team members to track and progress their tasks where they prefer. I need visibility of
progress and who is doing what/we
Integration at Task Level
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23. Dynamic Tracking tool

24. Dynamic
Tracker
PPM Works Dynamic Tracker solution provides a flexible,
configurable solution to track tabular data within Project Online. This
solution gives you the flexibility without continual customization.
Overcome the challenge of tracking tabular data on Project Detail
Pages.
Why Do You Need This Solution?
• Enhanced User Experience - Streamline your project
tracking with ease
• Better Reporting – Capture the data your organization
needs for reporting
• Flexibility – Provide the tools needed for your organization
Helpful uses for the Dynamic Tracker:
• Economics Tracker, KPI Tracker, Invoice Tracker, Metric
Tracker, and Risk Tracker
How Does It Work?
• Tables are created within your Project Online PDP to capture
data for visibility reporting and more.
Benefits:
• Completely customizable
• Track any type of Project related data
• Seamless integration with Project Online
• Customized web page design

25. Agile Project Management

26. What is DevOps?
https://blogs.technet.microsoft.com/livedevopsinjapan/2017/01/05/devops-as-microservices-readiness/

27. Question and Answer

28. Calls to Action
1. Contact info@ppmworks.com
1. Get your PPM Migration Toolkit
2. Use your FREE Planning Services
3. Meet your local Microsoft Project Specialist
4. Request a free Project Online trial
5. Schedule a workshop
• Power BI
• Project Online Quick Start
• Project Online Training
6. Set up an onsite or remote demo
2. Connect
1. LinkedIn: https://www.linkedin.com/company/ppm-
works-inc
2. Our Site: www.ppmworks.com
3. Events: www.ppmworks.com/events
4. Blog: www.ppmworks.com/blog
5. Email: info@ppmworks.com

29. © Copyright Microsoft Corporation. All rights reserved.
Thank you