Microsoft Stack Part 4: Project Management

Microsoft: Project Management Applications

Project

Project is a project management software that is available through the cloud, known as Project Online, and on premises, known as Project Server. It enables project managers to plan and organise projects, assign and schedule tasks, track and monitor progress, manage budgets, analyse workloads and generate reports. Project comes with pre-built templates of a range of project management documentation, which reduces the time wasted on starting these documents from scratch and allows users to focus their efforts on more valuable tasks.

It is also possible to build custom templates to suit specific project types, or that could be used across multiple projects.

Project has a range of functionality that users can utilise. For example, users can easily track the availability of resources that an organisation has at its disposal. Each resource within an organisation is given a calendar that lists its availability and Project is able to schedule tasks based on these calendars.

Some of the main functionalities are:

  • Planning & Scheduling
  • Project Timeline View
  • Collaboration
  • Reporting
  • Resource Management
  • Multiple Projects
  • Different Views
Image result for microsoft project 2019

An additional bonus is in dealing with ‘What If’ scenarios. It’s common to be asked how timelines can be changed (usually to bring them forward) – Project allows you to easily go back and modify the criteria (eg resource availability, parallel-pathing of tasks, etc) to see if a more appealing scenario could be an option.

Project Online, the cloud-based solution, is available on a per-user monthly subscription plan with the options for the Essentials, Professional and Premium packages. It also integrates natively with Office365, for seamless working. This allows the various Office365 applications to be included and utilised for their functionality

Project Server comes in two versions, Standard and Professional, and is available for an upfront fee.

Planner

Image result for microsoft planner logo 2019

Microsoft Planner is a project management solution which allows has a range of functionality to assist project managers in their role, for example creating plans, scheduling and distributing work, tracking progress and managing time. Using Planner enables project teams to easily share their documents to the whole by uploading them to a central repository, which allows organisations to increase collaboration, transparency, coordination and team working.

Much like the other applications in the Microsoft family, users benefit from Planner’s close integration with other Office 365 applications, such as Outlook, SharePoint and Teams.

Planner uses task cards arranged into columns, with a set of columns forming a ‘board’ for a project. This allows the tasks to be viewed visually at a high level, being able to easily see how/where they are included in the project.

A common use for Planner is in Incident Management. For example, there could be columns for New Issue, Evaluating, In Progress, Closed. Tasks raised would be progressed through the different stages, and would be allocated to an individual to take control of.

Planner is available on the following Office 365 subscriptions: Enterprise (E1, E3 and E5), Education, Business Essentials and Business Premium. It is not available for personal use.

Microsoft Stack Part 3: Presentations

Microsoft: Presentations

PowerPoint

Image result for microsoft powerpoint 2019

Microsoft PowerPoint is a program which offers users the ability to create presentations to display information. PowerPoint come with a wide range of templates for a number of different kinds of documents which can be used to customise the way in which information is presented on the slides. This allows staff to focus their time on the information and data rather than on formatting.

PowerPoint has been the traditional presentation software in the Microsoft Stack for a number of years, and is considered to be ‘Business Standard’ in many organisations.

Presentations can be created using a wide range of options, utilising media such as images, GIF’s, tables/charts, audio, videos, etc. Different viewing effects are also available, to create a richer display for viewers to gain further information from.

Image result for microsoft powerpoint 2019

Presenters can keep track of their notes, which are only visible on the device that the presentation is being displayed from; viewers of the presentation cannot see these.

Using Office365 through a browser, presentations can be created, edited, viewed and shared. It’s also possible to have collaboration on a presentation by multiple people in ‘real-time’

PowerPoint can be used in a number of different effective ways to communicate with your audience. Slides are completely customizable to fit your needs. Depending on your approach, you may want to have a presentation that is text-heavy, image-heavy or some combination of both. Text-heavy presentations are generally good if you are giving a lecture to a group within your company and want them to take notes. Image-heavy presentations can help to make your presentation more conversational in style since there only visual cues. Combining the two approaches gives listeners the benefits of both visual aids and notes.

Sway

Image result for microsoft sway

Although PowerPoint is normally the go-to application for producing presentations, Microsoft has another application which is focused towards enabling users to easily create more engaging presentations, with an emphasis on telling a story rather than presenting a topic.

Sway is a presentation software which enables users to create a range of different documents, such as newsletters, business presentations, portfolios and reports. Although Sway and PowerPoint have many of the same functionalities and capabilities, Sway is Microsoft’s attempt to provide users with a more user-friendly application that focuses on creating content that will engage audiences through telling a story. The emphasis on telling a story rather than creating a presentation means that Sway guides users to create a storyline and narrative, rather than individual, segmented slides of a presentation.

Image result for microsoft sway

Sway comes with a number of in-built templates to help begin the process of creating presentations, or ‘Sways’. This enables users with non-design backgrounds to easily create Sways that are both visually striking and engaging. If users cannot find a template to start with, they have the option of searching a topic and Sway will produce an outline of a Sway based on this topic for them to use.

It helps gather, format, and share reports, newsletters, web pages, and presentations on an interactive, web-based canvas that that presents well on almost any screen. The collaboration allows you to invite others to be able to edit the story as well in ‘real-time’. It’s also possible to include videos (eg YouTube) and other content from external sources.

Sway is exclusively cloud-based and a free version is available to all users with an Outlook account. An upgraded version is also available in most Office 365 subscriptions for Home and Business.

Presentations can be published to external (public-facing) websites, and include analytics that will show you how many people have viewed it

Training & Certifications

As many people know, it’s usually considered quite important to keep up to date with training and certifications. Sadly, although I’ve been doing the former, I’ve neglected the latter.

This is something that I’m now in the process of taking care of. Marvellously (where’s the sarcastic emoji when you need one!) Microsoft has now updated the curriculum. So most of the studying that I’ve done recently is now no longer applicable, and I need to re-do various things.

One of the best trainers that I’ve come across is Julian Sharp. Not only does he have one of the most impressive beards that I’ve ever seen across both devs and non-devs (see picture below, which isn’t up to date!), he’s been giving training for a LONG time. His approach is easy to follow, and although technical at times, is simple and clear to understand.

I’m currently enrolled in his MBP-900 Fundamentals course, which I’m thoroughly enjoying.

He also has a wonderful blog, located at https://ukcrm.wordpress.com/ . Take a look – it’s got some amazing resources published and linked on it

Another resource worth mentioning is Neil Parkhurst’s blog – https://neilparkhurst.com. When I started out recently on my learning and revision path, Neil’s site was extremely helpful with working out what I actually needed to take a look at

There are already a plethora of blogs and sites out there which have exam/revision content, so I’m not going to start my own (especially as I’m new to blogging).