Project Online - Discovering the interface Video
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Creating the project tasks
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View events
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Edit, Delete a Share
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Presentation and introduction to the calendar
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Manage Views
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Use the Scheduling Assistant
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Calendar Delegation Setup
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Mailbox Delegation Setup
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View Other Calendars
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Use Categories
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Create a call group
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Block unwanted calls
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Action Function
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Search Function
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Objectifs :
This tutorial aims to familiarize users with the Project Online interface, including how to navigate the project center, consult project information, manage permissions, and access project-related documents and resources.
Chapitres :
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Introduction to Project Online
Welcome to this tutorial on Project Online. In this session, we will explore the software interface, focusing on how to consult project lists, utilize Gantt charts, manage licenses, and access various resources, particularly the document library assigned to each project. -
Accessing the Project Center
To begin, access the portal and open the Project Online software. Upon opening, you will be directed to the project center, where you can view a comprehensive list of projects. This list includes essential information such as project names, start and end dates, completion rates, planned durations, work completed, and project owners. Additionally, you can see the dates of the latest updates made to each project. -
Monitoring Project Progress
To monitor the coordination and progress of projects, utilize the column separator on the screen. You can adjust the size of each view to compare projects effectively. The progress of each project is indicated by a darker bar, allowing you to assess their status relative to one another. If you need to change the view, navigate to the ribbon where the project tab offers zoom options for better visibility. -
Managing Project Permissions
Not everyone has access to all projects. To manage permissions, select your project from the list and use the ribbon to grant permissions. You can assign different levels of access: - **Member**: Can actively contribute to the project. - **Visitor**: Can only read or consult documents. - **Owner**: Has total control over the project. To grant permissions, click the appropriate icon, enter the person's email address, and include a message if necessary. You can also adjust permission levels as needed before clicking 'Share'. -
Accessing Project Documents
To manage your project effectively, you need access to various documents and resources. Return to the project center to find icons indicating documents stored in the project annex. Click on the folder icon to access these documents, which include an overview of the project, completed tasks, upcoming tasks, and those stored in the document library. Depending on your permissions, you can download, synchronize, edit, or add to these documents. -
Conclusion
In this section, you have explored the Project Online interface, including the project center, project information, Gantt charts, permission management, and document resources. Understanding these elements is crucial for effective project management and collaboration within Project Online.
FAQ :
What is Project Online?
Project Online is a cloud-based project management tool that helps organizations manage their projects, resources, and portfolios efficiently.
How do I access the Project Center?
To access the Project Center, log into the Project Online portal and open the software. You will be directed to the Project Center automatically.
What information can I find in the Project Center?
In the Project Center, you can find a complete list of projects, including details such as project names, start and end dates, completion rates, and project owners.
How can I manage permissions for a project?
You can manage permissions by selecting a project from your list and using the ribbon to grant permissions to users as members, visitors, or owners.
What is a Gantt chart used for?
A Gantt chart is used to visualize the timeline of a project, showing the start and finish dates of tasks and their progress.
How do I access project documents?
You can access project documents by clicking on the folder icon in the Project Center, which will take you to the document library associated with your project.
Quelques cas d'usages :
Project Management in IT
IT project managers can use Project Online to track project timelines, manage team permissions, and collaborate on documents, ensuring that all team members have the necessary access to project resources.
Resource Allocation in Marketing
Marketing teams can utilize the Gantt chart feature to plan campaigns, allocate resources effectively, and monitor progress against deadlines, improving overall campaign efficiency.
Document Management for Construction Projects
Construction project managers can store and manage all project-related documents in the document library, ensuring that all stakeholders have access to the latest plans and reports.
Collaboration in Remote Teams
Remote teams can leverage Project Online to collaborate on projects by sharing documents and managing permissions, allowing for seamless communication and project tracking regardless of location.
Glossaire :
Project Online
A cloud-based project management software that allows users to manage projects, resources, and portfolios effectively.
Gantt Chart
A visual representation of a project schedule, showing the start and finish dates of various elements of a project.
Project Center
The main interface in Project Online where users can view and manage all their projects in one place.
Permissions
Access rights granted to users regarding their ability to view, edit, or manage a project.
Owner
The person who has total control over a project, including the ability to manage permissions and project settings.
Member
A user who is invited to actively contribute to a project.
Visitor
A user who can only view or consult project documents without editing rights.
Document Library
A storage area within Project Online where project-related documents are kept and managed.