Project for the Web, soon to be renamed as Planner, is Microsoft’s newest, user-friendly, project and portfolio management tool. This article will outline 3 best practices for project users when using Project for the Web.

Scheduling is an area that is consistently receiving Microsoft updates, which make scheduling tasks and assigning users to tasks more seamless and user-friendly. Users should familiarize themselves with advanced scheduling features for the most efficient use of the tool. For example, conditional coloring, advanced dependencies, custom task columns and the assignments view provide clearer visibility into your project tasks and resource assignments. This is a great segway into our next best practice, resource management.

Resource Management is critical for project and portfolio planning and management. By keeping your resource team members and resource assignments consistent and up to date, you can provide full-spectrum and future visibility into task assignments and resource allocations. Another best practice for resource management is keeping in mind resource roles and capacity. Project for the Web provides the capability to assign a default role, additional roles, default capacity by role and/or user, and other resource features that stream directly into Marque 360’s resource reports to provide visibility into future assignments and resource allocations.

Team Integration for Collaboration is one of the key features in Project for the Web that should be utilized for ultimate team collaboration and communication on key project tasks. The ability to have your project details directly within a Teams tab allows easier transition from Teams to Project tasks. Teams’ files can also be utilized for collaboration on a project, providing visibility to any user the project owner chooses to add to the “group”, which provides permissions for viewing project details and documentation, stored in the project Teams channel.

Marque 360’s pre-configured accelerator for Project for the Web provides full utilization, configuration, development, and training on these best practices discussed above. These best practices are important to keep in mind when approaching your development for project for the web, soon to be integrated with Planner and To-Do, to ensure optimal success with your Project Management tool implementation.