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Project Management with Microsoft Planner and Project Plan 5

Curso de Project
€395.00
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Project Management with Microsoft Planner and Project Plan 5

This course is taught in online mode and consists of 5 units and practical activities. The course duration is 70 hours , which are distribute between content and collaboration tools. Upon completion, the student will receive a certificate of completion.

Training is carried out through our Virtual Campus , with this option you will have all the educational content on the course platform and it will be accessible, from the day the course starts, 24 hours a day, every day of the week. The student will also have access to participation forums , as well as a continuous tutoring .

The course is taught in distance learning modality (100% bonus option) and in-person and online training courses can also be provided on demand.  

Introduction

In an increasingly dynamic business environment, organizations need flexible, collaborative, and effective project management tools . Microsoft Project Plan 5 combines the best of traditional planning solutions (such as Project Online and Project for the Web) with the simplicity and agility of Microsoft Planner , allowing comprehensive management from simple projects to strategic portfolios.  

This course is designed to provide participants with the skills necessary to plan, execute, monitor and optimize projects using the tools included in Project Plan 5. Through a practical methodology, key functionalities such as task creation, resource allocation, Gantt visualization, automation with Power BI, and more are explored. Automate and create reports with Power BI .

Training objectives

Train participants in the effective use of Microsoft Planner and the advanced tools of Project Plan 5 to manage collaborative projects, controlling resources, timelines, tasks, and deliverables from the cloud.  

Specific objectives

  • Know the differences and capabilities of Planner , Project for the Web and Project Online.  

  • Create and manage work plans with Microsoft Planner .  

  • Develop schedules, establish dependencies, and assign resources in Project for the Web.  

  • Use Roadmap to manage multiple projects or portfolios.  

  • Automate processes and generate project reports with Power Platform .  

  • Apply traditional and agile project management best practices with Microsoft 365 tools.  

Course aimed at

  • Project Managers  

  • Team leaders or heads of operational areas  

  • Process or business analysts  

  • PMO (Project Management Offices)  

  • Technology professionals who manage internal projects  

  • Microsoft 365 users who want to optimize the planning and execution of their activities  

 

Course Content: Project Management with Microsoft Planner and Project Plan 5

Module 1: Introduction to Microsoft Project Plan 5  

  • What is Project Plan 5?

  • Differences between Plan 1, Plan 3 and Plan 5  

  • Integration with Microsoft 365 ( Teams , Outlook, Power BI, etc.)  

  • Introduction to Microsoft Planner vs Project for The Web vs Project Online  

  • Licensing and access to tools

Activities:  

  • Access to the Project Plan 5 environment  

  • Exploring the Microsoft Planner and Project for Windows Interface the Web  

Module 2: Microsoft Planner Fundamentals

  • Create and manage plans  

  • Planner Structure : Boards, Tasks, Buckets , and Tags  

  • Task assignment and collaboration  

  • Track progress with charts and calendars  

  • Planner integration with Teams and Outlook

Activities:  

  • Create a plan in Planner for a simple project  

  • Real-time collaboration from Teams  

Module 3: Microsoft Project for the Web

  • Create a project from scratch  

  • Using Views: Grid, Board, Timeline (Gantt)  

  • Defining tasks, dependencies, and duration  

  • Allocation of resources and effort  

  • Monitoring project progress  

Activities:  

  • Planning a real project using Project for the Web  

  • Using the Gantt chart  

Module 4: Advanced Use with Project Plan 5

  • Roadmap : Visualizing multiple projects  

  • Project portfolio management  

  • Integration with Power Automate (workflow automation)  

  • Power BI for project reporting  

  • Connecting to Project Online (for users migrating from the classic version)

Activities:

  • Create a Roadmap with multiple projects  

  • Automate task notifications with Power Automate  

  • Generate status reports with Power BI  

Module 5: Good practices in project management

  • Agile vs. traditional management with Planner and Project  

  • Roles and responsibilities in the team  

  • Risk and change management  

  • Project lifecycle in Microsoft 365  

  • Version control and auditing  

Activities:  

  • Project simulation with scope change  

  • Project performance evaluation with reports  

Final Evaluation and Certification

  • Practical project: Complete project planning ( Planner + Project + Roadmap )  

  • Presentation of results and reports  

  • Final theoretical questionnaire  

Other training modalities

If you are interested in taking this course in person or online, please contact us:

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