📊 Microsoft Planner & Project for the Web – Complete Training Program
🚀 Master Microsoft 365 project management tools—Planner, Project for the Web, Project Accelerator & Power BI—to streamline project workflows, reporting, and collaboration!
📌 Training Roadmap:
✔ Setting Up a PMO & 3PM Framework (People, Processes & Performance)
✔ Time Management with Microsoft 365 for Project Teams
✔ Project Team Collaboration with Microsoft Planner & Teams
✔ Upgrading to Project for the Web (Planner Premium)
✔ Advanced Project for the Web – Access Rights, Resources & Backup
✔ Implementing Project Accelerator for Advanced Reporting
✔ Power BI for Project Accelerator – Custom Reports & Dashboards
✔ Migrating from Project Online (PWA) to Project for the Web
✔ Microsoft Teams for Project Management (Pre-training Module)
🔹 Ideal for PMOs, Project Managers, and Teams looking to optimize task management, planning, and reporting with Microsoft 365.
1️⃣ PMO & 3PM: Setting Up a Small PMO in Microsoft 365
Keywords: PMO best practices, project governance, Microsoft 365 for PMO, 3PM framework
📌 What You’ll Learn:
✅ What is a PMO? Understanding Supportive, Controlling, Directive PMOs
✅ 3PM Framework – People, Processes & Performance
✅ How to set up a PMO using Microsoft Planner, Teams & Power BI
✅ Portfolio management and governance best practices
✅ Introduction to Power BI for PMO reporting & dashboards
🎯 Best for: PMO Leads, Project Managers, Executives
📅 Duration: 2 days (6-8 hours/day)
2️⃣ Time Management for Project Teams with Microsoft 365
Keywords: Microsoft 365 time tracking, task management, Planner productivity tips
📌 What You’ll Learn:
✅ Time blocking & task scheduling in Outlook, Planner & To Do
✅ Using Microsoft Planner for Agile task management
✅ Best practices for tracking project deadlines & workload balancing
✅ Power Automate for task reminders & follow-ups
✅ Power BI for time tracking reports
🎯 Best for: Project Teams, PMO Members
📅 Duration: 1 day (4-6 hours)
3️⃣ Project Teams & Microsoft Planner for Task Management
Keywords: Microsoft Planner setup, team collaboration, Planner vs Project for the Web
📌 What You’ll Learn:
✅ Microsoft Planner vs. Project for the Web – Key Differences
✅ How to structure project teams with Microsoft Teams & Planner
✅ Task assignments, status tracking & notifications
✅ Using Planner for Kanban & Agile project management
✅ Generating basic reports from Planner
🎯 Best for: Team Leaders, Project Managers
📅 Duration: 1 day (4-6 hours)
4️⃣ Upgrading to Project for the Web (Planner Premium)
Keywords: Project for the Web tutorial, Gantt charts, Microsoft project scheduling
📌 What You’ll Learn:
✅ Introduction to Project for the Web – Features & Benefits
✅ Migrating projects from Planner to Project for the Web
✅ Task dependencies, milestones & Gantt charts
✅ Resource allocation & workload management
✅ Basic reporting & dashboards with Power BI
🎯 Best for: PMO Members, Project Managers, Planners
📅 Duration: 2 days (6-8 hours/day)
5️⃣ Advanced Project for the Web – Access Rights, Resources & Backup
Keywords: Project for the Web advanced settings, resource planning, Microsoft 365 backups
📌 What You’ll Learn:
✅ Managing project access rights & security settings
✅ Resource management & capacity planning in Project for the Web
✅ Configuring project calendars & working time settings
✅ Best practices for data backup & disaster recovery
✅ Advanced Power Automate workflows for project automation
🎯 Best for: Project Administrators, IT Managers, PMO Leads
📅 Duration: 1 day (4-6 hours)
6️⃣ Implementing Project Accelerator for Advanced Project Management
Keywords: Project Accelerator setup, Power Apps project management, risk tracking
📌 What You’ll Learn:
✅ What is Project Accelerator & why use it?
✅ Setting up Project Accelerator in Power Apps
✅ Risk management, financial tracking & project phase control
✅ Microsoft standard reports in Power Apps & Power BI
✅ Customizing dashboards & analytics
🎯 Best for: PMO Members, Project Controllers
📅 Duration: 2 days (6-8 hours/day)
7️⃣ Power BI for Project Accelerator – Custom Reports & Dashboards
Keywords: Power BI for project management, custom reporting, Project for the Web analytics
📌 What You’ll Learn:
✅ Power BI fundamentals for project reporting
✅ Connecting Power BI to Project for the Web & Accelerator
✅ Building custom dashboards & advanced reports
✅ Forecasting project performance with data analytics
✅ Automating project reporting
🎯 Best for: PMO Analysts, Project Controllers, Data Analysts
📅 Duration: 2 days (6-8 hours/day)
8️⃣ Migrating from Project Online (PWA) to Project for the Web
Keywords: Project Online migration, PWA to Project for the Web, Microsoft project management tools
📌 What You’ll Learn:
✅ Project Online vs. Project for the Web – Key Differences
✅ Migration strategies – Data, projects & resources
✅ Best practices for a smooth transition
✅ How to integrate Power Automate & Power BI
🎯 Best for: PMO Leads, IT Admins, Project Managers
📅 Duration: 1 day (4-6 hours)
📌 Training Formats:
✔ Online Live Training – Instructor-led, interactive sessions
✔ On-Site Corporate Training – Custom-tailored for your team
✔ Self-Paced Learning (Coming Soon!)
🚀 Who Should Attend?
✅ Project Managers & Team Leaders – Improve planning & execution
✅ PMO Leads & Portfolio Managers – Implement project governance
✅ Project Controllers & Analysts – Enhance reporting with Power BI
✅ IT Admins & Power Platform Users – Set up Project Accelerator & Power Apps
🌟 Ongoing Support After Training
We don’t just stop at training—we ensure your Microsoft 365 project management setup runs smoothly with ongoing post-training support:
✔ Dedicated Q&A Sessions – Discuss real-world challenges with our experts
✔ Access to Our Exclusive Online Community – Ask questions & get answers from experienced trainers and other professionals
✔ Follow-up Consultation (Optional) – Personalized support to refine implementation
✔ Continuous Learning Resources – Updated materials, templates & best practices
📌 With our post-training support, you’ll have the confidence to implement Microsoft Planner, Project for the Web, and Power BI successfully!
🚀 Boost your project team’s efficiency with Microsoft 365!
💡 Ready to implement Microsoft Planner & Project for the Web? Contact us today!
❓ Frequently Asked Questions (FAQ)
1. Who is this training for?
This training is designed for:
✔ Project Managers & Team Leaders – To streamline planning & collaboration
✔ PMO Leads & Portfolio Managers – To implement governance & reporting
✔ Project Controllers & Analysts – To enhance project data analysis with Power BI
✔ IT Administrators & Power Platform Users – To set up & manage Project for the Web
2. Where is the training delivered?
Our company is based in the UK and France, but we offer:
✔ Remote Training (Worldwide) – Join from anywhere!
✔ On-Site Training (UK & France) – Available for businesses & teams
✔ Hybrid Sessions – A mix of online and in-person training
3. Do I need prior experience with Microsoft Planner or Project for the Web?
No prior experience is required! We start with the basics and progressively introduce advanced features, ensuring both beginners and experienced users can benefit.
4. What’s the difference between Microsoft Planner and Project for the Web?
✔ Microsoft Planner is ideal for simple task management & team collaboration
✔ Project for the Web (Planner Premium) offers advanced Gantt charts, dependencies, resource management, and reporting
We cover both tools and how to transition from Planner to Project for the Web effectively.
5. How does Project Accelerator enhance Project for the Web?
Project Accelerator adds financial tracking, risk management, phase control, and advanced reporting to Project for the Web, making it a powerful solution for PMOs and enterprises.
6. Do you provide training on Power BI for project reporting?
Yes! We have a dedicated module on Power BI for Project Accelerator, teaching you how to:
✔ Build custom dashboards & reports
✔ Connect Power BI to Project for the Web & Accelerator
✔ Automate reporting & enhance project insights
7. How does the post-training support work?
After training, we provide:
✔ Q&A Sessions to help you with implementation challenges
✔ Access to Our Online Community where you can ask questions & get expert advice
✔ Follow-up Consultation (Optional) for personalized guidance
8. What training formats are available?
We offer:
✔ Live Online Training (Remote, Worldwide) – Interactive sessions with a certified instructor
✔ On-Site Corporate Training (UK & France) – Tailored workshops for your team
✔ Self-Paced Learning (Coming Soon!)
9. Do I receive a certificate after completing the training?
Yes! Participants will receive a certificate of completion, validating their knowledge of Microsoft Planner, Project for the Web, and Power BI for project management.
10. How long does the training take?
The full training roadmap takes between 1-5 days, depending on your needs:
✔ Essentials (Planner, Teams, Project for the Web) – 1-2 Days
✔ Advanced Features (Project Accelerator, Power BI, Migration from PWA) – 2-3 Days
✔ Customized Corporate Training – Tailored to your requirements