Project Management Central
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Both Planner and Project Online integrate with Teams. They're pretty lightweight, but do allow users to manage their work.
If you add a Tab in Teams, search for Project and you'll see several options. ...
1 reply by Sandra Orlando
Sep 15, 2021 6:35 PM
Sandra Orlando
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Hi Aaron. I'm currently managing my projects in this manner but my complaint is the amount of work it takes to replicate the tasks from MS Project into the Tasks by Planner tab. I'm looking for a way to integrate this process so there's less manual work.
am surprised with your sentence ...to use IN PLACE of Microsoft Project" Is there a reason why you necessarily need to integrate the two?
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1 reply by Sandra Orlando
Sep 15, 2021 6:34 PM
Sandra Orlando
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I am the only PM in an organization of 250. I am responsible for creating PM processes and rolling them out to functional managers that manage internal projects/initiatives. I'm not interested in purchasing MS Project to be used in MS Teams...it's more robust than the managers need, it's more expensive than other options, and it doesn't integrate well with MS Tasks by Planner. My complaint is that creating tasks in Tasks by Planner is a manual process. There's no way to integrate the schedule from the MS Project Tab into MS Tasks by Planner. I'm trying to create an easier process for my managers to ensure they'll use the tools. Hope this makes sense!
Sep 15, 2021 2:39 PM
Replying to Roland Vander Straeten
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am surprised with your sentence ...to use IN PLACE of Microsoft Project" Is there a reason why you necessarily need to integrate the two?
Sep 15, 2021 11:06 AM
Replying to Aaron Porter
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Both Planner and Project Online integrate with Teams. They're pretty lightweight, but do allow users to manage their work.
If you add a Tab in Teams, search for Project and you'll see several options. ...
1 reply by Aaron Porter
Sep 15, 2021 10:26 PM
Aaron Porter
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A better understanding of your use cases might help. If your needs are simple, when you add Tasks by Planner to a team, you have a list view, board view, and calendar view for the work. You create the tasks in the list or board view and the team manages their own tasks.
Linking Planner and Project Online provides functionality similar to subprojects in the Project desktop client. The WBS in Project is higher level, with individual tasks linked to separate Planner plans. When the Planner plan is updated (cards are closed), the % complete of the linked task in Project is updated. You don't have to create the detail in both places, but you do need a linked task. I apologize if I'm saying things you already know; I'm thinking this through as I type. If your people aren't anti-sharepoint, the Lists add-on is sharepoint. Once you get to the sharepoint site, you should have access to templates for projects, like a gantt chart. I don't recall if the lists are exposed to the common data service, so you might not be able to report on multiple projects in one report/dashboard. What I've seen of the available add-ins, in Teams, is that most of them require a subscription to another tool. Wrike isn't bad, but licensing adds up quick. There was a free project management add-in, but I don't recall the name and I didn't like it. Sorry I can't be more help.
Sep 15, 2021 6:35 PM
Replying to Sandra Orlando
...
Hi Aaron. I'm currently managing my projects in this manner but my complaint is the amount of work it takes to replicate the tasks from MS Project into the Tasks by Planner tab. I'm looking for a way to integrate this process so there's less manual work.
Linking Planner and Project Online provides functionality similar to subprojects in the Project desktop client. The WBS in Project is higher level, with individual tasks linked to separate Planner plans. When the Planner plan is updated (cards are closed), the % complete of the linked task in Project is updated. You don't have to create the detail in both places, but you do need a linked task. I apologize if I'm saying things you already know; I'm thinking this through as I type. If your people aren't anti-sharepoint, the Lists add-on is sharepoint. Once you get to the sharepoint site, you should have access to templates for projects, like a gantt chart. I don't recall if the lists are exposed to the common data service, so you might not be able to report on multiple projects in one report/dashboard. What I've seen of the available add-ins, in Teams, is that most of them require a subscription to another tool. Wrike isn't bad, but licensing adds up quick. There was a free project management add-in, but I don't recall the name and I didn't like it. Sorry I can't be more help. ...
1 reply by Sandra Orlando
Sep 16, 2021 12:30 AM
Sandra Orlando
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Hi Aaron. This is actually very helpful. Your comments are helping me see this from a different perspective. I’ll have to get online tomorrow to review the Tasks by Planner tab in list view to see if it will give me what I need.
As far as linking Projects and Planner online, I haven’t been able to access Project online. Is this something you’ve done recently? I have the appropriate subscription but the link to the online application doesn’t work. Nothing happens when I click on it. The research I’ve done confirmed that it’s not working. Have you had luck with this recently? My org uses SharePoint but I haven’t played around with the Lists tab yet. I’m not exactly sure I understand how to access the templates. Can you provide more info on that piece? I’ve been looking into an add-on for Teams called Project Central. I haven’t demoed it yet. Have you heard of it before?
Sep 15, 2021 10:26 PM
Replying to Aaron Porter
...
A better understanding of your use cases might help. If your needs are simple, when you add Tasks by Planner to a team, you have a list view, board view, and calendar view for the work. You create the tasks in the list or board view and the team manages their own tasks.
Linking Planner and Project Online provides functionality similar to subprojects in the Project desktop client. The WBS in Project is higher level, with individual tasks linked to separate Planner plans. When the Planner plan is updated (cards are closed), the % complete of the linked task in Project is updated. You don't have to create the detail in both places, but you do need a linked task. I apologize if I'm saying things you already know; I'm thinking this through as I type. If your people aren't anti-sharepoint, the Lists add-on is sharepoint. Once you get to the sharepoint site, you should have access to templates for projects, like a gantt chart. I don't recall if the lists are exposed to the common data service, so you might not be able to report on multiple projects in one report/dashboard. What I've seen of the available add-ins, in Teams, is that most of them require a subscription to another tool. Wrike isn't bad, but licensing adds up quick. There was a free project management add-in, but I don't recall the name and I didn't like it. Sorry I can't be more help. As far as linking Projects and Planner online, I haven’t been able to access Project online. Is this something you’ve done recently? I have the appropriate subscription but the link to the online application doesn’t work. Nothing happens when I click on it. The research I’ve done confirmed that it’s not working. Have you had luck with this recently? My org uses SharePoint but I haven’t played around with the Lists tab yet. I’m not exactly sure I understand how to access the templates. Can you provide more info on that piece? I’ve been looking into an add-on for Teams called Project Central. I haven’t demoed it yet. Have you heard of it before?
When you open Project from the App Launcher, the link to Project Online at the bottom of the page will only work once Project Online (basically PWA, and it hasn't been updated much in several years) is configured on the server and you've been given appropriate permissions - there are both SharePoint and Project server permissions but you shouldn't need both.
I don't have a lot of use for it, but I believe you have to connect your desktop client to Project Online if you want to connect tasks to Planner. One thing I found odd is that Project Online will only show projects created in Project Online and in the Desktop Client. However, when you launch Project from the App Launcher, you can see PWA projects (project online), projects you created using the Project add-in in Teams, and Roadmaps you created using the Project add-in in Teams. Roadmaps is nice for showing progress of tasks spanning multiple projects Once you create a list, in Teams, there is an option to 'Open in SharePoint' on the ellipsis (...) immediately after "Edit in Grid View". From there you can get to the site settings and create new pages or add new apps. The apps part is new to me (I think this is replacing templates), but it looks similar to their current model of add-ons published by third parties. At this point, you're just on a SharePoint site that is connected to a Team. I'm not familiar with Project Central. I'll have to take a look. |
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