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Microsoft Project Online: What licenses do I need?

Posted By Posted by: Dan Stopher on March 8, 2019

There have been many times I’ve been asked about what Project Online license was required for a particular function and struggled to provide a solid answer based on the information available on Microsoft Project Online licenses comparison table here. At a high level, the information on the comparison table is useful. But when faced with

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Create Schedule Template with Resource Utilisation Configured to Resource Engagements

Posted By Posted by: Khurram Jamshed on February 26, 2019

When it comes to resource planning of your project, you can either take a top-down approach that happens at the start of the project. Or a bottom-up with a detailed Resource Plan being created at the project planning phase. Microsoft Project Online as a tool can be utilised to support both approaches: 1. Top-down resource

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Microsoft Power BI taking the next step in Local Government Reporting

Posted By Posted by: EPM Partners on February 25, 2019

Microsoft Power BI paved the way to automated reporting & in-house visual dashboards for local government. Resulting in decreased reporting preparation time, and more focus on analysis and collaboration leading to increased staff productivity. Read all about this here: https://news.microsoft.com/en-au/2019/02/11/taking-best-in-class-local-government-reporting-to-the-next-level-using-power-bi/


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Create a Word document automatically from Project Data using Flow

Posted By Posted by: Khurram Jamshed on February 20, 2019

Microsoft Project Online solution enables the storage of project data in a central repository to increase visibility across the organisation. Reporting on that data can be generated using different tools available such as SSRS, Power BI etc.  An example of the reporting output is a nicely formatted Word document with the most up-to-date project status

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How to Print a Program/Portfolio View of Projects

Posted By Posted by: Peter Williams on February 6, 2019

When it comes to program and portfolio management of projects, a Gantt chart view is often desirable with milestone and other key dates superimposed. Within the Microsoft suite of products and features, there are several options to produce Gantt charts of your portfolio. However, what options are there for printing out Gantt charts when using

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What is Power BI?

Posted By Posted by: EPM Partners on November 16, 2018

Do you currently have a list of SharePoint sites, OData feeds, excel sheets, websites, CRMs and databases that all have different types of important data? Wouldn’t it be nice if you could combine them all into one central location and fuse the different data sets to provide meaningful information? This is Power Bi! Not only

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A Pragmatic Approach to Baselines

Posted By Posted by: Dan Stopher on June 5, 2018

We know the theory – a baseline is a line that is used for measurement. In the PPM world, it frequently refers to a snapshot of the schedule at a point in time that is used to compare how you’re actually doing against the original plan. Often comparisons of your current plan with the baseline

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Using Effective From Dates for Resource Rate Increase

Posted By Posted by: Dan Stopher on May 25, 2018

Many Microsoft Project users are familiar with the ability to change resources rates from an effective date. Essentially, the Resource is edited in MS Project by double-clicking on the resource and going to the Resource Information -> Costs as shown below: MS Project handles rates update using this manner nicely. For tasks that span a

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Calculate Resource Utilisation from Resource Engagements Explained

Posted By Posted by: Dan Stopher on April 20, 2018

Since the introduction of Engagements to Microsoft Project Online we have had the below option in MS Project under Project -> Project Information But what exactly does this setting do? Resource Centre In the case of the Resource Centre -> Capacity Planning -> Capacity and Engagements heatmap view, this setting has no effect! This view shows

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Resource Engagement and Part-Time Resources

Posted By Posted by: Derek Halawa on April 11, 2018

Summary: In Microsoft Project Professional, when using Resource Engagement feature to handle part-time resources, don’t use the resource’s Max Units, instead use a resource calendar. Resource Engagement is a more flexible approach to Resource Management compared to Task Assignments. There’s a wealth of articles about using this feature, however, there’s no specific post about its interaction

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