1. Team Member Intro to Project Online
Features designed to improve the experience for team members, integration with Office 365, and total workload views
June 8th, 2017
11:15am – 12:15pm
Lobo Lab

2. Agenda Who Are We? Objectives Questions Team Intros
UNM IT’s Project Management Office (PMO)
Objectives
Overview of Project Web Application (PWA) Implementation Project
Overview of PWA Features
Hands-on assignments:
Navigating the PMO Community Site
Navigating the Project Site
Updating Tasks
Uploading/tagging/editing documents
Filling out Team Member survey
Questions

3. Who Are We? – Team Intros UNM IT’s Project Management Office (PMO)
Director: Moira Gerety, MBA
Project Managers:
Marcos Chavez-Abeyta, PMP, PMI-PBA, MS, MBA, ITILv3
Erica Grong, PMP, PMI-ACP, ITILv3
Sridevi Kumaravelu, MBA, ITILv3
[Vacant]
Business Analyst – Gil Garduno
Student Technical Specialist – Marco Melo, MBA-MIS (est. 2018)

4. Who Are We? UNM IT’s Project Management Office (PMO)
Our staff has over 100 years of combined project/product management and business analysis experience
We’ve managed projects such as:
Office 365 Implementation
Physics and Astronomy Interdisciplinary Science (PAIS) Building - > $1,000,000 IT budget
UNM Jobs $1,400,000
Our staff has specialized expertise in:
Business Analysis
Capital Project Management
Procurement/RFPs
Software Development Lifecycle (SDLC); Project/Product Lifecycle
Multiple project management methodologies: Traditional/Agile/Scrum/Lean/Extreme Programming (XP)

5. Project Online: [source: Microsoft]
Project Web Application Essential Training

6. Objective #A – Overview of Project Web Application (PWA) Implementation Project
PWA Currently houses over 35+ large projects (both technical and capital)

7. Objective #B – Overview of PWA Features
Ability to fully manage projects on-line (without Project Pro client)
Project Pro (client)/Project Online (PWA) synchronization
Project SharePoint Sites
Office 365 Integration (OneNote, Outlook, Word, PowerPoint, Excel, etc.)
In Progress: Resource Management
In Progress: Cost Management
In Progress: Strategy drivers (portfolio prioritization)
In Progress: PowerBI (reporting dashboard integration)
In Progress: Workflows
In Progress: Additional PWA & SharePoint site configuration settings

8. Objective #C – Hands-on Assignment 1. Navigating the Community Site
Go to:
You should see: “UNM IT PMO Community Site” home page
Hands-on: Use search box to locate content
Enter “business case” into search box
Search results have document preview available
Hands-on: Review the OneNote notebook
Go back to Community Site Home page (click “UNM IT PMO community Site” link from top menu
Click on “Job Aids” on left menu
Navigate the sections and pages
Questions?
Disclaimer: Content is still in the progress of being updated and uploaded!

9. Objective #C – Hands-on Assignment 2. Navigating the Project Site
Go to: (not case-sensitive)
You should see:
Depending on the View you have access to, you’ll either see all Projects (portfolio view), or only the projects you are assigned to
Hands-on: Navigate the Project Site
Click on the folder icon for the “PMO Test Project – for Tech Days”
Check out the Action Items list and Document library
View other menu items on the left (status report, project details)
Questions?

10. Objective #C – Hands-on Assignment 3. Updating Tasks
From Project Center, click on “Tasks” on the left menu.
Or, go to:
You should see:
Tasks that belong to you and they are grouped by planning window (current period first)
Hands-on: Update Actual Work and % Work Complete

11. Objective #C – Hands-on Assignment 3. Updating Tasks
First way to update tasks:
In-line from tasks screen –
Select the task (checkbox)
Then just update the fields directly on the current view
Note: If your actual work is less than your planned work, then you should only use THIS method to update tasks!

12. Objective #C – Hands-on Assignment 3. Updating Tasks
Second way to update tasks:
Click on the individual task and edit it on the task detail screen
Note: You should only use this method if you want to add notes!

13. Objective #C – Hands-on Assignment 3. Updating Tasks
You can incrementally save your changes when you click Save, but it won’t actually update the project schedule until you click Send Status!
Questions?

14. Objective #C – Hands-on Assignment 4
Objective #C – Hands-on Assignment 4. Uploading/Tagging/Editing Documents
Go to Project Center (click on “Projects” from the left menu)
Or go to:
Click on the folder icon for the “PMO Test Project – for Tech Days”
You should see: the Project SharePoint Site – with Action Items and Documents list
Hands-on: Upload a document
Click on Documents list
Upload a document
Questions?

15. Objective #C – Hands-on Assignment 4
Objective #C – Hands-on Assignment 4. Uploading/Tagging/Editing Documents
Hands-on: Add meta tags
Click on “…” and you’ll see…..
Click on “…” again
Select “Properties”

16. Objective #C – Hands-on Assignment 4
Objective #C – Hands-on Assignment 4. Uploading/Tagging/Editing Documents
Hands-on: Add meta tags
Choose a document type
Choose a document state
Click Save

17. Objective #C – Hands-on Assignment 4
Objective #C – Hands-on Assignment 4. Uploading/Tagging/Editing Documents
Hands-on: Add meta tags
Click on Documents library
Now you see the documents and their meta tags

18. Objective #C – Hands-on Assignment 4
Objective #C – Hands-on Assignment 4. Uploading/Tagging/Editing Documents
Hands-on: Edit a document
Click on “…” and “Open” and then you’ll see “Open in Word” and “Open in Word Online”
Questions?

19. Objective #C – Hands-on Assignment 5. Filling out Team Member survey
Go to:
Click on the folder icon for the “PMO Test Project – for Tech Days”
You should see: Project Site – with Action Items and Documents list
Hands-on: Fill out Team Member survey
Click on “Team Member Survey” from left menu
Click on “Respond to this Survey”
Fill out responses, click Finish
(Responses are anonymous)
Questions?

20. Thank you! Other Questions?