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Project Roadmap
September 26th, 2019
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Our Time Together
Introductions
Roadmap, Project Home and Agile
Teams, Planner and Project Online
PowerApps, Flow and Visio
Question and Answer
Jacques Goupil
Jacques has been implementing Microsoft Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation, and development. Coming from a Program Management background, Jacques has successfully implemented PMOs at many Top 50 firms and he shares his experience and knowledge as a guest speaker and panelist at several industry conferences. Jacques holds a Bachelor’s degree in Management Information Services, is certified by the Project Management Institute as a Project Manager Professional and holds his MCP and MCTS in Project.
Director of Sales
We guarantee your success
and our results – we are
not done until you are a
satisfied client reference.
We have contributed to
the new release of
Microsoft Project Online
and Project Server for the
past three cycles.
We have performed over 250
PPM implementations and
trained thousands. Our team
has delivered dozens of
Industry presentations
including Microsoft Project
Conferences, Project Summits,
and PMI Conferences.
Microsoft Gold PPM
PartnerGuaranteed Results Project Experts Extensive Experience
PPM Works
Some Recent Experience
Exclusively focused on
Microsoft Project,
SharePoint, Power BI, and
Office 365.
Subscribe to our
YouTube Channel
Stay on top of the latest tips and tricks and new features by subscribing to PPM Work’s YouTube Channel. Learn from our latest videos and earn
free PDU’s.
https://www.youtube.com/c/ppmworks
Upcoming Webinars
10/3/19 @ 1 PM EST
Power App Integration with Power BI – Chapter 1
– Feel the Power!
10/17/19 @ 1 PM EST
Power App Integration with Power BI – Chapter 2
– Go with the Flow!
10/31/19 @ 1 PM EST
Using Power BI Paginated Reports with Project
Online
11/7/19 @ 1 PM EST
Ignite Announcements – What’s New in Project
and M365
ppmworks.com/events/
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Roadmap,
Project Home,
and Agile
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Message Center Major Change Update Notification
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• Provides a cross-functional big picture view of all projects underway
• Makes all work visible in one place
What is Roadmap
• Will not impact existing user experience
• Users will see option to create Roadmaps from Project Home
Impact
• Requires Office 365 Admin to Enable
• Available for Users with Project Online Premium or Professional license
How to Enable in Your Organization
Key Notification Points
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Work their wayManage projects using the team’s preferred method, like agile, waterfall, ad hoc, or a hybrid, for greater flexibility
Use agile task boards to track Scrum sprints, or keep it lean with Kanban-style boards
Use tools that match their work styleFamiliar capabilities ad collaboration through native Office 365 tools help eliminate traditional project team silos
Manage tasks and time from anywhereEnable teams, not just individuals, to report on and own tasks until completion anywhere, anytime, on any device
Maintain governance Meet internal compliance requirements with built-in governance tools, like workflows
A modern PPM solution should help teams…
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Empower all information workersEnable everyone, from accidental to professional project managers, to manage projects
• Accidental and occasional PMs can benefit from simple task boards for managing smaller projects
• Professional PMs can use advanced tools for a more nuanced and complete approach
Boost productivity with familiar toolsGet project teams started fast with intuitive PPM tools and modern web experiences that resonate with users
A modern PPM solution should help teams…
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Get the Big PictureA modern PPM solution should help enterprises…
Make better decisions
Get more done
Deliverquicker
Run your business your
way
Innovate with confidence
Align investments to strategyIdentify, select, and deliver project portfolios that
best align with business strategy to maximize ROI
Choose projects objectivelyPrioritize project-based sales opportunities
with built-in intelligence to plan for successful
outcomes
Monitor progress toward business goalsMonitor progress toward business goals using
integrated business intelligence dashboards
Gain visibility across workQuickly understand status and investments for
all work efforts, from portfolios and programs
to projects and tasksBuild visualized roadmaps to see all projects in one place. Learn more about Roadmap here.
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Manage and drill into agile projects as a Portfolio Manager right from Teams
Create new projects and choose the preferred methodology—all within the hub (Agile, Waterfall, Hybrid)
Drill into individual projects for more details no matter where it’s being managed (i.e., VSTS, Project Online, Planner, or DevsOps, Dynamics PSA)
Get the big picture to make better decisions
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Easily access all projects and roadmaps from across the ecosystem through a centralized hub
Create new projects and choose the preferred methodology—all within the hub
Drill into individual projects for more details no matter where it’s being managed (i.e., VSTS, Project Online, Planner, or Dynamics PSA)
Get the big picture to make better decisions
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Visualize project
tasks in a
roadmap view
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Business governance &
structure
Business goals & initiatives in a
single view
IM, presence, tagging,
attaching files
Roadmap of Q1 objectives
Live or reoccurring
team meetings
from Azure DevOps
from Project Online
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Review of Key Benefits
Will not impact existing user experience
Provides a cross-functional big picture view of all projects underway
Makes all work visible in one place
Insert Key Dates separate from schedule
Set status separate from schedule
Ease of access to schedules
Runs flow behind the scene to trigger updates
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Increase
Productivity in
Teams, Planner
and Project
Online
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Activity – See @ mentions here, replies and notifications
Chat – All your 1:1 chats and group chats
Teams – All your teams
Meetings – Your calendar
Files – Your files
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Are You a Teams Meeting Master?
Do you know all these tips?
How have you been successful
with Teams Meetings?
Would you add any other tips?
What is your favorite Teams
Meeting feature?
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This update is only
available for Office
365 subscriptions.
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Project Task to Planner Plan Task
Owner becomes the Plan Owner
Track1) Tasks
2) Assignments
3) Status
Planner to Project Integration
Note: The Out of the box Link
to Planner create a hyperlink
to the Planner Plan from
project, no data sync’ing
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32
Link to Planner,
OneNote and more
from Teams
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Project Online Demo
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Work Less,
Do More
Microsoft
Flow and
Power Apps
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Work Less, Do More
Get started
quickly with a
growing library
of templates and
Project Online
templates
Build modern business apps—fastCompose analytics, user experiences, and automation
using an integrated set of services from Microsoft.
Enable developers to extendLeverage Azure platform services to provide
capabilities and components for power users.
Business Application Platform
Empower line of businessHelp power users who understand their business needs
best build solutions quickly without writing code.
Connect to data across apps and platformsGet more value from your data, whether you use
the Common Data Service or integrate your app with
existing systems and services.
ACT AUTOMATEMEASURE
Azure AppServices
Azure Functions
…
Azure Logic Apps
Azure API Management
…
Azure Data analytics
Azure Analytic Services
…
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• Set of cloud-based software services
• Allows users to quickly build custom business apps for mobile and web
• Connect to many data sources (Project Online, SharePoint, Excel, Office 365,
Dynamics, OneNote and many other non-Microsoft sources)
• Development platform for non-developers
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• Non-code base way to create business apps
• Mobile friendly
• Get your organization to see how easy/quick it is to replace excel, forms,
etc.
• Access all data
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Web PowerApps:
• Online design environment accessed from https://web.powerapps.com
• Allows users to create, manage and share apps
PowerApps Studio:
• Desktop app
• Virtual design application
PowerApps for Admins:
• PowerApps Admin Center - create and manage environments, users, roles and data loss prevention
policies
• Power Platform Admin Center – support for admins
Power Apps for Developers
• Developers who can code to extend business apps that connect to Common Data Service
Lig
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New Idea Request Form
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Data in Visio
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reen
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210 B
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Lig
ht G
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R230 G
230 B
230
Project Online Demo
51
Microsoft Project WorkshopsMicrosoft and PPM Works are pleased to offer free workshops with PDUs to qualified customers. Our Project and
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Question & Answer
Lig
ht B
lue
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242
Gre
en
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124 B
16
Red
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17 B
35
Mag
en
taR
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0 B
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Pu
rple
R92 G
45 B
145
Blu
eR
0 G
120 B
215
Teal
R0 G
130 B
114
Yello
wR
255 G
185 B
0
Ora
ng
eR
216 G
59 B
1
Lig
ht Y
ello
wR
255 G
241 B
0Lig
ht O
ran
ge
R255 G
140 B
0Lig
ht M
ag
en
taR
227 G
0 B
140
Lig
ht P
urp
leR
180 G
160 B
255
Lig
ht T
eal
R0 G
178 B
148
Lig
ht G
reen
R186 G
216 B
10
Dark
Red
R168 G
0 B
0D
ark
Mag
en
ta
R92 G
0 B
92
Dark
Pu
rple
R50 G
20 B
90
Mid
Blu
eR
0 G
24 B
143
Dark
Teal
R0 G
75 B
80
Dark
Gre
en
R0 G
75 B
28
Dark
Blu
eR
0 G
32 B
80
Mid
Gra
yR
115 G
115 B
115
Dark
Gra
yR
80 G
80 B
80
Ric
h B
lack
R0 G
0 B
0
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iteR
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255 B
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Gra
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210 B
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230 B
230
https://project.microsoft.com
It All Starts at Project Home
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242
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16
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17 B
35
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0 B
158
Pu
rple
R92 G
45 B
145
Blu
eR
0 G
120 B
215
Teal
R0 G
130 B
114
Yello
wR
255 G
185 B
0
Ora
ng
eR
216 G
59 B
1
Lig
ht Y
ello
wR
255 G
241 B
0Lig
ht O
ran
ge
R255 G
140 B
0Lig
ht M
ag
en
taR
227 G
0 B
140
Lig
ht P
urp
leR
180 G
160 B
255
Lig
ht T
eal
R0 G
178 B
148
Lig
ht G
reen
R186 G
216 B
10
Dark
Red
R168 G
0 B
0D
ark
Mag
en
ta
R92 G
0 B
92
Dark
Pu
rple
R50 G
20 B
90
Mid
Blu
eR
0 G
24 B
143
Dark
Teal
R0 G
75 B
80
Dark
Gre
en
R0 G
75 B
28
Dark
Blu
eR
0 G
32 B
80
Mid
Gra
yR
115 G
115 B
115
Dark
Gra
yR
80 G
80 B
80
Ric
h B
lack
R0 G
0 B
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Wh
iteR
255 G
255 B
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210 B
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230 B
230
Step 1 – Create a Project Online Project
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lue
R0 G
188 B
242
Gre
en
R16 G
124 B
16
Red
R232 G
17 B
35
Mag
en
taR
180 G
0 B
158
Pu
rple
R92 G
45 B
145
Blu
eR
0 G
120 B
215
Teal
R0 G
130 B
114
Yello
wR
255 G
185 B
0
Ora
ng
eR
216 G
59 B
1
Lig
ht Y
ello
wR
255 G
241 B
0Lig
ht O
ran
ge
R255 G
140 B
0Lig
ht M
ag
en
taR
227 G
0 B
140
Lig
ht P
urp
leR
180 G
160 B
255
Lig
ht T
eal
R0 G
178 B
148
Lig
ht G
reen
R186 G
216 B
10
Dark
Red
R168 G
0 B
0D
ark
Mag
en
ta
R92 G
0 B
92
Dark
Pu
rple
R50 G
20 B
90
Mid
Blu
eR
0 G
24 B
143
Dark
Teal
R0 G
75 B
80
Dark
Gre
en
R0 G
75 B
28
Dark
Blu
eR
0 G
32 B
80
Mid
Gra
yR
115 G
115 B
115
Dark
Gra
yR
80 G
80 B
80
Ric
h B
lack
R0 G
0 B
0
Wh
iteR
255 G
255 B
255
Gra
yR
210 G
210 B
210
Lig
ht G
ray
R230 G
230 B
230
https://dev.azure.com
Step 2 – Create an Azure Board Project
Lig
ht B
lue
R0 G
188 B
242
Gre
en
R16 G
124 B
16
Red
R232 G
17 B
35
Mag
en
taR
180 G
0 B
158
Pu
rple
R92 G
45 B
145
Blu
eR
0 G
120 B
215
Teal
R0 G
130 B
114
Yello
wR
255 G
185 B
0
Ora
ng
eR
216 G
59 B
1
Lig
ht Y
ello
wR
255 G
241 B
0Lig
ht O
ran
ge
R255 G
140 B
0Lig
ht M
ag
en
taR
227 G
0 B
140
Lig
ht P
urp
leR
180 G
160 B
255
Lig
ht T
eal
R0 G
178 B
148
Lig
ht G
reen
R186 G
216 B
10
Dark
Red
R168 G
0 B
0D
ark
Mag
en
ta
R92 G
0 B
92
Dark
Pu
rple
R50 G
20 B
90
Mid
Blu
eR
0 G
24 B
143
Dark
Teal
R0 G
75 B
80
Dark
Gre
en
R0 G
75 B
28
Dark
Blu
eR
0 G
32 B
80
Mid
Gra
yR
115 G
115 B
115
Dark
Gra
yR
80 G
80 B
80
Ric
h B
lack
R0 G
0 B
0
Wh
iteR
255 G
255 B
255
Gra
yR
210 G
210 B
210
Lig
ht G
ray
R230 G
230 B
230
Step 3 – Create Your Roadmap