#AmazingPM, ALLinPPM, How-to, Knowledge, Project, Project for the web, project management, work management

Where is my project portfolio?

The Project for the web service from Microsoft is an intriguing project manager experience in the sweet spot between “back of the envelope” planning of Roadmap and Planner, best used perhaps for a sense of timing and high-level resource estimates, and the full rigor of project management with the comprehensive toolset of Project Online and its attention to details like costs, risks, issues, and resource workload management. Project for the web challenges the status quo for traditional users of enterprise PPM software with a simplified interface, easy to adopt, and an engine under the hood power users will love.Eoin11182019no1

Project for the web looks little like the Microsoft PPM tools familiar to most. At first, you may be lost looking for the projects you’ve created using Project for the web. You may find them on the Project Home page, under either the Favorites section (if you’ve marked any as a favorite) or in with the recently used or modified projects.eoin111819no2

You access Project Home by clicking the Project link in the App Launcher.eoin111819no3

The link to the Home page appears as a “home” icon: eoin111819no4 eoin111819no5

These out of the box views of Project for the web will no doubt be augmented soon by product offerings from Microsoft Partners, if such products have not been announced already. In the meantime, one can build one’s own applications to view, report on, and/or act on project data using the Common Data Service (CDS) and PowerApps. Here is a simple recipe to build a viewer for all the projects shared with you in Project for the web.

  1. Log in to O365 with credentials that can access Project Online and PowerApps.
  2. Launch PowerApps (powerapps.microsoft.com).
  3. Click Create then select Canvas app from blank.
  4. Name the app (e.g. “Pftw QuickView”) in the App Name* field, select the Tablet radio button, and click the Create (Skip the introductory tour if prompted). (Save the app (Click File, then Save) and autosave will begin to happen as you make changes moving forward.)
  5. On the Insert ribbon, select Vertical Gallery and a gallery screen will be added, populated with sample data. Search for the term “proj” in the data source dialog and notice the number of available CDS entities for Project.eoin111819no6
  6. Select the Project entity from the list of data sources and the vertical gallery display should switch from sample data to values from your Project environment and now you have a view listing all the projects in your portfolio!eoin111819no7
  7. All new projects created using Project for the web will generate an “Untitled project” project until the title is changed. If you want more detail than an untitled title, follow these steps:
    1. Rename the gallery you just created (e.g. “Gallery_MyPortfolio”).
    2. On the Insert ribbon, select Vertical Gallery and a new gallery screen will be added, again populated with sample data. Drag the new gallery side by side with the 1st gallery.eoin111819no8
    3. Rename the new gallery (e.g. “Gallery_ProjectTasks”). Change the new gallery items to be [“Portfolio_MyGallery”.Selected.’Project Tasks’]. In our example so far, if you used the same naming suggestions given, the Items for the Gallery_ProjectTasks gallery would be Gallery_MyPortfolio.Selected.’Project Tasks’.eoin111819no9
    4. You can make the viewer “prettier” and easier to understand by adding labels above each of the viewers and you can change the data fields that get shown.
    5. Press F5 to run the application to preview it works.
    6. Publish the application to share with whom you like if you like.

This has been a very brief overview describing one approach to viewing content in your Project for the web portfolio. Subsequent posts will show how to leverage not only the portfolio but also the Grid, the Board and the Timeline, as well as how to use Project for the web with robust project management techniques such as risk management.

#AmazingPM, ALLinPPM, Microsoft news, New Microsoft Project, PPM, Project, Project for the web

Project for the web: project and work management for the rest of us

how-does-one-become-a-project-manager-in-todays-world.jpgWhether or not you’re a project manager by profession, odds are good that if your job parks you behind a desk, you manage projects on a regular basis. Much of what you and your colleagues accomplish day to day is part of a process that must be managed, even if it’s on an ad hoc basis, not part of what you would consider a formal project management process. Contract managers, HR professionals, educators, marketers and other professionals manage projects all the time, often cobbling together tools like spreadsheets and emails to get things done.

Microsoft sees a gap between formal project management and task management in the marketplace – and we think they’re right.  Microsoft designed the new cloud-based Project for the web to help everyone who manages projects. If you’re somebody who is not formally trained in project management, but you’re still responsible for getting project work done, Project for the web will help you do it more efficiently with a simple but powerful interface.  Those of us who informally manage projects need a better tool besides Excel, SharePoint or other third-party SaaS tools stitched together to meet our needs.

The new Project is entirely web-based, more user-friendly, and easier to get started with.  I’d like to show you some of the things Project for the web can do, even if you – like me – are not a project management pro, but still have project-style tasks and teams to manage in the course of your work. My next post will feature digging into creating a project using the new interface, so roll up your sleeves and get ready to see what Project for the web can do!

#AmazingPM, New Microsoft Project, PPM, Project, Project for the web, project management, solutions, work management

New Microsoft Project: a race to the top

Is a more simplified product, geared towards less sophisticated (some say ‘citizen’) project managers, a race to the bottom?  On the surface, one might think so.  Some will say the new, easier to use, Project doesn’t cater to the enterprise customers who will always require robust PPM solutions.  They are wrong.  The key to understanding the vision for the new Microsoft Project is in the subtle, but critical distinction Microsoft makes that Project isn’t a PPM platform, it’s a platform for PPM.   

The incredible potential of “The world’s computer”

Microsoft CEO, Satya Nadella, has stated that we can consider the entire world as one big computer.  The crux of this statement is that digital technology is pervasive everywhere and that cloud computing and AI have become the norm. Project for the web is built on the Power Platform, the same platform as Flow, PowerApps and PowerBI for the best integration yet! For IT and security professionals, the new Project offers an opportunity to provide users with a more lightweight project management tool in Office365, which is safe, private and compliant.

All-up work management Nirvana visualized

Microsoft has made the distinction that Project isn’t a PPM platform – it’s a platform for PPM. Project for the web offers powerful scheduling, task, resource and dependency management to everyone, including team members who are not formal project managers but who need robust project management capability. But Microsoft’s aim is to expand to improve not just project management, but work management. Project for the web isn’t a PPM platform – it’s a platform for PPM for overall better work management for your entire team and organization.

While the new Project makes it much easier for all team members to collaborate and manage their work, thus ensuring that project and portfolio data is more complete and actionable for the organization as a whole, the new Project is more robust than ever and continues to enable all-up project and portfolio management for mature PMOs staffed with experienced project managers. The reimagined Project enables all teams within an organization to work together effectively to provide Project and Portfolio Managers and their executives visibility, agility and control, which supports the achieving the organization’s objectives and missions.

Innovative-e has been a key player in early adoption of the new Project, including providing direct feedback to the Microsoft product team.  We’re invested in making sure that you are both prepared and informed about the new Project service.  See what Mike Taylor, CEO and President of Innovative-e, thinks of Project for the web.

 

Innovative-e wants to help you leverage the new Project platform to rapidly innovate and be able to solve collaboration, work and project management problems in ways that allow people to work the way they want it give organizations the results they need.

We’d love to show you around Project for the web so you can see what’s new and what’s better than ever before! Send us an email at info@innovative-e.com and we’ll schedule a one-on-one demo for you to see what it’s all about.

#AmazingPM, ALLinPPM, Innovation, Knowledge, project management

Recognizing the Wins of Failure

We’ve all heard stories of famous failures – in sports, in music, in medicine, in invention…  our entertainment is replete with fictional versions of the same.  What is it that fascinates us about failure?  And how can we use failure as a springboard for success?

Most of us also remember first-hand experiences with failures of our own that shaped our lives.

 Here are a few of the gifts that failure offers.getty_168325476_349217

Failure Clarifies and Refines Motivation and Goals

Sometimes failure is an invitation to delve more deeply into a personal and profound understanding of the ancient Greek aphorism, “know thyself”.  Whether the failure is with the optimal recipe for your favorite desert, the design of an alternative energy mode of transportation, or an aspect of your interpersonal relationships, failure helps us to become clear on the fine details and essential elements of what you really want.

Failure Inspires and Fuels Determination and Stamina

There is nothing quite like falling on your face, literally or metaphorically, to connect with your grit!  Failure, especially public failure, is a situation most people typically find intensely uncomfortable.  These unpleasant feelings provoke an equally or more intense resolve to overcome the obstacles just encountered – along with any other potential roadblocks that may arise.  In this way, failure drives the perseverance required to get the job done.

Annotation 2019-09-04 082546

Failure Builds and Fortifies Courage and Action

failure

While anticipation of failure may lead to dithering indecision, actual failure, ironically, often leads to focused achievement in the face of fear.  The experience of failure alters your outlook on conceived outcomes.  If “the worst” has already happened, then you are more willing to risk ABC (Audacious-Bold-Courageous) measures towards the potential of living your goal.

So, now that you recognize the wins of failure, fail fast and fail often!!!

This piece was written by Sylvie Fortier, one of the Project Managers at Innovative-e. Sylvie Fortier is an experienced leader of culturally and geographically diverse technical and non-technical teams.  She has contributed to fledgling start-ups, Fortune 500 companies, and organizations in-between, supporting functions from strategy development to full product lifecycle management.  Whatever the role, Sylvie is passionate about cultivating creativity, innovation, and the pursuit of continuous improvement – for individuals, their teams, and society at large.  She is particularly fond of Thai food and delights in photography, travel, and SCUBA diving as well as everyday adventures with her teenage twins.

#AmazingPM, ALLinPPM, News, PPM

Better Project Management Improves Lives

Reflecting our ongoing commitment to improving lives with all-in PPM, last month Innovative-e was named a finalist in the Project and Portfolio Management category of the 2019 Microsoft Partner of the Year Awards.  Microsoft will officially recognize us for this honor next week at the Microsoft Inspire Conference in Las Vegas.  In the next several blog posts, we’d like to tell you what Innovative-e’s finalist status, as well as our partnership with Microsoft and other world-class solutions providers, means for you.

Innovative-e believes that better project management can improve quality of life in a number of ways.

Effective project management is easier with better tools, processes and training

easy buttonIsn’t your life improved when a task you anticipate being difficult is easier than you expected? Easier is usually better than harder. Innovative-e’s approach to work and project management focuses on making it easier to work on a day-to-day basis.

Innovative-e’s solutions make sure there is a single source of truth for portfolios and projects so that everyone who needs to know has access to complete and up-to-date information to help them do their jobs effectively. This includes Program Managers, Project Managers, Leaders and Stakeholders, and the rank-and-file.

Innovative-e’s process leverages tools and processes that eliminate the need to cobble together disparate tools (spreadsheets, email threads, etc.) to manage projects in a siloes, reducing the chances for info to fall between the cracks. This improves not just the ease of managing work, but the efficiency and value, which is a win for your customers as well as your team.

 “…. the most critical value we have gotten since implementing our solution [with Innovative-e] is the ability to help restore trust in IT.  Now that we have the solution in place and a plan for moving forward, we enjoy a better, more collaborative environment where trust is being restored among the team because we are now able to deliver on our promises.” – C. P., Director, Project Management Office – Information Technology

  1. Easier is better for your team. Happy workers are more productive workers.
  2. Better processes even out the workload so that no one person or group is overloaded trying to compensate for poor processes.
  3. Implementing well-designed and -deployed solutions enables business teams to deliver better work to their customers.

We at Innovative-e know from experience that teams thrive and customers and stakeholders receive higher value. When our customers adopt properly designed and deployed solutions, their lives are improved. Creating this reality one customer at a time is our mission and our passion!

2019 PPM Partner - Innovative-e

With more than two decades of proven experience designing and helping customers implement business solutions, Innovative-e is delighted to be recognized by Microsoft as a world-class practitioner of PPM and business best practices.

For more information about Innovative-e being named a finalist in the 2019 Microsoft Partner of the Year Award for PPM, click here. To learn more about what Innovative-e does for and with its customers, visit our website at www.innovative-e.com or drop us a line at info@innovative-e.com.

In our next blog post, we will explore our customers’ discovery that Microsoft Project Online is a complete end-to-end solution that makes their work easier to manage.

 

#AmazingPM, adoption, Innovation, project management

3 fundamentals to help you maximize innovation!  

Is your organization as ready for innovation as you’d like it to be?  rQUSh

Innovative organizations embrace cultures that reward original and pioneering thought.  Within innovative organizations, change is welcome and responsive work structures are in place to manage continuous transformation. 

While there are many factors that contribute to innovation, corporate climate is a crucial consideration that often is either overlooked altogether or not given the attention it deserves.  Below are three fundamental prerequisites to a healthy innovative culture.  Read on to assess how your organization stacks up: 

Freedom 

Innovation requires the freedom and flexibility to ‘think outside the box’ as well as seek and share knowledge. 

  • Can your people exercise discretion in their day-to-day schedule and in the determination of how their tasks are completed?   
  • How much freedom do they have in defining their own work?   
  • Do associates feel free take initiative? 

Engagement 

Innovation requires attention and commitment to a worthy endeavor. 

  • Do your people know and understand the organization’s vision and long-term goals?   
  • Are they appropriately challenged? 
  • Are they excited about what they do and motivated to contribute to a dynamic operation? 

Diversity of Perspectives 

Innovation requires a fresh approach. 

  • Are your people willing to suggest ideas for new products or processes?   
  • Does your organization welcome new ideas and genuinely explore them?   
  • Is failure tolerated? 

Take an Innovation Challenge! 

One way to crush the dimensions above and optimize business results is to run an innovation challenge.  Innovation Challenges are an engaging way to gather authentic and wide-ranging insights into real business issues. 

You start by soliciting ideas from whomever you deem appropriate – employees, customers, supply chain partners, etc.  Next, as the ideas roll in, crowdsourcing feedback often yields surprising and valuable results; results that would be unattainable by other means.  Finally, determining how to rank and select (and when to implement) the most promising of ideas delivered in your innovation challenge is completely up to you.  While the core elements remain the same, the details can be as unique as you and your organization.  Here’s to your success – happy innovating! 

 Have you run or participated in an innovation challenge?  If so, please drop a comment below (or email us at info@innovative-e.com) and share your what has worked for you! Do you have other keys to success to share? 

#AmazingPM, Events, News, PPM, project management

Innovative-e: Going places. Come with us!

We’ve been going a lot of places and doing a lot of things in the last few months!

you are here pinJune 6, 2018, Everywhere
We were a Silver Sponsor at the Project Virtual Conference, a one-of-a-kind  24-hour virtual conference (free to attend!) focused on Microsoft Project, Project Server, and Project Online. Supported by the Microsoft Project Community, this conference was designed to help attendees best use Microsoft PPM tools to address their business problems and derive maximum business value.
June 12-14, National Harbor, Maryland
We explored the theme, “Pioneer, Partner, Build Bridges” at the annual Gartner PPM Summit in National Harbor, Maryland. One of our customers presented showing how we helped his organization implement Microsoft PPM tools to transform his PMO. Check out our short video recap of the whole amazing event!
you are here pinJuly 10-14, Washington, DC
We joined hundreds of Microsoft partners at Microsoft Inspire to see innovations Microsoft had planned for partners (that’s us!) and the customers those partners serve (that’s you!). These new technologies and enhancements to the products and services you already know and love are designed to help organizations achieve transformation, realize value, and stay on the cutting edge in a modern business environment that often changes with breakneck speed.
August 16 and September 19, Everywhere
We presented “Rapid and Sustainable PM: 3 Steps to Success” to highlight our proven 3-step process to achieving #AmazingPM with a
solid foundation, team empowerment, and a focus on adoption and
growth. Did you miss it? Watch the webinar on demand!
you are here pinSeptember 2018, Innovative-e HQ
We achieved another Silver competency with Microsoft. We currently have the following Microsoft competencies:
  • Gold, Project & Portfolio Management
  • Gold, Collaboration & Content
  • Gold, Application Development
  • Silver, Small & Midmarket Cloud Solutions
  • Silver, Cloud Productivity
These competencies mean we have achieved and exceeded Microsoft’s standards as partner providers of these products and services to customers like you, ensuring that you are getting the best products, serviced by a highly qualified provider.
September 12-14, Las Vegas, Nevada
We headed to Las Vegas for the Digital Transformation Academy conference with Microsoft. Digital Transformation is a hot topic these days. Do you know what to do with it? We do. Email us for more info!
you are here pinSeptember 24-28, Orlando, FL
We attended Microsoft Ignite virtually (living in the future with work-anywhere capability is so great!) The theme of this year’s event was, “Creating a more secure, intelligent and connected enterprise.” Check out this roundup with all the key announcements and news from Ignite.
October 2-3, Boston, Massachusetts
We were in Boston to present our customer’s success story at a Microsoft PPM Summit. The Commonwealth of Massachusetts’ Executive Office of Health and Human Services strategized innovation and implemented PPM technology to achieve change. We showed how transformation can be approached with three simple steps to ultimately deliver value continuously and position our customers for success through people, process, and (future) technology growth. Have a look at the case study here.
October 16-18, Redmond, Washington
We joined the Microsoft Project Partner Summit on the Microsoft campus to learn how to best help customers with exciting new Microsoft Project enhancements and to discover more about Digital Transformation and how to best leverage the power of Microsoft PPM to the advantage of our customers.
mike and matt tribalnet 2018
you are here pinNovember 5-8, Las Vegas, Nevada
We were at Booth 6 at TribalNet showing conference attendees how we have helped tribal nations achieve more by empowering organizations to overcome common project management challenges, leveraging solutions from Microsoft PPM and edison365projects.
We have helped tribal nations for whom large gaming CAPEX projects are critical pieces of their governments’ revenue to help sustain and grow their tribes. Read our case study to learn how Innovative-e and Microsoft PPM continuously deliver #AmazingPM to enhance the overall quality of life for a Tribal Nation.

Where to next?

Coming soon to NYC, DC and Atlanta
 
Free all-day summits to learn how Microsoft PPM enables Digital Transformation. Where do things stand now? What’s the future of the journey? Each of these three conferences will show you how to implement Microsoft PPM and select premium add-ons to get a handle on your reporting and resource management, how to migrate to Microsoft Project smoothly, and how edison365 can help drive Digital Transformation for overall #AmazingPM. Watch this space for more details soon!