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Project Online Deep Dive






One day


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course overview


Gain an in-depth understanding of how Project Online can help you manage work within a project, programme and portfolio (PPM) environment.  Experience hands-on the powerful capabilities of Microsoft's premier project toolset.


designed for


Project, resource and portfolio managers looking to find out not only the intricacies of Microsoft Project Online but also how this powerful toolset can be configured to match their organisation's processes and requirements for portfolio, programme and project management.

Supports the following Microsoft Project products:

  • Microsoft Project Online Premium

  • Microsoft Project Online Professional

  • Microsoft Project Online Essentials




To get the most from attending this workshop, prior Microsoft Project experience would be advisable.  Attendance on one of the following courses would be an advantage:

Microsoft Project Insight
Microsoft Project Essentials


follow on learning


To expand upon the competences developed, the following should be considered:

Programmes, processes & Project Online techniques


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training approach


With our Project Online Deep Dive Masterclass, we look to share with you the functionality and business benefits that Microsoft Project Online can bring to your project portfolio.  We'll share with you not only the inner workings of the system but also the day-to-day practicalities of how to implement this powerful and flexible toolset quickly and effectively.

Not only you get to know how Project Online ticks, you'll gain a real-world understanding of the system's design and philosophy and be ready to match all of this to how your organisation manages its portfolio of work and people.

What's more, as we've been involved with Project Online ever since its earliest incarnation in 2002 (even delivering training on behalf of both Microsoft UK and Microsoft NZ), you can have complete confidence in the knowledge that we will share and the advice that we will give.



suggested content


Below is a list of core topics that is covered within this workshop.  As we positively encourage delegate-specific and company-specific content requests, do feel free to let us know topics that are of particular interest to you or your organisation.

  • Understanding projects, programmes and portfolios

  • Establishing portfolio-wide communication strategies

  • Receiving business intelligence, and understanding how BI is driven

  • Creating valid metadata to drive effective BI

  • Understanding business drivers and how they affect portfolio selection

  • Portfolio selection techniques: Doing the right projects; not just doing projects right

  • Creating workflows to automate and manage processes

  • Using workflow phases and stages for effective project lifecycle management

  • Using Enterprise Project types as super-templates

  • Creating new projects in an enterprise world

  • Creating and maintaining master:sub project relationships

  • How resource pools can match your organisation, its people and its teams

  • Creating and utilising role-based resource planning

  • Performing capacity planning

  • Understanding the benefits and implications of resource engagements

  • Publishing projects and viewing Project Sites

  • Managing risks and issues

  • Baselines within a portfolio; their establishment and their governance

  • Progress tracking and timesheets

  • Sharing work across team members

  • Techniques for receiving & reviewing, accepting or rejecting project progress

  • Replanning and republishing projects

  • How to close both tasks and projects and how historic work can be effectively archived


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