Thursday, November 1, 2018

Enterprise Project Types

Enterprise Project Types

In Microsoft Project Web App, an enterprise project type (EPT) represents a wrapper that encapsulates phases, stages, a single workflow, and Project Detail Pages (PDPs). Each EPT represents a single project type. Normally, project types are aligned with individual departments: for example, marketing projects, IT projects, or HR projects. Using project types helps categorize projects within the same organization that have a similar project life cycle. For a user, the EPTs appear in a drop-down list of project types when the user clicks New Project on the ribbon in Project Web App.

To create a new enterprise project type:

  1. On the PWA home page, click Server Settings.

  2. On the Server Settings page, in the Workflow and Project Detail Pages section, click Enterprise Project Types.

  3. Click New Enterprise Project Type. In the Name box, enter a name for the type, and then provide a brief description in the Description box.

  4. If you want to generate a Project ID for each project created by this EPT, do the following in the Project ID section :

    • In the Prefix field, enter characters that will be at the start of each generated Project ID. For example, you may want the Project ID for projects created through the Finance Department EPT to begin with FIN_. This field is optional.

    • In the Starting Number field, enter a number that will serve as a starting point for Project IDs that are going to be generated for this EPT. For example, enter 10001 if you want the first Project ID to be 10001. This field is required.

    • In the Postfix field, you can enter characters that can be used to append your Project IDs that are generated by this EPT. For example, if this EPT is used to create only high-risk projects for the Finance department, you could enter _HR. This field is optional.

    • In the Minimum Digit Padding field, enter a number that will be used to increment the Starting Number for newly generated Project IDs. For example, if you enter a value of 1 and are using a Starting Number of 10001, new projects created from the EPT will have a unique Project ID that will be incremented by a value of 1 from the previous one. For example, the second project generated from the EPT will have a Project ID of 10002, the third will be 10003, etc..

    Note: This step is optional as Project IDs are not required to create your EPT.

  5. Select Create new projects as SharePoint Tasks List Projects if

  6. Select a workflow from the Site Workflow Association list. Once you associate a site workflow with a project type and save the type, you cannot go back and update the type to use a different workflow.

    Note: Note that if you selected Create new projects as SharePoint Tasks List Projects previously, this option will not be available to you.

  7. Select a project detail page from the New Project Page list. This is the first page that users will see when they create a new project in the Project Center through the EPT.

    If you previously selected No Workflow from the Site Workflow Association list, select the project detail pages that you want to include in this project type from the Available Project Detail Pages box, and then click Add to move them to the box on the right.

  8. If the enterprise project type that you are creating is the one that all new projects should use by default, select the Use this as the default Enterprise Project Type during Project Creation check box.

  9. Click the button next to the Departments field to select the departments that you want to associate with this project type, if it is appropriate.

  10. If you want to associate an image with this project type to display in the new project menu, provide the URL for the image in the Type the URL box.

  11. In the Order section, choose whether you want this project type to appear at the end of the list of project types, or if you want to control its placement in the list.

  12. In the Site Creation section, select when a project site is created for your new projects. You can choose to:

    • Automatically create a site when the project is first published will create project sites automatically for new projects when they are published.

    • Allow the user to choose lets the user choose to create a project site for their project on publish.

    • Do not create a site will not allow the user to create a project site for their project.

  13. In the Site Creation Location section, you can specify the location in which your project sites will be created in the Location URL field. Project sites will be created as subsites in the specified location.

    Note: If you decide to create your project sites outside the PWA site collection, you will not be able to synchronize your user permissions or SharePoint Tasks Lists.

    Note: This section will only be visible if your PWA enabled site in Project Server permissions mode. See Change permission management in Project Online to learn more about permission modes and how to change it.

  14. In the Synchronization section:

    • Select Sync User Permissions to give work resources for the project access to the project site.

    • Select Sync SharePoint Tasks Lists to copy tasks to the SharePoint Tasks List in your project site. Only project sites that are created inside of the Project Web App site will synchronize. 

      Note: For best practices regarding these options, please see Tune Project Online performance.

  15. In the Site Language section, select the default language in which your sites will be provisioned from the Default site template language list.

  16. Select a template from the Project Plan Template list, if it is appropriate.

  17. Select a template from the Project Site Template list, if it is appropriate.

  18. Click Save to save this enterprise project type to the server, thus making it available for new project or proposal creation.

To create a new enterprise project type:

  1. On the PWA home page, click Server Settings.

  2. On the Server Settings page, in the Workflow and Project Detail Pages section, click Enterprise Project Types.

  3. Click New Enterprise Project Type. In the Name box, enter a name for the type, and then provide a brief description in the Description box.

  4. Select a workflow from the Site Workflow Association list. Once you associate a site workflow with a project type and save the type, you cannot go back and update the type to use a different workflow.

  5. Select a project detail page from the New Project Page list.

  6. If you selected No Workflow from the Site Workflow Association list, select the project detail pages that you want to include in this project type from the Available Project Detail Pages box, and then click Add to move them to the box on the right.

  7. If the enterprise project type that you are creating is the one that all new projects should use by default, select the Use this as the default Enterprise Project Type during Project Creation check box.

  8. Click the button next to the Departments field to select the departments that you want to associate with this project type, if it is appropriate.

  9. If you want to associate an image with this project type, provide the URL for the image in the Type the URL box.

  10. In the Order section, choose whether you want this project type to appear at the end of the list of project types, or if you want to control its placement in the list.

  11. To include this type at the end of the list, select the Position this type at the end check box.

  12. To control the placement of this type in the list, clear the Position this type at the end check box, and then choose the type that you want to appear just before the type that you are creating from the Choose the type before which the current type should be positioned list.

  13. Select a template from the Project Plan Template list, if it is appropriate.

  14. Select a template from the Project Site Template list, if it is appropriate.

  15. Click Save to save this enterprise project type to the server, thus making it available for new project or proposal creation.

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To create a new enterprise project type:

  1. On the PWA home page, click Server Settings.

  2. On the Server Settings page, in the Workflow and Project Detail Pages section, click Enterprise Project Types.

  3. Click New Enterprise Project Type. In the Name box, enter a name for the type, and then provide a brief description in the Description box.

  4. Select a workflow from the Site Workflow Association list. Once you associate a site workflow with a project type and save the type, you cannot go back and update the type to use a different workflow.

Note: If you are not seeing any workflows in this list, be sure that your server administrator has installed and configured workflows on the Microsoft Project Server 2010 computer. The Project Server 2010 workflow platform is built on the SharePoint workflow platform, which, in turn, is built on the Windows workflow platform.

  1. Select a project detail page from the New Project Page list.

  2. If you selected No Workflow from the Site Workflow Association list, select the project detail pages that you want to include in this project type from the Available Project Detail Pages box, and then click Add to move them to the box on the right.

  3. If the enterprise project type that you are creating is the one that all new projects should use by default, select the Use this as the default Enterprise Project Type during Project Creation check box.

  4. Click the button next to the Departments field to select the departments that you want to associate with this project type, if it is appropriate.

  5. If you want to associate an image with this project type, provide the URL for the image in the Type the URL box.

  6. In the Order section, choose whether you want this project type to appear at the end of the list of project types, or if you want to control its placement in the list.

  7. To include this type at the end of the list, select the Position this type at the end check box.

  8. To control the placement of this type in the list, clear the Position this type at the end check box, and then choose the type that you want to appear just before the type that you are creating from the Choose the type before which the current type should be positioned list.

  9. Select a template from the Project Plan Template list, if it is appropriate.

  10. Select a template from the Project Site Template list, if it is appropriate.

  11. Click Save to save this enterprise project type to the server, thus making it available for new project or proposal creation.

Fix issues when you can't sync OneNote

Fix issues when you can't sync OneNote

Sorry you're having trouble syncing OneNote.

We're continuously releasing product updates that fix issues and improve your syncing experience in OneNote, so it's a good idea to keep your copy of OneNote up-to-date. Our product updates are free to download and use. Before you try the troubleshooting suggestions in this article, we recommend following the steps in Install Office updates to install the latest OneNote updates on your PC. If you're on a Mac, follow the steps in Check for Office for Mac updates automatically.

If you're still experiencing sync problems after updating OneNote, click on the sync issue that best describes the issue you're seeing, or scroll to the end of this article to report your sync issue to the OneNote product team.

Before you try the troubleshooting suggestions below, we recommend following the steps in Install Office updates to install the latest OneNote update.

If the notebook that won't sync is stored on OneDrive or on newer versions of SharePoint, try opening the notebook in OneNote Online (at www.onenote.com). This can help determine if the problem is caused by the server or by OneNote.

  1. In OneNote, click File > Info.

  2. Right-click the URL shown below the name of the affected notebook, and click Copy.

  3. In your Web browser, click inside the Address box, and then press Ctrl + V to paste the copied URL.

  4. Press Enter to load the notebook in OneNote Online.

If you're able to successfully open the notebook in OneNote Online and the changes appear, the problem may be caused by the desktop version of OneNote. Closing and re-opening the notebook there usually clears and successfully resets the connection. Follow these steps:

  1. In OneNote, click File > Info.

  2. Next to the name of the affected notebook, click Settings, and then click Close.

  3. Switch back to the notebook in OneNote Online in your browser, and then click Open in OneNote on the ribbon.

Important: Depending on the notebook size and type of Internet connection you're using, it may take a while to sync all the notebook content over to the desktop version of OneNote.

If you're unable to open and view the notebook in OneNote Online, the source of the sync problem is likely with your server. If your notebook is stored on OneDrive, check our Service Status page for any known interruptions or outages. If your notebook is stored on SharePoint, you'll need to contact your administrator to report and troubleshoot the problem.

Warning: Signing in or out of OneNote (or removing and reinstalling the app) is not recommended for troubleshooting, as this could result in data loss.

If you're able to open and view the notebook in OneNote Online, but can't see the changes, the information hasn't yet synced. You can check the sync status for any specific errors by doing the following:

  1. In OneNote, click File > Info.

  2. Click the View Sync Status button.

  3. Check for errors in the dialog box, note the error code and message and check the list of error codes in this article.

    Note: You may see a Get Help button next to an error. If you do, click it as it should open a troubleshooting article specific to the error.

There may be times when your shared notebook is syncing normally except for one of its sections. You can verify this by doing the following:

  1. In OneNote, click File > Info > View Sync Status.

  2. In the Shared Notebook Synchronization dialog box, click any notebook icon with a yellow triangle warning over it to see the name of any section that's causing sync problems.

  3. Click the Sync Now button next to the notebook containing the section.

Individual notebook sections can occasionally stop syncing properly. If you have a single section that isn't syncing with the rest of an otherwise up-to-date notebook, you can try the following workaround:

  1. In the same notebook, create a new section.

  2. Copy (don't move) all of the pages from the old section into the new one you just created. You can do this by right-clicking each page and then clicking Move or Copy.

  3. When all of the pages have been copied to the new section, press Shift+F9 to manually sync the notebook. If a progress bar appears, wait for it to finish.

If following these steps successfully syncs the pages in the new section that you created, you can safely delete the old section and then continue working in the new. After the old section is deleted, you can rename the new section to the same name as the deleted section.

If these steps don't work, section sync errors or problems can also be caused by a corrupted section located in the Notebook Recycle Bin. If you no longer want that section, you can delete it from the Recycle Bin to stop the error:

  1. In the OneNote notebook, click the History tab, and then click the Notebook Recycle Bin.

  2. Right-click the section (or page) and choose Move or copy.

  3. You can also Copy and Paste the pages or content in the section to another page or section. Once that's done, you can delete the original section or page.

Version conflict messages typically appear if you and another user attempt to edit the same part of a page, such as changing the same paragraph of notes, at the same time. When this happens, OneNote creates multiple copies of the page to avoid data loss and an error message appears on the yellow Information bar. You will see an icon on a page that has the conflict.

To fix merge conflicts, do the following:

  1. Click the yellow Information bar at the top of your page to view a page that lists the conflicting changes (highlighted in red).

  2. Copy information from the page with the merge conflicts error and paste the changes into the main page, if necessary.

  3. When you finish incorporating any changes, delete the conflicts page by right-clicking its page tab and then clicking Delete on the shortcut menu.

To avoid future synchronization conflicts, try and minimize the amount of work two or more users do on the same page.

Server is busy errors are typically seen when notebooks are stored in SharePoint, SharePoint Online, or OneDrive for Business. Even though they may seem to be sync errors, most are actually authentication errors that can be fixed by following one of these methods:

  • Sign out and sign in to OneNote.

  • Close and then re-open the notebook.

  • Check to make sure you have access to the notebook via OneNote Online (at www.onenote.com), SharePoint, or SharePoint Online.

Some errors, such as 0xE00015E0, indicate there's not enough space on the device or notebook to sync a section. This may be caused by large backup files. To solve these sync issues, you can optimize, or delete existing notebook backups.

Optimize OneNote notebook

  1. In OneNote, click File > Options.

  2. In the Options dialog, click Save & Backup.

  3. Click Optimize All Files Now. It may take a while to optimize the files.

You can also adjust the Number of backup copies to keep option in the same Save & Backup location to a lower number to save space.

Delete existing backups

  1. Open File Explorer.

  2. In the navigation bar near the top of the window, type %localappdata%, and press Enter.

  3. Open the Microsoft folder and then open the OneNote folder.

  4. Open the 16.0 folder if you have OneNote 2016 or the 15.0 folder if you have OneNote 2013, then open the Backup folder.

  5. Delete the files or folders you no longer wish to save in the Backup folder.

If you get one of these errors, you should follow the steps in the related article:

Here are some of the more common "service not available" errors you may experience, along with links to troubleshooting articles for those errors:

Misplaced sections appear in a notebook when OneNote tries to sync changes to a notebook section, but can't find the section file. To resolve the issue, you can delete the section from your notebook or move it to another notebook. For more information, go to this article:

Resolve misplaced sections in OneNote

If you have OneNote notebooks on SharePoint, you'll notice that they're typically stored in Document Libraries. If the SharePoint Library you're using has certain properties enabled, it could cause sync errors. For more information, read the following articles:

Sync problems in the collaboration space may occur if a number of students try to edit the same page location at the same time or if a large file attachment is added on the edited page. There are some best practices you can follow to avoid these sync issues:

  • Separate students into small groups of up to 6 students.

  • Create a separate "section tab" for each group of students. For example, if there are 4 groups of 6 students, create 4 tabs.

  • Have each student create their own page or have each of them edit in different places on the page.

  • Avoid adding big file attachments.

Best practices to sync OneNote notebooks

Our Support team maintains a list of tips that may help you to avoid sync errors in the future.

See OneNote syncing best practices for more information.

OneNote Diagnostics Tool

You can also use the OneNote Diagnostics Tool to collect diagnostic information for your installed version of OneNote 2016 for Windows and then send the information securely to Microsoft for troubleshooting.

Note: The OneNote Diagnostics Tool is currently only available in English. We'll update this page when additional languages become available.

Before you try the troubleshooting suggestions below, we recommend following the steps in Check for Office for Mac updates automatically.

If the notebook that won't sync is stored on OneDrive or on newer versions of SharePoint, try opening the notebook in OneNote Online (at www.onenote.com). This can help determine if the problem is caused by the server or by OneNote.

  1. On the toolbar in OneNote for Mac, click Notebooks > Notebooks > Copy Link to Notebook.

  2. In your Web browser, click inside the Address box, and press Command + V to paste the copied URL.

  3. Press Enter to load the notebook in OneNote Online.

If you're able to successfully open the notebook in OneNote Online and the changes appear, the problem may be caused by OneNote for Mac. Closing and re-opening the notebook there usually clears and successfully resets the connection. Follow these steps:

  1. On the menu bar in OneNote for Mac, click Notebooks > Notebooks > Close This Notebook.

  2. Switch back to the notebook in OneNote Online in your Web browser, and then click Open in OneNote on the ribbon.

Important: Depending on the notebook size and type of Internet connection you're using, it may take a while to sync all the notebook content over to OneNote for Mac.

If you're unable to open and view the notebook in OneNote Online, the source of the sync problem is likely with your server. If your notebook is stored on OneDrive, check our Service Status page for any known interruptions or outages. If your notebook is stored on SharePoint, you'll need to contact your administrator to report and troubleshoot the problem.

If you're able to open and view the notebook in OneNote Online, but can't see the changes, the information hasn't yet synced. You can check the sync status for any specific errors by doing the following:

  1. Click the Show Notebooks button Show Notebooks button to see a list of your notebooks.

  2. Move the mouse pointer over the warning triangle icon that appears next to the name of any notebook in the list, and then note any error code that may be displayed in the tooltip that appears. You can look for additional documentation about known errors elsewhere in this article, or scroll to the end of this page for details about how to contact the OneNote product team for help with undocumented issues.

If you receive an error when OneNote is trying to sync, such as "Can't sync <section name> or <notebook name>" or if there is an error icon next to your notebook name, try the following steps to resolve the issue:

  1. Click the Show Notebooks button Show Notebooks button to see a list of your notebooks.

  2. Click the name of the notebook with sync issues to open it.

  3. Create a new section in the same notebook.

  4. Copy (but don't move) all of the pages from the old section into the new one you just created.

  5. When all the pages have been copied to the new section, click File > Sync All Notebooks.

Next, check to see if the notes you copied also have trouble syncing or if it's only the original section that's still affected.

If these steps don't work, sync errors in can also be caused by any corrupted notes located in Deleted Notes. If you're sure you no longer need such notes, you can delete them from the Recycle Bin to stop the errors:

  1. In the OneNote notebook that has sync issues, click the View tab, and then click Deleted Notes.

  2. For each item in this view, Control-click the name of the note, and then click Restore to.

  3. Choose the notebook to which you want to restore the deleted notes to, and then click Restore.

  4. Once a note has been copied to another notebook, you can delete the original note in the Deleted Notes view by Control-clicking the name of the note and clicking Delete Permanently.

Version conflict messages typically appear if you and another user attempt to edit the same part of a page, such as changing the same paragraph of notes, at the same time. When this happens, OneNote creates multiple copies of the page to avoid data loss and an error message appears on the yellow Information bar. You will see a warning icon on any page that has a conflict.

To fix merge conflicts, do the following:

  1. Go to the page with the merge conflicts error, click anywhere on the page, and then click Edit > Select All on the menu bar.

  2. On your keyboard, press Command+C to copy the selection.

  3. Go to the main version of the page, click where you want to append the information, and then press Command+V to paste the copied content.

  4. When you have finished reviewing sync conflicts and have made any necessary changes, you can delete the page with the errors by clicking the Delete Version button on the yellow Information bar.

"Server is busy" errors are typically seen when notebooks are stored on SharePoint, SharePoint Online, or OneDrive for Business. Even though they may seem to be sync errors, most are actually authentication errors that can be fixed by following one of these methods:

  • Sign out of OneNote and then sign back in. On the menu bar, click OneNote >Sign Out. When you have successfully signed out, click OneNote > Sign In.

  • Close and then re-open the notebook. On the menu bar, click File > Close This Notebook. To reopen the notebook, click File > Open Recent, and then click the notebook you want to re-open.

Alternately, you can check to make sure you have access to the notebook via OneNote Online. Do the following:

  1. On the menu bar, click Notebooks > Notebooks > Copy Link to Notebook.

  2. In your Web browser, click the Address box, and then press Command+V to paste the copied URL.

  3. Press Enter to load the notebook in OneNote Online.

If you're able to successfully open the notebook in OneNote Online and the latest changes appear, then the problem may be caused by the Mac version of OneNote. Closing and re-opening affected notebooks usually clears and successfully resets the connection.

Misplaced sections appear in a notebook when OneNote tries to sync changes to a notebook section, but can't find the section file. To resolve the issue, you can move the section to another notebook or delete the section from the current notebook.

To move a misplaced section to another notebook, do the following:

  1. Control-click the name of the misplaced section, and then click Move Section To.

  2. Select the notebook to which you want to move the section, and then click Move.

To delete a misplaced section from your notebook, do the following:

  • Control-click the name of the section you want to delete, and then click Delete Section.

Caution: Deleting sections cannot be undone. When you delete a section, you also permanently delete all of the pages that are contained within it. If you aren't sure that this is what you want to do, try moving the misplaced section to another part of your notebook instead.

If you have OneNote notebooks on SharePoint, you'll notice that they're typically stored in Document Libraries. If the SharePoint Library you're using has certain properties enabled, it could cause sync errors.

For more information, see the following articles:

Sync problems in the collaboration space may occur if a number of students try to edit the same page location at the same time or if a large file attachment is added on the edited page.

Here are some best practices you can follow to avoid these types of sync issues:

  • Separate students into small groups of up to 6 students.

  • Create a separate section for each group of students. For example, if there are 4 groups of 6 students, create 4 sections.

  • Have each student create their own page or have each of them edit in different places on the page.

  • Avoid adding big file attachments.

Here are some of the other sync errors you may experience:


0xE0000021: Need password to sync OneNote

First, make sure you have the latest version of OneNote installed from the Mac App Store.

  1. Choose Apple menu > Software Update.

  2. The App Store opens and will display any updates for your installed macOS apps.

  3. Look for OneNote for Mac in the list of updates, and then click Update.

Next, try resetting your iCloud keychains in macOS

  1. In a Finder window, click Go > Utilities, and then click Keychain Access.

  2. From the Keychain Access menu, choose Preferences.

  3. Click General > Reset My Default Keychains.

  4. Sign in to your macOS account.

  5. Quit Keychain Access and restart your Mac.

  6. Open OneNote and try syncing your notebook. If prompted, enter your Microsoft account name and password.


0xE000002E: Resolve the 0xE000002E (Out of Sync with Store) error in OneNote

OneNote needs to refresh but can't do so automatically. This is typically a temporary issue and should resolve itself the next time a full sync occurs. If you don't want to wait for the next automatic sync, you can force a full sync of all open notebooks by pressing Shift+Command+S while OneNote for Mac is running.


0xE40105F9: Resolve the 0xE40105F9 (Unsupported Client Build) error in OneNote

This error can be resolved by updating OneNote for Mac to the latest update. For more information, see Check for Office for Mac updates automatically.


0xE000005E: Resolve the 0xE000005E (ReferencedRevisionNotFound) error in OneNote

This error is typically caused by a temporary issue and should resolve itself the next time a full sync occurs. If you don't want to wait for the next automatic sync, you can force a full sync of all open notebooks by pressing Shift+Command+S while OneNote for Mac is running.


Report your OneNote sync issue to the OneNote team

If you're still unable to resolve your sync issues, we apologize.

We're constantly working to improve syncing functionality in OneNote. To help us identify and resolve new issues more quickly, please consider reporting your sync issue on the OneNote forums on Microsoft Answers.

Thank you!

Print mailing labels

Print mailing labels

With your address list set up in an Excel spreadsheet, use mail merge in Word to create mailing labels.

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.
  1. Go to Mailings > Start Mail Merge > Step-by-Step Mail Merge Wizard.

  2. Choose Labels > Next: Starting document.

  3. Select Label options, choose your Label vendor and Product number (find this on your label package), and then select OK.

  4. Select Next: Select recipients > Browse

  5. Double-click your Excel address list, and then select OK.

  6. Select Next: Arrange your labels.

  7. Choose Address block, select OK, and then select Update all labels.

  8. Select Next: Preview your labels, and then Next: Complete the merge.

  9. Select Print > OK, choose a printer, and then select OK

Project management goal: Communicate Project information

Project management goal: Communicate Project information

Communicate with your team

Communicating project information is often difficult, whether it involves getting status information from your team, or communicating project status to executives.

Learn when and how to communicate and report project information. Otherwise effective collaboration suffers and the success of your project might be at risk.

For more articles in this series of project management instructional guides, see The project management road map.

Project management tips before you start . . .

  • List your stakeholders    Before a project begins, find out who your stakeholders are. One sure way to stall a project is to forget a critical stakeholder who has go/no go impact on your project

  • Get a communication plan going early    Design communication strategies and processes into your project before the project begins. Even better, have communication processes appear as a task on the first lines of your project so that this critical part of collaboration becomes everyone's commitment.

  • Communicate often    Collecting task status information once a week is about right to head off problems before they escalate. If you communicate more often than that, team members might stop sending updates because of the extra time in preparing them.

  • Search for problems    If everything seems to be going well because you haven't heard anything negative, you're probably headed toward trouble. Even the best run projects have problems. Your job is to go find them before they grow into bigger problems.

  • Use appropriate technology    Understand your team member and stakeholders' communication needs. For example, team members reporting on task status might want to use email or Project Server, whereas an executive might prefer a well-presented chart or PivotTable. Here is a list of programs you can use to help in communication.

Application

Advantages

Disadvantages

Project

  • Have built-in presentation tools for all level of stakeholders.

  • Has easily understood timeline and team planner views.

  • Exports data to Excel and Visio for communication of complex data.

  • Your company might not use Project.

  • The projects your company works on might be too small to take advantage of powerful scheduling software.

Project Server

  • Best for advanced communication and reporting project information across an organization.

  • Can compare the status of multiple projects or for a portfolio of projects.

  • Smaller companies might need the help of consultants to install and use Project Server.

Excel

  • Project can export data to Excel for advanced analysis, such as ANOVA and earned value analysis.

  • Ideal for early planning of projects or for high-level deliverables that can later be added to Project.

  • Excel lacks automated scheduling features for more complex projects.

Word

  • Ideal during the initiation phase when you need to share planning documents like budgets and deliverables.

  • Not ideal for visual presentations for executive stakeholders. Use Excel, Visio, PowerPoint, or Project's own report functionality instead.

SharePoint

  • Offers syncing features without Project Server. A change in one task list will be reflected in the other.

PowerPoint

  • Ideal for impactful presentations to executive stakeholders.

  • Analysts and engineers might want more detailed charts for complex budget analysis.

Visio

  • Ideal during the initial phases of a project where you need to communicate business and manufacturing processes with flow charts or other diagrams.

  • Might present too much information for an executive audience. Use Project's own reporting features instead.

Lync   

  • Ideal for teams in different locations. You can share project information with instant messaging, voice, video, or during online meetings.

  • Requires an IT department to deploy. If you don't have the company resources to install Lync, you can use Office 365 with Lync Online.

Check status updates from Project Server

If your team is using Project Server, download task status updates from the server before you communicate with your team about project's progress.

Track the progress of your schedule, from simple to expert

There are simple ways to track progress, and there are more complex ways. Find the way that works best for your project and your team.

IM chat with a project team member using Lync

When a quick question comes up while working on a project schedule, hover over someone's name to share an IM message using Lync.

Join a Lync meeting online

If people can't come to a meeting, use Lync to share project information. Share PowerPoint slides, Excel sheets, or a OneNote notebook to share project plans. People can participate in online meetings in their office, at home, or by using their mobile device.

Create a project report

With Project 2013, you can create and customize striking graphical reports of whatever project data you want, without using any other software. As you work on the project, the reports change to reflect the latest information — no manual updates required!

Sync with a SharePoint tasks list

Team members can view the schedule and update their work in SharePoint, and you'll see the changes in Project. And vice-versa.

Use Office 365 with SharePoint and Lync online

Work with early project specs using Office 365. As long as you're working on a PC with an Internet connection, you can work on your documents using full versions of Word, Excel, PowerPoint, or OneNote—on demand, anywhere.

You can also use SharePoint and Lync Online if your company doesn't have these installed on people's computers.

Publish task changes to the server

When you make changes to tasks, publish those changes to Project Server so that everyone has the right information to continue their work.

Return to The project management road map