Step 3: Set up shop in Project Online

Get set up

Step 1: Sign up for Project Online
Step 2: Add people to Project Online
Step 3: Set up shop in Project Online

At this point, if you really want to, you can dive right in and start a new project!    Everything is there for you to just jump in and run. But...there are a few things that you can set up now, to make Project Online more useful for your organization.

Set your time zone

Maintenance

Got users in different time zones?   Project Online stores times and dates in UTC (Coordinated Universal Time) format, and then converts times to the local time zone of your Project Web App site when you view a page. If you have users in time zones outside the time zone for your Project Web App site, you should have them change their personal time zone settings to match their location to ensure that they're seeing times and dates properly in Project Online.

Set up timesheets

Time Reporting Period

Want your team members to turn in timesheets for the work they're doing?     Before your team members can start filling out timesheets, you need to set up a few things.

Basic

Set up timesheets
Set up your fiscal year
Set up categories for timesheet rows
Set up vacation and sick leave time

Advanced

Set up how time and task progress are captured
Customize timesheets and task progress for your organization
Set up time and task progress approval

Set up a streamlined way to manage users and resources

Users

Want to use groups to manage who's doing what in Project Online?     You can set up Project Online to use the same Active Directory groups you might already have set up in SharePoint Online. This can make it a little easier to keep track of who's doing what across the different tools in your organization.

If you want to go this route:

  1. Make sure you're in SharePoint Permission Mode.

  2. Plan SharePoint groups in Project Online.

  3. Configure the Resource Center to use your Active Directory groups.

And there's more...

Maintenance

There are lots of ways to map Project Online to the way you run your business.    Here are a handful of other things you can start looking through, when you're ready to dive deeper. Some of these resources are written with Project Server in mind, but the steps are relatively similar.

This is complicated stuff.    If you're not ready for complicated, ignore this section and move on to starting a new project. You don't need to know this advanced level of setup to be able to use Project Online. (It's okay if you let out a sigh of relief now!)

If you're ready for complicated, here are some places to start:   

If you get overwhelmed or confused, the discussion forums on TechNet are a great place to get your questions answered.

Ready to move past setup?

Start a project

Next up, Start a project in Project Online!   

Stuck? Try the Project discussion forums on TechNet!

Not finding what you need? Try the forums.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×