Webinar Recap: Leveraging the Latest Office 365 Project Tools & Capabilities

Please find below a transcription of the audio portion of Tim Runcie’s session, Leveraging the Latest Office 365 Project Tools & Capabilities, being provided by MPUG for the convenience of our members. You may wish to use this transcript for the purposes of self-paced learning, searching for specific information, and/or performing a quick review of webinar content. There may be exclusions, such as those steps included in product demonstrations. You may watch the live recording of this webinar at your convenience.

Kyle: Hello and welcome to today’s MPUG webinar leveraging the latest Office 365 Project tools and capabilities. My name is Kyle, and I’ll be the moderator today. Today’s session is eligible for one PMI PDU in the technical category, and the MPUG, the activity code for claiming that is on the screen now. Like all MPUG webinars, a recording of this session will be posted to mpug.com slowly after the live presentation ends, and all MPUG members can watch the recordings at any time and still be eligible to earn the PDU credit.

Kyle: All of the sessions you watch on-demand can be submitted to your webinar history and the live sessions you attend are automatically submitted. Within your history, you can print or download your training transcript and certificates of completion, including the one for today. You can access that by logging on to mpug.com and click the my account button and click on the transcript link. You have any questions during today’s presentation, please send those over at any time using the chat question box on the GoToWebinar control panel. We do plan to answer those questions for you at the end of the session today.

Kyle: All right, we’ll go ahead and get started. We’re very happy to welcome back Tim Runcie today. Tim is one of the few Microsoft project MVPs in North America, and has been for 17 years in a row now. He’s a veteran of complex programs and PM systems and works with companies like Microsoft on their next generations of technologies. Tim is an accomplished speaker, consultant, educator and PMO expert, supporting PMI for over 25 years. As CEO and founder of Advisicon, Tim has written 38 books on PM methodologies and technologies. With that said, welcome back, Tim, and I’ll go ahead and hand it over to you to get us started with today.

Tim Runcie: Excellent. Thanks Kyle, and hello, fellow colleagues. Great to be back here. Let me share my screen. This is always kind of the fun part of getting into what we do and why we do it. As we go through today, I want to make sure that, Kyle, we can see my screen, we’re good?

Kyle: Yeah, it looks good.

Tim Runcie: Awesome. Okay. Well, again, a lot of fun. Not really do I get to work on new technology, but look at the blending of best practices and methodologies. As Kyle said, I’ve been doing this a long time, love to get out and share that knowledge, be an evangelist, and also a proponent, meaning to go back and push back on Microsoft or other large software vendors in their technologies to help them understand what they can do better. Today’s topics I think is real important because we are seeing a change in the technology spectrum. While you work across, in many cases, the Microsoft stack or the non-Microsoft stack, people are going, “Hey, where is things going, and how do I get these productivity to work for me?”

Tim Runcie: Literally, on a weekly basis, stuff changing. I kind of go in there and go, oh my gosh, that just moved. Or, hey, listen, and Planner, or these little flags just moved over to here. The idea is that the conversations that we’ve had in the past, over the last few years, have really morphed and moved there. My goal today is really to help educate you so that you are basically standing on firm ground in a process to go forward as both technologies continue to merge, consolidate, and in some cases they break apart. We’ll talk about that hybrid, best of breed that may be a great solution for organizations that maybe aren’t super big or have a massive enterprise PMO.

Tim Runcie: You’ve got a lot of options to maintain that productivity. Today we’ll talk about our direction and Microsoft’s direction. I’ll get into the hybrid discussion because the idea of a blended approach, in many cases, might fit your culture better.

Tim Runcie: It may also fit your pocketbook better, depending on what you’re trying to implement. Then I’m going to go through and talk about how you can daisy chain these pieces together. But most importantly, I don’t want to spend all that time chatting away at you. I want to get right into a live demo and then we will take questions. If you have questions, again, as Kyle said, put that into the chat window and very happy to kind of answer those as we go through. Again, encourage people that if you’re watching this recording later, if questions come up, send them to me anytime, now, later, doesn’t matter. I really want to make sure we can answer those questions

Tim Runcie: Sometimes those answers are evolving. Maybe the systems and the tools that are out there don’t have the features, but there is quite a lot that’s coming and planned, things I can’t talk about, but things that will definitely make your life better in terms of that productivity. In general, let’s get into it a little bit more around some of the direction that Microsoft is going. We’re also going to see trends that other software vendors are producing tools that fit in a space. While these might diverge, meaning that we have different tools, different platforms, ultimately there’s going to be a productivity, the piece that comes together, and we’ll look at some of that.

Tim Runcie: First off, we look at the direction for productivity tools, and it’s important to understand there is a clear direction Microsoft is taking to drive productivity, not for just the corporate business user, but really targeting this home user market. Now think about that. We all, in many cases, have had to do shelter-in-place, or we work from home, or we’re doing remote. There’s a lot of work there, but the idea is that that productivity shouldn’t have to always be in an enterprise tool. The productivity technologies means that everyone can begin taking advantage of these, whether you’re just taking care of your social network or it’s a nonprofit organization, you’re volunteering for, you’re doing something for your kids at school, won’t matter because we still look at that work management, task management piece as being a fundamental underpinning of the tools and the pieces that are available.

Tim Runcie: Again, in fact, many of the task management tools, and I’ll use that word task management in terms of what’s being available, are free. They’re easy to work with, or designed to be very quick to get in and get out, Microsoft to-do. Teams, for a lot of us who are using this, in fact, I think I heard there was over 200 million people using Teams in a single given day, 200 million instances of this being stood up and being used. Whether you’re on Zoom or your other tools, people are recognizing the need of collaborating. I can’t managed by walking around, can’t ride it on the whiteboard. There’s things that we need to pull together, and that’s where we talk about that central hub, which is as you’re going to be productive, we want to make sure people can go and say, “Hey, where’s all my stuff at?”

Tim Runcie: I don’t want to go run down right stairs to find a scratch pad by the phone and then run upstairs and dig up my Excel file. We really want to bring these together in one place. For most of us documentation, pictures, Post-it Note, Kanban ask-type approach, the ability to drag and drop, do it from home mobile experience, as well as having everything that I can create in one area are things that people are expecting today as we look at the technologies and how they go. Now, again, the work management tools, project program and portfolio management do have different tools. It’s important to understand that there is best of breed that says, depending on what you’re trying to do, pick the right tool for the job.

Tim Runcie: If you think about this, as you’re working, I need a hammer. Well, what kind of hammer is appropriate for what you’re trying to accomplish? Are you digging up your sidewalk? Maybe you need a jackhammer or a sledgehammer. Well, those don’t work very well when you’re trying to hang a picture on the wall. The idea is finding the right tool, but get, understanding behind the scenes is a database or a relational database that we may want to mine or merge or pull together, and that’s important. The Microsoft project team who owns Planner and has a lot of this work, we talk about the idea of blending these together.

Tim Runcie: You saw last year in November, the release of Project for the Web, Microsoft’s new vision for the project scheduling technologies. Then we still have our classic project, both desktop and project online, which are extremely powerful, well-versed, well used, and certainly in production for many years to come. As we think about kind of moving to that process, how does this hybrid discussion go? Many cases, in a project office or a project control center, you try and put all your data in one place, data warehousing. Let’s get all our data in one place and then let’s mine it and model it. Well, if we’re using different tools, that may seem counterintuitive.

Tim Runcie: In some cases, it is depending on how you want to bring those together. As we think around the thought process, I’ve worked out many of these diagrams, where I’ll take the different Microsoft tools and I take non-Microsoft tools and I throw them into a series of circles, and then I start connecting the dots. But if we look at … people are using OneNote, they use their browser to find things. Outlook is open every day. People work in and out of it. Certainly, as we think around tracking Alexa and Cortana, or giving them requests, if you haven’t seen, you get a Cortana daily update in your Office 365.

Tim Runcie: You might have sticky notes or perhaps you have line of business systems, but all of this gets into what we call that task management, work management, and how do we move or share those pieces together? Of course, a lot of us are aware of Planner, and we certainly love that tool. We certainly have used SharePoint. We’ve used tasks list. Good old Excel, always there. For those that are in the development world, you might be doing JIRA or Azure DevOps, or using some of the old team foundation server components that pick together. We’re going to hear a little bit more about dynamics and something called project operations.

Tim Runcie: When you look at your productivity, part of it is, is, hey, I got a whole tool chest of hammers or screwdrivers or things that I need to accomplish my work. What’s the right tool for the job for my work today and for my culture? As we go through that, we really want to look at making sure that we maximize that productivity. Today, I’m going to be very, I’ll call it methodology agnostic. Whether you’re a waterfall person or you’re an agile person, or you’re a safe or disciplined agile or a prince too, should not matter. The microcosm of work, or we’ll call it the DNA level, if we look at the genetic code, really breaks down into, hey, I got to get tasks done, and do I do them myself, or am I working with a team? Or perhaps I need to have a time phase relational connectedness system that says, as I progress these things that need to get done, they need to be updated.

Tim Runcie: This really means that there is just maybe a different tool for that job. Not everyone is going to need the full power of an enterprise project management system to get into earned value reporting. Yet, they may still need the value of, hey, I’ve got to make sure I get my work done. We also look at licensing, and a while each year Microsoft kind of tunes her licensing and other vendors do the same thing, licensing may be expensive. And if you’re not running a large organization, a hybrid approach may be something that you want to take a look at. Using that right tool for the job, and then that best of breed to bring communications, files, documentation, simplistic licensing, and task and work management are all pieces that are part of the design of the project ecosystem.

Tim Runcie: Whether we talk about Microsoft or non-Microsoft, and I tend to lean on the Microsoft side, because that’s what I get to spend more time working on, but I look at the other technology stack, is that they’re moving in this direction, which is, how do we bridge the gaps to let people get in, get out and back to work? They got to quickly sort filter and view that information. In blending these pieces, let’s talk about ways we can connect certain systems together that perhaps may give the value of what you’re looking for. What I’m going to do is in broad brush strokes. I’m going to just talk a little bit about things that say, hey, if you’re trained to do these, these are perhaps some of the technology stacks that Microsoft has that you can look at.

Tim Runcie: If you haven’t played around with Microsoft To Do, or if you weren’t a mobile app user of Wunderlist, this has been something that has slowly crept in, and now it’s replaced Microsoft Outlook Tasks. It is to do, and we’re going to see that today in some of the things that we have. When I walk the halls at Microsoft, I have had many conversations with senior engineers, people that are working, and they love using to do, because they’re able to get a handle on the work activities that are there. Certainly, looking at something called Microsoft Lists, which is something you can turn on in Teams is, hey, listen, let’s just bring that Excel spreadsheet file right into my Teams environment and let us kind of work with this.

Tim Runcie: Which is really the evolution of SharePoint task list kind of carried forward into that environment. Whether it’s daily task management that says, I need to see my work activities, or I’m coming up with my own list, it’s helpful. Perhaps you have teams that come together. Daily task management doesn’t mean that work isn’t coming from a team, but perhaps I want to have better collaboration. Using Office 365 plan, or perhaps you’re in Azure DevOps or another type of a task-work management tool that says, I’ve got a group that are collaborating in an environment, these are things that are helpful. Again To Do doesn’t even need Office 365. It’s free, could download it.

Tim Runcie: Planner comes free with Office 365. In fact, it’s the number one app that’s added into Teams. People really like the ability to have that drag and drop. Again, I’ll pop in here. I won’t spend too much time because I want to show you some things that actually are an additive to that, and there’s plenty of Planner demos in conversations that are out there. But as we look that work management piece, it’s important to say, yeah, I can bring pieces together to collaborate. We can see what we need to do and continue to have that central place to have the conversation. Now, I started my career doing construction and doing project management, and then I moved into technology. My love for teaching has always been there.

Tim Runcie: Project has been with me side by side since DOS. I love time phase scheduling tools because it really helps us paint a picture. But then again, if it’s a work management solution, perhaps I really am just looking at a sprint, or perhaps I’m looking at, what is getting accomplished today, or this week? I have these due dates. I don’t have to necessarily have that. But the minute we start looking at the daisy chain series of activities, Project, Project for the Web, both of these technologies are really time phased engines that provide something that you won’t find necessarily in an Azure DevOps, or you’ll find in a Planner or a To Do. It really gives you a picture that says, if something slips, this is the impact. As we think about kind of putting the pieces together for your culture, the idea is that, whether Project desktop or using Project for the Web, or perhaps I’m going to roll into the full enterprise edition of Project Online.

Tim Runcie: The idea is that, if I want to portfolio management, rating, ranking selection, cost modeling, baselines, etc, these are things that are helpful and exist today in the full Project spectrum. But again, maybe we don’t need all of that for the things we’re trying to work with. In that collaboration, that bridging between the two pieces together, we look at a central hub, and Microsoft has had a theme about this, which is, how do things get done? They get done with a team, and while individuals might be working on it, projects really are about teamwork and collaboration. So, teams is still one of those central themes that says, we’re going to bring pieces together, Microsoft, non-Microsoft.

Tim Runcie: If I have to bridge between systems or applications, I may want to use that as, hey, I can put them into a view, or perhaps I want to use power apps or power BI to centralized data, read it from a couple different systems, but again, drive that to a dashboard or a view, where I’m not hopping around between systems, especially if I’m trying to manage and visualize that. I love the idea is that Power BI doesn’t care where your data’s at. It just basically will help you go and grab and pull that information. Kind of, I call it the honey badger approach, which is it can go and help bridge many different opportunities, different systems in Microsoft, ERP systems that are not Microsoft. In many cases, we look for that common theme.

Tim Runcie: Now, with this in mind, the idea is that there are elements that are coming, certainly between say Planner, which is of course, our work management tool, and our ability to kind of blend the P4W and Planner to Project Online. But in some organizations, people say, “Hey, listen, I really am wanting to say, I don’t want to have everybody in project online, or perhaps I don’t need to have a license for that, but I like them working in Planner. Can we bridge between these two?” The short answer is that we’ve got to connector for Planner too Project. If you’re working in Planner and you want to connect that with Project Online, you can do that.

Tim Runcie: Microsoft intends to connect Planner directly, or have a grow up story to migrate that into Project for the Web, which is exciting, and soon, I’m sure when it comes out, we’ll all be jumping all over that. But Azure DevOps, how do I bridge some of that information like we did in the old team foundation server. There’s some connectors out there that you can get. Again, these are third party. Advisicon has some of these, but the idea is that, if you really do need to synchronize that, you may have to step out, or perhaps you could just build your own in terms of how to put those in place.

Tim Runcie: Now, thinking through this, the final slide before I get into my demo ,is really talking about some of where Microsoft is going for that productivity. This is a big stretch for a lot of us like, hey, using CRM or help desk or listen, finance and operations, but Dynamics is coming and bringing something called Project Operations. The idea is that, hey, I can actually have a resource pool that has skillsets, knowledge, skills, abilities. I can actually mine and model that information. While I use project as an embedded task management tool to see that information, I’m really in a place that just says, I can start doing advanced work in the information, connecting it to our finance system.

Tim Runcie: Now, that’s really big, and most of us probably won’t be jumping there first. We’re going to go back to that task management layer and make that productive. Today, I’m going to focus on the demo there, but in the spectrum of where things are going in those productivity tools, be listening and looking for what’s the right fit for your organization, because what you might be able to do is say, listen, I’ve got most of my team using Planner. They might also use To Do to just kind of keep track of things for themselves. But boy, I sure would like to centralize that into maybe a Teams environment.

Tim Runcie: For Project management, most of the products that we have are pretty lightweight, maybe Project for the Web is a good fit. For a portfolio model, perhaps maybe what I need to do is look at using a smaller subset of licenses saying, hey, I don’t need to have everybody building big, deep, dark Microsoft product schedules, but what I can do is do course modeling and resource modeling, and I can do that by using these pieces together and let Teams or Power BI or Power Apps or some of the views, which I’m going to show you here in a moment, bridge between those. Be open to that hybrid solution. Again, I typically love power cars and driving something that has a lot of muscle behind it. But as you begin thinking about these eco-friendly approaches to using technology versus, hey, it’s always going to be one thing, people should definitely take a look at that.

Tim Runcie: All right. Let’s jump in and let’s see some of what I’m talking about. I think this is really where the proof is in the pudding. Again, I’m going to pause for questions a little bit later on here to just open this up and explore this with you. First off, again, just to reference, is that, let’s bring up To Do. I bring up the desktop version of Microsoft To Do here. The idea of To Do is that I can actually have tasks that are in a place where I can manage. So, I could create my personal list. Like, hey, I gotta run to this store. Here’s my scratch pad, things that I need to do. I can flag emails and ensure that these get worked on and collect … We call this portion here My Day.

Tim Runcie: The idea is I can come out here and drag things onto my day to make sure I know what’s getting done, or as I’m managing these, I can mark them as important. In fact, let me just bring over my Outlook window here. Since I started this conversation in 10 minutes, I’ve got seven emails there, but you can see, you see Cortana. Cortana says, hey, I’m monitoring, and it looks like you got some tasks for you need to work on. Well, if I go through here and I right click and I flag on these, certainly as you know, we can go in and say, you know what? I need to follow up on this today. As I begin flagging these, it’s going to move this information, because remember, the tasks that we used to manage is now, guess what? In Outlook, this is exactly To Do, right? It’s my to do list.

Tim Runcie: I can go through here and say, look, I’ve added my daily briefing. I can see things that have deadlines and I manage these directly. As you’re just trying to keep a handle on your inbox, whether you’re a filer or a piler, depending on whether you drag your emails to a folder, or you just leave them all piled up in the inbox, you can go through here and tag these and ensure using Microsoft To Do that you can get these done. In fact, let me bring To Do back here. As I go through, it says, hey, listen, I’m going to look at a flag email, and here it is, my daily brief link showed up for today. The idea is that any one of these, not necessarily coming out of email, can also come from different places.

Tim Runcie: You’re going to see something here called assigned to you. If I click on any of these, you’ll notice that, hey, where did this come from? Well, hey, it came in from Planner. I might have these Planner boards that I’m managing, but I still need a way to centralize that. Now, hold on. I don’t want to spend a lot more time in this particular app, because this is the desktop app, there’s a browser app. I’m going to show you a convergence of tasks in Teams, that kind of brings these pieces together. Now that we’ve seen the fact that I can flag an email, organize it, plan it, make it important, I can set priorities. In fact, what I even like about these is I can go in here and I can add steps.

Tim Runcie: Just like you do in Planner, you can go through and say, “Hey, you know what? If I’m doing it in new task thread, I need to research, I need to review, I need to validate, and I can create my own punch list of things that I need to do, and literally check these off as I go.” Now, as I click on these, it makes a nice little sound, ding, ding, it’s done like an angel getting its wings. But the inherent ideas, from a productivity perspective is, this is one of the quickest and simplest tools that you can work with in leveraging some of those pieces. Microsoft To Do helpful, again, very tactical. It’s right down at that task management level.

Tim Runcie: Now, think about that for just a moment. As I’m going in, let’s talk about Planner. Let me bring up Planner. In fact, let me jump to my Planner hub. For those of you who’ve seen it is that the ideas that I can have this one central place where I can create up groups, I can use Teams. I can create these security groups where I can bring people in, and I can manage the details very much in this drag and drop manner. I can look at grouping by, hey, what’s the due dates that we have on these? They’re late, they’re future, there’s no date. I’ve got labels and I’ve got this wildly scalable environment. But boy, it sure be nice to see this in kind of a list view, right?

Tim Runcie: Because it got all these cards and yes, we can drag and drop these, and they’re wonderful to come in and actually be able to add more of these flags and pick and choose. By the way, there’ll be plenty more coming. But the overall idea is that I don’t have a lot of information here. It’s simply, hey, it’s no percent complete. There’s no hours. There’s no predecessor successor. What I’m really doing is creating kind of a view of activities and making sure it gets done and assigning to people. Then they can come back in here and use, of course, their task view to see these. Well, as we saw, Microsoft To Do also gets these rolled together. Those pieces are helpful, again, as a tactical tool, but more of maybe a team or a collaborative tool.

Tim Runcie: Again, we look from a pocket book perspective, we’re talking about free tools, as long as you’re in Office 365 or Planner, To Do doesn’t matter. You can just go download that tomorrow and use it right away. Of course, the more things that you’re using on the Microsoft platform, the more they blend together. Now, let’s take a moment. We’ll hop out of Planner here because there’s some great charts and views and things you can play around with. But in general, this session is really to talk about, how do we blend pieces together and find that productivity stack. Now, what I did here is I dug up one of my old files, and this is a single Microsoft project file. This is old school approach where each row represents an entire project or program.

Tim Runcie: Again, what I can do is I can use the full power of just project desktop to sort, filter. I could assign resources I have, kind of this whole Enterprise environment in a single file. Why would that be important? Well, I’m not connected to an Enterprise environment. I still get Enterprise-like configuration, and without having to break every row down, I actually could red, yellow, green indicators. I can see some information here. I can set key dates, but getting the power of what we call kind of a Project Online out of one file. Hold that thought, because when later, when I want to start connecting to that global resource pool, or perhaps I’m going to surface more information, including SharePoint sites, we’re going to take this concept of, Hey, I can kind of run everything from one row at a time versus having 500 different rows for every project schedule and breaking them out different files.

Tim Runcie: But I can do this with just one environment. Again, this is some of what we had to do before that project server environ and now product online became available. We’ve got the desktop version, which allows you to get detail, you can look at that time phase connection. But again, taking a step back, let’s look at some of what else is in terms of our productivity stack. Well, we talked about Project for the Web. Again, this is Microsoft stuff, latest release. Again, this will be a big continued investment for them. In fact, it was exciting. I was playing around with this morning because when I go into this view here, is that, hey, I can switch to a Kanban view, and yes, we can do this on the desktop, but I can’t do it in the browser, but I can move these around.

Tim Runcie: I like spreadsheets. I can come in here and map and model my grid, but that’s just brand new here. If you look at the far end is that, while there are not a lot of custom columns and we’re not modeling cost here, we can assign resources. We can look at kind of the effort, if you want to plan it, but now we actually can start adding new fields. Again, which we couldn’t do this a few months ago, we can actually say, hey, you know what? I’ve got some ways I may want to group or view my information. I can actually say, let’s add these, text field, date, number. Yes, no flag fields, and I can add these, give it a name. We’ll call this dashboard, and I’m going to go ahead and create it.

Tim Runcie: Now I can come in here. I’ve got my little dashboard field, and I can say yes and no. The overall idea is that I have this information that allows me to kind of fill these out as I go. Again, still working with my timeline, I can come back in here and take a Project schedule and say, you know, I think this is going to take longer. And, oh, hey, listen, by the way, I probably should connect that down here. We’ll go ahead and set my dependency to a finish to start here. You know what? Maybe that’s not something I need to edit, so I’ll take off the previous dependency. As we look at some of the connection points of what we put together, again, the idea is that this is not to take a lot of a big uplift to run with these. Microsoft’s looking to say, hey, as you add these pieces or you drag and drop these, you’ve got a time phase reporting tool, which is different than just saying, I only have the cards that I’m working with.

Tim Runcie: That’s very helpful because we do need to know, if something slips, what is the impact? But again, as this continues to grow and be used, again, this is another way of saying, I don’t have to do play a massive enterprise environment if I need to have maybe more lightweight projects to work with. We’re seeing a lot of customers that like the blend of, hey, my team are doing all the details in Planner, but I use Project for the Web to help give an overview of some of the work activities or a bigger picture. Then if I really need to be having somebody be responsible for a section, I can actually assign them to this, and perhaps they’ve got their own level of things that they manage in that Planner board. There’s this blend between the two, but let’s keep going from here.

Tim Runcie: If I’ve got this Project as the web is kind of my intermediate tool in terms of putting pieces together, how do we bring them together? How do we kind of bring these disparate systems into a view or an environment? Let me bring up Teams here. I’ll just kind of drag this over, and this is my production environment. If you don’t know, you can set up a Team, you can create Teams and channels, and you can go through here. I’m sure you’ve probably seen by now, is that you can actually come in and say, well, you know what? If I really want to, I can actually add a tab and bring in schedules. I can bring in a SharePoint site. I can bring in lots of things. Here’s Project Online, the full version of this.

Tim Runcie: I’m just saying, you know what? If I have permission to view this or work on it, I don’t want to hop between five different tools or systems. Let’s put them together. Or perhaps I’m saying, I’ve got Power BI that’s reading, maybe our actual costs coming out of accounting and I’ve got a product ID, I just want to marry that against my resource pool. Again, I can bring these pieces together, including, even if I want to bring in that modern project. What gets fun about this is, if you haven’t played with this new feature, it’s called Microsoft Lists. Here’s an example of a list where I actually imported from a spreadsheet. I just said, you know what? Let me bring it in, let me define the range of cells that I want to have here, and what I can do is start managing in a central place.

Tim Runcie: Of course, again, switch to that quick edit view is I can come in here and say, hey, listen, let’s put resources, or I can type the information in here, and I’ll say key resource here. I can look at my data, or if I want to hop out a quick edit, I can drill into any one of these and manage it in terms of level of details. But also, in terms of my view here is, I think go back to Excel if I need to look at it or share it. But again, this is that evolution of a SharePoint task list. We literally come here … Oops, let me slow that down. We click on this little add, basically add a tab. Really what we’re asking for is an app, and here it is, Microsoft Lists.

Tim Runcie: You can actually click on it, you can bring it into your window, and you can say, hey, listen, if you want to add that, this is great. Now, this channel actually has one, so I’m going to give it a different list name here in a moment, but the idea is I can add an existing list, meaning I can go and pull from something else I’m working with. Or if I want, I can actually create a list, perhaps just grab it from, not just from a SharePoint site, but I can pull it from Excel, where it can grab one of these type of templates to work with. Again, what it’s going to do is preload the columns for you to play with.

Tim Runcie: Again, adding list and centralizing a checklist of information, right in Teams, very helpful, but this isn’t the only thing that we can do. As we work in our environment, one of the items that people say is they really like Planner. I like the idea of To Do, but how do I kind of see those? And that, boy, that Planner board is just really busy with all those cards, watch this. Here I’m in Teams, and I’m just looking at some of the great things that I can do, organize my information, have my documents, perhaps include a Planner board and file information that’s here or connected to a task. But if you go over here and click on this ad or find an app, you’ll notice that we can go through, and if we’re really looking for something that we want to put in place, we’re really in an area here, where if I say, you know what? Let’s just add Planner.

Tim Runcie: I want you to notice what is coming. As we begin bringing this in here, take a look at this top bar. First off, it says Planner and To Do are now in one place. Hey, that’s kind of handy, because the other way around was Microsoft To Do kind of got everything dropped into it, and it had, not this beautiful list view, it had kind of these tasks that I could drill into, but boy, it was not a lot of real estate to work with. Now, what I can do is I can share this in an environment where I can see what’s going on. If you notice here, here’s my to-do list items. I’ve got my running to the store list. Hey, I’ve got other important activities that may be flagged or planned.

Tim Runcie: Again, looking at To Do, or as I go in, I can also look at saying, hey, listen, perhaps I’ve got a plan or demo that I want to take a look at. So, I can go in here and look at my Planner board for any of these groups or teams and start seeing, hey, perhaps I need to modify this, or hey, this artifact, PM workshop summary, here’s a nice list view of all of that, but boy, I can just edit it right here and say, by the way, while working, I think that’s really more high important. We’re not putting that in the backlog. We’re going to jump that right into our in-process and the due date. You know what? we better jump that to something that’s like today plus a week, and I’m going to say that’s in progress.

Tim Runcie: The overall ideas of adding people to this at any given time just allows us some of that flexibility to just kind of manage. Again, the same thing we had here, add your checklist, things that we do in Planner, but notice, where am I at? I’m just sitting here with my Planner app, looking at both to do things that are coming in as well as my Planner board. From a productivity perspective, I’ve just been yelling and screaming like, please, please, please, give us an Excel list, which is why we love Excel. Because I can come in here and apply filters. Show me what’s happening next week. Let’s filter out … Looks like I don’t have a lot going on here.

Tim Runcie: How about in the future, what’s happening? Or what’s late? What haven’t you worked on? I can clear these. I can go through and say, show me everything that’s active, or where’s the completed list. Clearly, again, I haven’t gotten any work done so people ask, what do I do? This is what I spend my time doing. In terms of strategizing and again, switch out to your board, throw in your charts and things that we are familiar with. But again, that marriage between these two in a single environment, really help you go and say, you know what? Not only can I bring To Do and the things that I manage from Outlook emails, but I don’t have to go there to see both Planner and that. I can actually come into my Teams channel. I’m not hopping around from one place to another.

Tim Runcie: Again, great little functional edition. We’re going to see this continue to grow and expand. Microsoft has more things planned for both Planner. As we look at the pieces together, we’re going to notice that there’s a mobile solution for all of this. In fact, I even brought up the blog post. I’ll kind of pause here for just a moment. Microsoft talks about the announcements at tech community, and so I’ll just leave this open if you want to track that URL, but it just says, hey, guess what? We’ve got a desktop Planner, and in the mobile solutions now called Tasks. Then we have tasks by Planner and To Do. Hey, in the next few weeks, now it’s going to be called, of course, Microsoft Tasks.

Tim Runcie: As we begin moving through that direction, we’re really looking at Planner and Tasks to be something that we can actually centralize and work with. What I love about this is that you can create tasks inside a OneNote, Excel, Word. You can literally at mention somebody while you’re in a document, assign them a task. They can get it, reassign it to somebody. Basically, if you were managing those activities, you actually can follow that thread. I can do that right inside of a document while I’m working on it. These are the pieces that Microsoft is working on in getting ready to play with. I had good fortune to test some of these things out, and I love it. The idea again, still surface it back to a Planner board. Let me kind of see what those activities are, from a document perspective.

Tim Runcie: I need to have that one version of the truth, if you will, brought together. Now, in the ecosystem, there’s more. We understand that in terms of that visibility, let me go back to Teams here, is that, not only can we add these, but perhaps while we’re working, if you really want to, you can actually go through and get into doing specific views. If I go over into my Teams channel here for just a moment, and I jump into an area where, as I began thinking about the work that’s going on, we built an add in, basically an app and we dropped it into a view that says, you know what? I want to breed and build the difference between letting my teams work in Azure DevOps, but also I want to use that Project for the Web. But you know what? I need a way to centralize some of those tasks, the work and the burn-down.

Tim Runcie: We built basically a little app here. Again, you can do the same thing using Power Apps to say, hey, listen, I can bridge the gap between my data and I can come in here, and I can actually view the work activities of both. Here’s our team, what’s going on, what projects are there, how much detail I want to show. Again, you can dream this up, you can build it, but the information, because we’re on the platform of Dynamics, or what we now call the CDS 2.0 overall Office 365 platform, is you’ve got some great options to say, you know what? Let’s let people work where they need to.

Tim Runcie: If I need to come in and say, well, I’m working in this environment, let’s just get a picture of the project. Well, let’s drill into our Dev 1 Project here, and I can actually see, what’s the effort? What are the work activities that’s happening? And how do we pull these together? Again, I can go next or previous, or perhaps I just need to see what my assignments are, and I can see what’s completed, what’s late, what’s in progress. Again, pulling my information out of Project for the Web, or pulling it from Azure DevOps, there are many options that you can play with. But look at this, I’m just embedding this as an app.

Tim Runcie: I went up here to say, hey, I want to add my app, there it is. We call it Project Intel, and we just turned this on specifically for us to work with. If you have a development team, that’s awesome. You’re going to see more of these apps appearing. There are organizations now that are building these that are kind of daisy chaining some of the pieces together to say, we want people to use that hybrid of let’s pick the right tools for the job, but let’s centralize that communication for people to work with. Now, again, I won’t talk about licensing because as we know, every year, that changes, but the idea is find the right fit for what people are working with. Again, bring that into a central repository.

Tim Runcie: The last thing we talk about is bridging the information, and I know I’m sharing a lot of information in a short period of time with you, so I know you’ll probably want to unpack this. The thing I love about MPUG is we get to record these and come back to them and view them. But in terms of looking at our Power BI bridge, there are plenty report packs that come with the online environment. For example, if you deploy a Project Online, Microsoft has built a report packs. Our company, there’s others out there that have built report packs, or tuned the report pack to say, yeah, we can actually look at that global picture, or perhaps I want to get into resource assignments.

Tim Runcie: Again, just leaving the overview or availability of who’s doing what or cost modeling, it’s all there. Or maybe you don’t even use Project Online. You say, you know what? Planner and Project for the Web are a good fit. They’ve got report pack here that says, we can also pull in roadmap details. We can look at an overall portfolio timeline of what’s in place. Again, looking at just that modern project environment. There’s some great report packs that are available for you, again, just basically need to deploy and connect them. Using Power BI, you can certainly go well beyond that in terms of bridging information and bringing those pieces together.

Tim Runcie: Both Teams and Power BI allow you to pull things from both Microsoft and non-Microsoft into an environment, begin to tell that story while you’re using that hybrid approach to let people work in the right tool for them to do, both tactical, task management, work management, or perhaps maybe you’re moving up the spectrum to that program and portfolio management. Again, a lot going on here, and again, that is Microsoft’s antennas to begin to kind of blend these together, but clearly leave the overlap so people can mix and match, find that right tool. What’s the best approach? From a productivity perspective, we’re seeing that Teams is like a king in term of everyone’s kind of jumping in. Using these, people love to be able to come in and say, “Hey, if I’m working in, either a standard list, or perhaps I’m coming in here and I just want to authenticate and make sure, oh, there’s my two factor. Let me roll and get my phone.

Tim Runcie: That’s what happens when you reboot your machine is that security’s prevalent. I can let myself in. There we go. Now I can actually take a look at, hey baby, I want a roadmap. I want to see the big picture of what’s going on across Project, Project for the Web, some of the pieces that we’re working on. As we go and say, hey, let’s just tell that story across Project Online and/or Project for the Web or Azure DevOps begin looking at, how do we pull these pieces together? Again, I’m still in Teams. The ideas bring the information, and if you have a license for it, great, you’ll see it. If you don’t, don’t worry about it. It’s not probably something that you’ll need to work from.

Tim Runcie: Again, for our perspective is that I can stay in Teams, I can bridge Planner data to do data, and I can have that visualization. There’s a lot of that productivity that’s intentional, including some of the things we’ll talk about, which is geospatial tagging so that you can take pictures, put them on a platter board and have other information that allows you to connect the pieces together. So, lots of fun here. Again, I get to play with the bouncing ball and push the envelope and say, oh, can’t get there quite yet. But, as I mentioned, you’re going to start seeing things, even in that modern project that says, hey, why I can add new columns. We’re going to see new features coming in all the time and continue to expand, but look at the platform, figure out your culture and what works best for you.

Tim Runcie: Then look at, where are you going with this? And how do those come together? Kyle, I’m sure we probably have had people starting to surface some questions. If you haven’t, I encourage you to jump into that chat window. Kyle, let me pause here and we’ll maybe just take some questions before we kind of wrap up and then move to a summary.

Kyle: That sounds good, Tim. Yeah, and just a reminder, anyone that has questions, feel free to chat those over and we’ll take those now. The first question here, looking for clarification, it looks like. Did you say that Microsoft has a connector between Planner and Project?

Tim Runcie: Microsoft does not have a connector between Planner and Project Online or PWA. We built one because we got tired of waiting for it. But Microsoft does intend to continue to bridge the grow up story from Planner into Project for the Web. There’s an intent, absolutely, to continue to drive those piece, to say, you know what, you can grow out of a to-do list into Planner and grow that continue right into more of a legitimate schedule.

Kyle: Okay, great.

Tim Runcie: It’s a good question.

Kyle: Yeah.

Tim Runcie: By the way, if anybody has questions afterward about connectors or approaches, I can certainly point you to all the references. Again, I try and look at it agnostically as an advisor, is to help you guys figure out what’s the right fit for you, so great question. Thank you.

Kyle: All right. Next question here. I’m curious when this would be available in the government cloud?

Tim Runcie: Oh, I’m so sorry. Do you know how frustrated I was when Planner was out and we couldn’t turn it on in government cloud? I was like, are you kidding me? This is just not available. What’s interesting is, when Planner came out, a lot of us, we looked at it and said, hey, look how do we sell this? I have no idea. What’s your intent here? Microsoft isn’t trying to license it. They’re trying to provide better value. Project for the Web is not available for GCC. I ask this question every week. I’m sure the engineering and the marketing teams really are annoyed with me. Engineering doesn’t … they built it, it works. We know it works.

Tim Runcie: Marketing and licensing and all of the GDPR are things that they have to do for government and high HGC, the High Government Cloud. It’s supposed to be happening this quarter, I keep hearing it, but I’ve heard that before COVID hit. I would just say, be patient with Microsoft, we’re all scrambling. COVID to put a big mess in prioritization of what things needed to work. I think Teams got a lot more energy and effort. But I would say soon, very soon, I don’t own Microsoft, so that’s the best I can give you. Even if I did, no, I’m not allowed to talk about it, but it’s a sore point for me, because we love using the whole spectrum of tools.

Tim Runcie: But Planner’s available, Project Online’s available. You can build your Apps and Teams, Power View, Power BI, all available for government cloud. It’s just that modern project, or we call that Project for the Web, P4W, not quite there yet. Good question. Sorry, stay tuned.

Kyle: Thanks Tim. Next question here. This is the last question we have actually, so I’m not sure if it’s the right place for this, but I was curious about how to add Tasks to Planner.

Tim Runcie: How to add Tasks to Planner. Sure. You know what? We’ve got a little bit of time here. Let me just show you real quickly. Let me bring it up. If you haven’t seen Planner, by the way, we’ve got we’ve got YouTube videos for like four years of lots of Planner demos, how to … I encourage people to go there. Let me jump into a Planner board. In fact, let me just even do this. I’ll spin up an entirely new plan. We’ll call this MPUG Planner plan. It’s going to ask, is it public or private, which is great, so I’ll just make it public, and I’m going to create a plan. Now, notice I didn’t have to call it administrator, and I didn’t have to go through and build a resource pool and deploy custom fields and figure out my securities and [inaudible 00:45:38] or my SharePoint templates. I’m in and I’m working.

Tim Runcie: To add a task here, you just click on add task. I can come in here and add it and start typing it in. What I might say is prepare for demo. I’ll hit enter, and then look, new task. Let’s add one. We’ll say give demo. When I go in here, I can actually go in and say, hey, while I’m giving the demo, there’s things that I want to be able to do. First, I need to assign it to people. So, it uses your internal organization, which by the way, you could invite other people in here. But in general, if I just say, “Hey, listen, let’s go ahead and find Ken.” Because Ken’s a busy guy, and I like to make him wonder what I’m sending him. I can assign him. What it’s doing is it’s creating a security group behind the scene, just like Teams has, and it drops it in here.

Tim Runcie: There it is. You can say, not started, in progress, completed, and you can pick your priority. You can also choose buckets, and we’ll play with that, and you can create task lists here, which say, hey, listen, if I’m giving the demo, smile, have fun, don’t lie, pick on Kyle. These are the things we can do on any one of these. I can say, you know what? We’ll never lie anyway, but hey, pick on Kyle, that needs to be its own card, and there it is. I get to pick on Kyle, and I’m going to load some documents here, but that’s how easy it is.

Tim Runcie: Now, this is Planner. Could do this inside of a Team window, but we can kind of create those tasks. I like the ideas that you can be up running with very little time, and then you can begin kind of dragging and moving things around in terms of how you’re organizing this. If I group this by bucket, I can just say this is high importance, and that’s it. There you go. Planner, Planner, Planner, really easy to work with. It’s a work management tool designed to bring people together and documents and housing that in one place. Again, show this in teams, not a problem.

Kyle: Awesome. Thanks Tim.

Tim Runcie: You bet.

Kyle: We did have one more question that came in from Sarah stating that she’s unable to connect her existing Microsoft Project file to a Team. I just created in Teams, Teams doesn’t appear to be able to pull that in. I’m just curious what your thoughts on that might be.

Tim Runcie: Okay. Let me see if I can replicate that. Because really, the idea is what are we trying to do? Let me jump into a team. First off, we have a couple of things, teams and channels. It is important, a lot of times, in your methodology or approach just to say, really, do I create a team or a channel? For me, it’s more about who needs access to it. For example, in order to show a channel, I have to invite people to a team. I can make my channels private, but if I come in here and say, hey, listen, while I’m in here, I want to add a file. Or in terms of a conversation, I can certainly link these to Outlook, or I could basically show these in OneDrive, but the idea of adding this in here is pretty straightforward.

Tim Runcie: If I go into a PPM project and I want to go and basically upload a file, should be able to just click on it and go grab a MPP file or go grab a file that makes a lot of sense for you. As we go into our working environment, I should be able to grab, here’s a 2013 current client list. By the way, this is what I use for the Microsoft lists, is I just said, hey, listen, let me pull these in here. Let’s just drop it in. let’s do it as an Excel file, or if I can find a PPM schedule, we could go through a lot of approaches there, but you should be able just to add it directly here by clicking and selecting the artifacts or the objects that you want to work with. That’s what I would say is it should just be that simple.

Tim Runcie: If you’re having an issue, I’m not sure why, but if you don’t, are you trying to go up here and add project as a tab? That’s different. If you’re going to do that., for example, I want to show my project schedule, what we would be doing is adding basically a website. If you wanted to bring your project schedule that was published, you would bring it in that way, versus trying to add it as a MPP file. You’re not going to be able to do that directly here as an app, but you can add that as a file. Sometimes while I’m working in an environment, I just go right in and say, you know what? I know how to use SharePoint, let me just fire this library up, this file library. Now I can create workflow, I can do Power Apps here, I can automate it. But you can also drag and drop.

Tim Runcie: A lot of times you say, hey, I’ve got this big window of files. Tim, I just want to go and grab a good example of some background files. Let me jump out there. Let me just pick one here real quickly. How about we do presentations, and we’ll just go find something in Project, because that’s going to have a file. What I may want to do is say, hey, there’s an agile example. I’ll just drag it, drop it. Or I’ll drag a ton of them in here. While I drag these files in, what I will do is I will shift over to quick edit. I’m in SharePoint, remember. This is just that document library in Teams. Then I might come and say, hey, listen, with that lifecycle, let me come in here and say, this is the, we’ll say planning phase.

Tim Runcie: Now I can actually drag in 20, 30 files, auto fill that down, and I don’t have to go to each one to put the metadata content. By doing this, it allows me to be in a place that says, hey, listen, I can come in here, and you know what? Let’s do this. I’ll just show you real quickly. This is a real productivity thing here. If this is planning, we’ll call this execution, and I’ll carry a couple of phases here. If we are an implementation phase here, I can get a couple of these. When I’m done editing or dropping in my items here, I can quickly just change my view to say, you know what? Let’s group by lifecycle, boom. Now, I can see what’s on assigned, what needs to be worked with, and now I don’t have to spend as much time going to each document and meta-tagging.

Tim Runcie: Using that SharePoint to Teams should work. Again, yep, I just dropped in an MPP file, so shouldn’t have an issue unless you’re trying to add that as an app. That’s a great question, because I think as we began looking at using teams to kind of begin consolidating it’s, what do you get to add here? How does that work? If you really do like the idea of bringing in that project schedule, this is basically a Project Online or PWA. What you’ll do is you’ll add this as a webpage. When you come up here to add that tab, get your URL, add it right here, give it a name, and that should let you see it if you publish that. Again, remember, the license, the current license for Project Professional today is the same one that you’ll use for Project Online. You just publish it up into that cloud environment, which might take a little bit of setup, but not a lot of time. Okay. Kyle, any other questions. We’re doing pretty good, so we take a few more if there are any.

Kyle: Sarah did that confirm that was it, she was trying to add as a tab, so thanks, and she’ll try that, but she was curious, does her Microsoft Project need to be on SharePoint first for this? It’s saved locally currently.

Tim Runcie: Okay. Remember, SharePoint saving a file to a SharePoint library or publishing it to a SharePoint site is different than publishing into Project Online. There’s a difference between that. Again, if you want the file, don’t care where the file is. Stick it on your hard drive, stick it in OneDrive. Don’t even worry about it. If it’s in SharePoint, we typically would say, well, why are you putting in a SharePoint library if you’re already using the files in Teams? This is a SharePoint library. It’s basically a document library in SharePoint behind the scenes, which is really cool, because now we’ve got this ability to say, I used to not ever encourage anybody to use folders, because we want to use metadata content, but now I can take a folder and synchronize that to a view or to OneDrive or I can put email. There’s a lot of things I can do around that. So, that search crawl is better.

Tim Runcie: But the answer to the question is just get the file. Get the file, put it here, it’ll store it in SharePoint. You don’t need to put it anywhere special. If you’re trying to grab it from another SharePoint site, I think you’re making the situation more complex. I wouldn’t even worry about that. Let this be that single source of truth.

Kyle: Great. Thanks for [crosstalk 00:53:37].

Tim Runcie: The other thing is that, here’s the … instead of moving it, something else that comes in, just add a tab to that SharePoint library. If I want to add a document library, I don’t have to move anything. If I want to have a team and say, you know what, I’ve got this other SharePoint site, maybe you have project that’s published. You’ve got a site for there. Just add that as a tab. Now we still are talking about leaving data in one place. I was just trying to think of some ways that perhaps it might save you some time.

Kyle: Yeah, thanks Tim. That was great.

Tim Runcie: Oh, you bet. You bet.

Kyle: That does it for the questions. I’ll pass it back to you to wrap things up.

Tim Runcie: Perfect. All right. I love looking for productivity. I love little cheats and hacks. In fact, many years ago, I wrote a book called Supercharging Project Management With Technology. What I did is I basically cherry picked and scrape the frosting right off the cake on Word, Excel and PowerPoint. I took all the fun features and I said, how do we use these? Well, as we look at the technology stack that goes forward, this hybrid approach of saying, you know what? I can work in Teams, or I can work in Planner, or I can work in Microsoft To Do, and maybe I don’t need all of the Enterprise project, but I might need some of it for maybe high level modeling, is that as I come in here, there are different things that will help give you the right solution.

Tim Runcie: Again, if I look very tactical at those tasks management, here’s a little screen here that talks about lists in Planner and To Do, what do you get from one to the other? If I’m trying to display lists tasks in Planner, sorry, can’t do that. But now we’re seeing that Teams says, hey, listen, I can add it as an app and I can kind of see those in what I call, at least one portal. I’m not hopping between two different tools. That centralizing of your information is going to get stronger, and I think that’s exciting for us because we want to make sure things get done, figuring out what’s that right tool. Again, if I bring back good old project desktop here, imagine if I took this one file, connected it to Project Online and I published it, I now have full resource capacity planning against demand. Remember, my demand isn’t all the rows, because I manage that maybe in Planner. Perhaps I’ve got a little Project for the Web thing that I’m kind of managing those pieces separately, but I do need big picture portfolio pieces.

Tim Runcie: When I bring that and save this here, I don’t need as many licenses necessarily, because everyone doesn’t need to be in here, but I still get that full power of my dashboards on my reports that are available because I took one schedule and I replicated kind of what we do here with each individual file. There’s some great approaches you can kind of bring together in bringing that hybrid approach, which is pick the right tool for the job. You really need to understand who your audience is. What is your culture? How do they work? A marketing team or a finance team doing year-end close out is not a formal project manager with a PMP. They’re looking for what makes sense and how do we keep people productive. We wanted to find that functionality and make sure that we have, these are the must haves and the nice to haves, that will help you very easily select the right tools for the job.

Tim Runcie: Even if it’s outside the Microsoft stack, Microsoft still affords the ability to either bridge that with Power BI or Teams. Again, that central hub teams will just get stronger. You’re going to see a big investment. Obviously COVID forced a lot of effort to go in this direction, which I’m very excited because the ability for me to come into a Teams environment and say, hey, listen, I’m doing a chat with somebody. I literally can come out here, grab a chat or here’s my flow, and I just may want to take something and pop it out. I could just say, “Hey, listen, while I’m working on these I want to either block it mark it and read it.” But I can get in here and make sure I could just pull some of this information out of here. Again, all of these options or us make it a central repository.

Tim Runcie: Again, our ability to use that team environment to bring in bridge, reports, dashboards, or again, remember, don’t forget, come over here. If you’re using Planner, you can just add this right here, add it as an app. Now we’re cooking with gas. I can bring my to-do lists, all my emails, my tasks, and can kind of manage that in one day portal. Again, thinking through that, I think you’re going to find the idea of bridging and reporting. Power Apps will do it, Power BI will do it, but you can also use Teams to help collaborate. Again, low-Tech to high-tech. Again, let your end users work where they’re most comfortable. We don’t have to force everybody into one system unless there’s absolutely a must have there. Again, I love the idea of connectors. You’re going to see more coming out. Again, in my company, we built plenty of these.

Tim Runcie: If you have any questions I can tell you ones that are out there, both ours or not ours, or at least, if you’re looking for how and what would be the path to go down that road until Microsoft feels it, because their intention is to continue to look at areas and find the highest priority to begin folding that functionality in. But if it means that you save 40 people from having to have a full blown license, I know Microsoft is, well, I don’t sell licenses, but I’m not here to sell licenses. We’re here to figure out how to help your team be productive. So, look for those connectors, look for the options, find the right tools that fit together. Again, have fun with this because I think you’re going to find that our world determines what that task and work management is going to start drilling down into details, like I can do it right inside of a Word document or in OneNote.

Tim Runcie: Quick plug here for we actually have online learning as well, so there’s free training that goes on, free PDUs. If you need that, just check out advisiconthinkific.com. I encourage to continue to share. While Kyle doesn’t let me do this every month for MPUG, I probably would try to if I could get away with it. I really like helping people stay on top of things. Again, take a look at some of the other channels that out there, and I really encourage you to, if you haven’t got your subscription renewed for the year, MPUG is a wonderful watering hole. You’re going to learn from great colleagues of mine and some great opportunities. Again, thanks for attending. If you have any questions for me, you can send me an email, you can ping me on teams, or for those of you that are on LinkedIn. That’s another way to reach out, but hope to hear from you and hope this helps. Kyle, let me hand it back to you.

Kyle: Thank you so much, Tim. We really appreciate your time, and answering the questions that came in, that was great. We do appreciate that. Anyone that wants to … you can take a screenshot of this actually. At the top of the rear window, there’s a little camera icon, so you can save Tim’s contact info easily that way. For everyone claiming the PDU credit for today, I’ll get that info back on the screen for you now. In today’s session eligible for one technical PDU. If you missed any of the session, or would like to go back and review anything that Tim shared with us today, the recording will be posted to mpug.com in just a couple hours, and you’ll receive an email with a link to that. MPUG members have access to our full PDU eligible library of on-demand webinar recordings on mpug.com.

Kyle: We do have some great sessions on the calendar. One off next week, but the following week on October 28th, we’ll have three presenters joining us for a podcast style discussion on project management, critical event management and COVID-19. Be sure to sign up for that. That’s actually a free session. So, if you have anyone else that may be interested, you can share that link and they can register and attend the live presentation. The following week Satya Dash will return for a session on two-pass technique with Microsoft Project. I chatted over a link. Both of those are available for registration along with the rest of the calendar for 2020. We hope to see you there. That does it for today. Thanks again, Tim. Thank you to everyone that joined us live or is watching on-demand. Hope you have a great rest of your day, and we’ll see you back in two weeks for our next live session.

Tim Runcie: Thanks everyone.


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Tim Runcie, PMP, MCP, MCTS, P-TSP, MVP is one of 6 Microsoft Project MVP’s in North America and has held that title for 17 years in a row.  A seasoned veteran of complex programs, and portfolio management systems, Tim works with companies like Microsoft on next generations of Project, Program, and portfolio technologies.  Tim is an accomplished speaker, consultant, and educator, supporting the project management community for over 25 years. As the President and founder of Advisicon, Tim has written over 38 books on PM methodologies and technologies. Advisicon has recently added a non-profit division focused on helping faith-based and 501-C3 organizations with implementing and training on available business solutions and providing business coaching or process automation with the mission of “Serving those who Serve.” Free resources are available at www.YouTube.com/Advisicon or on Tim’s LMS, www.Advisicon.thinkific.com

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