Hi there

I am a long term MS user with an IT management background. I have extensive experience of shaping, planning and delivering a range of technology and business projects. I understand process well. 

I am helping a small business craft a simple but effective solution and want to use the tools 365 Business standard. So here I may use Planner, Lists and and maybe forms. I have used and understand both VISIO and MS Project well as background, y aim here is to deliver something ‘simple but effective’.

My first challenge is to understand Planner and Lists well. Planner looks pretty straightforward, and I’ve just dabbled with Lists. So what is the easiest way for me to grasp what these tools can do so that I can ‘assemble’ my solution. I do not want to invest in more software but use the 365 Toolset I have.

Here’s the flow of what I want to achieve -it is ‘top down’ planning split into 2 stages:

1. Create High-level plan – Output: A network diagram of the ‘key (big) deliverables’ in a network (dependency) a PERT view would do this, would be nice to have ‘deliverables on the node’. First thought (FS) -in VISIO (web).

2. Create detailed plan:

2.1 Define all the deliverables needed.

2.2 Identify the tasks each requires.

Capture some details of each task, be nice to customise the attributes of these. Really want to be able to visualise dependencies between deliverables, show subordinate deliverables of ‘key’ deliverables and dependencies between tasks. Display options: Deliverable dependencies (key deliverables), all deliverables (without key deliverables option), task dependencies all a network view. Deliverables viewed in a single log with attributes (table format), Task log (table format). Kanban (board) view for tasks. Report: Deliverable status (format: dashboard summary), (format: dashboard detailed).

Plan in GANTT task view and status -not required.

I guess this lot is likely beyond the toolset at my disposal, but I’m intrigued to know how far might be possible!

All and any feedback most welcome…. thank you!

Niall

​Hi thereI am a long term MS user with an IT management background. I have extensive experience of shaping, planning and delivering a range of technology and business projects. I understand process well.  I am helping a small business craft a simple but effective solution and want to use the tools 365 Business standard. So here I may use Planner, Lists and and maybe forms. I have used and understand both VISIO and MS Project well as background, y aim here is to deliver something ‘simple but effective’. My first challenge is to understand Planner and Lists well. Planner looks pretty straightforward, and I’ve just dabbled with Lists. So what is the easiest way for me to grasp what these tools can do so that I can ‘assemble’ my solution. I do not want to invest in more software but use the 365 Toolset I have. Here’s the flow of what I want to achieve -it is ‘top down’ planning split into 2 stages:1. Create High-level plan – Output: A network diagram of the ‘key (big) deliverables’ in a network (dependency) a PERT view would do this, would be nice to have ‘deliverables on the node’. First thought (FS) -in VISIO (web).2. Create detailed plan:2.1 Define all the deliverables needed.2.2 Identify the tasks each requires.Capture some details of each task, be nice to customise the attributes of these. Really want to be able to visualise dependencies between deliverables, show subordinate deliverables of ‘key’ deliverables and dependencies between tasks. Display options: Deliverable dependencies (key deliverables), all deliverables (without key deliverables option), task dependencies all a network view. Deliverables viewed in a single log with attributes (table format), Task log (table format). Kanban (board) view for tasks. Report: Deliverable status (format: dashboard summary), (format: dashboard detailed). Plan in GANTT task view and status -not required.I guess this lot is likely beyond the toolset at my disposal, but I’m intrigued to know how far might be possible! All and any feedback most welcome…. thank you!Niall      Read More

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