in a Day Overview and Prerequisites Getting Started
April 2020 Project App In a Day Overview and Prerequisites
Lab Overview and Prerequisites
Abstract and Learning Objectives This is a beginner level lab for you to get hands on experience with the Microsoft Project for the web and the Microsoft Power Platform technologies – Power Apps, Power BI, and Common Data Service. The goal is not to give training in how to use Project for the web as an end-user, instead these labs will give you an understanding of the data model behind Project for the web, and how Project for the web can be customized on the Power Platform. The online sessions includes step-by-step instructions for someone new to these technologies to build a basic project management solution within a day (or split across a couple days if conducting remotely). Technologies covered:
Project for the web: Project for the web is Microsoft's most recent offering for cloud-based work and project management. Project for the web provides simple, powerful work management capabilities and can be used by project managers and team members, to plan and manage your work. You will learn how to navigate and work within the standard offering.
Power Apps: A software-as-a-service application platform that enables power users
in line of business roles to easily build and deploy custom business apps. You will learn how to build Model-driven style of apps to extend out-of-the-box capabilities.
Common Data Service (CDS): Makes it easier to bring your data together and quickly create powerful apps using a compliant and scalable data service and app platform that’s integrated into Power Apps. You will learn how to extend and create new entities within CDS.
Power BI: A collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. You will learn how to edit an existing Power BI template for your customizations and embed a report in your model driven app.
Make sure to follow the prerequisite steps listed in this document before starting the class. Please reach out to your PAID hosting partner if you have any issues performing the steps. Allow approximately 30 minutes to complete the setup of your environment.
The course is divided into four hands-on labs, with one document defining the detailed steps provided for each lab.
01. Project for the web Introduction
Introduces you to Project for the web. You will learn how to:
• Explore the standard functionalities of Project for the web
02. Extending the Project Model-driven App
Introduces you to extending the standard Model-driven Power App for Project. You will learn how to:
• Have an overview of the standard entities and relationships of Project for the web
• Create a Project Charter form
• Extend the standard Project entity with custom fields
• Customize the standard Project Model-driven app
• Customize forms for the Model-driven app
• Create a business process flow to guide users through a project lifecycle stage gate approval process
03. Creating a Custom Entity
Introduces you to custom entities in CDS and you will create a program entity with a relationship to the standard project entity. You will learn how to:
• Create a custom Program entity
• Create a one-to-many relationship between the Program and Project entities
• Calculate program budgets using custom calculated fields
• Rollup data (budgets) from projects to program level using roll-up fields
• Create a new Program Management group in the site map
Introduces you to Power BI visual and interactive reporting and how to embed a report into your model-driven Power App. You will learn to:
• Connect the Project for the web Power BI template to your Common Data Service environment
• Add your Program entity to the data model
• Extend visuals in the standard template to your program entity
• Embed your Power BI report directly in the standard Project Model-driven app
Prerequisites: Before starting the hands-on lab
Software Prerequisites A supported web browser
• Microsoft Edge, Google Chrome, Mozilla Firefox, or Microsoft Internet Explorer
Power BI Desktop
Power BI Desktop (any version, but preferably the latest) will need to be installed for the last hands-on lab of the class. Power BI Desktop can be downloaded for free. If you do not have Power BI Desktop installed, please follow the steps to download and install from https://docs.microsoft.com/en-us/power-bi/desktop-get-the-desktop.
Note: The class is geared towards Windows clients, so if you have a Mac, please use a Windows solution, such as Parallels, etc.
Microsoft Teams
For the class meetings we are utilizing meetings using Microsoft Teams. Optionally, you download the full Microsoft Teams client at https://teams.microsoft.com/downloads . You can also join the meeting using your web browser if you prefer. Either way, you don’t need any credentials to join the meeting.
InPrivate Browser Window
It is very important to use an InPrivate browser window session when completing all the steps below. This creates a separate process and forces you to log into the demo tenant and
doesn’t log you into an Office 365 environment that your company might be using. To use InPrivate browsing, see the following steps for each supported browser.
Microsoft Edge (New) Microsoft Edge (Old)
Google Chrome Mozilla Firefox
Microsoft Internet Explorer
The steps below will simply refer to this as an ‘InPrivate browser window’.
Open your web browser and open an InPrivate browser window and copy/paste in the URL provided in your confirmation email for your Project Plan 5 Trial code. The link will look similar to the one shown below.
Fill out the form with your company information, validate all information is correct, and click Next.
NOTE: DO NOT sign in to add it to an existing subscription. This needs to be a
separate environment from your existing business Office 365 tenant.
a. Create your user ID:
Type in admin as your username and type in a fictional company name and validate the domain name is available (showing a green check mark). Type in a complex password, confirm the password, and click Create my account.
Copy the username and type the password into Notepad and save to a known storage location. Keep the admin credentials available for the subsequent steps and later when your class begins.
b. Enter a phone number to text or call for a second factor authentication. After verification, click Next.
c. Copy and paste the Sign-in page URL to your Notepad file and validate the user ID is in correct format. Click Start Setup when you have all your credentials saved.
a. You will NOT need Project Pro for Office 365 for this class, so simply click Next to this screen.
b. Add at least one user by adding the user Megan Bowen with a username of MBowen. This user is shown in the lab instructions, so it is important to use this
d. Assign licenses to your admin and demo users. Type in admin and it will resolve to your name, and type in Megan to find the Megan Bowen account.
e. Repeat the same steps for Power BI Pro.
6. Initialize the creation of CDS and Project for the web: Open your browser and use an InPrivate browser window (or use the same session you were logged into the Admin portal with). Type in https://project.microsoft.com and login with the admin credentials provided when you created your demo tenant.
a. Click the ‘X’ to close the ‘Welcome to Project Home’ dialog box and then click the “New blank project” button to create a Common Data Service (CDS) database and add Project for the web to your default environment.
Note: It takes a few minutes before the license is activated. The page will refresh when completed and you will see a new Untitled project. The creation takes up to 10 minutes.
Confirm that Project related entities are created
1. Open your web browser in an InPrivate browser window and then open the Power Apps maker portal by typing in https://make.powerapps.com.
2. In the Power Apps maker portal, select Apps from the selection pane on the left.
3. You will see a screen listing all apps installed on the newly created environment. You should see two apps: Project and Resource Scheduling. These apps get provisioned when you initialize your first project. If you have both, you are good to go.
4. Next, go to Data in the selection pane on the left and click on Entities.
5. Select Managed entities from the drop down in the top right corner.
6. Use the search function to search for project and confirm that you have entities where the names start with msdyn_. This means that your installation of Power Apps and Project is successful, and you are ready for the Project App In a Day class. If not, please ask your instructor to help you finish the installation.
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