This course is designed to teach project managers how to effectively manage projects and resources in the Microsoft Office 365 PPM (Project Online) environment. Participants will learn how to initiate projects in the Project Web App (PWA) and Project Professional, collaborate with project sites, as well as become familiar with the Project Online Project and Resource centers. Students will also learn how to manage task assignments and timesheet updates. Creating, saving, publishing and managing projects and resources will be covered. We will also work with Reporting and Power BI.


  • Topics
  • Agenda
  • Virtual Classroom
  • On Demand
  • Register

Module 1: Office 365 PPM (Project Online) Overview

1.1: What is O365 PPM
1.2: The role of the Project Manager
1.3: Components of an O365 PPM Solution

Module 2: Working in the Project Center

2.1: Viewing and Opening Projects
2.2: Checking-in Projects
2.3: Saving and Publishing Projects
2.4: Managing Project properties including changing ownership

Module 3: Managing Views, Notifications & Personal Settings

3.1: Creating and managing Views
3.2: Working with notifcations and personal settings

Module 4: Proposals & Demand Management

4.1: Understanding demand & lifecycle management with Project Online
4.2: Initiating and managing projects with EPT’s and PDP’s

Module 5: Working with Project Professional

5.1: Creating a new project from a template
5.2: Saving and Publishing an Enterprise Project
5.3: Building a team from the enterprise resource pool
5.4: Importing projects
5.5 Working with projects offline

Module 6: Managing Resources

6.1: Analyzing resource availability and assignments
6.2: Team Building with Project Online and Project Professional

Module 7: Managing Tasks & Approvals

7.1: Assigning tasksto resources
7.2: Managing updates, approvals and Rules

Module 8: Managing Timesheets & Approvals

8.1: Creating and submitting timesheets
8.2: Managing Timesheet approvals including recalling timesheets

Module 9: Issues, Risks & Documents

9.1: Managing Issues, Risks and Documents
9.2: Relating items to tasks

Module 10: Managing the Project Site

10.1: Working with Site Contents and Site Settings in the project site
10.2: Creating and Managing site Apps
10.3: Manage permissions and users

Module 11: Working with Status Reports

11.1: Create and manage Status Reports
11.2: Respond to status reports
11.3: Compile Status Reports

Module 12: Portfolio Management & Analysis

12.1: Understand Portfolio Management with Project Online
12.2: Create and manage a new Portfolio Analysis

Module 13: Business Intelligence & Power BI

13.1: Use existing BI reports and Power BI
13.2: Create a new Dashboard Report using Excel Services


Training made easy...In the Cloud


Attending a Virtual Classroom training session has never been easier than it is today. Using the latest in web conferencing and voice over IP (VOIP) technologies we have worked hard to provide the best in class for Virtual Classroom course delivery.

What is required:

  • A high speed Internet connection.
    Note: Sometimes in office environments firewalls used for internet security prevent those connections from being made.
  • Computer, a tablet or both.
    • Option 1: One computer with two monitors.
      This allows you to view the instructor on one machine and work with your system on the other screen.
    • Option 2: Two computers.
      This is ideal for a workstation and laptop setup which will be used for viewing on one machine and working with your system on the other computer.
    • Option 3: One computer and tablet/iPad.
      This is a great option if you have a tablet or iPad. You can connect to the instructor’s presentation via the iPad/tablet device and use your computer for working your environment. You can even use the audio from the iPad/tablet for participating in the session.
    • Option 4: One computer.
      This option is for the student that is comfortable with toggling back and forth during the lecture/presentation/demo and your environment.
  • A speaker phone or hands-free headset for your telephone/device.
    Because you’ll be using the keyboard and mouse throughout the class, you will need a speakerphone or headset by your computer.
  • VOIP or Unlimited long-distance phone service.
    You can use the GotoMeeting microphone and speaker option, or using Skype is a good option. You can also call in using your Unlimited long-distance calling plan (if you have one).


The set up is easy, but you will often need your own software. 
You will need your own software and setup before attending the training session. Each course is different, so we encourage you to work with a COD representative to determine your needs before attending. Contact us if you need a virtual training lab.

Virtual Classroom Meeting Software (GotoMeeting)
You will need to test your device and install the GotoMeeting software before attending.

Test Your Connection.


Install GotoMeeting™ on the computer or device you're using to join the training session.

System Requirements.
Make sure the computer you are connecting to meets the minimum requirements:

For PC-based participants:

  • Internet Explorer 7.0, Mozilla Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Windows 8, 7, Vista, XP or 2003 Server
  • Cable modem, DSL, or better Internet connection
  • Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)

For Mac-based participants:

  • Safari 3.0, Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Mac OS X 10.6–Snow Leopard or newer
  • Intel processor (1GB of RAM or better recommended)
  • Cable modem, DSL, or better Internet connection

Participants wishing to connect to audio using VoIP will need a fast Internet connection, a microphone and speakers. (A USB headset is recommended.)

Connect 10 minutes before the class.
A few days before the class we will send an email with instructions on how to access your meeting connection and phone bridge. Be sure to allow yourself about 20 minutes of set up time just before the start of the training session.




On your schedule...In the Cloud

Our On Demand learning portal allows our students to learn at their own pace, on their schedule and with the support from our instructors. Students get access to a wide range of learning content and can attend our on going live sessions. Whats included:


Easy to follow online tutorials allow you to quickly find step by step guidance.



Video demonstrations and lectures help explain topics and concepts.


Content Libraries

A rich library of templates, exercise files, and other supporting content available for download.

Interactive Guides

Online interactive guides make it easy to get access to the information you need.

Knowledge Checks

Test your knowledge with our knowledge checks.


Live Sessions

Join one of our live sessions or schedule some time with one of our instructors.

Project Online for PM's-Upcoming

Project Online for PM's-Full Schedule

Project Online for PM's-On Demand

Learn more about COD

Project Online Training Bundle

Need Onsite, Group or Tailored Training?


  • What is the difference between On Demand and Virtual Classroom?
    • On demand is learn at your own pace on your schedule while virtual classroom is instructor-led at set time and dates.
  • With On Demand, do I have access 24/7?
    • Yes, you can login and work with the material and labs anytime you like.
  • Do I need any special software?
    • A browser and an Internet connection is all you need.
  • For Virtual Classroom, is it taught by a live instructor?
    • Yes
  • Are the courses monitored by experts?
    • Yes, we only work with subject matter experts with many years of consulting and training.
  • Can I ask follow up questions with the Instructor?
    • Yes, that's why we are here.
  • How long do I have access after I sign up?
    • Most courses are 90 days but some of the bundles are one year.
  • Can I take both On Demand and attend a Virtual Classroom session for a discount?
    • Yes, just talk to one of our COD representatives and they can provide bundle discounts and pricing.
  • How long does it take after I sign up?
    • Usually within 24 hrs or less.
  • Check all of our FAQ's