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Construction Software

The 1 tool you should consider for project brainstorming

Reviews | January 18, 2022

Microsoft Whiteboard is a brainstorming and collaboration tool for Microsoft 365. It is available as a browser-based application and a standalone tool that integrates with Microsoft Teams. The Whiteboard app allows for real-time collaboration with team members, in an easy to use non-structured way, across devices using a mouse, stylus, keyboard, or even your hands.

To fully appreciate the Whiteboard app, it is interesting to consider the evolution from capturing notes on a chalkboard to show to people in the same room to an easy-to-use app that you can download and within minutes share your ideas with the entire world. Let's consider the history:

  • 1800s – The invention of the chalkboard. Most of us grew up with chalkboards made from slate and written on with sticks of chalk derived from calcium sulfate or calcium carbonate. Chalkboards still find a use today, mainly because they are relatively inexpensive, but the downside is that you still must take notes before someone erases your work.
  • 1960s – The coming of the whiteboard.  Albert Stallion created the dry erase board from enameled coated steel. He went on to start Magiboards, a company selling whiteboards in the mainstream. Whiteboards are relatively low cost and, just like chalkboards, are still in use today. They provide a more natural surface for writing, do not create dust, can be magnetized, and work well with overhead screens but, like the chalkboard, they still require taking notes to retain work.
  • 1990s – PCs and the introduction of SMART Boards. The advent of personal computing created new opportunities for capturing and sharing notes. SMART Technologies introduced the SMART Board, interactive whiteboards using LCD screens attached to computers. Like whiteboards, they are still in use today. When SMART Boards came to market, they were expensive, but they allowed users to save images of the screen and application files and then share them via email or hard copy with participants of the meeting.
  • 2000s – The Internet, touch screens, Microsoft 365, and the Whiteboard app. When all the right technologies line up, you have the opportunity to redefine the space. The Microsoft Whiteboard app leverages the latest technologies to the fullest and addresses all the shortcomings of prior technologies by providing the ability to collaborate in real-time across multiple devices of varying types.

Why Microsoft Whiteboard is great for construction projects

So, what’s so great about the Microsoft Whiteboard, and how would you use it for your construction projects?

The Whiteboard app shines when your team is on Microsoft 365, your users have touch screen devices, and your team needs an easy way to share ideas fluidly.  Getting started is simple. You simply create a canvas and invite your team members. Your team can add images, documents, tasks, notes, text, lists, and freehand drawings. The app saves those files to the cloud automatically, and they can be opened and edited at any time. Further, you can share your canvas with users, with the ability to post to Teams and export as SVG and PNG image files.

For a construction project, you could use the Whiteboard app for the following:

  • Mark up PDF drawings using text and insert notes as needed.
  • Create a plan of the day (POD) for fieldwork, complete with images, maps, documents, and a formal task list.
  • Brainstorm new ideas and processes using free-form text, notes, and related images.
  • Review documents by adding pages from a Word document to your canvas and then using free-form text to insert notes as needed.

Once you create a Whiteboard canvas, you can post it to Microsoft Teams, where a link will display in the Posts tab of a Team. Team members can click the Whiteboard link in the Post, and the canvas will open for viewing and further editing.

Project-Brainstorming_1

While Whiteboard is a powerful tool and a technology revolution since the chalkboard days, there are a couple of concerns to keep in mind. First, you cannot currently access the actual Whiteboard files that the app automatically stores in Microsoft Azure. Second, you do not have the ability to permission control the files outside of the users with whom you have shared the Whiteboard files.

I encourage you to give the Whiteboard app a try. Like any other Microsoft software, they will likely continue to enhance it over time. If you need any help with Microsoft 365, check out our Microsoft 365 Managed Services and sign up for a free consultation.

If you are interested in a prebuilt enterprise-ready project management information system for your Microsoft 365, have a look at Construction Viz. You can submit a demo request there to find out more.

Protect Remote Workers from Cyberattacks with Microsoft 365 and Endpoint Manager

How-To | December 15, 2021

The ongoing pandemic has forced us all to rethink how we work and interact with each other and the information assets held within our organizations. The increase in remote working elevates the likelihood of security threats, potentially putting our information at risk.

Now is the time to evaluate your infrastructure and security, not only for the immediate threat but also to plan for what comes next.

Better Remote Worker Security with Microsoft Endpoint Manager

At Lydon Solutions, we have been a virtual organization right from the start. At the moment, of course, we have increased the number of staff working from home, and we have been able to do so seamlessly by using services from Microsoft 365 and Azure because we do not have an on-premise infrastructure. We use Microsoft 365 for email and collaboration (SharePoint, Teams, etc.) and use Microsoft Azure Endpoint Manager (previously called InTune) to manage all the devices our employees use.

Endpoint Manager, a cloud-based enterprise mobility management service from Microsoft, ensures that your employees' devices and applications access your company information securely.

Here are some of the ways we use Endpoint Manager at Lydon Solutions to protect our information and systems:

  • Multi-factor security. We require employees to enroll all devices in Endpoint Manager and use multi-factor authentication before allowing access to company information.
  • Asset management. We provision and manage all company-issued laptops with Endpoint Manager, automatically configuring all devices with our organization settings and ensuring they are compliant with our security policy requirements.
  • BYOD device management. Our employees are free to use their devices of choice, and with Endpoint Manager, we can specifically target only the apps that contain (or access) company information, such as Office.
  • Policies. Using public computers can also be risky. So, to ensure that our employees are not accessing company information from these devices and potentially leaving sensitive information behind, we create policies not to allow access.

As part of our Microsoft 365 managed services, we can set up your Microsoft 365 tenant and implement Endpoint Manager so that your company can manage projects effectively and your information and assets are protected.

Find out more about our services and how we can help you in your goal of secure remote working by scheduling a no-obligation consultation and demo.

Using Microsoft Power BI for Reporting with Project Online

How-To | December 7, 2021

More than likely, your organization uses the project-specific reports available out of the box with the Microsoft Project desktop application. But as your portfolio grows, you may need to move to Microsoft 365 Project Online. Project Online offers many advantages over the desktop version, including enterprise resources and codes, permissions management, project templates, and integration with the Microsoft 365 Power Platform. Unfortunately, you will quickly realize that there are no canned reports in Project Online like those you are familiar with in the desktop application. So, what do you do?

Using Microsoft Power BI to create Microsoft Project Online reports

The “official” reporting solution for Microsoft Project Online is Power BI. Power BI is another Microsoft 365 subscription. If you are going to build custom reports, you may want to have at least one Power BI Pro license. Note: Power BI Pro comes with a Microsoft 365 E5 subscription or is available for $9.99/user/month for an individual license.

Next, you will want to install the Microsoft Project add-in for Power BI, which you can download here. The add-in includes some key data fields from Project and some visually appealing pre-defined dashboard report templates.

Project Online Add-In for Power BI

WhereReports_1

So, you are all set to create your custom reports across your portfolio! Well, not exactly…

You will find out pretty quickly that if you want to create a “simple” report like a monthly resource cash flow across all your projects in Power BI, it is much more complicated than you would think. The good news is that Lydon Solutions has built several configurable Power BI solutions that can generate monthly expenditures for any resource or activity across your portfolio. The report can be further customized to your organization’s needs and added to Teams or SharePoint.

Project Online Cash Flow Report for Power BI

WhereReports_2

Get Help with Microsoft 365, Project Online, and Power BI

As you know, setting up a portfolio cashflow report in Microsoft Project Online is more than just building a report in Power BI. Lydon Solutions can assist you with everything from Microsoft 365 configuration to delivering custom Power BI reports so you can focus on managing your construction projects. You can find out more by requesting a free consultation here.

Microsoft 365 Stream for your Construction Videos

Microsoft News | November 11, 2021

On most construction projects, there are a ton of videos from safety training to daily construction progress. Unfortunately, these videos typically reside on local computers or shared drives, making sharing extremely cumbersome via email due to the files' size. Microsoft Stream to the rescue!

Microsoft Stream is a video-sharing service for Microsoft 365 that was released in 2017. Stream allows you to save video files, add metadata, assign permissions, and share the videos with team members.

Videos uploaded from different Microsoft 365 services like Teams, OneDrive, and SharePoint are all available in Stream based on permissions. So, you no longer have to hunt for a video's save location to access it, and you only need to have one version of it in your Microsoft 365 tenant because you can manage all of your videos from within Stream.

Microsoft-Stream_1

Stream also lets you share videos across other Microsoft 365 services such as Teams, Yammer, SharePoint Online, OneNote, PowerPoint, Sway, and Outlook. There is even a Stream web part available for SharePoint Online that you can easily add to any page to display your videos. Lastly, Stream allows you to embed Microsoft Forms into your videos for conducting attendee surveys and questionnaires, which is helpful for online training videos.

If you are interested in Stream, it comes with most Microsoft 365 subscriptions. While there are many great features and services in Microsoft 365 for your construction projects, the challenge is always delivering turnkey solutions specific to your organization. Lydon Solutions can help. You can request a free consultation here.

Need help with Microsoft 365 for Construction Projects?

Consulting News | October 20, 2021

More and more organizations are taking the leap to Microsoft 365. They see the benefits of having all of their company data securely stored in one location while accessing Microsoft's multiple services such as Teams, SharePoint, Project, and Office. They are also taking advantage of the Power Platform to create organization-specific customizations that they can readily distribute to users as joined-up solutions.

If your organization is one of those that have taken that first step and signed up for a Microsoft 365 subscription, congrats! Microsoft 365 has all of the tools you need to build an enterprise-scale organization or project solution. Now comes the hard part.

IT initiatives are not unlike any construction project. You need to design, budget, and have experts in the field with a successful track record that can deliver. Check out our series of blogs articles with tips and suggestions on using Microsoft 365 to manage your construction projects:

  • Part 1: How to Start Managing Construction Projects in Microsoft 365 – Part 1
  • Part 2: How to Start Managing Construction Projects in Microsoft 365 – Part 2
  • Part 3: How to Start Managing Construction Projects in Microsoft 365 – Part 3

Expert help from Lydon Solutions on managing construction projects with Microsoft 365

Lydon Solutions has been delivering enterprise-scale Microsoft-based solutions for construction since 2009. We offer Microsoft 365 managed services to get you up and running at any point in your journey. We've delivered solutions for small organizations and fortune 500 companies ranging from a Power Automate workflow automating the review of daily reports to custom SharePoint program management solutions supporting multi-billion dollar projects.

While there are many IT companies out there, what makes us different is our consultants have both construction and IT experience. We've been there with you, and our solutions prove it. Check out our Microsoft 365 Managed Services or submit a free one-hour consultation request here.

What is Microsoft Project for the Web?

Microsoft News | July 28, 2021

If you are a longtime Microsoft Project user, you probably notice that some changes are afoot with the application. Specifically, Microsoft recently introduced Microsoft Project for the Web available as a part of a Project subscription. Read on to learn more about PFTW and whether it might make sense for your organization.

Microsoft Project has a long history of providing scheduling and project management tracking to the construction industry. The first commercial version of Project was released for MS-DOS in 1984, and its development has seen it evolve into a SaaS offering through Microsoft 365. Due to Microsoft's reach, like it or not, Project has become the go-to scheduling software in construction.

As Project gets a bit long in the tooth, many competitors look to unseat the champion, and Microsoft has noticed. With Project for the Web (PFTW), Microsoft has essentially rebuilt Project from the ground up. It is a modern web app that is responsive and full of future promise.

But before you transition your organization to this new version of Project, we have compiled a list of hits and misses for the current version of Project for the Web.

Where Project for the Web hits the mark

Project for the Web has several compelling features, including:

Modern UI/UX – PFTW is a modern web app with a great UI/UX and is responsive on mobile devices with a modern browser (accessed through Teams).

WhatIsPrjt4Web_1

Easy to use – PFTW makes it simple for non-PM users to quickly build a schedule and start tracking tasks with little to no instruction. The program only enforces predecessor logic, so you don't need to be a scheduler to build a schedule.

Integration with other Microsoft tools – PFTW integrates into the Microsoft 365 suite of apps with a particular focus on the Power Platform. Also, PFTW stores data in the Dataverse instead of locally or via SharePoint lists like Project Web App. The Dataverse offers the future promise of having a universal database across all Microsoft 365 apps. Pretty exciting stuff!

You can learn more about using the tool on Microsoft's Project for the Web getting started page.

Areas where Project for the Web misses

In its current form, Project for the Web does miss the mark in a few ways:

Lacks functionality - PFTW lacks most of the features you find in Microsoft Project Web App and Project Professional. The tool strictly focuses on scheduling and managing tasks rather than activities. It excludes resource and cost management and relies on the Power Platform to supplement the application. Think of PFTW as a version of Microsoft Planner with a Gantt Chart.

No backward compatibility and integration with other versions of Project – PFTW is currently separate from the Project we all know. The tool doesn't integrate with Project Web App, so you cannot move between the two. Wherever you start your project, you will be stuck in that application. Also, PFTW doesn't integrate with the desktop version of Project, where you can do robust scheduling and resources and cost management.

Different data store – PFTW data resides in the Dataverse, which long term, aligns with Microsoft's strategy of embedding metadata, tables, and security into the apps. The future benefits will be significant, but right now, it seems odd. Project Web App data, on the other hand, is stored in SharePoint task lists. So we are left with this strange storage issue between PFTW and Project Web App. Also, Project Web App uses classic SharePoint sites to store data which Microsoft seems to be deprecating in favor of modern sites.  Meanwhile, there are no web parts for PFTW and tasks in the modern SharePoint sites, meaning there is no out-of-the-box way of displaying your project schedule on your sites. For your team to see your project schedules, users either go to PFTW directly or access the data through Teams (once they download the PFTW app).

As you can see above, PFTW is a much more modern application and a step in the right direction for Project. But, at this time, there are many challenges for using PFTW as a construction project management solution. Also, note that Microsoft's roadmap for Project is pretty sparse as well.

Given all the above, most teams are probably better sticking with Project Web App for now. But keep an eye on PFTW as the tool continues to mature and gain features.

Want to manage your construction projects in Microsoft 365 and SharePoint?

Lydon Solutions has been developing construction management solutions in Microsoft SharePoint since 2009 and Microsoft 365 since 2013. 

If your company is looking to take full advantage of the Microsoft 365 suite of services for your construction organization, check out our managed services offering. If you need a turnkey enterprise construction management solution in Microsoft 365, check out Construction Viz.  

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