- Видео 138
- Просмотров 1 084 188
Integent
США
Добавлен 18 сен 2013
Integent is a project management and Microsoft Application solution provider committed to improving project management and related processes for Microsoft users worldwide.
We provide expert services, including process development, technology consulting, cloud migrations, planning, implementation, upgrades, onsite and online training, and ongoing support.
Integent was founded in 2009 on the principles of building long-lasting relationships with clients, exceeding expectations, and providing outstanding customer service. In order to do this, we take the time to genuinely listen to our clients. This not only helps us to understand the gaps between where they are today and where they want to be tomorrow, but also the extent to which these gaps are affecting their business, and equally important, their users.
integent.com
We provide expert services, including process development, technology consulting, cloud migrations, planning, implementation, upgrades, onsite and online training, and ongoing support.
Integent was founded in 2009 on the principles of building long-lasting relationships with clients, exceeding expectations, and providing outstanding customer service. In order to do this, we take the time to genuinely listen to our clients. This not only helps us to understand the gaps between where they are today and where they want to be tomorrow, but also the extent to which these gaps are affecting their business, and equally important, their users.
integent.com
Create a Project Center view in Microsoft Project Online that Groups projects by Customer Service
Creating a Project Center view in Microsoft Project Online
In this video I walk through the steps to create a Project Center view that groups projects by Customer Service. Since I get this question quite often I thought it would be a good idea to create another video on this topic. Steps are as follows:
Create a Custom Lookup Table in Project Web App
When logged into Project Web App navigate Server Settings
In Enterprise Data, select Enterprise Custom Fields and Lookup Tables
Scroll to the lower part of the page and in Lookup Tables for Custom Fields, click the New button.
Project a Name for the Lookup Table. In my case I chose Services.
In the Lookup Table section, enter the available values to...
In this video I walk through the steps to create a Project Center view that groups projects by Customer Service. Since I get this question quite often I thought it would be a good idea to create another video on this topic. Steps are as follows:
Create a Custom Lookup Table in Project Web App
When logged into Project Web App navigate Server Settings
In Enterprise Data, select Enterprise Custom Fields and Lookup Tables
Scroll to the lower part of the page and in Lookup Tables for Custom Fields, click the New button.
Project a Name for the Lookup Table. In my case I chose Services.
In the Lookup Table section, enter the available values to...
Просмотров: 1 413
Видео
Microsoft Project Online Security: Categories and RBS
Просмотров 8227 месяцев назад
Security in Microsoft Project Online In this video we focus on Security Categories and the Resource Breakdown Structure, and how when used together they be dynamically determine visibility of projects and resources. Security Categories in Microsoft Project Online Categories provide visibility to projects, resources, and views. A category is like a group in that it provides permissions to groups...
Configuring and Using Timesheets in Microsoft Project Online
Просмотров 1,8 тыс.8 месяцев назад
Configure and Use Timesheets with Microsoft Project Online Configuring Timesheets in Microsoft Project Online Our recommended configuration for project online timesheets is pretty simple. We like to have the Timesheet be the one-stop-shop for all time. We therefore use Single Entry Mode (SEM). That along with entering hours for each task, for each day of the week. Configuration as follows: Page...
How to copy and delete projects in Project for the Web as well as use templates
Просмотров 2,7 тыс.8 месяцев назад
Copy, Delete, and Template use in Project for the Web This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch! Tell me about Project for the Web! Use Microsoft Project for the Web to stay organized and in control of your work. Project for the Web can ...
Notifications in Project for the Web
Просмотров 1,3 тыс.8 месяцев назад
Recently I was working with Project for the Web to determine how notifications functioned. Email Notifications are quite often used in Project Management situations to keep team members and other stakeholders aware of important events. Well certainly Project for the Web does have a notifications feature. And notifications are sent to team members and others when they are added to a project, as ...
Project for the Web, Planner, licensing for Team Members
Просмотров 9518 месяцев назад
Licensing for The New Planner/Microsoft Project for the Web We get questions about licensing for this product regularly. "How do team members update their task progress, and what license is required?". In this video we very quickly answer the licensing question, as well as demonstration the functionality from the Team Member's perspective. Therefore please watch this video to get an understandi...
Microsoft Project for the Web: Using Scheduling Modes
Просмотров 1,5 тыс.Год назад
Summary Scheduling mode determines how tasks react to change of one of 3 elements: Units Effort Duration This is a familiar topic for those who use Microsoft Project as scheduling modes exist there as well. There is major difference in how Microsoft Project uses scheduling mode vs. Project for the Web. Microsoft Project can have a different scheduling mode at the task level. The Scheduling mode...
Microsoft Project Step-by-Step: Working with Calendars.
Просмотров 10 тыс.Год назад
Microsoft Project and Calendars Calendars control when tasks and resources may be scheduled in a project schedule. The project calendar defines the general working and nonworking days and times for the project. By default, MS Project will apply the Standard default calendar. This calendar will schedule tasks to occur from 8:00 A.M - 5:00 P.M with a one-hour lunch break. Tasks will be scheduled ...
Microsoft Project Step by Step: Using Filters and Highlights
Просмотров 5 тыс.Год назад
How to use and create a Microsoft Project Filter Microsoft Project filters work on Task and Resource views by filtering out rows based on specified criteria. The Microsoft Project views will therefore display only the data in which you're interested. Using a filter with Microsoft Project does not change any of the data in the MS Project schedule. It merely changes what information from the proj...
Getting Started with Microsoft Project Online (05 - Create a Unique Project ID for Projects)
Просмотров 1,1 тыс.Год назад
Getting Started with Microsoft Project Online (05 - Create a Unique Project ID for Projects) Create unique Project IDs for projects in Microsoft Project Online In this video we demonstrate setting up unique project ids for 3 different project types in MS Project Online. When creating new projects in Microsoft Project Online, it may be beneficial to have unique Project IDs generated for differen...
Getting Started with Microsoft Project Online (06 - Setting up Project Intake)
Просмотров 3,4 тыс.Год назад
How to configure Project Intake in Microsoft Project Online Let's talk about the the straight-forward definition of project intake to get us started. If you perform a search online for project intake you will get quite a few answers. Like it being the first step in a process whereby a company collects information about a potential project used to assess whether to execute the project. So that's...
Getting Started with Project Online 04 Turn on notifications in Project Web App
Просмотров 6 тыс.Год назад
Project Web App/Microsoft Project Online may be set such that users receive email notifications, helping people stay on top of what's going on in projects they are involved with. When notifications and reminders are enabled, users can decide which specific notifications they would like to receive from Project Web App. Project Managers Project Managers may use notifications to remind team member...
Getting Started with Microsoft Project Online (03 - Connect Microsoft Project to Project Online)
Просмотров 13 тыс.Год назад
Connect to MS Project Online with the Microsoft Project Desktop Client The Microsoft Project Online Desktop client is included with your Project Online Professional or Project Online Premium license. Remember, It's the MS Project desktop client that is primarily used by Project Managers to create and update project schedules. And while you can use it as a standalone client, it may also be used ...
Getting Started with Microsoft Project Online (02 - Adding users to Project Online)
Просмотров 6 тыс.Год назад
Adding People to Microsoft Project Online-Adding Users to Microsoft Project Online We have worked with countless customers who signed up for Office 365 Project online at one time or another who became unsure of the process to set the solution up. After all, connecting the project online desktop client, updating tasks and multiple projects, connecting OData to Power Bi, or, adding users can be a...
Getting Started with Microsoft Project Online (01 - Specify Permission Mode)
Просмотров 4,9 тыс.Год назад
Getting Started with Microsoft Project Online 01 Specify Permission Mode This video discusses and demonstrates changing the permission mode in Microsoft Project Online. Change Permission Mode in Microsoft Project Online Microsoft Project Online provides two options for managing security/access users have to projects, resources and other data. - SharePoint Permission Mode: This permission mode c...
Dynamics 365 for Sales Administration: 02 - Configuring Document Management
Просмотров 1,2 тыс.Год назад
Dynamics 365 for Sales Administration: 02 - Configuring Document Management
Dynamics 365 for Sales Administration: 01 - Configure Auditing
Просмотров 703Год назад
Dynamics 365 for Sales Administration: 01 - Configure Auditing
How to add a plan to your Outlook calendar Using Tasks by Planner and To Do
Просмотров 9 тыс.2 года назад
How to add a plan to your Outlook calendar Using Tasks by Planner and To Do
How to Add Users to Microsoft Project Online
Просмотров 10 тыс.2 года назад
How to Add Users to Microsoft Project Online
How to add a people picker on a project detail page in Microsoft Project Online
Просмотров 1,7 тыс.2 года назад
How to add a people picker on a project detail page in Microsoft Project Online
How to Configure Timesheets in Microsoft Project Online
Просмотров 10 тыс.2 года назад
How to Configure Timesheets in Microsoft Project Online
Microsoft Project Online and Microsoft Teams Integration - My Timesheet
Просмотров 10 тыс.2 года назад
Microsoft Project Online and Microsoft Teams Integration - My Timesheet
Integrating Microsoft Teams and Project Online - The Project Site
Просмотров 5 тыс.2 года назад
Integrating Microsoft Teams and Project Online - The Project Site
Using intra-project dependencies with Microsoft Project Online (Part 2)
Просмотров 2,3 тыс.2 года назад
Using intra-project dependencies with Microsoft Project Online (Part 2)
Getting Started with Project Online
Просмотров 41 тыс.2 года назад
Getting Started with Project Online
Creating a Project Center view in Microsoft PPM with Graphical Indicators and Program Grouping
Просмотров 6 тыс.2 года назад
Creating a Project Center view in Microsoft PPM with Graphical Indicators and Program Grouping
Tracking and Managing Activities in Dynamics CRM
Просмотров 7 тыс.2 года назад
Tracking and Managing Activities in Dynamics CRM
Working with Opportunity Records in Dynamics 365 for Sales
Просмотров 3,6 тыс.3 года назад
Working with Opportunity Records in Dynamics 365 for Sales
Manage an Opportunity Record and Creating a Quote in Dynamics CRM
Просмотров 1,8 тыс.3 года назад
Manage an Opportunity Record and Creating a Quote in Dynamics CRM
How to Create and Qualify a Lead in Dynamics 365 for Sales
Просмотров 5 тыс.3 года назад
How to Create and Qualify a Lead in Dynamics 365 for Sales
One question, ¿ How can i migrate my projects to project online from project server? Thanks
Simply short & super
Very helpful thanks for the video
This is exactly what i've beem looking for! Life saver! I was literally days away from pulling the fucking trigger man. Now i have something to live for again. You ever hear stan by eminem? It was kinda like that but project management you feel me? Like wife in the passanger side (child lock on tho ;) baby in the trunk all that jazz and aiming myself at the biggest river in the tri state area ngl on god.
Are you seriously not gonna reply to me right now? Ghosted again jeez
Thanks very much man for detailed info.
How i can fix the selected resource intead of choosing them over everytime please
Not sure what you mean by Fix Ahmed. Can you clarify?
@@integent Static list beacuse the list huge i need to select all everytime i need to generate resource report
I think customize the resources list is the right word, i have 100 resources once i close the browser the list return to the defult so i repeat the process and select them over
@@AhmedMido-ny1go I think I get it. So when you go to the Resource Center and select some resources. Then you close out of the browser and go back in to Resource Center and the resources are no longer selected? If so, that doesn't seem correct. The resources I have selected usually stay so. I'll ask an associate.
@@integent Waiting your reply and thanks in advance 😇
Nobody in my organization can see Manage Delegates item in Personal Settings (0:39 in the film). What are the prerequisites to get this enabled? Equally I do not see SECURITY section at all. I feel like I'm missing some privileges. But I am listed as part of "PWA Administrators" group. So what is wrong? Would be grateful for help.
Hi. Do you know if your environment is in "SharePoint" or "Project" permissions mode? You can determine this in the Admin settings under Additional Server Settings, then look for Permission Management. See if SharePoint Permission Mode of Project Permission Mode is selected. The delegate features is only avaiable in Project Permission mode, which provides much more granular security on Project Online.
Very informative and to the point. Thanks.
Thank you for the helpful video. Question: Regarding the values for the look-up table, is there a way to programmatically populate this data via a web service using the CSOM?
does this apply to Project Server 2013 and 2016?
Hi. Yes, the functionality is exactly the same for both versions.
Thank you for sharing !!
Thx for sharing
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