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17 11, 2022

Importing Projects

By |2022-11-17T15:59:36-05:00November 17th, 2022|Importing Projects, Project Online|

Have you been working on a project schedule offline that is now ready to be saved and published into Project Online? Were you preparing for a big, upcoming project by starting the schedule before the project was approved to move forward? No need to worry! Existing project schedules can be imported into [...]

11 11, 2022

Confidential Projects in Project Online

By |2022-11-11T18:01:39-05:00November 11th, 2022|Confidential Projects, Project Online, Security|

Clients sometimes have a need to track projects in Project Online but only want select users to see these projects. It could be R&D type projects that have proprietary information, or it could be internal projects that needs limited access. In Project Online, we can create Confidential Projects that only specified users have access to. [...]

1 11, 2022

Adding Lag and Lead time to a Task in MS Project

By |2022-11-01T16:18:04-04:00November 1st, 2022|Dependencies, Microsoft Project Tips, Project Online|

Sometimes a task does not line up perfectly with its predecessor. Instead of setting the task to manual and removing its dependency, lag and lead time can be applied to the task to have it start earlier or later. In MS Project adding lag or lead time is a simple process of editing the dependency [...]

14 10, 2022

Make Project Fields Visible Only to Specific Users

By |2022-10-14T14:52:23-04:00October 14th, 2022|Hide Web Parts, Project Details Page, Project Online|

Make Project Fields Visible Only to Specific Users Through the years I’ve often had clients ask me if it is possible to allow only a specific group of people to edit certain project fields. While field level permissions are not available in Project Online, you can select a Target Audience for a web part that [...]

5 10, 2022

Create a Custom Project Detail Page

By |2022-10-14T14:31:37-04:00October 5th, 2022|Project Details Page, Project Online, Project Online Configuration|

Project Detail Pages (PDPs) can be used to display or collect project information. You can create custom PDPs or modify existing ones to display your custom project fields. Below, you will find the detailed steps required to create a new Project Detail Page. Navigate to the ‘PWA Settings’, by clicking on the gear highlighted in [...]

15 09, 2022

Using Hammock Tasks in Microsoft Project

By |2022-09-15T15:17:45-04:00September 15th, 2022|Microsoft Project Tips, Project Online, Project Server|

I’m often asked how a project manager can schedule a task to be used to forecast his or her time spent managing a project, with the catch being that the task automatically expands or contracts as the project’s finish date fluctuates. Since there’s no feature or setting native to MS Project to accommodate this need, [...]

9 09, 2022

Updating Assignment Progress through PWA Timesheets

By |2022-09-09T17:10:07-04:00September 9th, 2022|Project Online, Project Server, Task Progress, Timesheets|

Updating Assignment Progress through PWA Timesheets Project Online provides a variety of methods for updating tasks. These include allowing PMs to update the task progress manually in the project schedule, utilizing the Tasks page to capture task updates, and finally using timesheets to capture both project and non-project work. While some organizations use timesheets to [...]

1 09, 2022

Customizing Lists on Project Sites

By |2022-09-12T15:11:23-04:00September 1st, 2022|Project Online, Project Site, SharePoint List|

Customizing Lists on Project Sites Project Sites are a great way to collaborate on projects and each of these sites can be configured to have the same values available when a new project is created. You may want to add new, custom columns in addition to the out of the box columns that are currently [...]

28 10, 2019

An Introduction to the New Microsoft Project Service

By |2019-10-26T13:36:16-04:00October 28th, 2019|Microsoft Project Professional, Microsoft Project Server, Microsoft Project Tips, PM Solutions, PM Tools, Project Management, Project Managers, Project Online|

Overview The new Project Service, officially called Project for the web, is an offering delivered via the Microsoft Office 365 platform. It is designed for anyone and everyone, whether in a small business or a large corporation, who serve as 'occasional' or 'accidental' project managers. In almost every organization, there are employees who are [...]

28 02, 2018

Migrating Bad Behaviors: Why a Migration is the Perfect Time for Change Within the PMO

By |2018-06-06T11:18:53-04:00February 28th, 2018|Cloud Based PMO Solutions, PMO Best Practices, Project Online|

After making the business case to move your Project and Portfolio Management (PPM) to the cloud, it is tempting to rush into the migration process. Online PPM tools, like Microsoft Project Online, offer impressive benefits - from cost savings and unlimited scalability to enhanced collaboration and improved user adoption. With such enticing advantages available, many [...]

About Projility

PROJILITY is a Microsoft PPM and CRM services leader and product innovator. Our Hammerhead products have helped organizations around the world save hundreds of thousands on Microsoft Project Server training, customization, and support costs.

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