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June 2, 2025
Project Power Apps - Auto Populate a Custom Field with Business Rule

In this video, I demonstrate how to auto populate a custom field with business rule in Project Power App and Dataverse. I first create the custom field. I then add it to the Summary form in Project Power Apps.

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May 30, 2025
Project Power Apps - Creating a Custom Field using a Date Formula Calculation

In this video, I demonstrate creating a custom field named Department in Project Power App, and then I add it to a form. The overall process is fairly simply once you grasp the Power App concepts.

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May 23, 2025
Using Microsoft Teams & Planner for the Web together.

In this video, I demonstrate creating a custom field named Department in Project Power App, and then I add it to a form. The overall process is fairly simply once you grasp the Power App concepts.

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May 22, 2025
Creating a Custom Field using Project Power App

In this video, I demonstrate creating a custom field named Department in Project Power App, and then I add it to a form. The overall process is fairly simply once you grasp the Power App concepts.

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March 21, 2024
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.

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March 19, 2024
Microsoft Project Online Security Overview: Categories & RBS

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!

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March 1, 2024
Configure and Use Timesheets with Microsoft Project Online

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!

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February 11, 2024
Project for the Web - Copy/Delete Projects and Using Templates

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!

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February 10, 2024
The New Planner/Project for the Web - Using Notifications

Email Notifications are quite often used in Project Management situations to keep team members and other stakeholders aware of important events.

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February 9, 2024
The New Planner/Project for the Web Licensing and Team Member Task Updates

Licensing for The New Planner/Project for the Web is a common question when it comes to Team Members updating tasks. This video goes over licensing required and the process to updates task progress.

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September 28, 2023
Project for the Web and Scheduling Mode

The ability to change the Scheduling mode is now available in Project for the Web aka Project Power Apps. Those of you Microsoft Project users will be very familiar with this because it directly correlates with Task Types such as Fixed Units, Fixed Duration and Fixed Work. Project for the Web uses the nomenclature Fixed Effort (the amount of work) for the MS Project term Fixed Work. Both are referring to effort driven scheduling.

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March 13, 2023
Microsoft Project Step-by-Step: Working with Calendars

Microsoft Project and Calendars Project calendars allow for the organization of tasks and resources within a project timeline. MS Project uses the Standard default calendar to plan tasks between 8:00 A.M. and 5:00 P.M. with one-hour lunch breaks, 8 hours a day, 40 hours a week and 20 days a month. However, a different calendar […]

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March 11, 2023
Microsoft Project Step-by-Step: How to use and Create Filters and Highlights

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 […]

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February 27, 2023
Getting Started with Microsoft Project Online (06 - How to configure Project Intake)

Let's talk about 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. […]

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February 27, 2023
Getting Started with Microsoft Project Online (05 - Create Unique Project IDs)

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 different types of projects. This could potentially make it easier for users to identify projects by department, […]

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February 26, 2023
Getting Started with Microsoft Project Online (04 - Turn Email Notifications in Project Web App)

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 […]

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February 26, 2023
Getting Started with Microsoft Project Online (03 - Connect Microsoft Project Desktop to Project Online)

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 to connect […]

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February 26, 2023
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. It is important to note that Microsoft Project Online uses SharePoint Permission mode by default. Because there are […]

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