Integent Courses

Target audience:
This "How To" video is intended for anyone wanting to understand and use the Manage Delegates functionality in Microsoft Project Online.

Prerequisites:
Although there are no specific prerequisites, some familiarity with Microsoft Project Online is advantageous to understanding the information instructed in this video.

What you will learn:

  • Review the overall process required
  • Review the formula to be used (conditions/results)
  • Create two custom fields:
    • One for testing
    • one with the actual graphical indicator
      • specify graphical indicator criteria
  • Use MS Project to perform a test of our new custom field
    • We test the formula in detail
  • Add the new field to a Project Center view
  • Confirm the field displays properly in the Project Center view

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About The Instructor

Dan is the CEO/Founder of Integent and facilitates many of our courses. He is a Microsoft Certified in various Microsoft technologies including Microsoft Project, Microsoft Project Online & Server, and SharePoint. He has a Project Management Professional (PMP) certification from PMI®, and has successfully delivered Microsoft Project Server solutions for over a decade. When not immersed in project software, Dan is family man who finds work-life balance by skiing, exercising, playing the guitar, and coaching youth sports.