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.

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

Daniel Bell

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.