Introduction to Delegation in Project Server/Project Online

Resources are out of the office for a variety of reasons and businesses need solutions to keep their schedules and other information current. The delegation and project permissions features will be explored in detail as solutions to address unavailable resources.
Course info
Level
Beginner
Updated
Sep 2, 2015
Duration
55m
Table of contents
Description
Course info
Level
Beginner
Updated
Sep 2, 2015
Duration
55m
Description

Customers often forget that they need to plan for backup resources when they implement enterprise software such as Project Server or Project Online. This course gets started by providing an overview of the key software components and the environment that will be used for demonstrations. The first half of the course illustrates how the delegation feature is configured by users and administrators. Through demonstrations, you will see how to act as a delegate when a resource is out sick. You will also see how to use the delegation feature as a way to troubleshoot a problem that was reported by the project manager to a project management office (PMO) administrator. The second half of the course illustrates how project permissions are configured by schedule owners. Through demonstrations, you will see how a user in a project manager role and how a user in a team member role is able to perform all types of schedule changes because of the provided project permissions. You will also see how changes may be done with either project web app (pwa) or project pro. Finally, the course will wrap up with a summary of the advantages and disadvantages of each feature along with key tips or warnings for practice use.

About the author
About the author

Cindy Lewis has been in the field of project management (PM) for over twenty years and holds the following credentials: PMP, PMI-SP, MOS, MCTS, MS, MCT, and MVP. She is an active volunteer and board member of the Western Michigan Chapter of PMI (WMPMI). She is also very active with the Microsoft community working and speaking at conferences. Cindy provides consulting and training to clients on schedule and agile methods and is also teaching college students to help them in their career in project management. Cindy’s personal passion is sharing knowledge with others and helping them grow and achieve personal success. To learn more visit: www.4pillarsofsuccess.com

Section Introduction Transcripts
Section Introduction Transcripts

Troubleshoot a Problem for a Project Manager
In this module we will be troubleshooting a problem for a project manager. Our key focus points include acting as a delegate and troubleshooting and solving a technical issue. Have you ever felt like this? I know I have. Sometimes a project manager comes to the PMO administrator with what appears to be a very serious problem. In fact, the project manager has stopped being able to do their job and they really need help. Well the big advantage of delegation is the project manager does not have to run down the hall for assistance, they can simply pick up the phone, reach out to the project management office, the key person in charge, and that person can use delegation to online troubleshoot the issue. Now the most popular issue is actually a stuck or locked project. Through delegation, the PMO administrator can actually simulate the environment of the project manager, troubleshoot and evaluate the issue, and finally solve the project. And what's nice is they can report back the results to the project manager as a learning opportunity. Now let's take a look at this in our upcoming demonstration.