Introduction to Delegation in Project Server/Project Online
Pluralsight
Course Summary
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.
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Course 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.
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Course Syllabus
Overview- 8m 30s
—Project Server vs. Project Online and Related Software 5m 35s
—Backup Resource Scenarios to Be Addressed 2m 54sDesignate a Backup Resource for an Out of Office Use Case- 12m 17s
—Delegation Purpose and Definition of Key Setting 3m 55s
—Delegation Setup for Administrator, Project Manager, and Team Member 5m 55s
—Administrator Delegation Display Options and Module Recap 2m 26sFill in for a Sick Resource and Complete a Timesheet- 5m 5sTroubleshoot a Problem for a Project Manager- 10m 13sAs a Project Manager, Designate a Project Coordinator- 10m 30sPerform a Schedule Update- 8m 51s