Microsoft Project Quick Tip: Determine If AutoFilter is Applied

I learned something new about Microsoft Project 2013 when I was conducting a training class recently for two of our new team members at EPMA. During class, we applied AutoFilter on the Resource Names column so that we could filter for the tasks assigned to two resources. I then asked my students how Microsoft Project Read more about Microsoft Project Quick Tip: Determine If AutoFilter is Applied[…]

Level Cross-Project Resource Overallocations Across Multiple Projects

Background Information During a Microsoft Project 2013 Essentials training class with one of our clients this week, one of my wonderful students asked a question that is worthy of a blog post. He asked, “How can I level resource overallocations across multiple projects when the PMO has changed the priority of my projects?” This is Read more about Level Cross-Project Resource Overallocations Across Multiple Projects[…]

Saving a Customized Table

Finding ways to make life easier is always a plus, even if only something small. Working in MS Project 2013, I strive to find ways to make things easier and more automated. One time saving tool that I love to employ is saving customized tables. Today, I will demonstrate how to customize an existing table and Read more about Saving a Customized Table[…]

Microsoft Project Quick Tip: Creating a New Summary Task

In Microsoft Project 2010 and 2013, there are actually two different methods for creating a summary task. The first method is the one used in all previous versions of the software, while the second method is a new feature introduced in Microsoft Project 2010. To create a summary task using the first method, complete the Read more about Microsoft Project Quick Tip: Creating a New Summary Task[…]

Understanding How Local Views Can Pollute the Enterprise Global

Background I answered a question recently in the Project Online General Questions and Answers user forum. The question is one that I have answered many times over my years as a Microsoft Project MVP. The question is usually asked by a project manager who suddenly starts seeing the warning dialog shown in the following figure Read more about Understanding How Local Views Can Pollute the Enterprise Global[…]

Add Frequently Used Buttons to the Quick Access Toolbar

Background When I first started using Microsoft Project 2010 over 5 years ago, I struggled with the new Ribbon feature. In the 2010 version of the software, Microsoft replaced the familiar menus and toolbars with the new Ribbon feature because their software developers were running out of space using the existing menus and toolbars. I Read more about Add Frequently Used Buttons to the Quick Access Toolbar[…]

Microsoft Project Quick Tip: Four Ways to Display the Assign Resources Dialog

Most people know one method to display the Assign Resources dialog: click the Assign Resources button in the Assignments section of the Resource ribbon. In addition to this well-known method, there are at least three other methods in Microsoft Project 2013 to display Assign Resources dialog. The advantage of using any of the other three Read more about Microsoft Project Quick Tip: Four Ways to Display the Assign Resources Dialog[…]

Force Check-In Alternative in MS PPM/Project Online

I recently received a request to allow a user to ‘Read’ projects that are checked out in the Force Check-in Enterprise Objects in Project Web Access (PWA). This user did not below to a group with ‘Manage Check-Ins’ set to ‘Allow’.  None of the permissions change options were economical for 1 user. We offered another Read more about Force Check-In Alternative in MS PPM/Project Online[…]