Deleting An Existing ‘Auto-Approval’ Rule

• WHO: Project Manager / Status Manager • WHERE: Project Online/Project Server PWA TO ACCESS THE ‘APPROVAL CENTER’: Access the ‘Approval Center’ by: a. Navigating to your Project Online environment. b. From the Quick Launch Menu, click the Approvals link (or ‘Approvals’ tile, if visible) to access Project Online’s ‘Approval Center’. TO DELETE AN EXISTING Read more about Deleting An Existing ‘Auto-Approval’ Rule[…]

Copying An Existing ‘Auto-Approval’ Rule

WHO:              Project Manager / Status Manager                WHERE:         Project Online/Project Server PWA TO ACCESS THE ‘APPROVAL CENTER’: Access the ‘Approval Center’ by: a. Navigating to your Project Online environment. b. From the Quick Launch Menu, click the Approvals link (or ‘Approvals’ tile, if visible) to access Project Online’s ‘Approval Center’ TO COPY AN Read more about Copying An Existing ‘Auto-Approval’ Rule[…]

Running a Pre-Defined ‘Auto-Approval’ Rule In Project Server/Online

TO ACCESS THE ‘APPROVAL CENTER’: Access the ‘Approval Center’ by: a. Navigating to your Project Online environment. b. From the Quick Launch Menu, click the Approvals link (or ‘ ‘Approvals’ tile, if visible) to access Project Online’s ‘Approval Center’ TO MANUALLY RUN AN ‘AUTO-APPROVAL’ RULE: 2.Click the ‘Manage Rules’ button located on the ‘Navigate’ section Read more about Running a Pre-Defined ‘Auto-Approval’ Rule In Project Server/Online[…]

server admin for project online

Understanding Project Server/Project Online Add-in Permissions

If you are familiar with SharePoint Add-ins, then  you may also know about different Add-In permission request scopes available in SharePoint Server 2013/2016/Online. Here is the TechNet article that explains Add-ins permissions in SharePoint. In this article, I am going to explain different permission request scopes that are available to develop Project Server 2013/2016/Online Add-Ins. Read more about Understanding Project Server/Project Online Add-in Permissions[…]

Project Status App

Project Server/Project Online Project Status Report App

Project Server/Project Online is a great tool for managing a portfolio of projects. For Executives, the PMO and Project Managers, having one place to view overall project status is an excellent feature. However, the out of box views are limited and do not provide all the information you may be looking for in a format Read more about Project Server/Project Online Project Status Report App[…]

Timesheet Approval Tool

Project Server/Project Online Timesheet Status Report App

Timesheets in Project Server/Project Online provide great functionality where team members can submit updates on their tasks, which are then sent to their respective project manager for approval.  Once approved, progress is then automatically recorded in the project schedule. This process helps in collecting progress reports on projects on a regular basis and avoids the Read more about Project Server/Project Online Timesheet Status Report App[…]

Project Server/Project Online Project Bulk Update Tool

Project Server/Project Online is an excellent tool for showing data from multiple projects. That’s what makes it so good to use when you’re working with a portfolio of projects. For anyone who has been using Project Server/Project Online, having a bulk edit capability for projects is a great thing. Typically, when there is a need Read more about Project Server/Project Online Project Bulk Update Tool[…]