This video discusses how to connect Project to Project Online and how Enterprise project-level fields can be created.
- [Narrator] Sometimes you're working with…Project online or Project Server and you…want to capture custom information for all…projects you might be working on.…By using enterprise level fields and…by using Project online,…we can roll out custom task resource and,…more importantly we can get to Project level fields…to capture custom information at that level.…To connect our client the Project server,…or Project online system,…we need to go to the file menu…and select manage accounts.…
Here we'll add a new account to connect our client…to our Office 365 Project online system.…So we'll put in our URL to that environment.…We'll deselect the 'Set As Default Account'…since we want to be able to use our Project application…for both local as well as Project online connections.…We'll press ok.…And lastly we'll choose this account…when we run the application so we'll change…the radio button from the 'Use the Default Account'…to 'Choose an Account' and press ok.…
Now we'll close Microsoft Project…and we'll go to our search and…
Note: This course was designed in collaboration with Bonnie Biafore.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Touring custom field categories
- Working with enterprise fields
- Creating lookup tables
- Choosing custom fields
- Using custom fields to edit built-in fields
- Importing fields and formulas
- Creating formulas to edit text based on other fields
- Creating graphical indicators
- Choosing effective indicators
- Importing indicator criteria