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The Ultimate Application Administrators Guide for Project Online

MS Project: Quickly Switch Sprint Views and Move Tasks Forward in MS Project
PMConnection Articles

Screenshot of moving a task from one Task Board column to another.


Quickly switch sprint views and move tasks forward

In Project Online Desktop Client, you can more easily switch between sprints, identify your current sprint, and move tasks forward to the next sprint.

To view specific sprints or move tasks forward:

  1. Open a project that uses sprints and go to the Agile Tools: Scrum tab.

  2. Do one of the following:

    • In the View Sprints drop-down box, choose the sprint you want to view.

    • Right-click a task and choose Move to Next Sprint.


For more on using sprints in Project, see Use agile in Microsoft Project Online Desktop Client.


Note: You may find this helpful:

Posted by webadmin on Sunday, May 06 @ 21:56:37 CDT (123 reads)
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MS Project: Set Percent Complete from Sprint and Kanban Views in MS Project
PMConnection Articles

Set percent complete from a task board

In Project Online Desktop Client, the Set % Complete field in Task Board, Sprint, and Kanban views allows you to update percent complete for tasks when you move them from column to column. This percent complete will persist in your Gantt Chart view as well.

To use Set % Complete:

  1. Open a Project file and on the View tab, choose Task Board.

    You can also use Set % Complete in a Sprint or Kanban board. 

  2. On the task board, select Set % Complete below a column name and enter a value, such as 50.

    Screenshot of the Task Board, with the cursor entering the number 50 for % Complete
  3. Move a task into that column.

    Screenshot of moving a task from one Task Board column to another.

    When you open the task, you'll see that the Percent complete for that task now matches the column's percent complete.

    Screenshot of a task's Task Details dialog showing Percent complete

To hide Set % Complete from your Task Board view:

  • On the Task Board Tools: Format tab, clear the Show % Complete Mapping check box.


For more on how to use these, see Use agile in Microsoft Project Online Desktop Client.


Note: You may find this helpful:

Posted by webadmin on Sunday, May 06 @ 21:51:02 CDT (127 reads)
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MS Project: Filter Sprint or Kanban boards in MS Project
PMConnection Articles

Filter the Task Board View

If you're using Project Online Desktop Client, you can filter your Task Board view to see tasks related to either a specific resource or summary task. You can also use these filters when viewing Sprint or Kanban boards.

To filter the Task Board:

  1. On the View tab, choose Task Board.

  2. In the upper right of this view, select the filter button.

    Screen shot of the filter button in task board view.
  3. Select the down arrow next to Summary Task (0) or Resource (0), and choose from the list. You can choose multiple summary tasks or resources to filter by.

    Screenshot of the Filter Resources drop-down on the Task Board with two resources selected



Note: You may find this helpful:

Posted by webadmin on Sunday, May 06 @ 21:41:12 CDT (95 reads)
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MS Project: Nearly 200 Microsoft Project Schedule Templates Sorted by Popularity
PMConnection Articles

Nearly 200 Microsoft Project Schedule Templates Sorted by Popularity.  You can also sort them by name, date added, or user ranking.

See all the MS Project Schedules Templates from here.


Note: You may find this helpful:

Posted by webadmin on Tuesday, April 03 @ 19:54:56 CDT (602 reads)
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MS Project: How to Download and Install a Trial Version of Microsoft Project 2016
PMConnection Articles

2. Either Sign In or Create your User ID

3. Browse to your Downloads folder. If you click on the Date Modified column, this will bring your most current files to the top. You will find a file with a name similar to this: “Setup.X86.en-us_ProjectProRetail_c41af6dc-fd2e-47fc-b2a4-a9ee0fa11375_TX_PR_”. Double click on this file and Microsoft Project Pro 2016 will begin installation.

4. Once complete, you will receive the following notification

5. Project 2016 will now be available from Start. (Note that I have three version of project installed on this machine)

6. Click on Project 2016. The following License Agreement appears. Click on Accept.

7. Because I want to run previous versions of Microsoft Project along with Project 2016, I select the option to “Cancel and not perform an upgrade at this time”.

8. Project 2016 is now ready to use:



Posted by webadmin on Monday, October 12 @ 12:36:32 CDT (5439 reads)
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MS Project: 422 Microsoft Project® Fields, Terms and Definitions
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Note: You might find this book helpful:

Posted by webadmin on Sunday, April 05 @ 13:44:34 CDT (13290 reads)
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MS Project: Microsoft Project Schedule Templates
PMConnection Articles Photo

PMConnection is home to over 200 Microsoft Project Schedule Templates.  Search them by name, date added, user ranking or popularity.

See all the MS Project Schedules from here.



Note: You might find this book helpful:


Posted by webadmin on Saturday, February 28 @ 12:05:29 CST (12700 reads)
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MS Project: Screenshot from Microsoft Project 98
PMConnection Articles

Above is a screenshot from Microsoft Project 98.

Do you miss "Clippy"?  Vote here

Posted by webadmin on Saturday, February 14 @ 23:26:03 CST (5565 reads)
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MS Project: Microsoft Project 2013 Templates
PMConnection Articles

For Project 2013,  there are a number of new templates:

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Welcome to Project – This template teaches you the basics of Project including links to help videos. It is great for beginners.


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Simple Project Plan – This is a very simple template to help beginners create a plan.


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Earned Value – This template helps you create a project that works for earned value tracking.


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Agile Project Management – This template is for people who want to use Microsoft Project for agile project management. It has some custom views and filters to help you follow the methodology.


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Create a Budget – This template walks you through how to use Budget Resources and contains reports that work with budget resources.


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Install Project Server 2013 and Upgrade to Project Server – If you are moving to Project Server 2013, these templates will walk you through the necessary steps.



Note: You might find this helpful:

Posted by webadmin on Saturday, February 14 @ 22:32:03 CST (11000 reads)
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MS Project: How to Highlight Tasks that Start or Finish on the Weekend
PMConnection Articles

How to Highlight Tasks that Start or Finish on the Weekend

This solution involves a Flag field, a formula, a Macro and the out of the box Marked Tasks field.

What you will end with is a schedule in which you can easily see or filter for Weekend Tasks:


Step 1 – Add the Formula

Insert “Flag3″ into your Gantt Chart view, then right click on the column heading and select Custom fields. Click on Rename and input “Weekend Task?”:


Click on >OK, then click on >Formula. Paste this formula into that box:

IIf(Weekday([Start],1)=1,”yes”,IIf(Weekday([Start],1)=7,”yes”,IIf(Weekday([Finish],1)=1,”yes”,IIf(Weekday([Finish],1)=7,”yes”,”No”))))


Click on >OK


Microsoft Project will alert you that any existing data in this field will be deleted. Click on >OK and >OK again.

You now have a field that displays a Yes if that task either Starts or Finishes on a Saturday and/or Sunday:


You could now use the auto-filter on the column heading and filter for just the “Yes” value. Perhaps this is enough. But we promised to Highlight these tasks. On to Step 2:


Step 2 – Highlight the Tasks

To do this, we are going to leverage the out of the box field called Marked Tasks and the Text Styles option.

Click on >Format, >Text Styles, for Item to Change, select >Marked Tasks, for Color change to Maroon, click on >OK:



Step 3 – Making it Work

In order to get the Weekend Tasks to display with Maroon text, we must leverage a macro. I used this code:



I created the macro so it would run with the key strokes of >Ctrl and e:



So now, after adjusting the schedule, I only need to hold down on the “Ctrl” key and hit “e” and my Weekend Tasks are highlighted in Maroon:




Note: You might find this book helpful:

Posted by webadmin on Sunday, October 05 @ 12:52:09 CDT (2738 reads)
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