How to manage Delegates in Microsoft Project Server 2010?

 

Hi,

Suppose, just for example, that I am Microsoft Project Server 2010 Administrator, and that I will be on my holidays next two months! I want to make another user as a Administrator while I’m on my vacation. I can give him/her Administrators permission, or I can give him/her “delegation”, so him/her can act like me!

Be careful! If a user is a team member (with team member permission), when I put him as a delegate, he will have all my permissions (he is actually me)!

First of all I will globally enable user delegation feature!

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and then:

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  • Manage Resource Delegates: with this permission you are turning on Delegation feature in PWA
  • Manage My Resource Delegates: with this permission user can set up delegations for other users
  • Manage My Delegates: with this permission user can create delegation for himself
  • Can Be a Delegate:with this permission user can be a delegate for other user, after his delegation is created

OK! That were the Global Permission! But which users can be delegates? There are two ways to set this permissions. If you want give those permissions to the specific user than you should do this:

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and then:

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and finally you can give those permissions in a Global Permissions section for that user:

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If you want to give those Permissions to the specific Group like, for example, Team Members, you can do that like this:

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and then:

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and finally:

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Is that all? No it is not! Now you should select a Category for users or groups who can have delegates (they will do work on their behalf)!

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and then:

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and finally:

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Now we are ready to create a new delegation!

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and then:

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and finally:

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  • From: Start date. User can be delegate from that date
  • To: End date. User can be delegate until  that date
  • Set Delegate: Who will be a delegate
  • Working on Behalf of: Person who requires substitute

Now I can go to my vacation, and a user (name: Team member1) can do my work.

When I log on on the system it looks like:

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Now I will log on as a Team Member1, and the system looks like:

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Since this user is Team member he/she doesn’t have, for example, Server Settings permissions! But in next two weeks he will be me (administrator). How?

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and then:

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and I will get:

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As you can see Team Member1 is acting like me know and he has ALL PERMISSIONS as I have. He is now, in fact, me!

Notice yellow band in the upper part of the screen. It warns you that Team Member is acting like a delegate!

When Team Member1want to be himself again he should do:

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and then:

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and he will get “his” screen again:

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Finally, I will erase Team Member1 as a delegate! I will log on again and then:

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and then:

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That is it!

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
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2 Responses to How to manage Delegates in Microsoft Project Server 2010?

  1. Srđan Điđo Drljača says:

    Can I be a delegate for resource (not just for another user)?

    • Nenad Trajkovski says:

      Deleagtion Function is only for Users, not for Resources! It is all about that you can use all PS functions as a person who delegates you!

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