2003 - Enterprise Template

C

Carlos Pisquem

I got Project Server installed and tried to get a handle on all this and
looking the best way to utilise and implement. Have been reading the guides
and documents. Have a couple of questions and perhaps some people have
previous experience and provide some feedback.
What is the point of the Global Template and I see references about "Adding"
to it or customizing it. Like adding lookup tables, my question is what kind
of tables would be put in there, anybody add tables, what would be a good
example to add a table to the template. The same for the Gannt Chart,
Toolbars and Macros.
I read that all these can be added by I get trying to think of examples of
ways to use things but not thinking anything. I guess I am looking for
example of people who have used and implemented so I can see what value it
brings.

Thanks.
 
N

Naveen Grover

One common use of the Enterprise Global is to define Enterprise Fields that you would use in the projects. An example of the enterprise fields could be the location or department doing the project. I have used enterprise fields for RBS, project and task schedules, clients, managers, startegic business area impact, etc.

Another use is to create views and other project fields that are not part of the standard install.

Enterprise Global allows you to standardize how projects are defined and used across the enterprise.

Cheers,
 
C

Carlos Pisquem

Sounds like something can be very effective, but still not sure how to go
about this...
It would be nice to see some actual example or as least visualise this.


Naveen Grover said:
One common use of the Enterprise Global is to define Enterprise Fields
that you would use in the projects. An example of the enterprise fields
could be the location or department doing the project. I have used
enterprise fields for RBS, project and task schedules, clients, managers,
startegic business area impact, etc.
 
D

Dale Howard

Carlos --

The customization of the Enterprise Global is done according to your
company's needs. The major part of the customization is determined by your
company's reporting needs on individual and multiple projects. Another part
of the customization is done according to your company's project management
methodologies and processes.

For example, your company's executives might want to see stoplight
indicators in a Project Center view in PWA to show a project's current
status on dates, work hours, and cost. This would require you to create
three custom fields in the Enterprise Global to track the current status on
dates, work hours, and costs, and to replace the number values with
stoplight indicators. This would also require you to create a custom
Project Center view in PWA to show these stoplight indicators.

For example, your company's project managers might want to use a special
customized version of the Tracking Gantt view to determine the current
status of a project against its original baseline. They might also want to
include a custom Variance table with additional columns in the table, and
with the columns in a different order than the default Variance table. This
would require you to create the new Table and the new View in the Enterprise
Global. Each time your project managers log into Project Server through
Microsoft Project, they would be able to apply this new custom enterprise
View which you have created for them.

These are a couple of examples. Hope this helps.
 
C

Carlos Pisquem

These examples sound good, is there a document or something that can
illustrate this examples, I want to test this out before I roll this out for
the organization.
Any help would be great.
 

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