Check out enterprise project (Project Pro 2003, Project Server 200

[plaverty]

What is the proper procedure for checking out a project and seeing that it
remains showing checked out until republished. i.e. Scenario
It is Friday and you are planning on doing some work on it on the plane
home. You save it as an MPP to your laptop......
You want to make sure it remains checked out status until Monday when you
republish changes.

What are the correct steps? What are the things to look for or watch out for.
Thanks
Paul

 

[Earl Lewis]

Paul,

The fatal flaw in your plan is saving as an MPP file. You need to use the offline options of project pro/server.

To prepare for this you need to make sure your project server accounts are setup to "manually control the connection state". Check that first (in Microsoft Project Server Accounts application) then try these steps.

1) Connnect to project server and open your favorite project.
2) On the File menu select Save Offline.
3) Close project pro.
4) Reopen project pro and select Work Offline
5) Select File>>Open
6) Pick your offline project from the list
7) Edit away and save the project
8) Close project pro
9) Reopen project pro and connect to the server
10) Open your offline plan again
11) From the File menu select Save Online
12) Voila! You updated the plan offline and saved back to the server!!

Earl
What is the proper procedure for checking out a project and seeing that it
remains showing checked out until republished. i.e. Scenario
It is Friday and you are planning on doing some work on it on the plane
home. You save it as an MPP to your laptop......
You want to make sure it remains checked out status until Monday when you
republish changes.

What are the correct steps? What are the things to look for or watch out for.
Thanks
Paul

 

[plaverty]

Thanks for the quick response, we will test your steps and incorporate into
our procedures....

 

[plaverty]

I think we must be missing a step. After we Save Offline is this creating a
file we can take with us? We are not seeing it, looks like it is just
setting a flag in SQL server. Do we need to first to Save off line then Save
As .mpp? To be able to truly work "offline"?

 

[Dale Howard [MVP]]

plaverty --

Steps 4-7 that Earl detailed for you tell you precisely how to work with the
Offline project. I would suspect that you are not following his steps
explicitly. Do exactly what he says and you will see the Offline project
when you click File - Open while running Microsoft Project Professional in
Offline mode. Hope this helps.

 

[Earl Lewis]

Paul,

After you save offline you have to shutdown project pro, restart it and select "Work offline" in order to be able to see the offline file. Otherwise, you're still connected to the server and that plan simply shows as checked out - not offline.

Earl
I think we must be missing a step. After we Save Offline is this creating a
file we can take with us? We are not seeing it, looks like it is just
setting a flag in SQL server. Do we need to first to Save off line then Save
As .mpp? To be able to truly work "offline"?