Create new project in PWA with custom fields

[ctd]

Hello,
I hope someone can point me to the right direction since I'm so new to PS
2007 and PSI.

I need to create a custom page in PWA that allows users to create a new
project. In my custom page, there are custom fields/dropdownlists with
values. For example, I will need to populate a dropdownlist with division
names (A, B, C, or D...), and the values of other dropdownlists on the page
will be populated based on whatever division name I select from my
dropdownlist.

For this, I create a custom webpart page, and created custom field
"Division" with lookup table "Divivison", and associate it with "Project",
but how do I populate their values in my "Division" dropdownlist ? And how
do I connect the values between lookup tables so I can populate other custom
fields based on a selected value ? When I click the "Save" button to save
and publish my project, some of the fields on my page were saved into the
project table (ie. Project Name, Create Date), but where and how can I save
those custom fields to associate them with that particular project ? Should
I create a new field in the project table in publish database ?

Note that I need this page in PWA, and users don't have access to Project
Professional.

Thanks much in advance for any help!
ctd

 

[Andrew Lavinsky]

Is this a SharePoint question or a Project Server question? If you need
the metadata associated with the project workspace (and not the project schedule
itself), then I would do everything in SharePoint and not mess with the Project
Server data. If that is the case, there's all sorts of documentation out
on the Web on how to create cascading fields with filtered lookup tables.

If you're talking Project Server, and wish to have the data recorded in the
Published Database, then I would give up on the idea of filtering lookup
values based on specific fields (unless you're willing to wait until April
when Project Server 2010 is released as it kind of has similar functionality).
In Project Server, then you create the fields and lookup tables under Server
Settings, then allow your users to create lightweight projects using the
browser interface. They should then be able to assign any of the custom
fields to the project. There are some nuances and issues to that approach,
but it might be a useful technique to pursue.

Note that you should NEVER mess with the Published database. Well, almost
never. I wouldn't see this sort of functionality as worth risking invalidating
any support from Microsoft.

You may also wish to consider engaging the services of a consulting or training
partner. One day of mentoring would probably get you on the right track
and help you figure out what your next steps should be.

- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[ctd]

Thanks for your reply. This is a project server question.
So, can we create custom fields with look up table that have multi-level
values in PWA ? Level 1: Country, Level 2: State, Level 3: City. So if I
click on State, I should have a list of Cities.

I want to be able to do that in my page too, that is if I pick a State, I
will have a list of Cities for that State that I created in my lookup table.
When I save my project, that State and City should be saved somewhere in the
Project server database, so I can display it in the Project Center view.

I'm hoping this can be done in project server.

 

[Andrew Lavinsky]

That's standard lookup table functionality. Take a look at the Enterprise
Custom Fields options.

 

[ctd]

Andrew, thanks ! I'll try that.

ctd

That's standard lookup table functionality. Take a look at the Enterprise
Custom Fields options.