Custom field showing no data in My Tasks View

[stevio]

I've added a custom task field called "Feature" via the Enterprise Custom
Field definition, and have included this in the Enterprise Global template. I
want this to appear in the My Tasks lists so that developers have some hope
of working out which tasks is for what software feature within a given
release.

I am using Server 2007 + Proj Prof 2007 (at the moment both are the trial
versions from Microsoft website as we are evaluating).

I can add information to this using Proj Prof. The feature column is added
to all the Gantt chart views perfectly using the manage views menu. However,
when added to the My Tasks column none of the tasks have any data in this
field and its driving me nuts!

Have I missed clicking a box somewhere along the line?

Thanks,
Steve

 

[JosieMarley]

I had the same problem.

My Tasks shows assignments rather than tasks whereas the custom field you've
created is a task field. In order to get it to roll down to the assignment
level you need to click the "Roll down, unless manually specified" against
"Calculation for Assignment Rows" under Server Settings, Enterprise Cusom
Fields.

See this from the project experts:
http://www.projectserverexperts.com/ProjectServerFAQKnowledgeBase/TimesheetColumnIsBlank.aspx

Unfortunatley the users under my Tasks can not only view this information
but can also overwrite it. And as the "Roll down, unless manually specified"
click box indicates, as soon as they manually set it the roll down doesn't
happen and you can end up with two different values - ones at the task level
and one at the assignment level - very fustrating. I had to in the end
create a macro that I run everytime before I publish to make sure all the
assignment values for my custom fields equal that of the task. I made up my
own code and struggled because I couldn't work out initially how to read or
set enterprise fields in project 2007 (something that has changed since
2003). I later found this code pointed to helpfully by someone else on this
board and it is really good - much better than my cobbled together code. See
Copy Task Fields on this page:-

http://masamiki.com/project/macros.htm

The other unfortunate thing is you can't roll down if you want to use
formula. I wanted the task ID to appear seeing as it isn't wasn't a choice
under the My Tasks views but because you can't roll down enterprise fields
with formula my macro has to actually set the enterprise custom code to equal
the task ID - really clumsey and if I forget to run the macro before
publishing I'm stumped and I end up with the field not equaling the task ID
if I've moved around tasks or deleted / inserted them. And I can't put this
macro into the Enterprise Global because macros in the Enterprise Global seem
to be unavailable - I get an error message, so it's just in my Global on my
PC. Hopefully, eventually IT will be able to work out what's gone wrong with
the global - reading other messages it sounds like it got corrupted when we
upgraded from 2003 to 2007 but I've no idea how to get it back again and the
IT guy is on holiday now....

Sorry, rant over. But hopefully the above links should help.

Joanne

 

[stevio]

Thank you very much, works now. Wish I'd posted sooner rather than trying to
work this out myself... lesson learnt.

The pitfalls you point out are a pain. Stiill, I'm not so worried about
users editing this extra column, as its hard enough to get our team to enter
one column of information (work done) let alone two

Steve

 

[JosieMarley]

Steve,

Sorry the link to the macro code I gave is good but doesn't show how to set
enterprise fields - you have to use SetField

e.g. Call T.SetField(FieldNameToFieldConstant("Task_No"), T.ID)
sets the enterprise custom field called "Task_No" for a task T to the
tasks's ID.

Hopefully your Feature Enterprise custom task field is a text one so you
won't need to bother with this anyhow!

Joanne

 

[CS]

Hi

We are also using custom task level fields on the My Tasks Page. We do
however have a problem with the data in these fields disappearing when you
edit the Task details (Assignment Details View) by clicking on the task. As
soon as you update the details and the My Tasks Page refreshes the Task
Custom Field data disappears. We have added the custom field to the Task
Detail (Assignment detail) view as well, but this does not seem to solve the
issue.

We have tested this in a couple of environments, in some it works and others
not (all have SP1 installed on client and server).

Any suggestions would be appreciated.
Thanks
CS

 

[RQ]

CS,

We had a similar issue where data in Custom fields in My Tasks disappeared
when a task was accepted by the project manager. The workaround was to ONLY
store the custom field data in the Task Usage view at the Resource name level
and NOT at the Task level or in the Gantt chart view. Once we only stored
the custom field data at the assignment level - the data no longer
disappeared when tasks were approved.

I do not know if this will work for your problem but that is how we got
around our issue.

RQ

 

[waqas]

Hello
May be i could not explain the stuff clear, So i made a effort to explain step by step.

i create a custom Enterprise filed through these steps.

Server Settings> Enterprise Custom Field Definition > New Field

on this page I give the following option:

Name: _Test_Field1
Entity and Type Entity: Task Type Text
Custom Attributes None
Calculation for Summary Rows None
Calculation for Assignment Rows Roll down, unless manually
specified (BTW I tried it both way, none or Roll down, unless manually
specified )

Values to Display Data
Required No.


After this i created a view callled _Was_TestView and add the 3 fields

TaskName[task] , %Completed[Task] _Test_Field1[task].


Now when i entre the data intot he custome field(_test_Field1) in either
project professional or PWA it was not shown on the both side. Like if enter
the data sometime in PWA and Save & submit it. this goes to other person for
update and publish. they publish it. but no data shown in the Project
professional. Same vice versa from Project Professional to PWA.

But all others field updated and showen in both way.

I think you understand where i am wrong.

Thanks
waqas