customization of the risk form

[Elena Osipova]

Hi!
I need to customize the form in the risk center on the server (where we put
info about risks) - some columns to delete, some to rename and make it a
standard for all corporate projects. I've read in the help that it is
possible and that administrator should do it. But haven't found where to
complete it.

I've tried the general WSS server (although it is not allowed there
to delete some of the fields), this customization was saved but works only
for the sharepoint site and doesn't apply to project server.

Could you please help me?

best wishes,
Elena

 

[Eichelmännchen]

Hi Elena.

Open your Project Workspace ("Browse to Project Web Access, and click On
Admin, Manage Windows SharePoint Services, Manage SharePoint Sites. Then
click the Site Administration link.)

Now click on Risks. On the left you will now see a link "Modify settings and
columns". Click on it and scroll to the "Columns" part. Click on the link of
the column to delete or customize it. You cannot delete all of the standard
fields.
On the "Modify settings and columns" page you will also see a link "Add a
new column".

To save this site as a template and use it for all new sites see this link:
http://www.projectserverexperts.com/Shared Documents/CustomizeWSStemplate.htm

Hope this helps
Sylvia

 

[Elena Osipova]

Dear Sylvia,

thank you very much for advice.
However, under ManageSharePoint sites submenu it is only possible to admin
only selected sites, already created. I though the right link would be in the
submenu related to connection to WSS site (the first one by order). Is it
true?

Can I delete non-obligatory text fields? If yes, how to do this?

Thanks a lot.
Elena.

 

[Eichelmännchen]

Dear Elena.

You have to edit one of the sites already created and save this as a
template. Details are described in the link. Then you have to go to the "Site
provisioning settings" in PWA (Admin/ Manage WSS). Then you change the site
template to your new one.

From now on all new sites which are created will have the new template. Old
sites cannot be changed by this. Only manually. But this takes a lot of time.

Concerning the fields: I checked it and you can only delete the fields
starting from "Cost" downward.(server defalut order) The other ones cannot be
deleted however you can edit the name.
To do this just click on the column name on the "modify settings and
columns" page.

Hope this helps.

Sylvia