Enterprise global template

[Sonya]

I have project server 2007 and I am the new admin...I noticed that when
opening a project it adapts to the enterprise global template. I wanted to
allow users to format text appropriately, using colors or bolding etc.
Everytime a user uploads something back to the server all that editing
disappears.

I discovered text styles, and know that I can adjust milestones and tasks
identified as marked to be displayed in a certain way. But that is only 2
formatting types.

How can I enable users to edit the text as they want and the changes save
even when the project is put back onthe server?

Thanks,
Sonya

 

[Chak]

Hi Sonya,

Global views always inherit the enterprise global settings and
formats. Your Project managers have to define local
views to retain their styles and formats. I mean, you no need to
define extra persmissions for them. They can create
the new views on MS Project Professional 2007.

Thanks
Chak

http://www.epmcentral.com

 

[Sonya]

Thanks Chak,

How do the project managers define local views? (I am new to project) Also,
does this local view allow them to save to the server with their changes?

Thanks,
Sonya

 

[Jack Dahlgren]

To create a new view they should first create a table and any filters they
want.
Then from the view menu select "More views" and then they can copy or create
a new view from scratch.
When that is done they can save the view.
It will be saved in the project file rather than in the enterprise global.

-Jack Dahlgren

 

[Sonya]

Thanks Jack,

I don't want them to necesarily create a new view....just the ability to
bold or change the colour of the text of a task....

I guess the only way to do this is by creating a new view that is not in the
enterprise global template, for each project? This new view can be editable
in any way including changing the text format of a task. That formatting is
saved onto the project itself and won't be lost after it is uploaed to the
server.....did I understand correctly?

Thanks for the clarification,
Sonya

 

[Jonathan Sofer]

Sonya,

PMs create their own views in Project Pro the same way as they would have
before they worked on a server environment if they are familiar with the
standalone version.

PMs can define their own views, tables (which views rely upon), groups,
filters, etc. in addition to the enterprise views that you as an
administrator provide all PMs for standardization. Local views can be
created from Project Pro under the View>More Views where they can copy an
existing view or create a new one. Tables can be created from
View>Tables:...>More Tables in a similar manner.

Whether the PM is in a local view or a global view does not affect the data
any differently. Data will be saved to the server the same way regardless
of the view you are in. Views just define what data you are seeing at that
moment and in what manner.

Also, local views can be easily copied between project plans by opening up
both plans and using the Tools>Organizer... to move/copy views, tables,
groupings, filters, local custom fields, etc. from one plan to the other.

 

[Chak]

Sonya,

You have to use tables to define the view. View always build with one
or more tables. Example: Gantt Chart view has been built on table
called "Entry". Entry table contains fileds like name, duration, start
and finish etc.

Hint: When you open MS project, click on view menu -> Views -> More
views (you will see the current view name)

Find out table associated with that view : View menu -> Tables -> More
Tables -> Edit to view the fields

I don't have handy documentation with me to share the steps on how to
create the view.
I hope, projectserverexperts.com may be have the detailed steps.

Other source to refer the documentation:

http://office.microsoft.com/en-us/project/HA101567971033.aspx#1

Thanks
Chak
http://www.epmcentral.com

 

[Jack Dahlgren]

That is correct. They can simply copy the enterprise view and save it
locally.
The formatting is tied to the view.
You seem to have got a correct understanding of how it works.

-Jack Dahlgren

 

[Sonya]

Just a second question. Is there a way to add additional text styles?

 

[Jack Dahlgren]

Sorry you are limited to the predefined styles.

-Jack Dahlgren
http://zo-d.com/blog

 

[Gary L. Chefetz [MVP]]

Sonya:

Your users do not have to create new views to retain their formatting. They
simply have to add the formatting to a local view. For instance, if they
select the Gant Chart view, rather than the Enterprise Gantt Chart view, and
add their formatting, the formatting will be retained for that view for that
project.

The important thing to understand is that the text formatting is a property
of the *view* not the data. Try this: Add some formatting to a project in
the Gantt Chart view, then switch to another view. Note that the formatting
disappears. Now re-apply the Gantt view and the formatting returns. Does
this help you understand how this works?

--

Gary L. Chefetz, MVP
MSProjectExperts
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com