group projects together

[sn]

We use project server and we hve atleast 50 projects published. whenever
someone go into project professional and retrieve a list of all the projects,
it shows all 50 projects. is there anyway i can group them together ?..or can
i create folders and move projects into seperate folders?..i know somwhow you
can create a enterprise lookup table...any idea how ?

 

[Andrew Lavinsky]

In the default screen to open the projects, there is an option to Group By
at the top. Simply select the appropriate field there.


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

 

[Gaurav Wason]

You can group the projects for sure. You can use any outline code. When you
click on file open > retrive from project server. There is an option "Group
By" that you can use to group the projects.
--
Please rate this post if it has helped

Thanks
Gaurav Wason
(e-mail address removed), PMP, MCITP roject Made Easy (Project Server Archive Tool)
and (Project Owner Tool)
http://projectmadeeasy.com

 

[sn]

Can someone tell me how to use this feature? or how to group them ?..

 

[sn]

I know its possible..can you elaborate little more or point me to where to
start?

 

[Gaurav Wason]

Create an Custom Lookup field (Make it required if you want) and ask PMs to
enter that info (any kind of grouping you want). Once you have that data then
you can use group by.
--
Please rate this post if it has helped

Thanks
Gaurav Wason
(e-mail address removed), PMP, MCITP roject Made Easy (Project Server Archive Tool)
and (Project Owner Tool)
http://projectmadeeasy.com

 

[sn]

I created a Custom Lookup fiels called "groups" and added the diffrent groups
we needed. Then i created a Enterprise field and used "project" entity and
used the "groups" lookup Table. I saved projects to the new groups but when i
go to file-open-retrive all projects and click on Group By " i see "project"
enterprise field i created NOT the groups i created

 

[kahuna]

Here is what you have to do to group by projects in the Project Center.

Access Server Settings>Enterprise Custom Fields and then add a Lookup table
and title it 'Project Groups'. Add any values you want to include in the
project group. From the same page, also add a field 'Project Groups' or
something similar and have it use the Lookup field that you just created.

Now access Server Settings>Manage Views>Project Center > Summary (applies to
other views in the center too)

In the Displayed Fields, make sure you bring in the 'Project Groups' field
as well.
Next, on the same page, scroll down and in the Format View section, ensure
that the Group By field is populated by the field you just added 'Project
groups'.

Navigate back to the Project Center and select any one of your projects and
click 'Edit Properties' and in the Edit Project Properties page, you should
see the lookup field you just created. Select an appropriate value in the
field and save and publish the project. If you do not do this step, the
projects that you currently have would not have the Project Groups field
populated.

Now access the Project Center and select 'Summary' View and you should be
able to see the groupings now.

the kahuna

 

[kahuna]

Here is what you have to do to group by projects in the Project Center.

Access Server Settings>Enterprise Custom Fields and then add a Lookup table
and title it 'Project Groups'. Add any values you want to include in the
project group. From the same page, also add a field 'Project Groups' or
something similar and have it use the Lookup field that you just created.

Now access Server Settings>Manage Views>Project Center > Summary (applies to
other views in the center too)

In the Displayed Fields, make sure you bring in the 'Project Groups' field
as well.
Next, on the same page, scroll down and in the Format View section, ensure
that the Group By field is populated by the field you just added 'Project
groups'.

Navigate back to the Project Center and select any one of your projects and
click 'Edit Properties' and in the Edit Project Properties page, you should
see the lookup field you just created. Select an appropriate value in the
field and save and publish the project. If you do not do this step, the
projects that you currently have would not have the Project Groups field
populated.

Now access the Project Center and select 'Summary' View and you should be
able to see the groupings now.

the kahuna

 

[sn]

Kahuna,

Thank you so much for teh steps. I created groups exactly how you wrote and
add values such as templates, old, drafts, active. But now when i go to
Project professional and File-Open-retrive the list of all projects, and
click on "group by" drop down, i see "project group" field. not the groups i
created like templates, old, drafts, active.

 

[kahuna]

sn, can you recheck that you have followed all of the steps I outlined. Did
you, for example, select any of your project and go to 'Edit Project
Properties' and set the value to 'old, draft, active' and publish it? Please
recheck and let me know.

 

[sn]

Kahuna,

your steps works in the project center view. but i still cant group projects
by "old., draft,active" in FILE-OPEN-Group by windows in PROJECT PROFESSIONAL
application. in the group By dropdown, i see the enterprise filed i created,
but not the values

 

[Gary Chefetz]

Are you sure that you closed and the restarted Project after adding the
fields? Project does not become aware of new fields that are created during
a user session. It only becomes aware of these upon starting when it loads
the Enterprise Global file.

 

[sn]

Yes Sir..and thank you so much for replying to my post
when i restart my project professional i dont see the groups i created when
i click on "group By" but i see the enterprise field i created!

 

[kahuna]

If you don't see the values, I am guessing that you probably haven't set the
values to any of your projects yet. Do it, publish, restart project pro and
try again. Anyway you are well on your way. Good luck.
kahuna