How to change the master issue form for all newly published projec

M

Matt Kennedy

In an effort to standardize the way project issues are managed at our company
we want to modify/customize the "standard" issue form that is created/added
with all newly published projects. Sounds simple enough right?

Well...so far the local MS application team and the Microsoft support line
have spent litterly days trying to work this out. So far all we have come up
with is a very very long and complex process that requires a team effort
including OS administrative privs on the server and far too much effort to
tackle easily.

I don't understand why this seems to be so complex. It seems we collectively
must be missing something here and must be making it far more complex than it
needs to be. So, does anyone know the secret straight-forward method for
changing the standard issue form for all new/published projects?
 
K

Kelvin Kirby

Hi Matt,

Actually it is perfectly possible to do this. What you need to do is to
create a dummy project, publish it, then access the project workspace for
that project. You can now modify the Sharepoint site, including Issues and
Risks forms any way you want. Bear in mind also that you can create
additional Views in Issues and Risks and set any of these to be the default.

Once you have done that you can create a template for that site. This
template will be the one that you define in the Admin, Manage Windows
Sharepoint Settings, Site provisioning settings.

If you need more information regarding the completion of this operation
please drop me a note.

Thanks

Regards

Kelvin Kirby
(e-mail address removed)
Technology Associates International
www.techassoc.com
(Please remove the nospam. from the above e-mail address)
 

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