Priority field in "My Tasks"

  • Thread starter Robert Gonzalez
  • Start date
R

Robert Gonzalez

Hello,

I'm using Project Server 2007. I want to see priority task field in "My
Tasks" View but I don't know how because it isn't possible to add-it in
"Manage Views" option. Also, I've tried to create a "custom field" to keep
priority but I wasn't able to see "custom field" value in "My Tasks".

How can I see priority field in "My Tasks" view?

Thanks in advance,
 
D

Dale Howard [MVP]

Robert --

Did you create a custom enterprise Task field to serve as the Priority
field? Did you assign a value from this field to each task in a project?
Did you publish the project using File - Publish? Let us know.
 
R

Robert Gonzalez

Dale,

I've created a custom enterprise Task field to serve as the Priority field.
I've assigned values to this field to each task in each project (opening
Project in Ms Office Project 2007, saving & publishing).
Yes, I've used "File - Publish" option in MS Office Project 2007.

I've created 2 new views adding the custom property, one at "Project" level
and the other at "My Work" level. When I use the view at Project level I can
see right this custom property, but when I use the View at "My Work" level, I
can see the property in the grid but not the values assigned to each task
(the boxes for values are empty).

I've also tried to create a custom task field using a formula that obtains
original [Priority] field value, but I have the same behaviour I can see it
in Project level view but not in "My Tasks" level view.

Thanks in advance
 
M

mike.mahoney

Dale,

I've created a custom enterprise Task field to serve as the Priority field.
I've assigned values to this field to each task in each project (opening
Project in Ms Office Project 2007, saving & publishing).
Yes, I've used "File - Publish" option in MS Office Project 2007.

I've created 2 new views adding the custom property, one at "Project" level
and the other at "My Work" level. When I use the view at Project level I can
see right this custom property, but when I use the View at "My Work" level, I
can see the property in the grid but not the values assigned to each task
(the boxes for values are empty).

I've also tried to create a custom task field using a formula that obtains
original [Priority] field value, but I have the same behaviour I can see it
in Project level view but not in "My Tasks" level view.

Thanks in advance



Dale Howard said:
Robert --
Did you create a custom enterprise Task field to serve as the Priority
field? Did you assign a value from this field to each task in a project?
Did you publish the project using File - Publish? Let us know.

- Show quoted text -

Robert

In the field definition how have you set:
Calculation for Assignment Rows
You can choose how this field gets rolled down to assignments. Set it
to "Roll down".

This should populate the assignment record and can be displayed in my
tasks.

Note: On my system this works great when you first publish a task but
a soon as you update it in my tasks view the values disappear!

Mike
 
R

Robert Gonzalez

Thanks Mike,

I've set "Calculation for Assignment Rows" to "Roll down" (or something
similar because the spanish transltation is "apply unless it is specified
manually" and I can see now "custom field" values on "My tasks" view, even
when I update a value in a project for "custom field", and "publish" again.

But unfortunatelly now, I can't order rows by te custom field (the name of
the field don't have the link to do it!, like the other fields:(

Also, if I create a custom enterprise field using a formula I can't choose
"Roll down" for "Calculation for Assignment Rows" option.

Any suggestion?

Thanks

Dale,

I've created a custom enterprise Task field to serve as the Priority field.
I've assigned values to this field to each task in each project (opening
Project in Ms Office Project 2007, saving & publishing).
Yes, I've used "File - Publish" option in MS Office Project 2007.

I've created 2 new views adding the custom property, one at "Project" level
and the other at "My Work" level. When I use the view at Project level I can
see right this custom property, but when I use the View at "My Work" level, I
can see the property in the grid but not the values assigned to each task
(the boxes for values are empty).

I've also tried to create a custom task field using a formula that obtains
original [Priority] field value, but I have the same behaviour I can see it
in Project level view but not in "My Tasks" level view.

Thanks in advance



Dale Howard said:
Robert --
Did you create a custom enterprise Task field to serve as the Priority
field? Did you assign a value from this field to each task in a project?
Did you publish the project using File - Publish? Let us know.
messageHello,
I'm using Project Server 2007. I want to see priority task field in "My
Tasks" View but I don't know how because it isn't possible to add-it in
"Manage Views" option. Also, I've tried to create a "custom field" to keep
priority but I wasn't able to see "custom field" value in "My Tasks".
How can I see priority field in "My Tasks" view?
Thanks in advance,- Hide quoted text -

- Show quoted text -

Robert

In the field definition how have you set:
Calculation for Assignment Rows
You can choose how this field gets rolled down to assignments. Set it
to "Roll down".

This should populate the assignment record and can be displayed in my
tasks.

Note: On my system this works great when you first publish a task but
a soon as you update it in my tasks view the values disappear!

Mike
 
M

mike.mahoney

Thanks Mike,

I've set "Calculation for Assignment Rows" to "Roll down" (or something
similar because the spanish transltation is "apply unless it is specified
manually" and I can see now "custom field" values on "My tasks" view, even
when I update a value in a project for "custom field", and "publish" again.

But unfortunatelly now, I can't order rows by te custom field (the name of
the field don't have the link to do it!, like the other fields:(

Also, if I create a custom enterprise field using a formula I can't choose
"Roll down" for "Calculation for Assignment Rows" option.

Any suggestion?

Thanks



Dale,
I've created a custom enterprise Task field to serve as the Priority field.
I've assigned values to this field to each task in each project (opening
Project in Ms Office Project 2007, saving & publishing).
Yes, I've used "File - Publish" option in MS Office Project 2007.
I've created 2 new views adding the custom property, one at "Project" level
and the other at "My Work" level. When I use the view at Project level I can
see right this custom property, but when I use the View at "My Work" level, I
can see the property in the grid but not the values assigned to each task
(the boxes for values are empty).
I've also tried to create a custom task field using a formula that obtains
original [Priority] field value, but I have the same behaviour I can see it
in Project level view but not in "My Tasks" level view.
Thanks in advance
:
Robert --
Did you create a custom enterprise Task field to serve as the Priority
field? Did you assign a value from this field to each task in a project?
Did you publish the project using File - Publish? Let us know.

messageHello,
I'm using Project Server 2007. I want to see priority task field in "My
Tasks" View but I don't know how because it isn't possible to add-it in
"Manage Views" option. Also, I've tried to create a "custom field" to keep
priority but I wasn't able to see "custom field" value in "My Tasks".
How can I see priority field in "My Tasks" view?
Thanks in advance,- Hide quoted text -
- Show quoted text -

In the field definition how have you set:
Calculation for Assignment Rows
You can choose how this field gets rolled down to assignments. Set it
to "Roll down".
This should populate the assignment record and can be displayed in my
tasks.
Note: On my system this works great when you first publish a task but
a soon as you update it in my tasks view the values disappear!
Mike- Hide quoted text -

- Show quoted text -

Robert

Just a word of warning. In my experience displaying custom values in
My Task view introduces problems. The issues vary from custom values
"disappearing" after entering an update, to the dreaded "Unexpected
error" preventing any updating at all.

regards

Mike
 
R

Robert Gonzalez

Thanks Mike for your advice,

But we still needing to display "custom fields" in "My Tasks" view. We need
to solve this two problems:

1. "Custom fields" in "My tasks" view can't be ordered (the link to order in
column header doesn't appear)
2. "Custom fields" obtained through a formula, don't show values in "My
Tasks" view.

Please help... Dale? Someone else?

Thanks

Thanks Mike,

I've set "Calculation for Assignment Rows" to "Roll down" (or something
similar because the spanish transltation is "apply unless it is specified
manually" and I can see now "custom field" values on "My tasks" view, even
when I update a value in a project for "custom field", and "publish" again.

But unfortunatelly now, I can't order rows by te custom field (the name of
the field don't have the link to do it!, like the other fields:(

Also, if I create a custom enterprise field using a formula I can't choose
"Roll down" for "Calculation for Assignment Rows" option.

Any suggestion?

Thanks



On May 8, 8:35 am, Robert Gonzalez
Dale,
I've created a custom enterprise Task field to serve as the Priority field.
I've assigned values to this field to each task in each project (opening
Project in Ms Office Project 2007, saving & publishing).
Yes, I've used "File - Publish" option in MS Office Project 2007.
I've created 2 new views adding the custom property, one at "Project" level
and the other at "My Work" level. When I use the view at Project level I can
see right this custom property, but when I use the View at "My Work" level, I
can see the property in the grid but not the values assigned to each task
(the boxes for values are empty).
I've also tried to create a custom task field using a formula that obtains
original [Priority] field value, but I have the same behaviour I can see it
in Project level view but not in "My Tasks" level view.
Thanks in advance
:
Robert --
Did you create a custom enterprise Task field to serve as the Priority
field? Did you assign a value from this field to each task in a project?
Did you publish the project using File - Publish? Let us know.
messageHello,
I'm using Project Server 2007. I want to see priority task field in "My
Tasks" View but I don't know how because it isn't possible to add-it in
"Manage Views" option. Also, I've tried to create a "custom field" to keep
priority but I wasn't able to see "custom field" value in "My Tasks".
How can I see priority field in "My Tasks" view?
Thanks in advance,- Hide quoted text -
- Show quoted text -

In the field definition how have you set:
Calculation for Assignment Rows
You can choose how this field gets rolled down to assignments. Set it
to "Roll down".
This should populate the assignment record and can be displayed in my
tasks.
Note: On my system this works great when you first publish a task but
a soon as you update it in my tasks view the values disappear!
Mike- Hide quoted text -

- Show quoted text -

Robert

Just a word of warning. In my experience displaying custom values in
My Task view introduces problems. The issues vary from custom values
"disappearing" after entering an update, to the dreaded "Unexpected
error" preventing any updating at all.

regards

Mike
 
C

Cramezul

Sorry Robert, I don't have an answer but I'd like to add a 3rd problem to
your list.

3- How do we make changes to the custom fields in My Task populate back to
the schedule in MS Project Pro ?

I see the changes in My Tasks, I see the changes in the approval history but
the Schedule is never updated with the changes to custom flags by the worker
making the task.

Any Idea?

Patrick Beland
 
M

mike.mahoney

Sorry Robert, I don't have an answer but I'd like to add a 3rd problem to
your list.

3- How do we make changes to the custom fields in My Task populate back to
the schedule in MS Project Pro ?

I see the changes in My Tasks, I see the changes in the approval history but
the Schedule is never updated with the changes to custom flags by the worker
making the task.

Any Idea?

Patrick Beland








- Show quoted text -

Robert
Replace system priority field with your own priority pick list (rather
than a calculated field). This is more user friendly than priority
500, and will appear (at least initially) in My Tasks. Can't help
with the sort.

Patrick
Your issue is more fundemental. You are asking project to process
assignment level data and roll it up to task level. What does it do
if two resource on the same task enter different code values? So I
guess it does nothing - could possibly write a macro to process data
in MSP.

regards

Mike
 
R

Robert Gonzalez

Hello,

Thanks for the response Mike, but I think is strange that the problem is to
process assignment level data and roll it up to task level. For example, in
"My Tasks" you can change for example "% completed" (at the assignment same
level than "custom field") & the change will be populated back to the
schedule in MS Pro without problems.

I'm starting to think the problem around "custom fields" is the poor
management of Project Server.

Can anyone help-us with our 3 questions:

1. "Custom fields" in "My tasks" view can't be ordered (the link to order in
column header doesn't appear)

2. "Custom fields" obtained through a formula, don't show values in "My
Tasks" view.

3- How do we make changes to the custom fields in My Task populate back to
the schedule in MS Project Pro ?

Thanks in advance,

Robert
 
C

Cramezul

Thnaks Mike,

You are probably right. I was hoping to find some kind of King of the Hill
rule (or like we say in french: Au plus fort la poche!) that publish back
the latest value approved by the manager.

I'm thinking of a solution based on server-side events.
People interested in this subject can follow these thread:

http://msdn.microsoft.com/newsgroup...d7c497-75ad-4506-82b3-f7ef01691286&sloc=en-us

http://msdn.microsoft.com/newsgroup...6ced54-e72a-4af3-8f4c-87eecd9b636b&sloc=en-us

Best regards,

Patrick
 
M

mike.mahoney

Thnaks Mike,

You are probably right. I was hoping to find some kind of King of the Hill
rule (or like we say in french: Au plus fort la poche!) that publish back
the latest value approved by the manager.

I'm thinking of a solution based on server-side events.
People interested in this subject can follow these thread:

http://msdn.microsoft.com/newsgroups/default.aspx?dg=microsoft.public...

http://msdn.microsoft.com/newsgroups/default.aspx?dg=microsoft.public...

Best regards,

Patrick





- Show quoted text -

Robert
Project is designed to roll up progress data from assignment level,
but not assignment custom fields.

Patrick
C'est la guerre!

Mike
 

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