Project Custom Fields w/VBA

[Karl]

How can project-level custom fields be retrieved? I ask because there's no
Get/SetField method exposed at the project level.

Also, is there a way to determine whether or not a project is a proposal
programmatically?

What I'm trying to do is:
* If the project is a proposal, limit what can be done (i.e., only allowed
to assign generic resources)
* Allow users to override the behavior per-proposal, and save this in the
project.

For example, when they try to assign a non-generic resource, it migh ask
"You cannot assign a non-generic resource to a proposal, would you like to
disable this feature for this proposal?" and if they say yes, it's stored in
the custom field for future reference.

 

[Rod Gill]

Project level custom fields are retrieved via the project summary task:

ActiveProject.ProjectSummaryTask.GetField(....

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com

 

[Karl]

Ah, thanks!

I just noticed that proposals are actually server-side only (which seems
really odd). Could you provide some advice on how to go about creating
template for proposals?

Maybe I'm totally off, but I created a module with a Project_Open hook and
if there are no tasks, I create a set of common tasks for our business.

I'd like to be able to do this with proposals, so that when a new proposal
is created, a common set of tasks are automatically created, and ideally,
resources are automatically added (all the resources marked as generic would
be added to the proposal by default).

 

[Rod Gill]

Proposals are meant to be only two or three tasks to plan at high level.
Personally because web interfaces drive me crazy (slow and poor interface I
never use Proposals, but prefer to schedule new projects but set resources
to proposed for the project until it gets approval.

There is no way to do what you want with proposals.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com

 

[Jack Dahlgren]

Sorry, can't be done with "Proposals". They are new in Proj2007 so are not
fully baked.

-Jack Dahlgren