steps to close a project schedule in project server 2003

[Chaitanya]

Can anybody please let me know the steps to close a project schedule in
project server 2003

Thank you,
Chaitanya

 

[Dharmesh Patel]

Hey,

What do you mean "project schedule", do you mean archive a Project Plan?

Regards,

Dharmesh

 

[Chaitanya]

I mean, A project is completed. Now, i want to close the project
schedule(plan).

If i want to close the project schedule or project plan, what are the steps
to do

the same.

Thank you,
Chaitanya.



Now, my

 

[Chaitanya]

Hi:

A project has been completed. Now, i want to close the project schedule
(plan).

Now, if i want to close the project schedule,

1) What are the steps to close a project schedule?

Thank you,
Chaitanya

 

[Dharmesh Patel]

Ok,

In 2003 there is no formal way to archive a Project. There are two ways
that I would recommend:

1. Save the file out as an MPP and place the file on a Network Share and
then delete the project from Project Server 2003.

2. Create a Custom Field with a multi-value field (Active / Archived / etc)
and set the project status to Archived/Closed, and filiter this out from
views in PWA Project Center....

I know that there are a few custom utilites which can help you with this,
please let m know if you are interested.

Hope this helps.

Dharmesh

(please rate this post if this has helped you)

 

[Chaitanya]

Hi Dharmesh:

Thank you very much for your answer.

Can you please let me know the custom utilites which can help me on this.

Thank you,
Chaitanya.

 

[GirlGeek]

Hi Dharmesh:

Thank you very much for your answer.

 Can you please let me know the  custom utilites which can help me onthis.

Thank you,
Chaitanya.











- Show quoted text -

Hi,

Here's the procedure I institute for project managers:

1 Set the Project State to ‘Completed’:
From the Project menu, select Project Information
Select the value ‘Completed’ in the Project State field
2 Change all resources to type ‘proposed’:
From the Tools menu, select Build Team from Enterprise
On the right side, select ‘Proposed’ instead of ‘Committed’ for the
Booking Type for each resource on the project team
3 Publish your plan:
From the Collaborate menu, select Publish, then All information
4 Send email to <insert Administrator's name here> to move the project
to the Archive folder.
5 Celebrate!
====================/
The 'Project State' field is a custom enterprise text field with gets
set by the project manager as the state changes. The values list I
have is: In Progress, Cancelled, On Hold, Completed

I've created a security category called 'Archived Projects' which deny
open and save permissions to the completed projects to project
managers. As a manager sends me the email that a project is complete,
I move it to the Archived category. This has worked well for us. When
we were audited, and some folks needed access to archived projects, I
just moved them back out of the Archived category and gave them
access.

Let me know if you want any further clarification,

Aviva

 

[Dale Howard [MVP]]

Chaitanya --

As you now know, Project Server 2003 does not offer any default method of
archive (close) completed projects. To work around this limitation, refer
to the following FAQ on an archival process you can use:

http://www.projectserverexperts.com/ProjectServerFAQKnowledgeBase/ArchiveCompletedProjects.aspx

If you are willing to spend money, you might consider purchasing the
Physical Archive Tool at:

http://www.projectmadeeasy.com/archive.htm

Hope this helps.