To create project professional fields and then the same in PWA fr

[Max]

Hi,
I am trying to bring out certain fields on project web access.
The fields are (8 fields)
Proj id - Schedule indicator - Proj Desc - Start Date- Finish Date - TL - PL
involved - %complete

How can i first get these created on Microsoft project professional and
then i want the same fields to be appeared in project web access when i click
the "Project Centre" link. I did try to browse net was not able to get finer
details

Here i want "Schedule indicator" to be a indicator with traffic lights
,and let me knwo how to add formual to make it work if date slips
for PL involved (Productlines) l need to have optin to choose out of 10
how many are involved in that project.
Thanks in advance

 

[Dale Howard [MVP]]

Max --

How's about telling us what version of Project Server you are using? 2003
or 2007? And while you are doing that, why don't you tell us what the TL
field is. I have no idea what TL means. Let us know and we will try to
help you.

 

[Max]

Sorry Dale -if i missed out on that information

We are using all 2007 (project server, professional as well)

Well TL was i meant to say Track Lead ( i want this to be a field only in
PWA not professional) and for any project when i click on properties i should
be able to edit the name of that track lead (in another case if i want it to
be dropdown please let me knw how i can achieve the same)
Thanks
max

 

[Dale Howard [MVP]]

Max --

Log into PWA and then click Server Settings - Custom Enterprise Field
Definition. Create two new enterprise Lookup Tables called Product Lines
and Track Leads. In each Lookup Table, enter the list of acceptable values
in each Lookup Table. Then create two new enterprise Fields called Product
Line and Track Lead, and attach each to its corresponding Lookup Table.
When a PM creates a new project and clicks Project - Project Information,
he/she will be able to select a value in each of these fields.

Regarding your Schedule Indicator field, you haven't provided nearly enough
information to give you an answer. Regardless, your Schedule Indicator will
need to contain a formula that calculates the variance you want to analyze,
and then you will need to create Graphical Indicator criteria according to
your company's criteria for schedule variance. Hope this helps.

 

[Max]

Thanks for your response ,would surely try out once in offce on monday.
For the first case where in you told me about "ProductLines" if i got to
select mulitple product lines for single project, can i have multiple select
when i got to project information, if so how can i achieve that please let me
know

Regarding Indicators:
Just like how you guided me to create fields for Productlines and trackleads
please guide me how i can create indicators. Regardless of my orgainzation
standard, all i want to tell you is that if

%workcomplete = 100% then it will be complete with one icon(smiley with green)
if a task schedule has crossed current date +_ 5 days then change it amber
if a task schedule is still less than current date then it will be green
if a task schedue has crossed current date +15days turn to red

What i would suggest is teh above criteria i told that came to my mind if
some standard criteria is tehr i can follow that, but i want this indicator
in professioinal as well as in pwa so pls guide me

Pls let me know if this info is enough
i too am new and learning and now whole PWA is in my hands, can i have ur
email id if you dont mind till i finish these implementations
Thanks
max

 

[Dale Howard [MVP]]

Max --

Regarding your questions:

1. When you create the field, you have the option to make it a Multi-Value
(MV) field.

2. Before you create Graphical Indicator criteria, you first need to create
a formula. In this newsgroup, I don't have the time to teach you how to
create formulas or to create their associated Graphical Indicator criteria.
In that regard, I would recommend self study in tutorial Web site, reading a
book, or taking a class. See below.

Following is an FAQ that teaches you how to create a formula with Graphical
Indicators to track date slippage. Even though it is written for Project
Server 2003, you can translate the information to Project Server 2007:

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

For a book, I would strongly recommend our Configuring and Administering
Microsoft Office Project Server 2007 book, available at:

http://www.projectserverbooks.com

For training, we offer regular open enrollment classes for Project Server
administrators. You can take a course in our classroom in New York City or
in cyberspace over the Internet. To register for a course, refer to the
following:

http://projectservertraining.com/learning/administering2k7.aspx

Hope this helps.

 

[pinnacle_ls]

Dale,

I had just finished walking through the information in the article you
referenced above when I came across this post. I went through the
post several times, but there are several pieces of information that
don't translate easily into Server 2007. I'm relatively new to the
product, but have already attended a class on implementing the product
and have gone through "Microsoft Office Project Server 2007 Unleashed"
by SAMS several times trying to sort this out.

One section of the FAQ has the following:

To create the Finish Variance stoplight indicators, the Project
Server administrator must also create a custom enterprise Project
field by
completing the following steps:

1. Select the "Project" set of fields, select Duration as the field
Type, and select the Enterprise Project Duration1 field
2. Click the Rename button, rename the field "Schedule Slippage" and
click OK
3. Click the Import Custom Field button
4. In the Import Custom Field dialog, set the Field type value to
Task, and select the Enterprise Duration1 (Date Slippage) field
5. Click OK and then click OK again
6. Save the Enterprise Global file

Within my implementation of Project and Project Server 2007, if the
Enterprise Global (EG) is open, you can't create custom fields within
project pro. Without the EG open, selecting the "Project" set of
fields gives nothing except for a few fields I've already created in
the PWA and the options you indicate can't be applied to those
fields. Likewise, in the PWA, there are no options beyond selecting
"Project" and "Duration", so completing the task is not possible.
There are several other inconsistencies in the FAQ that may apply to
2003 but apparently not to 2007. I haven't worked with PS 2003, so
I'm not sure if this is just something that has changed dramatically
or whether there is a possibility that my server is corrupted.

Do you have any thought on where this could be going wrong?

Thanks in advance for the help.

Best,

Mike

 

[Dale Howard [MVP]]

Mike --

The difference between Project Server 2003 and Project Server 2007 is that
in the 2007 version you create custom enterprise fields using the PWA
administrator interface. Log into PWA with administrator permissions and
then click Server Settings - Enterprise Custom Field Definition. Click the
New Field button in the Enterprise Custom Fields section. Using the PWA
interface, you do not have the capability of importing fields, so you need
to manually type your formula and manually specify your Graphical Indicator
criteria, if needed. Yes, I agree the steps do not translate well into from
the 2003 to the 2007 version! Hope this helps.