Unpublishing/Removing a Project From Project Server

[Larry Menzin]

When we complete projects (all tasks completed) we want to remove/deactivate
that project from Project Server so that it no longer appears in the web
views and portfolio analyzer.

I know you can delete a project from the system but we want the data to
remain there for historical reporting services, but just not appear as an
active project.

Any ideas on how to handle this?

 

[Dale Howard [MVP]]

Larry --

Refer to the following FAQ for a procedure to "archive" completed projects:

http://www.projectserverexperts.com/Shared Documents/ArchiveCompletedProjects.htm

Hope this helps.

 

[FaisalM]

Dale,

I've few question on ArchiveCompletedProjects.htm steps.

Q1. In that ArchiveCompletedProjects.htm file there is a step where we
change booking type from committed to Proposed. That removes the Task
Assignments from user's PWA list. It doesn't work sometimes. Any idea what
could be the cause?

Q2. Consider a scenario where you want to make a project as closed well
before its finish date using that ArchiveCompletedProjects.htm steps.
Resources might have work assigned in future months though.
After following steps in that .htm file, you go to any other project, select
Enterprise Resource Usage view. The project you closed above still show up in
the Resource usage list for resources who were in that old project. Any idea
why?

(If I delete the project from server then it doesn't show up like I said
above)


--
FaisalM
http://www.FaisalMasood.com/

My Project Blog
http://www.faisalmasood.com/blog/msproject

Larry --

Refer to the following FAQ for a procedure to "archive" completed projects:

http://www.projectserverexperts.com/Shared Documents/ArchiveCompletedProjects.htm

Hope this helps.

 

[Dale Howard [MVP]]

FaisalM --

The methodology is not perfect. It is a workaround for features lacking in
the current version of Project Server. I appreciate your questions,
however. To answer them:

Q1: No idea why.

Q2: The Resource Usage views shows resource assignments across all projects
in the Project Server database for resources in the active project. Even
though my archiving methodology might "hide" a completed project in many
places in Project Server, I know of no way to hide assignments for a
completed project in the Resource Usage view.

Thanks for asking. Hope this helps.

Dale,

I've few question on ArchiveCompletedProjects.htm steps.

Q1. In that ArchiveCompletedProjects.htm file there is a step where we
change booking type from committed to Proposed. That removes the Task
Assignments from user's PWA list. It doesn't work sometimes. Any idea what
could be the cause?

Q2. Consider a scenario where you want to make a project as closed well
before its finish date using that ArchiveCompletedProjects.htm steps.
Resources might have work assigned in future months though.
After following steps in that .htm file, you go to any other project,
select
Enterprise Resource Usage view. The project you closed above still show up
in
the Resource usage list for resources who were in that old project. Any
idea
why?

(If I delete the project from server then it doesn't show up like I said
above)


--
FaisalM
http://www.FaisalMasood.com/

My Project Blog
http://www.faisalmasood.com/blog/msproject

 

[FaisalM]

Thanks for your feedback.

--
FaisalM
http://www.FaisalMasood.com/

My Project Blog
http://www.faisalmasood.com/blog/msproject

 

[Dale Howard [MVP]]

FaisalM --

You are more than welcome, my friend! We are grateful for your
participation in this newsgroup.

 

[Reid McTaggart]

Q1: This method will not hide deleted tasks. Could that be the problem?
I've never seen a failure otherwise.

Q2: If you're closing a project, reduce remaining work to zero and republish.
--
Reid McTaggart
EPM Architect
Microsoft

Dale,

I've few question on ArchiveCompletedProjects.htm steps.

Q1. In that ArchiveCompletedProjects.htm file there is a step where we
change booking type from committed to Proposed. That removes the Task
Assignments from user's PWA list. It doesn't work sometimes. Any idea what
could be the cause?

Q2. Consider a scenario where you want to make a project as closed well
before its finish date using that ArchiveCompletedProjects.htm steps.
Resources might have work assigned in future months though.
After following steps in that .htm file, you go to any other project, select
Enterprise Resource Usage view. The project you closed above still show up in
the Resource usage list for resources who were in that old project. Any idea
why?

(If I delete the project from server then it doesn't show up like I said
above)


--
FaisalM
http://www.FaisalMasood.com/

My Project Blog
http://www.faisalmasood.com/blog/msproject

 

[Annette]

But, reducing remaining work to zero does not remove that task from the
timesheet view - correct?

 

[Reid McTaggart]

You are correct. What it does do, however, is keep the Resource Availability
view correct by not showing planned work that is not really going to happen.
--
Reid McTaggart
EPM Architect
Microsoft

 

[Annette]

Hello all -

any new ideas on how to remove the tasks from viewing in EPM?

thanks
Annette