Views available in Project Workspace

[Stacey]

Hi,

I created a view that is available on the main PWA page, which is great, but
I can't seem to make it available once we click to the Project Workspace. It
is a project details view, but when I go to modify the web part of the
Project Workspace, Project Details is not an option.

When I try to create a new list to try to work around this, the enterprise
custom field I need is not available here either.

I feel like I'm missing a piece of the puzzle. Why can't I do the same
things on both the PWA page and the project workspace page.

Thank you!!!
Stacey

 

[Ben Howard]

Hi Stacey,
Though they might look the same, the project workspace stores data in a
separate database to that of the project server, and therefore do not access
that same data (hence the reason why you can't find the enterprise project
fields as list items).

The project details web part is availalbe in the miscellaneous section of
the Add web parts UI within site actions, edit; so you should be able to add
it in (just done so on my system)

 

[Dale Howard [MVP]]

Stacey --

What type of View did you actually create? A Project Center view? A
Project Details view? Which? And which Categories did you include with the
new View? My Organization, My Projects, My Tasks? Which? And did you
actually add the Project Details web part to the Project Workspace in
question? And if so, can users actually see the Project Details web part
and select views from the View pick list? Let us know.

 

[Stacey]

Thanks Ben! You have provided me with the missing piece of the puzzle that
explains why not eveything is available as I thought it should be.

I did go to Site Actions, Edit Page then clicked on Add a Web Part and I
don't have a miscellaneous section. It consists of Announcements, Calendar,
Deliverables, Issues, Links, Project Documents, Risks, Tasks, Team Discussion.

Thoughts?
Stacey

 

[Stacey]

The View I created was in Server Settings, Manage Views, Under Project and is
called "Tracking Milestones". The view Type is Project. I included all 6
categories (Direct Reports, Organization, Personal Projects, Projects,
Resources, and Tasks).

The issue is that in the Project Workspace, I don't have the option to add
Project Details. I have options Announcements, Calendar, Deliverables,
Issues, Links, Project documents, Risks, Tasks, and Team Discussion.

Thoughts?
Thanks!
Stacey

 

[Dale Howard [MVP]]

Stacey --

When you put the Project Workspace home page into editing mode, you should
see an orange-colored Add a Web Part button in the Left and Right sections
of the page. When you click the Add a Web Part button, you should see an Add
Web Parts to Left (or Right) dialog that contains sections such as the
following:

Lists and Libraries
All Web Parts
Content Rollup
Dashboard
Default
Filters
Miscellaneous
Outlook Web Access
Search
Site Directory

Are you certain you are clicking the orange Add a Web Part button? And do
you NOT see a list of sections similar to what I document above? Let us
know.

 

[Stacey]

Hi Dale,

When I modify web parts from the main PWA page, I do see Lists and Libraries
and All Web Parts. I do not see the rest of the items on your list though.
I do see Project Details here, and have added this to the main PWA Page, but
what I really want is to add it to the Project Workspace.

When I modify web parts from the Project Workspace, I see a different list.
There is nothing under the "All Web Parts" section for example.

Thanks for your help Dale!
Stacey

 

[Dale Howard [MVP]]

Stacey --

You don't modify a Web Part. You have to add the Web Part to the Left or
Right section. Please confirm that you are adding a Web Part to the Left or
Right section of the page by clicking the orange-colored Add a Web Part
button in the main content area of the page. If you will not confirm that
you are taking this action, I doubt I can help you any further. Let us
know.

 

[Stacey]

Hi Dale,

Yes, I am adding a Web Part, Site Actions, Edit Page, clicking on orange
"Add a Web Part".

Thx. Stacey

 

[Stacey]

Oh...one more thing, it does have left and right sections. I have tried the
left and right, and both give me the same list. Thx. S.

 

[Dale Howard [MVP]]

Stacey --

Well, something is definitely funky for your system. Has your Project
Server administrator changed the default settings in Project Server 2007?
You should be able to see the same list I see in the Add Web Part to Left
(or Right) dialog. Let us know what you find.