Create a Custom View in Project Server 2010 that is Visible in MS Project

Hello All,
We want our PMs to consistently report Physical % Complete, but couldn't find an existing "Status" or "EVM" view. So, in Project Server 2010, using Server Settings > Look and Feel > Manage Views, I created a customized project
view using existing fields (no customized fields, if that matters). The problem is that I cannot find the view when I open MS Project. Under Manage Views, in the Format View section, I have selected "Gantt Chart (Views)" for the Gantt
Chart format field. The view defaulted to "Timesheet" for the Grouping format field. Under the Security Categories section, I have selected My Projects and My Tasks. I have not applied a Filter. Any ideas why I cannot find
this new custom view in MS Project?
Was I supposed to create the new customized view directly in MS Project? If so, where would I find the steps to do that? Thank you!
Julie

Julie --
Nice try, my friend. Your only mistake was trying to create the Microsoft Project view in PWA. You have to open the Enterprise Global for editing in Microsoft Project, and then create the custom view and table in the Enterprise Global. To
open the Enterprise Global for editing, click File > Info > Manage Enterprise Global. When you finish creating the custom view and table, then save, close, and check in the Enterprise Global file, and then exit Microsoft Project completely.
The next time you or any of your PMs launch Microsoft Project and connect to Project Server, the custom view and table will be visible for every current and future project. Hope this helps.
Dale A. Howard [MVP]

Similar Messages

Project Server 2010 - Error 20010 with a master project and 3 sub-projects during publication

Hi,
Here is the situation :
One master project with three sub projects.
Sub projects are really similar (Same ressources and nearly same tasks but only the first contain real work for now).
Sub projects got no sub projects nor links between projects.
The owner of the master project got read rights through projects permissions on sub projects.
Sub projects are link in "read only".
We applied Project Server 2010 SP2 last week end and the issue appeared monday.
Here are the symptoms :
When we link only one sub project (Doesn't matter which one), the owner can publish, no problems.
With 2 sub projects, the error may occur.
With 3 sub projects, the error always occurs.
With admin rights, the error doesn't occur.
Here is the error :
ID : 20010 (0x4E2A)
Description : You don't have required permissions to perform the action (Average traduction)
Detail : <detail><errinfo><general><class name="Project"><error id="20010" name="GeneralSecurityAccessDenied" uid="19515c1d-2624-466f-953a-b7fc67337b81"/></class></general></errinfo></detail>
I'm unable to determine which sub project is the culprit, if there is one, as it's working when I link only one of them.
Thanks for your time !

Fylim --
If the project manager in question does not need to edit any of the three projects, the PM does not need to have Read/Write access to any of the three projects. Because you said that the PM needs to set links in all three projects, this means that
the PM will be editing all three projects. In order to edit the three projects, the PM must have Read/Write access to all three. Setting cross-project links constitutes editing of the projects, which is why the PM must have Read/Write permission.
Make sense?
Regarding SP2, I am not aware that this would change anything, but I could be wrong. The reality is that regardless of which SP you have applied to Microsoft Project and Project Server 2010, the PM in this situation MUST have Read/Write access to the
projects that he/she needs to edit with cross-project links. Hope this helps.
Dale A. Howard [MVP]

Project Server 2010: PWA Removing Default Project Site Security Groups When Creating a New Project

I looked for this specific issue with Project Server 2010/PWA/SharePoint and could not find an exact answer... hopefully someone can help.
We are currently using Project Server 2010 and have a number of project site templates that are used dependent upon the enterprise project type selected. Each of these project site templates have unique permissions which should create the default security
groups on the project site upon publishing/syncing:
<Project Name> Members
<Project Name> Owners
<Project Name> Visitors
<Project Name> Project Managers (Project Web App Synchronized)
<Project Name> Team Members (Project Web App Synchronized)
Web Administrators (Project Web App Synchronized)
Whether a user creates a project through PWA or Project Pro 2010 and imports the project into PWA, we get a weird result in the Site Permissions of the newly created project site. PWA will remove all default security groups from the project site template
and add a whole list of users in the Site Permissions list without groups.
Once the project is published and the project site is created, we can then go back and add those default security groups back in the project Site Permissions and even add a couple of custom groups without them being removed on all subsequent project syncs
or publishing.
How do we get PWA to not overwrite the project site templates' security groups and place each user in the proper default security groups? At the same time, how is PWA adding a number of users into the Project Site Permissions?
Thanks in advance.

Paul,
Thanks for that information. Right now we are using the Test environment to turn the Auto-sync feature back on. I suspect that the reason this is happening is due to PWA groups/categories/security templates. There may be more than one PWA group that is "overwriting"
the default project site groups upon initial creation of the project. We will look further into the security settings to tighten up the policies.

Project Server 2010 / Sharepoint 2010 Permissions not syncing to Project Site

Project Permissions not syncing to Project Site
Project Manager Group
New project is created and published project server sends permissions to Sharepoint which puts users into the following groups:
<dir><dir></dir></dir><dir><dir>
Web Administrator (Microsoft Project Server)
Project Managers (Microsoft Project Server)
Team members (Microsoft Project Server)
Readers (Microsoft Project Server)
At this time the creator/owner, owner’s management, portfolio managers, and executives should all have Project Manager rights on the sharepoint site, and Admins will have Web Admin permissions.
Issue #1: Only the Web Admin permissions and creator/owner permissions are being added to the Sharepoint permission groups
Workaround #1: Going into the project site permissions and adding the
Project Managers (Microsoft Project Server) group manually and the sync will keep the permissions
Workaround #2: Going into the Server Settings, Manager Groups then removing or add all users to the No Permission Group, which forces an sync to all workspaces. Con: This workaround can only be down at night when users are not active since it will
block the queue for at least an hour.
Project Owner Transfer
Previously created project has owner change, once saved and published project server sends permissions to update user’s permission to
Project Managers (Microsoft Project Server) on Sharepoint project site.
Issue #2: When Project owner is changed and project is published the owner is not getting permissions to the Sharepoint project site. However, if owner is also added to the team using the Build Team Feature the sync will give the owner Project
Manager permissions on the Project Site.
Workaround #1: Going into Server Settings, Project Sites, select project and Synchronize. Once this is done, the owner will have Project Manager Permissions without being added to the team.
Users who have been added to this project in Project Server 2010, but not assigned to tasks. Users who have assignments in this project in Project Server 2010 and are contributors to the project workspace site,
meaning that they can create and edit documents, issues, and risks. Users who have published this project or who have
Save Project permission in Project Web App and are contributors to the project workspace site, meaning that they can create and edit documents, issues, and risks. Users who have
Manage SharePoint Foundation permission in Project Web App and are contributors to the project workspace site, meaning that they can create and edit documents, issues, and risks.</dir></dir>

By default when you create project build team add users in the task and publish the project plan then All the User which are available in the project plan including Project owner will go to below mentioned group in project site:
1. creator/owner, owner’s management, portfolio managers, and executives should all have Project Manager will get access to Project Managers (Microsoft Project Server)
2. User who are having team member access to PWA will get Team members (Microsoft Project Server) access if they are assigned to the project task.
3. User who are having team member access to PWA will get Readers (Microsoft Project Server) access if they are not assigned to the project task.
4. Only PWA Administrator will get the access to Web Administrator (Microsoft Project Server)
Sharepoint permission you have to use when you want to give permission manually to users on project site
In the Project Site provisioning setting under Server setting if you have Check to automatically synchronize Project Web App users with Project Sites when they are created, when project managers publish projects, and when user permissions change in Project
Server.
Then all the user get access as per describe above and if you will give access manually to any of the user either in project server group or in Sharepoint group once you will publish the project next time all the manually given permission will go away.
IF you want to give permission to user manually to sharepoint group or project server group then uncheck automatically synchronize Project Web App users with Project Sites when they are created, when project managers publish projects, and when user permissions
change in Project Server.
You check PWA site setting --> Site permission then member of Sharepoint group user who will have access to sharepoint group in PWA site setting site permission will have access to all the project site sharepoint group as Project site inherit permission
from PWA root site.
Both the issue which you have described is behavior of project site.
For issue 2 when first time project owner create and publish the project and projectsite is getting created then porject owner name gets access in the porject manager (project server group) nect time if you will change the owner and publish the project
until he will not present in the project plan will not get the permission.
If you want to give sharepoint permission to users then uncheck automatically synchronize Project Web App users with Project Sites when they are created, when project managers publish projects, and when user permissions change in Project Server and give
the permission manually.
Project site in 2010 has some issue and not full filling customer need some time ,Ms has came up with 2013 which is having tight integration with project sites .
Project workspace security groups are equal to the SharePoint Server 2010 security groups.
Web Administrator equals Full Control
Project Managers equals Design
Team members equals Contribute
Readers equals Read
Users who have Manage
SharePoint Foundation permission in Project Web App and are contributors to the project workspace site, meaning that they can
create and edit documents, issues, and risks will get access to Web Administrator (Microsoft Project Server)
http://technet.microsoft.com/en-us/library/cc197668(v=office.14).aspx
kirtesh

Function works in MS Project Pro 2010, but not in MS Project Server 2010

I have an custom enterprise text field in Project Server 2010 that uses the "Instr" function and it works fine. I created a local custom text field in MS Project Pro 2010 that was similar, but uses the "InstrRev" function and
it works fine. I then go to project server 2010 and try to create a custom enterprise text field using the "InstrRev" function and I get a message that says, "This formula contains errors. Correct the formula and try again."
It's the exact same formula that I tried in project pro - copied and pasted. Why is that? Does Project Pro allow for a wider range of VBA functions in local custom fields than Project Server does when creating enterprise custom fields?
Is there some way around this?
Thanks,
Joe

Hi Joe,
There is a way around it.
Logon to MS Project Professional.
Creat that field there
Add Field to Enterprise while in MS Project.
It has just worked for me.
Please let me know if it worked for you.
Best Regards,
Alex

Best practice for patching ( Feb 2014 CU) of Project Server 2010

Hi,
Please advise.
Thanks
srabon

Hi,
My current environment is,
# VM -1 (Project Server 2010) Enterprise Edition
- Microsoft SharePoint and Project Server 2010 SP1
- Configuration Database Version 14.0.6134.5000
- Patch installed - KB2767794
# VM -2 (SQL Server 2008 R2)
Now my plan is,
- Taking Snapshot for the VM-1
- Should I also take VM snapshot for VM-2 ?
- Taking Farm Backup
- Taking /pwa site collection backup
For your information I do see in your articale MS says that I may have SP1 or SP2 before running this patch but you mentioned I have to have SP2 as well ?
Fyi....
Prerequisites
To install this cumulative update, you must have one of the following products installed:
Microsoft Project Server 2010 Service Pack 1 (SP1) or Service Pack 2 (SP2)
Microsoft SharePoint Server 2010 Service Pack 1 (SP1) or Service Pack 2 (SP2)
Microsoft SharePoint Foundation 2010 Service Pack 1 (SP1) or Service Pack 2 (SP2)
Please advise if I miss something in my plan.
Thanks
srabon

Create a defaut view for the MS Project Server 2010 client

Dear Forum,
how can I create a defaut view for the MS Project Server 2010 client?
I saved a template and set a default view under File -> Options ->Project View. I also did the same in the checked-out enterprise global. If I then close the client and re-open it my default view changes back again to the previous one (not the view
I set as a default view).
What explains this behaviour and what can I do? Any hints?
Thank you very much for your help!

Scheduler007 --
The view you selected by clicking File > Options > Project View is the default view for every new project you create from a blank project template. This is a global option, so setting it from the checked out Enterprise Global file serves no purpose.
When you select a view as your default view, you will see that view applied to the blank project that is opened when you launch Microsoft Project 2010, and you will see it applied if you create new blank projects. If you create enterprise templates for
people to use in your organization, you should simply apply the view to the template that you want as the default so that users will see this view immediately when they create a new project from the template. In addition, if you apply a view to an open
project, close and check in the project, and then reopen the project, you will see the last view applied in that project (as Guillaume correctly points out).
Beyond this, there is no method possible for the Project Server administrator to specify a default view for the Microsoft Project application used by the project managers in your organization. This is an option each PM must set. Hope this helps.
Dale A. Howard [MVP]

Project server 2010 What are the number of Custom fields and views allowed?

How many customizations are permitted in Project Server 2010?
Thanks in advance

Hi
new findings on that issue...
There is an article for Project Online that speaks about limits for reporting: https://support.office.com/en-US/Article/Project-Online-software-boundaries-and-limits-5a09dbce-1e68-4a7b-b099-d5f1b21ba489?ui=en-US&rs=en-US&ad=US
Apart from that you will have an issue if you like to upgrade to Project Server 2013. When trying to convert the 2010 databases to a 2013 database a SQL stored procedure will fail if you have more custom fields than fit into the UserViews.
Error message will be something like this:
System.Data.SqlClient.SqlException (0x80131904): INIT METADATA ERROR! At least one mismatch found between SQL schema for view MSP_EpmProject_UserView and reporting metadata. Call to MSP_Epm_CheckIntrinsicAttributes failed for Projects INIT
METADATA ERROR.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose)
at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady)
at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)
at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async, Int32 timeout, Task& task, Boolean asyncWrite)
at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, TaskCompletionSource`1 completion, Int32 timeout, Task& task, Boolean asyncWrite)
at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(TaskCompletionSource`1 completion, String methodName, Boolean sendToPipe, Int32 timeout, Boolean asyncWrite)
at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Microsoft.Office.Project.Server.Data.SqlSession.ExecuteNonQuery(SqlCommand command) ClientConnectionId:21f11abd-7388-48a0-a029-b5161fcb2dc8
Workaround for the issue (UNSUPPORTED !!!!!!)
Execute the Convertto-SPProjectDatabase script. Now you need to be fast or well prepared. You need to find the MSP_Epm_CheckIntrinsicAttributes stored procedure. Execute an ALTER statement for it and change the last lines of code to something like this:
LblError:
   PRINT @ErrorMessage
--changed RETURN code if an error occurs to be able to proceed with migration
--RETURN 1
   RETURN 0
END
I hope that helps someone out there - when I came across the issue last night, a google query returned nothing for INIT METADATA ERROR....
Regards
Christoph
Christoph Muelder | Senior Consultant, MCTS, MCSE | SOLVIN information management GmbH, Germany

Issue in Custom Filter in PWA of Ms Project Server 2010

Hi,
i am facing an issue on setting a cutom filter in the Project Center view of PWA. I am setting a custom filter and it works fine.
Projects are filtered as per the filter. However, on selecting the filter for editing, I get a message viz. "Failure. There was an error processing the request".
I am looking for pointers and guidance to resolve this issue. Any helpin this regard will be appreciated.

Hi,
Evenif you already checked this out, it is likely to be a security issue. This functionality is managed by permissions in PWA server settings and not in the Central Admin.
Check this article :
http://msprojectnow.com/Blog/tabid/142/entryid/556/Enabling-Task-Sheet-functionality-to-Add-Yourself-to-a-Task-in-Project-Server-2010-PWA.aspx
Check if you're not belonging to multiple categories that might have the given permission disabled.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Delete Enterprise Custom Fields in Project Server 2010

Hello,
We have Project Server 2010, SP2, in SEM mode. We recently removed some legacy unused Project Level enterprize custom fields from system, and observed that, the fields are not visible via PWA System Settings, but still see them in Project Pro, Project Information
dialog and also available as a field that I can add it to a view.
I have already tried following:
- Clear the roaming profile (global.mpt) and exit out of Project Pro, and reconnect to Project Server... but still see those fields.
Any ideas, why we see it, and is there any additional steps we need to perfome to remove from Project Pro?
Please suggest.
Regards,
Kishore Dodda
Kishore Dodda

Hello,
They should have removed automatically. I have seen this before and carried out these steps:
http://pwmather.wordpress.com/2012/02/22/projectserver-2010-msproject-enterprise-global-custom-fields-out-of-synch-ps2010-ps2007/
Fully backup the system before doing this and test on a DEV / Test system first.
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

MS Project Pro file on Project Server 2010 does not accept [No Group] selection when clicking on Group view

MS Project Server 2010 gives me the following error when I try to click on the [No Group] group:
Error message:
The group "" cannot be found. You tried to display a view that references a group that is not available.
Specify a different group for the view."
Note: When I look at the drop downlist for the Group on the View Ribbon, [No Group] appears in the Built-in section of the list. It also appears on the Organizer.

Michael W --
I have seen this error message several times when the project got corrupted due to drops in my network connection while the enterprise project was open. If memory serves me correctly, the method for resolving this problem is to use the Save For
Sharing feature. To do this, complete the following steps:
Add the Save for Sharing button to your Quick Access Toolbar, if you have not already done so previously. Use the Project Options dialog for this.
Open the project in question and click the Save for Sharing button.
In the Save for Sharing dialog, save the MPP file in a location where you can find it easily, such as your Desktop.
Close the MPP file and then reopen it.
Click File > Save As and then click the Save button.
Using this process, Microsoft Project will resolve the corruption in your project. Please let us know if this process works for you.
Dale A. Howard [MVP]

I want to break inheritence and create unique permissions in a Project Server 2010 project site list/library.

Some Project Managers want to restrict permissions on certain lists or libraries in their Project Server 2010 project site. However, when I have done this for them, by breaking inheritence to the parent site and then removing/adding users with unique
sharepoint permissions, it seems that when the project schedule is published, some of the newly created permissions are lost.
I have tried creating a SharePoint group at the project site level and then applied it with specific permissions (eg. Contribute) to the list/library and this seems to work better but I haven't been able to confirm yet if this will work in the
longer term.
Does anyone know what is the best method to break inheritence and set up unique permissions on a list in a Project Server 2010 project site that will not be lost when the project schedule is published?
Thanks
Peter

Thanks Lynda
I am aware that I can disengage the entire permissions sychronisation using that setting but that is not what I want to do. I just want to be able to break the inherited permissions on individual document libraries or lists on specific Project Sites
so that I can restrict access to nominated people.
My issue is that when I do this, I find that some of the amended permissions disappear from time to time. It seems to be related to when the schedule is published. They
don't revert to the inherited permissions, just some of the people who I have given direct access to no longer have access.
Im just trying to find out the best way to manage setting non-automated permissions on a single list or library in a Project Server project sites so the changes stick.
Peter

Is it possible to create a formula that converts a resource hours into full time units in project server 2010

Hi
Is it possible to create a formula that converts a resource available hours into full time equivalent units in project server 2010? Say a resource has 160 available hours for any given month this will translate into 1 FTE for this month. If it is 80 hours
for that month then it will be 0.5 FTE and so on and so forth.
Thanks,
-Maurizio

Maurizio,
It's a bit late, but there are two OLAP cubes that can provide you with this information in a pivot table in Project Server 2010.
"MSP_Portfolio_Analyzer" and "Resource Timephased" contains capacity measures that be used to provide calculated measures when the cube database is generated. You change OLAP cube configuration in "Server Settings -> Database Administration -> OLAP
Database Management". In either of the aforementioned cubes, use "Calculated Measures" to create two measures:
Member Name
MDX Expression
Available (FTE)
([capacity]-[work])/[capacity]
Work (FTE)
[Work]/[Capacity]
These two fields will appear in the pivot table field list as "Values", and when combined with a "Time" column, can give you a picture of FTE usage and availability.
I prefer the portfolio version since it contains project/assignment data and resource data, letting you see just how resources are being utilized.
One thing I have not been able to get around is getting ""Maximum Units" for a resource factored into the measure. A common practice is to allocate more that "100%" to generic resources to represent teams for planning purposes. The OLAP measures will show
only 0.0 to 1.0 FTE for any resource, even if a resource represents more than one body.
If you have an SSRS query you could share, I would appreciated it!
Hope this helps!
JTC
JAckson T. Cole, PMP, MCITP

How to define a unique project level custom field in project server 2010?

Hi every one;
is it possible to define a unique project level custom field?
our client wants to have a unique custom field( project code) which doesn't allow users to save and publish projects with the same value.
for example if user A define a project and set "project code = 1" if user B define another project and wants to save "project code =1" for it, the server doesn't allow him to save this value and he has to change value for example to 2
thanks for any help

First of all you need to have Project server development environment also for coding visual studio hands on is required.
To start with PSI (Project Server interface)you need to have Development Environment of Project Server 2010.
you can get the overview from http://msdn.microsoft.com/en-us/library/office/ms457477(v=office.14).asp
You
can get the information about SDK: Download SDK.
http://msdn.microsoft.com/en-us/library/office/ms512767(v=office.14).aspx
Below mentioned link is having code and reuqired information about :
Generate Unique ID for Project using a webpart
http://epmxperts.wordpress.com/2012/05/21/generate-unique-id-for-project-using-a-webpart/

How to find Project Level Text Custom Fields in Project Server 2010 databases?

Hello,
We are using Project Server 2010 SP2 in SEM Mode. We are planning to use Project Level Local Custom fields and we want to pull them in reports using SSRS, so I am wondering which table these "Local" (non enterprise) custom fields are stored in
database.
Any suggestions?
Regards,
Kishore Dodda
Kishore Dodda

Hi,
Please see this
similar thread about reading local custom fields though the PSI.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Create a Custom View in Project Server 2010 that is Visible in MS Project

Similar Messages

Maybe you are looking for