Need to create a TASKS page with a filter default in PWA Project Server 2013 (Online)
Never done this so, I am wondering How to go about or what I would need to create a simple PWA page like "Tasks" in Project Server 2013 online where it default to a filter that is set to not equal to the user that is logged on?
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)
Hi Spiro,
The "my tasks" page or "my timesheet" are automatically filtered on the user currently connected. Unless you are using workarounds such as status manager or delegation, I see no way to bypass this.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |
Similar Messages
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My main question is: Can new PWA views be created whereby a filter for that view can be set, and associate to the view by default? (Project Server 2013 ONLINE)? and can I have a filter set to filter on person logged on to...
In previous versions of Project Server, when CREATING a PWA view, we were able to apply/ define a filter for that view. Does not seem like it is the case in Project Server 2013 Online. And if I remember, we could also use the URL Guid_view_id.
Please confirm; and / or tell me how-to.
What I was hoping to do is the following... Given that our standard that we have adopted for reporting time is 'My Timesheets' (fyi, Single Mode Entry=ON), we have some resources who have others who do it on their behalf via 'My Tasks' (ie., accomplished
by using the 'Assignment Owner' field, accordingly). Therefore, when entering time on someone else's behalf within 'My Tasks', we like to present the user that is logged in only the tasks that they are are assigned to update on others' behlaf.
I know that there is another more elegant approach to doing this which may be to use the Delegation feature. But since we are trying to stick to Sharepoint Security mode for now, this is not an option for the time being.
Any help appreciated would be greatly appreciated.
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)Hi Spiro,
1- You still can define in Project Online a filter in the view settings, it is located just above the category setting. Here is a screenshot of the summary project center view:
2- The view GUID is not anymore in the URL, since the URL triggers an action only on the webpart and not on the whole page. I agree this is annoying since it was great to send a URL with a specific view.
3- Concerning the access to my timesheet versus my task, I'm not sure to get a full understanding but on a general way, it is much more easy to deal with those situation using categories which you cannot do with the SP permission mode.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller | -
Hi I need your guidance on how I should go about setting up my Excel 2013 reports so that others in our Project Online 2013 environment can access and updates these reports of mine.
My questions are as follows:
I presume I need to create and save my ODC files in a PWA > Data Connections folder. I have English and French users in our environment. Do I need save them twice? Once in the French and again in the English Data Connections folder?
Likewise for the Excel file?
How should I go about creating my ODC files within Excel? By default, the ODC files are being created on my PC's > My Documents > My Data Sources folder. I presume I need to get them saved or exported to the PWA > Data Connections
folder. So, How should I be going about creating and saving and/ or exporting the ODC files???
FYI...My oData Feeds that I wish to use and join in this particular Excel file are as follows:
https://cascades.sharepoint.com/sites/pwa/_api/projectdata/AssignmentTimephasedData01T00:00:00'
https://cascades.sharepoint.com/sites/pwa/_api/projectdata/Projects()?$select=ProjectId,ProjectName,CAS_Classification,CAS_PCO,CAS_IT_Department,CAS_Program,CAS_SubProgram
https://cascades.sharepoint.com/sites/pwa/_api/projectdata/TimeSet()?select=TimeByDay,TimeDayOfTheWeek$filter=TimeByDay ge datetime'2014-10-19T00:00:00'
https://cascades.sharepoint.com/sites/pwa/_api/projectdata/Resources()?$select=ResourceId,ResourceName,Programs,Supplier,Source,Role,CostType
Thanks in advance,
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)Thank you Guilaume. May I ask you to help clarify a bit more for me? If I have to do it for both languages (the reports and ODC files), do I simply copy the same ODC files from e.g., the English to French folder in PWA (Odc files)? Or does
that defeat the purpose? Or, do I need to create a new set of oData Feed Connection files with a French version of Excel 2013 and save them to the French Data Connections folder in PWA? Do I need to have a French version of Excel 2013 to create
French ODC files and ultimately French based reports and/ or vice versa?
I did notice that the following oData metadata command from within a browser produces different results (ie., English versus French metadata returned) depending on who runs it (i.e., French or English user, etc). As you can see I am a bit confused.
Any help you can provide would be greatly appreciated.
https://XXXXX.sharepoint.com/sites/pwa/_api/projectdata/$metadata
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada) -
Create template for a task in Project Server 2013
Hi everyone,
I've got a little question, yes, again :-)
Some user of Project Server haven't scheduled tasks, so they need to create their tasks by the "My Tasks" page, "Add a row" then "Add a new task".
Unfortunatly, these users create a lot of little tasks but which are the same excepted for an information (like number of the bug ticket) and my bosses want to create a template of a task for create this kind of tasks very quickly but I do not find a way to
do that.
Is it possible with Project Server to do something like this ?
Thanks to you,
PatmolPatmol6 --
There is no default functionality in Project Server 2013 that would allow a team member to create a new task from some kind of custom template. It MIGHT be possible through custom software development, however. Hope this helps.
Dale A. Howard [MVP] -
Hi sir,
when I have try to fetch the value of project start date and finish date and some other field value , I have recived error message like The property or field 'StartDate' has not been initialized. It has not been requested or the request has not been
executed. It may need to be explicitly requested.
I have used client context for project server 2013.
I have also load and execute query.but fail to resolve it Please suggest me and provide solution.
vijayHi,
If you use the Include<TSource> Method in the Load method, we will retrieve only the ids of items in this query, so
the listItems.ListItemCollectionPosition will not be initialized.
You can use the <ViewFields> tag in CAML Query to specify the field values to return with each item instead.
Best regards
Patrick Liang
TechNet Community Support -
What is the best qay to create a simple page with three textbox fields
Hi
I try to create a Portal page for Password change.
At first look, I taught that to create that basic page will be easy as one, two , three.
Unfortunately not.
I need to create three textbox and include pl/sql validation agains our BD.
I usually work with a form base on procedure whose contain htp.package procedure
to create a portal page when that form is called. (Base on the way where Portal manage his own change password page.)
I try to get a better design of the page.
Where I get all the information about that package ? I want to center the page.
Oh yeah, I'm a newbie in html.
Any ideas will be appreciate
Thank
RegisHi,
You could create a FORM with non base table fields. You could then validate the values on SUBMIT (say through a button) and then do whatever processing,redirection needs to be done.
Or
you could create a DYNAMIC PAGE with all html fields and proper alignments etc and on form submit do the relevant processing.
Thanks,
Anu -
About creating an AJAX page with DML procedures using dynamic actions
About creating an AJAX page with DML procedures in APEX using dynamic actions. Help with limitations.
I want to share my experience, creating AJAX procedures in APEX 4.0.
LIMITATIONS
• How Can I Hide UPDATE button while I press NEW button. ??
• How Can I Hide CREATE button while I’m UPDATING A RECORD. ??
• How can I avoid multiple Inserts or Updates. ??
Here are the steps to create an AJAX Updatable Form using the sample table DEPTS. You can see the demo here: [http://apex.oracle.com/pls/apex/f?p=15488:1]
1) Create a blank page
2) Add a Report Region for departments (It shows the columns deptno, dname and loc).
3) Add an HTML Region and create the elements to edit a Department.
a. P1_DEPTNO (Hidden to store PK)
b. P1_DNAME (Text Field)
c. P1_LOC (Text Field)
4) You also have to create a hidden element called P1_ACTION. This will help to trigger dynamic actions to perform DMLs.
5) Open Page Attributes and in the HTML Header Section include the following code.
<script>
function doSelect(pId){
$x_Value(‘P1_DEPTNO’,pId);
$x_Value(‘P1_ACTION’,’SELECT’);
</script>
6) Modify the column DEPTNO in the report, to add column link. In the link text you can use #DEPTNO# , in target you must select ‘URL ‘ and in the URL field write javascript:doSelect(#DEPTNO#);
7) Create the following Buttons in the Form Region.
CANCEL Redirects to URL: javascript:$x_Value(‘P150_ACTION’,’CANCEL’);
NEW Redirects to URL: javascript:$x_Value(‘P150_ACTION’,’NEW’);
SAVE Redirects to URL: javascript:$x_Value(‘P150_ACTION’,’UPDATE’);
CREATE Redirects to URL: javascript:$x_Value(‘P150_ACTION’,’CREATE’);
8) Create the following Dynamic Action to Select a Department
Name: Select Dept
Event: Change
Selection Type: Item(s)
Item(s): P1_ACTION
Condition: equal to
Value: SELECT
Action: Execute PL/SQL Code
PL/SQL Code:
SELECT dname, loc
INTO :P1_DNAME, :P1_LOC
FROM dept
WHERE deptno = :P1_DEPTNO;
Page Items to Submit: P1_DEPTNO, P1_DNAME, P1_LOC
Don’t include any false action and create the Dynamic Action.
The first limitation, the value of page elements don’t do refresh so I added the following true actions to the dynamic action AFTER Execute PL/SQL Code.
Action: Set Value
Unmark *‘Fire on page load’* and *‘Stop execution on error’*
Set Type: PL/SQL Expression
PL/SQL Expression: :P1_DNAME
Page Items to submit: (none) (leave it blank)
Affected Elements: Item P1_DNAME
Action: Set Value
Unmark *‘Fire on page load’* and *‘Stop execution on error’*
Set Type: PL/SQL Expression
PL/SQL Expression: :P1_LOC
Page Items to submit: (none) (leave it blank)
Affected Elements: Item P1_LOC
These actions allow refresh the items display value.
9) Create the following Dynamic Action to Update a Department
Name: Update Dept
Event: Change
Selection Type: Item(s)
Item(s): P1_ACTION
Condition: equal to
Value: CREATE
Action: Execute PL/SQL Code
PL/SQL Code:
UPDATE dept SET
dname = :P1_DNAME,
loc = :P1_LOC
WHERE deptno = :P1_DEPTNO;
Page Items to Submit: P1_DEPTNO, P1_DNAME, P1_LOC
Don’t include any false action and create the Dynamic Action.
Include the following True Actions BEFORE the Execute PL/SQL Code true Action.
Action: Set Value
Unmark ‘Fire on page load’ and ‘Stop execution on error’
Set Type: PL/SQL Expression
PL/SQL Expression: :P1_DNAME
Page Items to submit: P1_DNAME
Affected Elements: Item P1_DNAME
Action: Set Value
Unmark *‘Fire on page load’* and *‘Stop execution on error’*
Set Type: PL/SQL Expression
PL/SQL Expression: :P1_LOC
Page Items to submit: P1_LOC
Affected Elements: Item P1_LOC
These actions allow refresh the items display value.
Finally to refresh the Departments report, add the following true action at the end
Action: Refresh
Affected Elements: Region Departments
10) Create the following Dynamic Action to Create a Department
Name: Create Dept
Event: Change
Selection Type: Item(s)
Item(s): P1_ACTION
Condition: equal to
Value: CREATE
Action: Execute PL/SQL Code
PL/SQL Code:
INSERT INTO dept(deptno,dname,loc)
VALUES (:P1_DEPTNO,:P1_DNAME,:P1_LOC);
Page Items to Submit: P1_DEPTNO, P1_DNAME, P1_LOC
Don’t include any false action and create the Dynamic Action.
Include the following True Actions BEFORE the Execute PL/SQL Code true Action.
Action: Set Value
Unmark *‘Fire on page load’* and *‘Stop execution on error’*
Set Type: PL/SQL Function Body
PL/SQL Function Body:
DECLARE
v_pk NUMBER;
BEGIN
SELECT DEPT_SEQ.nextval INTO v_pk FROM DUAL;; -- or any other existing sequence
RETURN v_pk;
END;
Page Items to submit: P1_DEPTNO
Affected Elements: Item P1_DEPTNO
Action: Set Value
Unmark *‘Fire on page load’* and *‘Stop execution on error’*
Set Type: PL/SQL Expression
PL/SQL Expression: :P1_DNAME
Page Items to submit: P1_DNAME
Affected Elements: Item P1_DNAME
Action: Set Value
Unmark ‘Fire on page load’ and ‘Stop execution on error’
Set Type: PL/SQL Expression
PL/SQL Expression: :P1_LOC
Page Items to submit: P1_LOC
Affected Elements: Item P1_LOC
These actions allow refresh the items display value.
Finally to refresh the Departments report, add the following true action at the end
Action: Refresh
Affected Elements: Region Departments
11) Create the following Dynamic Action to delete a department
Name: Delete Dept
Event: Change
Selection Type: Item(s)
Item(s): P1_ACTION
Condition: equal to
Value: DELETE
Action: Execute PL/SQL Code
PL/SQL Code:
DELETE dept
WHERE deptno = :P1_DEPTNO;
Page Items to Submit: P1_DEPTNO
Don’t include any false action and create the Dynamic Action.
Include the following True Actions AFTER the Execute PL/SQL Code true Action.
Action: Refresh
Affected Elements: Region Departments
Action: Clear
Unmark ‘Fire on page load’
Affected Elements: Items P1_DEPTNO, P1_DNAME, P1_LOC
12) Finally Create the following Dynamic Action for the NEW event
Name: New Dept
Event: Change
Selection Type: Item(s)
Item(s): P1_ACTION
Condition: equal to
Value: NEW
Action: Clear
Unmark *‘Fire on page load’*
Affected Elements: Items P1_DEPTNO, P1_DNAME, P1_LOCI need some help to solve this issues
• How Can I Hide UPDATE button while I press NEW button. ??
• How Can I Hide CREATE button while I’m UPDATING A RECORD. ??
• How can I avoid multiple Inserts or Updates. ?? -
Need to create a login page to my Adobe Muse site - how do I do that?
Hi all,
I need to create a login page on my Adobe Muse site, as I need to post information that only authorized personnel have acces to. Is that possible. I use Business Catalyst to host my site.
Thanks,Hi Michael,
The Business Catalyst site should be on web Marketing plan.
You can create the secure zone in Business Catalyst and then place the secure zone login form code from Business Catalyst to the page in Muse.
Business Catalyst Help | Add a secure area to your site
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HT2534 i need to create an apple id with out card
i need to create an apple id with out card can u give any suggestions..............for me
You can create an iTune and App Store account without credit card details
1. Sign out of current Apple ID if you are sign-in to one (important)
2. Go to App Store and select a free app
3. Tap INSTALL APP
4. Create New Apple ID
5. Confirm Your Country
6. Agree with Terms and Conditions
7. Fill in your Apple ID and Password (you must create a new Apple ID; don't use your old Apple ID)
8. Create and answer your secret question
9. Select NONE for Payment Method
10. Fill in Billing Address
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Hello,
Can I automatically create community and pages with my application?
Where can I find an example to create an java application to automatically create community, pages and Portel using an XML file that describes the structure?Hello,
Can I automatically create community and pages with my application?
Where can I find an example to create an java application to automatically create community, pages and Portel using an XML file that describes the structure? -
Hi
Project Server 2013: I am using Project Server Permission Mode and need help with permission assignments?
How can I change Permissions for the individual users to see specific projects or all projects in project center and to see specific quick launch items?
For Example: if i have 4 users, A, B, C and D. what i want is:
User A can see everything and act as a project manager or Admin.
User B can view all projects in project centre but can change the schedule or resource assignment etc.
User C can only act as approver of projects and can view all projects in project centre.
User D can only view specific projects for which permissions are given.
can i have some expert help in sorting and understanding permission modes... as i was playing with project server mode permissions and can't figure out how to apply the above scenario to set of my user.
Thanks in Advance
Cheers
AJ
Ajay KumarHi Ajay,
Please refer to this link for detailed explanations about PS2013 security model.
http://technet.microsoft.com/en-us/library/cc197638(v=office.15).aspx
Actually, it will take a couple of days to explain in detail the security model that is a fundamental and tricky aspect of every PS implementation. But basically, you NEVER set permissions for a single user. You have groups in which your insert users. Groups
define "what users can do". Then you associate groups to a corresponding category. Categories define "what user can see". Thus the association of a group with a category will set "what the user can do on the objects he can see". Then, for more advanced security
level, you can use the RBS that will consist in "branches" in which you'll insert users. Based on those branches, you'll customize categories to fine-tune what user can see (for projects and resources) depending on the RBS branch and level.
I'd advice you to start "playing" in a test environment with the default categories/groups that might probably cover your need.
Concerning your 4 users:
user A : add him to the "administrator" group. Be careful that you're mentionning either project manager or administrator, which are 2 groups/categories with totally different permissions level.
user B : basically can see everything and change everything? it could be in the project manager group, assuming that there are no project visibility restrictions on the category via the RBS.
user C : waht do you mean by "approver"? Workflow approvals? Then it will be the portfolio manager group. Task update or timesheet approval? Then it is another long topic: please refer in the documentation to the "status manager" and "timesheet manager"
concepts. There are not related to the security model. In a few words, the status manager is the owner of the project plan, is defined for each task and approves tasks updates. The timesheet manager is an attribute defined for each resource in its parameters
and approves resource timesheet.
user D : you have to define which permission level must be given to this user. Basically it could be a team member that will see only projects he's in the project team. Note that team member cannot interact with the project plan in another way than submitting
timesheets and/or tasks updates which must be approved.
Once more, those are large and complex subjects that require a deep dive into your business model and tons of tests in a test environment.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS -
Content area should be a white area/page with the first/default role
Hi All,
Pealse help me
When user logs in to the Portal, content area should be a white area/page with the first/default role
Thanks,
Jyothi.hi,
simple way, create a static HTML page with your company logo (or empty page) and upload to KM, assign it to existing Home role as a KM document iview that loads first.(make entry point - yes).
assign the role to everyone group with property -sort priority 10 for role (low compared to all other roles)
regards,
mahesh. -
Creating Task in a Project of Project Server 2013 - Exchange 2013
Hi,
We have made an integration between Project Server 2013 and Exchange 2013 for the tasks of user.
It's working fine but I've got a little question. Is it possible from Exchange to create a task in a specific project of Project Server ? Because when I create a task, even if I'm in the Exchange folder of the project, the task is created as a Personal Task.
So, how can I, with Exchange, specify where I want to create my task ?
Thanks,
PatmolHello Patmol,
I was able to reproduce it. Any tasks added in exchange folder get added as personal task. This turned out to be the design behavior. A Task created in Exchange is considered to be a personal task. It can be added to the project plan from personal task by
clicking on it and then selecting the Project Name.
There is document which contains information on "My Tasks Aggregation in SharePoint Server and Exchange Task Integration". You can download it using below link
http://www.microsoft.com/en-us/download/details.aspx?id=38799
Hope this helps.
Thank you,
Kiran K. -
I need my home calendar to sync with both a google cal and exchange server. What is the best way?
I need my home calendar to sync with both a google cal and exchange server. What is the best way?
use the same google mail addy for the razr you use for the calander
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Project Server 2013 - Approved Tasks not applied to Project Schedule
Environment Details: Microsoft Project Server 2013 SP1
When an Resource completes a tasks within the Task or Timesheet page at the end of each day, the tasks is routed to the Project Owner for approval. The Project Owner (Project Manager) approves the task. During this process no errors are displayed.
When the Project Owner (Project Manager) goes into the Project Professional 2013 client to view how the project is progressing, and update the project completion date, the updates is not applied to the project.
This worked for some time, but has recently stopped working with no changes made to the environment. Any help would be great, as our project manager's are manually updating the tasks prior to approving them so they can report back on the project each week.Hello ProjMgrMatt
Sounds pretty serious, but I think something is missing somewhere.
Make sure that the Status Manager field is the same as the Project Owner.
Check to queue to be sure that nothing is stuck and waiting.
Create a new project, publish, submit, approve, etc and see if it still happens.
Cheers!.
Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
Website http://www.WhartonComputer.com
Blog http://MyProjectExpert.com contains my field notes and SQL queries
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