Project Plan/Schedule for Project Pro and Project Server 2013 Install

Looking for a project plan/schedule for a dept. wide install of Project Pro and Project Server 2013. Anyone have one to share?

In Project Professional 2013 there are two templates:
Install Project Server 2013 and Upgrade to Project Server 2013. You may search for either template.
Here is a direct link:
http://office.microsoft.com/en-us/templates/results.aspx?qu=project&av=zpj150&queryid=312801ca-a859-48dd-af56-714e81c97cf4#ai:TC103345703|

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Project Server 2013 Tasks differ in project site and plan

I have an Project Server 2013 enterprise plan that I created with an associated project site. The plan has tasks added to the timeline. The project site has a timeline webpart but the problem is the tasks added to the timeline differ.
Does anyone have any ideas what could be the problem here? I checked the timeline webpart and it's correct.
Thanks!
[Images below].
The following image is taken from the schedule PDP.
This image taken from the project site depicts what is out of sync.

Hi Guillaume,
Yes, I've checked the queue while publishing the project. It's successful without any errors. I don't remember if I checked the ULS logs, but what I suspect is that it will say something along the lines of orphaned tasks in the project site.
Anyways I've tried a number of things and I think the only 2 options I have are:
Re-create the project site then sync the plan to it
Ask MSFT for a script to resolve the orphaned tasks
For the same of time, I'm going to assess how long it would take to re-create the project site.
Thanks,
Roland

Project Server 2013 for Resource Planning & Project Portfolio Management

We are looking to use project server 2013 for resource and project portfolio management. We are an IT department of approximately 600 growing to 1,000 within the next several years.
We would like to us PS2013 to do the following :
Manage Portfolio of Projects
Manage Resources against this Portfolio
Calculate Project Finances using resource roles and rates
I would be grateful to have both comments on experience , both positive and negative.
Thank You

Many teams within organizations are turning to Project Server to help them control resources, deliverables and costs better. It does resource management very well with work & cost resources, baseline costs, material costs, budget costs and
out of the box earned value analysis (EV). The Strategy (portfolio) component is very powerful and it will help you identify project that align to your objects then do what if analysis to find the right mix of projects.
Here are a couple of things you should think about when moving to PS2013:
1) Who will be using the tool? If it is a mix of onsite staff, remote staff, vendors, contractors etc. you may want to think about a hosted solution.
2) Training. Don't assume everyone will just magically 'know' how to use the tool. Train everyone (team members, PMs, Executives) then train them again. It's the only way to truly get the value out of the tool.
3) Who will manage the system? This is not a typical application. The right administrator needs SharePoint, Project Server, SQL Server, MS Project, Analysis Services and SQL Report writing skills. Please note that much of this can
be learned by the right person but DEFINITELY find the right person.
4) Don't start customizing right out of the box. You will get frustrated. Adjust your organization to the tool early on. I know that is easier said than done but you need a realistic approach to get tool acceptance moving early.
5) Use workflows but don't use them right out of the gate. Workflows are great but I suggest you wait until phase 2 or 3 to start aligning them to your business processes.
6) Lastly and most importantly, you must first establish your own business processes THEN align them to the tool. DO NOT assume the tool will create business process for you. You must think about how you are going to initiate a project,
how are you going to track deliverables, how will time sheets be managed, etc. Get to a whiteboard, crack open Visio and start building and establishing your processes now. PS 2013 is pretty flexible and usually will align well with existing business
processes.
And don't forget to hire a good consultant. They can be brought in during key phases of your roll-out to add value, help you avoid risks, and provide you with best practice advice.
Good luck.

Project Server 2013: I am using Project Server Permission Mode and need help with permission assignments?

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 Kumar

Hi 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

Project Server 2013 - Cannot see project schedule in PWA

Project Server 2013 and Project Pro 2013
I have admin authority but for some of the projects loaded to the server, and published, i cannot see the Schedule option in the left frame. At least on project has this option available but several others do not. For the projects where I can't see the schedules:
- Some of these projects were created with imported MPP files from Project 2010, and imported using the wizard,
- Some were created with imported XML files from Project 2010, and imported using the wizard
- Some were created with Project Pro 2013 and saved, published to the P13 server.
Are there some obvious things that I should check as a new admin to this version of Project Server? I'm stumped.
For all of the above projects (with the issue or not) I can succesfully see everything in Project Professional 2013, and everything seems to function normally in the publish process.

Hi,
the first thing to check would be the EPT (Enterprise Project Type) of those projects. Go to server settings, Enterprise Project Types, select the appropriate project type and ensure that the Schedule page is on the left side of the section "New Project
Page/Project Detail Pages".
Hope this helps,
Guillaume Rouyre, MBA, MVP, MCP |

Project Server 2013, cannot open project plan in pwa

I have a clean installation of Project Server 2013 and am able to save project plans, send assignments and receive task updates.
The one error so far i'm running into is when I try to open any project plan from PWA - I get the following error:
"we couldn't find the project detail page for this project. see the system administrator."
Can someone assist in resolving this issue?
Thank you,
Damon Curtin | New Signature

Damon,
Navigate to Project Web App>>PWA Settings
Select Enterprise Project types option from "Workflow and Project Details Pages" section
Validate "available project details page section" by default schedule and project details should be selected in right hand side column, if it is not then add these two pages and click save.
Hrishi Deshpande – Senior Consultant DeltaBahn
Blog | < |
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Task custom field and formula custom field don't correspond Project Server 2013

Hi people, I have an interesting case in Project Server 2013 SP1 CU Apr:
I have a custom task number field called AM. This field get's filled by a PSI action with actual material costs from an external system.
I also have a custom task cost formula field that is called AM*. This field is a formula field that has the formula [AM]. And summary tasks use the formula field as well.
As soon as I create a project, assign costs in the external system and let PSI fill the values within AM I get correct values in AM. But nothing is calculated on AM*. If I edit the project in the browser and publish, check in and revisit the project
AM* still isn't filled.
If I open the project in MS Project Pro the calculation comes through nicely, however I do not want to use MS project Pro to see correct data in browser.
Some tests I have already done:
I have noticed that when I create a new calculated task field AM2*, this get's calculated correctly on the already existing task.
I have also noticed that opening the custom field in server settings and just saving the field creates correct values on AM*.
What is going on? I don't want to save the custom formula field every day... There are 11 custom formula fields in the environment at the moment.

Hi Gary,
Thank you for the quick response. Please note that the fieldnames are [AM] and [AM*]. There is a difference in field name due to the astrix. However I did think about the situation and changing one of the field names all together didn't do anything for the
situation at hand.
It looks like some kind of refresh thing, because without changing anything in the custom field just saving the field in server settings will turn op good values. However, values already turned up good in Project Professional 2013. And that suggest
that there is a calculation error on the PWA side wouldn't you say?
Anyway, thank you for taking time to look into this matter.
Erik

Allow collaboration on un-published / checked-in project on Project Server 2013 and Project Online

Hi All,
Before a project is officially published specific resources in the project team need to be able to "collaborate" i.e. create tasks, change dates, etc. before the project is published. The complication is that we need this collaboration to happen
on un-published / checked-in versions of the schedule. For example, the primary Project Manager adds tasks and makes changes to a published version of the schedule, saves and checks-in the project (doesn't publish), tells a secondary PM to go in and review
the changes, the secondary PM should be able to see the changes the primary PM made, even though the schedule changes weren't published, be able to check-out the schedule, review what the primary PM did, make some more changes, save and check-in the schedule
(again, without publishing it), and tell the primary PM to review. Then the primary PM could go, check-out the schedule, review it, save it, publish it, and check it in.
Can Project Server 2013 or Project Online allow to do this? I looked into permissions and Server settings but I couldn't find anything that would indicate it is possible.
Any help will be greatly appreciated!
George

Hi George,
If you perform some tests, you'll see that even from PWA, the schedule can only be edited from the draft table. When you access the schedule in read only (as a team member for example), you see the published version, but as soon as you edit it (after clicking
on the edit button assuming you have the appropriate permission), you'll open and update the draft version of the project.
As far as I can remember (I don't have it in front of me now), you have a "line" in the schedule PDP (don't know how to call it in english) that will tell you if you are accessing either the draft or the publish version.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Which sharepoint service applications & services are required for Project server 2013 to work fine.

HI,
Can any one help me,
I am planning to install project server 2013, what are the service applications and Services ( Manage services on server in central admin ) in sharepoint are required for project server 2013 to work fine, so that i will run only service
application and services to increase server performance..i don't want to configure all service applications when i am configuring.
Thanks in Advance..
vijay kommireddi

Hi Vijay,
If you are installing Project Server on SharePoint farm, You need to start the service Project Application Service which would be available after you install project Server 2013.
For Project Server Reporting you need to start Excel service and Secure Store service.
http://technet.microsoft.com/en-us/library/ee662106(v=office.15).aspx
Thanks,
Phani

SP1 files for Project Server 2013

Hi,
Where can we found the true SP1 files for SharePoint Server, Project Server and Project Pro 2013,
after the withdraw of first SP1 ?
Thanks

Hello,
SharePoint Server 2013:
http://support.microsoft.com/kb/2880552
Project Server 2013: http://support.microsoft.com/kb/2880553
Project 2013: http://support.microsoft.com/kb/2817433
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Steps to take in case of any emergency... Project Server 2013 backup and restore

Hi There !
We have a Project Server 2013 environment which is scheduled for daily backup on a recovery server. Just wanted to know what will be steps that we should follow if we were to face a situation in which production is down and we have to look to recovery
server.
Your help is much appreciated !
Thanks

This will do the Project Sever 2013 rollover -
https://pwmather.wordpress.com/2013/05/02/projectserver-2013-environment-migration-rollover-steps-powershell-ps2013-msproject-sp2013/
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
MVP | Downloads

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,
Patmol

Patmol6 --
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]

Project Server 2013 - Project Plan crashes frequently

Team,
We are using EPM , and everytime we update the project plan using enterprise project, the plan crashes and it does not allow me to publish the plan on the Project server.
Please suggest solution for the above
We are using Project Server 2013
Regards
Vidhya

Vidhya --
First of all, is your Project Server 2013 system updated with the latest Cumulative Updates and/or with Service Pack 1 (just released yesterday)? If not, I would strongly suggest that you update your system and your copies of Microsoft Project 2013
with Service Pack 1 at the earliest date possible.
Second, regarding this project in particular, I would strongly suspect that this project is corrupted. To resolve the corruption, you will need to use the Save for Sharing feature in Microsoft Project 2013. To do this, right-click anywhere on
a ribbon tab in Microsoft Project 2013, such as the Tasks tab, and then select the Customize Quick Access Toolbar item on the shortcut menu. In upper left corner of the Project Options dialog, click the Choose Commands From pick list and select
the All Commands item. In the list of commands on the left side, select the Save For Sharing item and click the Add button to add it to the list on the right. Click the OK button when finished.
To use the Save for Sharing feature, do the following:
Open the enterprise project in question.
Click the Save for Sharing button in the Quick Access Toolbar.
In the Save dialog, save the MPP file to a location where you can find it easily, such as your computer Desktop, for example.
Close the MPP file.
Reopen the MPP file.
Click File > Save As and then save the project.
When the Save operation is done, try publishing the project.
Please let us know if this helps.
Dale A. Howard [MVP]

Project Server 2013 and email notifications

Hi,
Newbie's question: is it possible to set email notifications in Project Server 2013 without Exchange Server, just with gmail or hotmail?
Is there somewhere a document for that?
Thanks

Hi Robert,
Here is the
documentation for configuring email notifications. I might be wrong and it has to be tested but the destination email could be any email address, you just have to enter a gmail or hotmail address in the resource
email field.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Can new PWA views be created whereby a filter can be set and associate to the view by default? (Project Server 2013 ONLINE)

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 |

Project Plan/Schedule for Project Pro and Project Server 2013 Install

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