Project server 2013-question about milestone

Hi All,
I know that we can add or configure some tasks as milestones. However, if I configure quite many milestones for a large project. Any idea to configure them as main(parent) or minor(son) milestone? Thanks in advance. Also, is there any method to configure
a task as deliverable rather than adding a new deliverable in Project professinonal?
Thanks,
Anna

Hi,
You can create a task level enterprise custom field with lookup values of Major Milestone and Minor Milestone.
http://technet.microsoft.com/en-us/library/gg709725%28v=office.15%29.aspx
and while defining milestones in your projects, include this custom field as a column in project professional and Project enterprise views and set the values accordingly for each task.
For deliverable, if you want to avoid Ms Project default behavior of maintaining deliverable in a project, then can define your tasks in projects as deliverable by using some kind of naming convention such as Deliverable --> Licenses delivered. 
hope this helps.
Khurram Jamshed - MBA, PMP, MCTS, MCITP (
Blog, Twitter, Linkedin )
If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”.

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    Hi,
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    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 |

  • Help needed Regarding Project Server - 2013 Workflow

    Hi All,
    I am new to Project server 2013 Workflow, hence please help me regarding this. Pardon me if this question is too trivial. 
    I have created a project type associated with a workflow and my workflow is as follows :
    So I am not doing anything here, I am just testing the workflow as mentioned by technet site : http://technet.microsoft.com/en-us/library/dn458865(v=office.15).aspx
    But it is mentioned that, after a minute or 2, the workflow state will change, also they have mentioned to press the Submit button.
    But in my case, the workflow is not moving to next stage [It just says 'The workflow is still processing - which never changes after hours] or I am getting the submit button (Submit button is disabled on the ribbon). Below is the state of my workflow :
    PS : I have made the user added to Portfolio managers group as well. But still I am having this same issue. 
    The Workflow manager is installed properly, and it is working fine in case of List workflow. I am facing the issue only wrt Site workflow for Project server 2013.
    Please help me to solve this issue.
    Thanks,
    shanky

    Hi Kiran,
    I am now facing issue while assigning a task to a person in the workflow.
    I am having a person named say 'John' , who is included in Project Manager as well as Portfolio Manager.
    And I am using a workflow as :
    Stage : Conceptual
    Assign a task to John (Task outcome to Variable: Outcome5 | Task ID to Variable: TaskID3 )
    Transition to stage
    Go to Approval
    But this is again giving issue as :
    Workflow Internal status : Cancelled
    Details: System.ApplicationException: HTTP 401 {"error":{"code":"-2147024891, System.UnauthorizedAccessException","message":{"lang":"en-US","value":"Access denied. You do not have
    permission to perform this action or access this resource."}}}
    PS : I have used the same Sharepoint admin account for 'Account Name' in ‘User Profile Sync' , Is this causing the issue? Please let me know.
    Thanks,
    Shanky

  • How to get timesheet information in a javascript (Project Server 2013)

    Hi all,
    In Project Server 2013, I'm trying to customize the Timesheet ribbon. This far, I've been able to add a new button and tie an event to it. All is working well. This is all done using elements.xml and a javascripts.
    Now the problem is that I want to get some informations about the timesheet (the Guid for example) and, for now, I've got no success. I know that there is an object called PS.TimeSheet, but when I try to use some PS.TimeSheet's methods I get an error.
    Note that i'm in the page http://servername/pwa/timesheet.aspx (there is not Guid in the address) and all the treatments should be done in the javascript (no call to another aspx page)
    Thanks !

    Finally, I've found the solution.
    My goal was to add a button in the timesheet ribbon to launch a special report showing some data about the timesheet. The report has the timesheet Guid as parameter.
    To customize the Sharepoint ribbon, you have to do it via an xml file and a javascript (a lot of explanation is available in the internet that explains how to do it). So I had to call a function in the javascript to launch the report (which is a SSRS report).
    When you are in a javascript you have access to many global variables. When the timesheet.aspx is displayed, there is a global variable called "timesheetComponent".
    Using this variable we can call the method :
    timesheetComponent.m_consumedApi.get_Impl()
    to get an implementation of the current timesheet. This implementation has an attibute that has a lot of nice stuff about the current user and the current time sheet. This attribute is 
    _headerInfo
    _headerInfo is a structure that includes tsUid which contains the timesheet Guid I was looking for.
    Finally, the function attached to the button goes like this :
    function _LaunchReport() {
    var tsUId;
    var rptPath;
    var tsImpl = timesheetComponent.m_consumedApi.get_Impl();
    try
    if (CONST_REPORT_PATH == null || CONST_REPORT_PATH == "" ) {
    alert("Constant CONST_REPORT_PATH is not defined")
    else {
    tsUId = tsImpl._headerInfo.tsUid;
    rptPath = CONST_REPORT_PATH + 'TimesheetDetails&rs:Command=Render&rc:Parameters=false&TimesheetUID=' + tsUId;
    window.open(rptPath);
    catch (Err) {
    alert(Err)
    CONST_REPORT_PATH is the path to SSRS defined elsewhere
    I hope this will help some other poeple !

  • Project Server 2013 - External Data Refresh Failed

    Hi, 
    I have built  new Project Server 2013 in a 3 tier farm, with OWA, configured PWA site everything working fine except, Reports in BI Center, where i am getting - External Data Refresh Failed error
    http://Sp2013/PWA/ProjectBICenter/Sample%20Reports/Forms/AllItems.aspx
    i have stopped using Excel Web also to use Excel Services, get below error
    External Data Refresh Failed
    An error occurred while accessing application id ProjectServerApplication from Secure Store Service. The following connections failed to refresh:
    Project Server - Issue Data
    Project Server - Risk Data
    Learn
    more about data refresh
    Steps Tried:
    1.deleted Excel Services - recreated
    2.Deleted Secure store - recreated
    Built  test box without OWA still have the same issue
    Any suggestions/ Solutions greatly appreciated.
    Thanks 
    Aleem
    Alim

    Hi,
    If you are still facing the same issue follow the below steps:
    1) Access PWA from your server
    2) Download any built in report from Reports section (in your case
    Project Server - Issue Data Project
    Server - Risk Data) to your server.
    3) Open report in excel, go to Data->Connections in Workbook Connection dialog open "Project Server - Issue Data" go to properties.
    4) Here select tab 'Definition' under connection file remove tick for 'Always use connection file'
    5) Tweak your connection string & tick save password option 
    6) Excel Services: Authentication Settings (suit yourself)
    Now, save & publish on PWA, hope it works :)

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