Tracking the project at Task Summary level

I want to plan the Project detailed, but because the fact that resources often do not return actual work at the right tasks, I just want to enter the actual work at the summary Level. I do know that they are working in the right area, but not on a specific
task. I can update the actual work, but if the tasks belonging to the summary task finished in a less work I am not able to update that. Then MSP will copy work into actual work. It seems that work and remaining work is locked. Is there any way that I can
track my Project this way? For information, all tasks are fix duration. I need the right numbers to make a proper "earned work" report. Not cost, but work. (we do not use cost in Our Project plans) Somebody that have a good idea for me?
Thanks, Knut fr

Knut,
When you say that "resources often do not return actual work at the right tasks", probably the update strategy for your plan should be revised or the decomposition of workpackages into activities in your schedule. Today you are updating assignments
(actual and remaining work) so you have to use the Resource Usage or Task Usage view to do the updates using the assignment approach. Apply the work table in these views and include Baseline Work and Actual Work in the timesheet. Ok, fixed duration is the
right type at this moment of the project.
As Dale said, never update the summary task! The summary task, as the name already says, consolidates the data you provided in the activities.
Alexandre Paiva, PMP, PMI-RMP, PMI-SP, MCTS, ITIL
Project Manager +55 (21) 8887-3645 [email protected] www.gerentedeprojeto.net.br

Similar Messages

OTL Approvals routing based on the project and task type

We are implementing OTL with Projects in our system.
We have about 200 projects each with a different project manager. The requirement is to route billable tasks to project managers and non billable tasks to HR Supervisor. Employees may enter time for both billable and non-billable tasks in the same timecard.
I tried using fast formula approval style, but it does not split the timecard data based on the chosen project - task. All the time entries are sent to the same approver.
I tried using 2 time categories(using 2 user defined valuesets). However it seems ELA will not work when have different project managers for projects in the same time category.
Please suggest a way to implement approvals for this requirement

The best approach here would be a custom Workflow.

Create view that shows resource work in hours per month for top level tasks on the project

I'm relatively new to project so hopefully this is easy.
The management for the organization I am working at now wants me to break out every resource on the projects hours by top level tasks per month. Resource usage gets very close but I can't figure out how to make it show only the top level tasks. Does anyone
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Hi Nick,
I'd suggest (assuming you're working with Project Standard, not connected to Project Server) to generate a visual Excel report (project tab of the ribbon, then visual report), choosing the Budget work report template. Then in Excel, inserting the resource
and task column, you'll see the work consolidated at any task level by resources.
See reference below:
http://blogs.msdn.com/b/project/archive/2006/05/08/visual-reports.aspx
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Importing Outlook Tasks in the Project 2010 Standard

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Thanks Julie! I had asked this "How do I make my plan do what I expect/want to see? I understand that there may be nothing wrong with the behavior I am seeing in this process
and it could be that I have to do something different to include limited resource capacity
per day and not per task." the suggested solution of resource leveling doesn't accomplish the behavior I am trying to set.
As mentioned before, I want all resources to be available 80%
per project not by task. Meaning they should be fully assigned to any task up to 6.4 hours and any allocation beyond 6.4 hours should be pushed to the next working day.
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How to assign project specific task with the newly created projects ?

Hi All,
I need help. I need to assign project specific tasks (which i will be taking from staging table) other than the default task which are assigned during project creation. How do I proceed with this within same package. I am attaching the code of my package below...
CREATE OR REPLACE PACKAGE body xxpa_proj_conv_pkg as
PROCEDURE xxpa_create_project_proc(O_ERRBUF OUT VARCHAR2,O_RETCODE OUT VARCHAR2)
is
variables need to derive global parameters
v_responsibility_id NUMBER; --- PA Supervisor responsibility id
v_user_id NUMBER;
deriving global parameters-
-- Variables needed for API standard parameters
v_api_version_number NUMBER := 1.0;
v_commit VARCHAR2(1) := 'F';
v_return_status VARCHAR2(1);
v_init_msg_list VARCHAR2(1) := 'F';
v_msg_count NUMBER;
v_msg_index_out NUMBER;
v_msg_data VARCHAR2(2000);
v_data VARCHAR2(2000);
v_workflow_started VARCHAR2(1) := 'Y';
v_pm_product_code VARCHAR2(10);
---variables for catching errors---
v_error_flag number:=0;
-- Predefined Composite data types
v_project_in PA_PROJECT_PUB.PROJECT_IN_REC_TYPE;
v_project_out PA_PROJECT_PUB.PROJECT_OUT_REC_TYPE;
v_key_members PA_PROJECT_PUB.PROJECT_ROLE_TBL_TYPE;
v_class_categories PA_PROJECT_PUB.CLASS_CATEGORY_TBL_TYPE;
v_tasks_in_rec PA_PROJECT_PUB.TASK_IN_REC_TYPE;
v_tasks_in PA_PROJECT_PUB.TASK_IN_TBL_TYPE;
v_tasks_out_rec PA_PROJECT_PUB.TASK_OUT_REC_TYPE;
v_tasks_out PA_PROJECT_PUB.TASK_OUT_TBL_TYPE;
v_CREATED_FROM_PROJECT_ID varchar2(20);
v_CARRYING_OUT_ORGANIZATION_ID varchar2(20);
v_person_id NUMBER;
v_project_role_type VARCHAR2(20);
API_ERROR EXCEPTION;
v_a NUMBER;
cursor for project in data
CURSOR cur_project_in_data IS SELECT * FROM XXPA_PROJECT_IN_STG;
cursor for task data
CURSOR cur_task_in_data IS SELECT * FROM XXPA_TASK_IN_STG;
------------------------Cursors used for validations----------------------------------
cursor for product code used for validation
cursor cprc is select distinct PROJECT_RELATIONSHIP_CODE from PA_PROJECT_CUSTOMERS;
cursor for distribution rule-
cursor cdr is select DISTRIBUTION_RULE from PA_DISTRIBUTION_RULES;
cursor for project status code
cursor cpsc is SELECT PROJECT_STATUS_CODE, PROJECT_STATUS_NAME FROM PA_PROJECT_STATUSES WHERE STATUS_TYPE = 'PROJECT';
cursor for template/created from project id
cursor ccpid is select project_id from pa_projects where template_flag='Y';
BEGIN
select user_id, responsibility_id into v_user_id, v_responsibility_id
from PA_USER_RESP_V
where user_name like 'amit_kumar%'
and responsibility_name like'PA SupervisorS';
-- --Fnd_global.apps_initialize(user_id,resp_id, resp_appl_id);
-- Fnd_global.apps_initialize(v_user_id,v_responsibility_id,275);
-- -------calling global parameters---
pa_interface_utils_pub.set_global_info
p_api_version_number =>v_api_version_number,
p_responsibility_id =>v_responsibility_id,
p_user_id =>v_user_id,
p_msg_count =>v_msg_count,
p_msg_data =>v_msg_data,
p_return_status =>v_return_status
dbms_output.put_line ('Set Global status ->' || v_return_status);
----Cursor for PRODUCT RELATED DATA-----------
FOR REC IN cur_project_in_data LOOP
-----PASSING VALUES TO THE COMPOSITE DATA TYPE(PROJECT_IN_REC_TYPE)-------
----retrieving product code-----
select lookup_code into v_pm_product_code
from pa_lookups
where lookup_type = 'PM_PRODUCT_CODE'
and meaning = 'Oracle Project Manufacturing';
-----retrieving and validating created from project id----
BEGIN
select project_id
into v_CREATED_FROM_PROJECT_ID
from pa_projects_all
where name=rec.created_from_project_name;
EXCEPTION
when others then
O_Retcode := '1';
O_Errbuf :='Incorrent CREATED_FROM_PROJECT_NAME';
Fnd_File.Put_Line (Fnd_File.LOG, O_Errbuf);
UPDATE XXPA.XXPA_PROJECT_IN_STG
SET ERROR_FLAG ='1' ,last_updation_date='sysdate' where created_from_project_name = rec.CREATED_FROM_PROJECT_NAME;
END;
-----retrieving & validating carrying out organization id-----
BEGIN
select distinct(CARRYING_OUT_ORGANIZATION_ID)
into v_CARRYING_OUT_ORGANIZATION_ID
from pa_projects_prm_v
where CARRYING_OUT_ORGANIZATION_NAME=rec.carrying_out_organization_name;
EXCEPTION
when others then
O_Retcode := '1';
O_Errbuf :='Incorrent Carrying Out Organization name';
Fnd_File.Put_Line (Fnd_File.LOG, O_Errbuf);
UPDATE XXPA.XXPA_PROJECT_IN_STG
SET ERROR_FLAG ='1' ,last_updation_date='sysdate' where carrying_out_organization_name = rec.carrying_out_organization_name;
END ;
v_project_in.pm_project_reference := rec.segment1;
v_project_in.project_name := rec.PROJECT_NAME;
v_project_in.created_from_project_id := v_CREATED_FROM_PROJECT_ID;
v_project_in.carrying_out_organization_id := v_CARRYING_OUT_ORGANIZATION_ID;
v_project_in.project_status_code := rec.PROJECT_STATUS_CODE;
v_project_in.description := rec.PROJECT_DESCRIPTION;
v_project_in.start_date := rec.PROJECT_START_DATE;
v_project_in.completion_date := rec.PROJECT_COMPLETION_DATE;
v_project_in.distribution_rule := rec.DISTRIBUTION_RULE;
v_project_in.project_relationship_code := rec.PROJECT_RELATIONSHIP_CODE;
-------------------------Validation of incoming project data--------------------------------
v_error_flag := 1;
project relationship code validation
BEGIN
for prc in cprc
loop
if (rec.PROJECT_RELATIONSHIP_CODE=prc.PROJECT_RELATIONSHIP_CODE) or (rec.PROJECT_RELATIONSHIP_CODE is null)--can be overridden from template
then
v_error_flag :=0;
else null;
end if;
end loop;
END;
project distribution rule validation
BEGIN
for dr in cdr
loop
if (rec.DISTRIBUTION_RULE=dr.DISTRIBUTION_RULE) or (rec.DISTRIBUTION_RULE is null) null since the value can be taken from template too
then
v_error_flag :=0;
else null;
end if;
end loop;
END;
project status code validation
BEGIN
for sc in cpsc
loop
if (rec.PROJECT_STATUS_CODE=sc.PROJECT_STATUS_CODE) or (rec.PROJECT_STATUS_CODE is null) null since the value can be taken from template too
then
v_error_flag :=0;
else null;
end if;
end loop;
END;
dbms_output.put_line ('Error at PROJECT_STATUS_CODE>' ||v_error_flag);
validation logic for project start date
BEGIN
if TRUNC(rec.PROJECT_START_DATE) >= TRUNC(rec.PROJECT_COMPLETION_DATE)
THEN
v_error_flag := 1;
O_Retcode := '1';
O_Errbuf :='Project start date cannnot be greater than completion date';
Fnd_File.Put_Line (Fnd_File.LOG, O_Errbuf);
END IF;
END;
validation logic for project completion date
BEGIN
if (TRUNC(rec.PROJECT_COMPLETION_DATE)<=TRUNC(rec.PROJECT_START_DATE))
then
if ( rec.PROJECT_STATUS_CODE='CLOSED' and rec.PROJECT_COMPLETION_DATE>sysdate)
THEN
v_error_flag := 1;
O_Retcode := '1';
O_Errbuf :='completion date cannot be greater than sysdate for closed projects';
Fnd_File.Put_Line (Fnd_File.LOG, O_Errbuf);
END IF;
v_error_flag := 1;
O_Retcode := '1';
O_Errbuf :='Project closed date cannot be less than start date';
end if;
END;
--------Update staging table for the error records--------
BEGIN
if v_error_flag =1
then
O_Retcode := '1';
O_Errbuf :='Incorrect project relationship code';
Fnd_File.Put_Line (Fnd_File.LOG, O_Errbuf);
UPDATE XXPA.XXPA_PROJECT_IN_STG
SET ERROR_FLAG ='1' ,last_updation_date='sysdate' where PROJECT_RELATIONSHIP_CODE = rec.PROJECT_RELATIONSHIP_CODE;
end if;
END;
-----------------------End of validation of incoming project data----------------------------------
---------------Project Task DATA-----------------
v_a:=0;
FOR tsk IN cur_task_in_data LOOP
v_tasks_in_rec.pm_task_reference :=tsk.task_reference ;
v_tasks_in_rec.task_name :=tsk.task_name;
v_tasks_in_rec.pm_parent_task_reference :=tsk.parent_task_reference ;
v_tasks_in_rec.task_start_date :=tsk.task_start_date ;
v_tasks_in_rec.task_completion_date :=tsk.task_completion_date ;
v_tasks_in(v_a) := v_tasks_in_rec;
v_a:=v_a+1;
end loop;
---------------end of task details------------------
--INIT_CREATE_PROJECT
pa_project_pub.init_project;
---------------------CREATE_PROJECT--------------------------
pa_project_pub.create_project(
p_api_version_number=> v_api_version_number,
p_commit => v_commit,
p_init_msg_list => v_init_msg_list,
p_msg_count => v_msg_count,
p_msg_data => v_msg_data,
p_return_status => v_return_status,
p_workflow_started => v_workflow_started,
p_pm_product_code => v_pm_product_code,
p_project_in => v_project_in,
p_project_out => v_project_out,
p_key_members => v_key_members,
p_class_categories => v_class_categories,
p_tasks_in => v_tasks_in,
p_tasks_out => v_tasks_out);
if v_return_status = 'S'
then
UPDATE XXPA.XXPA_PROJECT_IN_STG
SET INTERFACE_STATUS ='Success' where segment1 = v_project_out.pa_project_number; ---P->pending & S-> Success
dbms_output.put_line('New Project Id: ' || v_project_out.pa_project_id);
dbms_output.put_line('New Project Number: ' || v_project_out.pa_project_number);
else
UPDATE XXPA.XXPA_PROJECT_IN_STG
SET INTERFACE_STATUS ='Pending' where segment1 = v_project_out.pa_project_number;
raise API_ERROR;
end if;
END LOOP;
Commit;
------Handling Exception--------
EXCEPTION
WHEN api_error THEN
dbms_output.put_line('An error occured during project creation');
IF (v_msg_count > 0 ) THEN
FOR i IN 1..v_msg_count LOOP
apps.PA_INTERFACE_UTILS_PUB.get_messages(
p_msg_count => v_msg_count,
p_encoded => 'F',
p_msg_index => i,
p_msg_data => v_msg_data,
p_data => v_data,
p_msg_index_out => v_msg_index_out);
dbms_output.put_line('Error message v_data ->'||v_data);
dbms_output.put_line('Error message v_msg_data ->'||v_msg_data);
dbms_output.put_line('Error message v_msg_index_out ->'||v_msg_index_out);
dbms_output.put_line('Error message p_msg_index ->'||i);
APPS.fnd_file.put_line(APPS.FND_FILE.LOG,v_data);
END LOOP;
END IF;
WHEN OTHERS THEN
dbms_output.put_line('An error occured during conversion, SQLCODE ->'|| SQLERRM);
IF (v_msg_count >=1 ) THEN
FOR i IN 1..v_msg_count LOOP
PA_INTERFACE_UTILS_PUB.get_messages(
p_msg_count => v_msg_count,
p_msg_index => i,
p_encoded => 'F',
p_msg_data => v_msg_data,
p_data => v_data,
p_msg_index_out => v_msg_index_out);
dbms_output.put_line('Error message ->'||v_data);
APPS.fnd_file.put_line(APPS.FND_FILE.LOG,v_data);
END LOOP;
END IF;
end; --end procedure
END xxpa_proj_conv_pkg;
* Please tell me how to assign project specific task with the newly created projects??? *
Also please tell me how to assign multiple * Project_Relationship_Code * (ex: END CLIENT, GENERAL CONTRACTOR, PRIMARY) for a particular project during project creation?

Are you not storing the project number in the staging table designed for storing the task data? You can use create_project API to create the project and tasks at the same time with one single call. You may want to try that option

Project and task on Internal requisition from ASCP

Hi Team,
We have an organization Project enabled. Sale and the Planning suggest the Planned order (of the nature internal requisition). When Planned order is released Internal requisition distribution is not pulling the project and task information.
Can any one help?

Hi Veekam,
Let me get clarity------You are releasing the requisition from Workbench of item that is hard pegged in your( Shipping)organisation.
you can see a project no and task assign to the planned order
You do not want the project no and task to follow to supplying organisation , but only IR should carry the PJ no and task.
I fail to understand if you do not want the Project no and Task to flow on ISO, then what is a use of Flowing with IR
Because if it flows with IR automatically it will appear in ISO as well.
You will have to also check whether the item is also hard pegged in supplying Org in that case only PJ no and task will flow to that org
IR/ISO relation is permanent whatever information IR will carry you will see same in ISO
Chintamani
9922081219

Project and Task information on Internal Requisition

Hi Team,
We have an organization Project enabled , and the Planning suggest the Planned order (of the nature internal requisition). When Planned order is released Internal requisition distribution is not pulling the project and task information.
Can any one help?

Hey - can you precisely provide your business case
Internal requistions do have project and task ,you can select those
Krishna

Show Project and Task name in Time entry

Hi,
Is there any possibilty to change the layout of the Time entry so I can view the Project and Task name?
Via OA Framework, Timecard styles etc....
/Daniel

Folks,
I have displayed project name on TIMECARD using below mentioned code
# Project Name on the timecard matrix
BEGIN HXC_LAYOUT_COMPONENTS "Projects Alternate Timecard Layout 100 - Project Name"
OWNER = "ORACLE"
COMPONENT_VALUE = "PROJECTNAME"
REGION_CODE = "HXC_CUI_TIMECARD"
REGION_CODE_APP_SHORT_NAME = "HXC"
ATTRIBUTE_CODE = "HXC_CUI_PROJECT_NAME"
ATTRIBUTE_CODE_APP_SHORT_NAME = "HXC"
SEQUENCE = "201"
COMPONENT_DEFINITION = "TEXT_FIELD"
RENDER_TYPE = "WEB"
PARENT_COMPONENT = "Projects Alternate Timecard Layout - Day Scope Building blocks for worker timecard matrix"
BEGIN HXC_LAYOUT_COMP_QUALIFIERS "Projects Timecard Layout - Project Name"
OWNER = "ORACLE"
QUALIFIER_ATTRIBUTE_CATEGORY = "TEXT_FIELD"
QUALIFIER_ATTRIBUTE1 = "N"
QUALIFIER_ATTRIBUTE2 = "NODISPLAYCACHE"
QUALIFIER_ATTRIBUTE3 = "7"
QUALIFIER_ATTRIBUTE4 = "1"
#QUALIFIER_ATTRIBUTE6 = "OraBGGrayLight {light gray color as background}
#color:#cccccc;"
QUALIFIER_ATTRIBUTE6 = "OraFieldTextDisabled {Renders gray text in disabled form controls such as text fields, radio buttons, check boxes - does not match current BLAF guidelines}
font-family:Arial, Helvetica, Geneva, sans-serif;
color:#999999;
font-size:10pt;"
#QUALIFIER_ATTRIBUTE18 = "INCLUDE"
#QUALIFIER_ATTRIBUTE19 = "|READ-ONLY|"
QUALIFIER_ATTRIBUTE20 = "N"
QUALIFIER_ATTRIBUTE21 = "Y"
QUALIFIER_ATTRIBUTE22 = "L"
QUALIFIER_ATTRIBUTE25 = "FLEX"
QUALIFIER_ATTRIBUTE26 = "PROJECTS"
QUALIFIER_ATTRIBUTE27 = "Attribute20"
QUALIFIER_ATTRIBUTE28 = "PROJECTNAME"
#QUALIFIER_ATTRIBUTE30 = "N"
END HXC_LAYOUT_COMP_QUALIFIERS
END HXC_LAYOUT_COMPONENTS
and it involved changing QALIFIER_ATTRIBUTE6 of Project name LOV also:
QUALIFIER_ATTRIBUTE6 = "HxcCuiProjectNumber|PROJECT-DISPLAY|CRITERIA|N|HxcCuiProjectId|PROJECT|RESULT|N|HxcCuiProjectNumber|PROJECT-DISPLAY|RESULT|N|HxcCuiProjectName|PROJECTNAME|RESULT|N"
But now for all old timecards we see the project name feild, but its blank.....I am just curious that if this functionality is implemented somewhere before, then someone might have answer to my question
Thanks in advance

Ms project 2010 - grouping how to show the duration between dates at the summary level

Hi we have a ms project plan where we have used grouping to present the task breakdown in a different structure.
This works great we get at the summary level the start and finish dates correctly but the duration gives us only the Maximum value for the durations of the tasks within the group. (is it possible to change the maximum calculation?)
We would like to be able to determine the duration at the summary level. Of note if we use functions such as projdatediff(start,finish) this only gives the result at the detail level and does not show at the summary level - even if we check the do the
calculation for the task and group levels 'use formula' radio button.
is this a bug???.
If we use a numeric calculation such as finish-start we get a figure that allows us to repeat the calculation at the group (summary) level. but firstly we do not actualy know what the numeric value represents. i.e (Finish-Start)*10000 for
a duration of 0.5 hours = 208.33 ,1 hr= 416.67,1.5 hrs =625, but 8 hrs is giving 10833.33 which is 24 * the 1 hour figure
duration finish-start start           finish
0.5hrs     208.33    Tue 31/01/12 Tue 31/01/12
1d          10833.33 Tue 31/01/12 Wed 01/02/12
8 hrs      10833.33 Tue 31/01/12 Wed 01/02/12
0.19d     625          Wed 01/02/12 Wed 01/02/12
1.5 hrs   625          Wed 01/02/12 Wed 01/02/12
0.13d     416.67     Wed 01/02/12 Wed 01/02/12
1 hr        416.67     Wed 01/02/12 Wed 01/02/12
Anyhow looking for suggestions on how to get a calculation of the difference in two dates as units (pref days) into the group level summary.
Many thanks Mike

Hi John ,
This is better ..... Now the Text1  column is the correct duration .. Is it possible just to display the Text 1 Column instead of Duration Column ? is it a right practice in using Microsoft Project or scheduling ? This is an alternate solution
...Do you think that there is a solution to that problem ?
Task Name
Text1
Duration
% Complete
Start
Finish
F10E ( Level 10 )
273
40d
0%
10 Apr '12
10 May '13
Hospital Admin
40
40d
0%
10 Apr '12
05 Jun '12
Hospital Move- Vacate F10E
40
40 d
0%
10 Apr '12
05 Jun '12
Eastern/Kelson
238
40d
0%
30 May '12
10 May '13
Investigate Above Ceiling Conditions
20
20 d
0%
30 May '12
26 Jun '12
Hoardings
5
5 d
0%
06 Jun '12
12 Jun '12
Demolition (All)
20
20 d
0%
20 Jun '12
18 Jul '12
HVAC- main duct Work, Fire dampers
40
40 d
0%
19 Jul '12
14 Sep '12
Layout Partitions
5
5 d
0%
19 Jul '12
25 Jul '12
Steel stud Framing & Hollow Metal Frames
30
30 d
0%
17 Sep '12
29 Oct '12
Ceiling and Bulk Head Framing
10
10 d
0%
30 Oct '12
12 Nov '12
Mechanical Rough-In to Ceiling
25
25 d
0%
13 Nov '12
17 Dec '12
Taping,Drying & Sanding
20
20 d
0%
04 Dec '12
03 Jan '13
Ceiling and Bulk Head Drywall
10
10 d
0%
04 Dec '12
17 Dec '12
Painting
15
15 d
0%
04 Jan '13
24 Jan '13
T-Bar and Acoustic Ceiling Tile With Devices
11
11 d
0%
22 Jan '13
05 Feb '13
Head Walls system
7
7 d
0%
25 Jan '13
04 Feb '13
P-Lam Corridor Canopy Ceiling
15
15 d
0%
25 Jan '13
14 Feb '13
P-Lam Corridor and Room Canopy Ceiling
10
10 d
0%
25 Jan '13
07 Feb '13
Steel Doors, Wood Doors, Hardware
15
15 d
0%
08 Mar '13
28 Mar '13

Task level data at the Project level?

Hi all,
I have a custom date field in Project 2010 that if certain text is displayed in the task name, this field is populated by the task finish date.
Essentially this task is connected within Project Server to an external 'deliverable'.
I need to grab this date and have it at the Project Information level - is this possible?
Even using Enterprise flags, I still could not obtain the task date at a Project level.
Any thoughts much appreciated.
-CL

Rob,
Maybe my latest post on this need may be of interest. How to show Implementation Milestone Dates in Project Center. #msproject
http://aboutmsproject.com/how-to-show-implementation-milestone-dates-in-project-center/ I'm able to use formulas to bring task data up to the Project level.
Treb Gatte, Project MVP |
http://AboutMSProject.com |
@tumbleroad

Resource Management of Shared Resource Pool at the Project Level

I am having difficulty figuring out how to implement our resource management process. Currently we have one "Resource Pool" project that has all the shared resources. It is connected to both a "master portfolio" plan that has some task
detail in it and other individual project plans that have their own WBS (for larger projects).
The difficulty arises because we want to do resource allocation at a project level, but the resource usage view shows the WBS/task level detail. I've tried grouping the resources assignments by resource and then project, but since everything is
in the "Resource Pool" project, they all group under that project. I've tried adding the "Project" field and it does show as the source project, but it doesn't group on that field, but rather the "Resource Pool" project
only.
How can I see resource allocation/usage at just the project level so our managers can do planning, negotiation, and re-allocation on a periodic basis with one simple view?
My best current idea is to disconnect all the sub-tasks from the sharer, eliminate the WBS below the project level in the master plan and attach resources at that single line project in that master plan. Then, we would have to manually alter the "Max"
available time in the individual sub-plans as we altered allocations. That essentially disconnects individual plans from both the master plan and the shared resource pool.
Is there a better way?

Mark,
Yeah, I think there is a better way. Having a linked structure the contains both a pool file and a dynamic master is tenuous enough (i.e. prone to corruption), but if you start disconnecting from the pool and and messing with the master, you will most certainly
invite trouble.
But here is an approach that might work. I tested it on a sample pool file with two sharer files and I think it might give you what you want.
1. First, either manually copy or use VBA to copy the contents of the Project field to a custom text field in each sharer file
2. In the pool file display the Resource Usage view
3. Create a group that first groups on the Resource Name and then on the Text1 field, and select "group assignments, not resource"
4. Change the Text1 group field to be "assignment"
Does that give you what you want?
To help visualize, here is a screenshot of my test file. After grouping I applied a filter to Text1 with the option to also show summary tasks:
John

Changing Duration, Start/Finish, %comp all result in MS-Project warning that task(s) [normally the last task in the project plan] is being moved to start Sat Jan1, 84...

Running MS-Project 2007 12.0.4518.1014 MSO (12.0.6607.1000) non-server edition. The Project was created on July 17, 12. It has gone through 162 revisions w/o presenting this warning. The date range is 7/17/12 thru 5/3/13. The task
I'm changing (#16) shows a Start of 8/17/12 and Finish of 1/14/13; it has no Predecessors or Successors. I'm changing the %comp to 100% and I get the warning message "You moved task 264 of 'project name' to start Sat Jan 1, '84. This is before
the project start date (Tue Jul 17, '12)". I have tried changing other tasks with the same resulting warning message. I have tried breaking the Predecessor link to the last task only to be told of another task being moved to Jan 1, '84.
If I accept the move, 51 of the 264 rows (both completed and future tasks) are moved to start on 1/1/84 with everyone being flagged as a Milestone--the top summary task [Outline Seq 1] Start and Finish change from 7/17/12-5/3/13 to 8/17/12-2/19/13.
Any thoughts as to what is happening behind the scenes to cause this warning and subsequent corruption of the plan?

I will need to check w/FLS to determine--they control patching and releases. As for your other questions...fixed start, every task is ASAP constrained by task sequencing only. I've never ask MS-Project to Resource, Load Level. Calculations
are Automatic. There are three tasks that have a SF relationship to a specific event such that their start is backward scheduled from when the dependent task starts depending upon the task sequences that drive it. I have used this approach on many
other projects and have never run into this issue.
I agree that it sounds like a file corruption--just looking to nail down which event might have caused the corruption so that I can restore to a prior version and rebuild [obviously HOPING to eliminate the sequence that caused the file to be corrupted in
the first place].

Access permission to the Project server workflow tasks in project server 2013.

Hi All,
I am creating an OOB Project server workflow, where it contains few phases and each phases have some stages, there are few approval levels of the workflow.
Scenario - 1st stage - when project is submitted, a task is assigned to resource, when the resource click on the task link provided in mail, it redirects to the project server workflow task list.
1) When users view the task list, for all user the delete Item and approve button is enabled even we have given permission as edit,view permission in sharepoint group for that user.
2) Task list should be viewable by specific user but in my case even after giving the permission it can be apporved by any one who is not authorised also.
3) then i tried below things
1. deleted the user in pwa
2. deleted the user in sharepoint site.
even after doing the above, the user able to do all activity in the stie content page, have access to the sharepoint portal. how this is possible?
When checked with not existing user permission there are few defalut permission set for that user after AD sync. because of this he as access, even if he is not in pwa or in sharepoint site. how to retrict this?
Can anyone faced the same issue?
How to fix this permission issue?
Thanks in advance.
Sunitha

Hello Treb Gatte,
I ma creating Data Connection from SSRS Report, and then creating Data Set for "Project
Server Workflow Tasks".
And then when I pull data from the database, it is returning empty. For any other sharepoint list this
is working absolutely fine. I am facing issue only wrt "Project Server Workflow Tasks" list.
Thanks,
Shanky

Applying a User Filter web part to the Project Summary Web Part

I've been searching for a way to do this but to no avail!
Is there a way to filter out the Project Summary Web Part to only display MyItems.aspx?
nothing seems to work. I have designer 2013, SharePoint 2013, etc.
Please advise,

Hi Boxboy,
Based on your description, my understanding is that you want to only display current user’s tasks in the Project Summary web part. Is it right?
Project summary web part displays events and tasks in SharePoint 2013. Per my knowledge, we cannot filter the tasks in the OOB Project summary web part.
More information about Project summary web part:
http://community.bamboosolutions.com/blogs/sharepoint-2013/archive/2013/07/11/how-to-use-the-project-summary-web-part-in-sharepoint-2013.aspx
As a workaround, you can filter the orginal tasks list using Current User Filter web part instead of filtering the Project summary web part.
Or, you can develop your own Project summary web part using code.
How to create a web part for SharePoint:
https://msdn.microsoft.com/en-us/library/ee231546.aspx
Best Regards,
Wendy
Wendy Li
TechNet Community Support

Interest AP invoice - populate the Project Task

If you are calculating interest on- late invoices in 11.5.10. Is it possible to have AP populate Project and Task on an interest interest invoice using information from the overdue invoice?
Does this change in R12?
Thank you
Edited by: user547280 on Feb 20, 2013 5:20 AM

Hi
There is no way to fund the lowest tasks.
You cannot generate invoice with invoice lines per lowest level tasks, using standard functionality.
Assuming your billing is based on WORK, you could customize the Invoice Format to summarize RDL's by lowest task level.
However, if you need hard limit control by lowest task level you will need to capture the allocation of fund to tasks. That could be done on a revenue budget you maintain by lowest level tasks. In addition, develop billing extension called during GDI that will perform the fund check for each task.
Dina

Tracking the project at Task Summary level

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