Using multiple resource cost rates in Project Server 2013

Greetings,
We use Project Server 2013 to manage resources that often perform multiple roles within projects and also have different rates between projects. The Standard Rate from the user's profile is somewhat helpful but, as we all know, it carries over to every
project that the resource is part of.
I have tried opening Project Professional 2013 and using the additional Cost tabs in the user's information to enter different rates in tabs, B, C, D and E (tab A is the default Standard Rate from Project Server).
My experience has been that as soon as I close and check in the project file, this data disappears. Next time I open the file the default rate is available but tabs B-E are blank. This behavior does not occur if I open a stand-alone project
file not connected to Project Server.
I realize that Project is not meant to be a financial management tool and has its limitations but I'm looking for suggestions and would appreciate any feedback.
Thanks
Ray

Dale is right in that an Enterprise Resource can only have its rates (or any details) set by the administrator. Unfortunately you are limited to 5 rates (A-E).
I have done a macro for a client that reads rates for a resource for a project from a database (or Excel) every time the project is opened. So you see the correct rates and calculated costs.
These rates get over-written next time you open the project, hence the need for the macro to update rates every time the project is opened.
Another option in the macro is to zero the rates so a copy can be emailed to clients etc without sensitive rates data.
Rod Gill
Author of the one and only Project VBA Book
www.project-systems.co.nz

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Project Server 2013 - Remove user from resource pool via sync

Hello everyone,
has anyone managed to configure their Project Server 2013 box with a resource pool sync that will actually remove user from the resource pool (disable "User can be assigned as resource" or deactivate users) when the user is removed from the AD
group(s)?
Setup: Single box, SQL 2012 SP1, SharePoint/Project Server 2013 + PU March + CU April. 2 PWA instances, 1 in SharePoint and 1 in Project permission mode. Tried on 2 different machines (different setup, accounts, domains).
Proceedings:
Create AD user U, AD group G. Add U to G.
Go to PWA, setup resource pool sync with G, sync.
U is now in the resource pool, has no PWA permissions.
Remove U from G. Resync resoure pool.
U is still in resource pool, still a resource, still active, can still be assigned as resource.
Adding U back to G an repeating the whole spiel with a resource pool and a PWA group sync of G will result in U being added and removed from the user list (as expected), and U being added but not removed from the resource pool.
Having read
http://technet.microsoft.com/en-us/library/gg982985.aspx and
http://technet.microsoft.com/en-us/library/gg750243.aspx, there does not seem to be an omission on my part.
The first article states:
Note:
The corresponding Project Server User Account is not deactivated based on this synchronization. If the same Active Directory user is configured to synchronize with a Project Server security group, the Project Server user account will be inactivated when
that synchronization occurs. For more information, see
Best practices to configure Active Directory groups for Enterprise Resource Pool synchronization in Project Server 2013.
Unfortunately, this deactivation either does not seem to occur even with a PWA group sync or I misunderstood the article.
So, did anyone manage to setup their resource pool sync in a way, that new resource will be added, but also be removed from the resource pool?
Kind regards,
Adrian

Hi Adrian,
you tried to sync the same AD group that you used for the resource pool sync also with a Project Server permission group?
And on removal of the user of the AD group the project user/resource is not deactivated? Only removed from the group
Regards
Christoph
Hi Christoph,
even though I might have tried that before, I tried it again in several constellations. It didn't change anything. The the user will be properly added to and removed from the PWA group whenever I remove them from the AD group, the use will also stay active
(but cannot logon without permissions). However, the user will always remain in the resource pool, i.e. the "User can be assigned as resource." checkbox will remain unless it is cleared manually.
Having re-read the technet articles, none of the scenarios actually seem to descibe or address the process that I require, or maybe I'm just misunderstanding. Let me just try to outline the core issue:
Add user to AD group. Sync AD group with resource pool. User is now a PWA resource and PWA user.
Remove user from AD group, but do not deactivate/delete user from AD.
(Magic happens!)
User cannot be assigned as ressource in PWA.
So, is there anything to make this step 3 happen, or is it just not possible to sync users out of the resource pool anymore unless they are deleted/deactivated in AD?
Kind regards,
Adrian

Workflow status web part gives error when going back to previous stage (using GO TO) in Project Server 2013 workflow

Hi,
Workflow status web part gives error when going back to previous stage (using GO TO) transition activity in Project Server 2013 workflow.
Please guide how to create a workflow which restarts from a desired stage.

Thanks for your prompt reply....
It gives following error
Workflow Status
This Web Part was unable to load.
Information that may be useful in solving this problem was written to the Unified Logging Service (ULS) log on the Project Web App with the following ID: e95a9c9c-1f68-90d7-0a3e-5951df70fec6
For more information, contact your Project Web App administrator.
what do you mean to restart the Project Server 2013 with different project name, please elaborate....

How to achieve multiple hirearcy structure using RBS feature in Project server 2013

HI,
How can we achieve multiple hirearcy structure using RBS feature in Project server 2013?
The below is the screen shot of hirearcy.
GM
DGM
AGM
CM
Officers
There are different departments and one AM may handle 4 or more department. How to achieve this permission levels so that GM can see all departments officers created project, same with other levels
Thanks,
Sunitha

Hi Sunitha,
You could populate the RBS lookup table with 2 levels (department and sub department). Then configuring correctly your
security categories based on the RBS, the resources in the 1st level (departments) will see projects from all theirs sub departments.
Some more references:
http://aboutmsproject.com/project-server-securitypart-1/
http://ntrajkovski.com/2012/06/04/the-rbs-lookup-table-in-ms-project-server-2010/
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

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.

Efficiently Updating Resource Cost Rate Tables

Hi gang,
Is it possible in version (server) 2010 to update resources' cost rates tables in bulk? I.e., we would like edit the resource profile for a set of resources... e.g., edit table A, B, and C with a common rate (and effective date). Is this possible
without VBA?
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Hi François,
Our company has developed a VBA app that does this and bit more. It allows you to export and / or import resource data to and from MS Project and Excel, including all the cost rate tables and their effective dates.
Here is a short video that demos what and how it does it: http://www.screencast.com/t/HGTb5FMF
If it is something that you would be interested in, feel free to contact me at: [email protected]
Regards,
Spiro Theopoulos
P2D Inc.
Laval, Quebec
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

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 AD Enterprise Resource Pool Synchronization Exception

Hello,
I am looking for assistance from the project server community.
When I click “Save and Synchronize” on the Active Directory Enterprise Resource Pool Synchronization page nothing happens and the status does not change.
This is a new instance of PWA and I am preforming this task using the farm admin account. The farm admin account can read AD.
Error 1:
w3wp.exe (0x1B98)
0x0B8C       Project Server
General      aeby7
Exception [bucketHash:F08803DE] Exception occured in method 'Admin.ResolveActiveDirectoryGroups' System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at Microsoft.Office.Project.Server.ClaimsHelper.GetFormsAuthenticationProviderName(Uri context, SPUrlZone zone)
at Microsoft.Office.Project.Server.BusinessLayer.ActiveDirectoryUtility.TryGetGroupInfo(String searchRoot)
at System.Linq.Enumerable.WhereSelectArrayIterator`2.MoveNext()
at System.Linq.Buffer`1..ctor(IEnumerable`1 source)
at System.Linq.Enumerable.ToArray[TSource](IEnumerable`1 source)
at Microsoft.Office.Project.Server.Wcf.Implementation.PWAImpl.<>c__DisplayClassf2.<AdminResolveActiveDirectoryGroups>b__f1()
at Microsoft.Office.Project.Server.Wcf.Implementation.WcfMethodInvocation.InvokeBusinessObjectMethod(String businessObjectName, String methodName, IEnumerable`1 actions) StackTrace:
at Microsoft.Office.Project.Server.Native.dll: (sig=[sig]|2|microsoft.office.project.server.native.pdb, offset=3C1E) at Microsoft.Office.Project.Server.Native.dll: (offset=1254D)
d360539c-6d89-70e7-c077-92da686b0689
Error 2:
Error is: GeneralUnhandledException. Details: General Unhandled Exception in _Admin.ResolveActiveDirectoryGroups_ Attributes:
System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at Microsoft.Office.Project.Server.ClaimsHelper.GetFormsAuthenticationProviderName(Uri context, SPUrlZone zone)
at Microsoft.Office.Project.Server.BusinessLayer.ActiveDirectoryUtility.TryGetGroupInfo(String searchRoot)
at System.Linq.Enumerable.WhereSelectArrayIterator`2.MoveNext()
at System.Linq.Buffer`1..ctor(IEnumerable`1 source)
at System.Linq.Enumerable.ToArray[TSource](IEnumerable`1 source)
at Microsoft.Office.Project.Server.Wcf.Implementation.PWAImpl.<>c__DisplayClassf2.<AdminResolveActiveDirectoryGroups>b__f1()
at Microsoft.Office.Project.Server.Wcf.Implementation.WcfMethodInvocation.InvokeBusinessObjectMethod(String businessObjectName, String methodName,
IEnumerable`1 actions) . Standard Information: PSI Entry Point:
Project User: i:0#.w|[DOMAIN\UserID] Correlation Id: f1f1a77f-6b45-e311-9407-00155d2abe21 PWA Site URL: [PWA URL] SA Name: Project Server Service Application PSError: GeneralUnhandledException (42), LogLevelManager Warning-ulsID:0x00101622 has no entities
explicitly specified.

Hi,
I also get the same error when I'm trying to do the synchronization between Enterprise Resource Pool and Active Directory.
I am in a single domain topology between Project Server 2013 and AD, and I'm doning the synchronization with the farm admin account, who has read/write access to AD.
Here are the last relevant messages I see:
w3wp.exe (0x2BE8) 0x1568 Project Server General aeby7 Exception
[bucketHash:F0FACBDF] Exception occured in method 'Admin.ResolveActiveDirectoryGroups' System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at Microsoft.Office.Project.Server.ClaimsHelper.GetFormsAuthenticationProviderName(Uri context, SPUrlZone zone)
at Microsoft.Office.Project.Server.BusinessLayer.ActiveDirectoryUtility.TryGetGroupInfo(String domain, String searchPath, String searchFilter)
at Microsoft.Office.Project.Server.BusinessLayer.ActiveDirectoryUtility.TryGetGroupInfoByClaim(String encodedClaim)
at System.Linq.Enumerable.WhereSelectArrayIterator`2.MoveNext()
at System.Linq.Buffer`1..ctor(IEnumerable`1 source)
at System.Linq.Enumerable.ToArray[TSource](IEnumerable`1 source)
at Microsoft.Office.Project.Server.Wcf.Implementation.PWAImpl.<>c__DisplayClass10a.<AdminResolveActiveDirectoryGroups>b__109()
at Microsoft.Office.Project.Server.Wcf.Implementation.WcfMethodInvocation.InvokeBusinessObjectMethod(String businessObjectName, String methodName, IEnumerable`1 actions) StackTrace:
2b3d83ee10e5|2|, microsoft.office.project.server.native.pdb, offset=3C1E)
at Microsoft.Office.Project.Server.Native.dll: (offset=1255D)
w3wp.exe (0x2BE8) 0x1568 Project Server Unified Logging Service c91s Monitorable
Watson bucket parameters: Microsoft Project Server 2013, ULSException14, 070f6ea0 "project server", 0f001181 "15.0.4481.0", 6962a0f6 "microsoft.office.project.server.administration", 0f0011ad "15.0.4525.0", 51ade0c4 "tue jun 04 14:42:44 2013", 0000020f
"0000020f", 0000003b "0000003b", 0560164b "keynotfoundexception", 00101621 "aeby7"
w3wp.exe (0x2BE8) 0x1568 Project Server General aeby8 Medium
Error is: GeneralUnhandledException. Details: General Unhandled Exception in _Admin.ResolveActiveDirectoryGroups_ Attributes: System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
at Microsoft.Office.Project.Server.ClaimsHelper.GetFormsAuthenticationProviderName(Uri context, SPUrlZone zone)
at Microsoft.Office.Project.Server.BusinessLayer.ActiveDirectoryUtility.TryGetGroupInfo(String domain, String searchPath, String searchFilter)
at Microsoft.Office.Project.Server.BusinessLayer.ActiveDirectoryUtility.TryGetGroupInfoByClaim(String encodedClaim)
at System.Linq.Enumerable.WhereSelectArrayIterator`2.MoveNext()     at System.Linq.Buffer`1..ctor(IEnumerable`1 source)
at System.Linq.Enumerable.ToArray[TSource](IEnumerable`1 source)
at Microsoft.Office.Project.Server.Wcf.Implementation.PWAImpl.<>c__DisplayClass10a.<AdminResolveActiveDirectoryGroups>b__109()
at Microsoft.Office.Project.Server.Wcf.Implementation.WcfMethodInvocation.InvokeBusinessObjectMethod(String businessObjectName, String methodName, IEnumerable`1 actions) . Standard Information: PSI Entry Point: Project User: LUXAIRLG\SQLADMIN2012
Correlation Id: 6cef3814-b3a2-e311-93f9-005056921080 PWA Site URL: xxx SA Name: PS2013 - Project Server Service Application PSError: GeneralUnhandledException (42). LogLevelManager Warning-ulsID:0x00101622 has no entities explicitly specified.
w3wp.exe (0x2BE8) 0x1568 Project Server Project Web App af04k Medium
Void SaveButtonClick(System.Object.System.Web.UI.WebControls.CommandEventArgs) : GeneralUnhandledException
Any ideas?
Thanks in advance

Using oDATA for BI in Project Server 2013

Hi gang,
I am looking to create a BI report that I was able to do quite readily in previous versions of Project Server. I'm trying to create a graph that simply plots resource capacity and work as measures over time, with the resource roles as a filter.
That is it, no more no less. Using Project Server 2013 ON-LINE.
I have successfully connected to the tables using the Data Connection Wizard in Excel to do this. Seems that these are 3 tables I need to get to the data I need--Resource, ResourceTimephasedData, and ResourceTimephasedData.
Fact of the matter is, timephased data tables are causing very very very long delays in populating the Pivot Report that I am looking for. This a fairly new system with hardly any resource and project data in it yet. This approach does not seem
user friendly either. I found it much easier in previous versions. If I do recall, all my data is in one table before.
I am wondering if I am approaching this in the wrong way. Is there another way I should be looking at to get to my data and ultimately my graph?
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Hello,
Unfortunately not, OData if the way forward for reporting in Project Online. Is this still slow for you? When you do get more data in the system I would definitely recommend filtering this as much as possible at the source before Excel etc.
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Resource time phased data in project server 2013/project 2013

Hi all,
I am using project server 2013 .
one resource availability percentage is set as 80% ie 6.4 hrs per day. But when we are doin task assignment, only 5.6 is taken for a day and rest is pushed to next day ( i have noticed this in the timephased data in the task usage screen).
for eg. if 6.4 work is assigned to the resources for a task with start date 1/1/2014 and end date 1/1/2014. 5.6hrs is taken for first day and 0.8 hr is moved to next day. Also the duration still shows as 1 eventhough task finish date is changed to 1/2/2014.
Please help to understand is there any settings where 5.6 is taken for a day though the resource capacity is set as 80% ie, 6.4hrs.
Thanks, Rose

Hi Rose,
is there any chance you have auto leveling turned on? Menu Resource > Leveling Options > Automatic.

"View failed to load" error when I open Resources - Project Server 2013

Hello,
I get the following error when I open the Resources Page (I am using Project Server 2013):
"The view failed to load. Press OK to reload this view with the default settings. Press Cancel to select another view"
Help please.

Hi,
Is your environment up to date with the latest SP/CU?
HAve you tried selecting another view?
See those hotfix :
http://support.microsoft.com/kb/2760261/en-us
http://support.microsoft.com/kb/2863881/en-us
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Guillaume Rouyre, MBA, MCP, MCTS |

Resource filter is not working on 'Timesheet Adjustment' page. in project server 2013

Environment : Project Server 2013
In Time-sheet approval page, Time sheet manager unable to filter the resource time-sheet.
In time-sheet adjustment page time-sheet manager unable to filter the data as per resource.
Please help to resolve the issue.

Hi,
As far as I know, this feature which exists since at least PS2007 was never reported as "buggy". Thus I think it is an issue due to which user filters on which timesheets, meaning a visibility setting. It is really hard to debug for you since I
do not know exactly the steps you went through and your configuration. I would start by testing simple scenarios in a dev environment using delegation sessions to check from the timesheet manager point of view what he can see. It is also important to check
the timesheet status.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

How to make resource Inactive for deactivated AD account in Project Server 2013

Need help !
I have situation where User deactivated in Active Directory, due to this I am unable to Inactive the user.
We are not following the AD Sync option.
while i try to save user I am getting below error.
The resource could not be saved due to the following reasons:
The NT account specified is invalid. Check the spelling of the user name, verify that a valid domain name was included, and check that a duplicate domain was not used.
Thanks is advance.

Hi EPMAdmin,
If you are not using the AD sync feature of Project Server, the error message you get is not related to the user deactivation in AD.
How do you deactivate the user? You should go to the server settings, manage users, click on the user'row and then click on "deactivate user". You do not need to remove the AD account in the user settings before deactivating him.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

How do I use multiple librarys to organize my projects

Is there a way to use multiple libraries to organize my projects. I don't like having all my projects in one library. I'd like separate libraries for Family_Movies, BirthdaysandHolidays, Vacations, etc...
Thanks.

You can create multiple folders in your Project Library. I have a folder for each year. Then within the year, if I make several videos on one subject (say a trip to Europe) I will create sub folders within the year.
There is no limitation on what you name your Folders, so you could name them Family Movies, Vacations, Birthdays, etc.
When you are in the Project Library View, you can click FILE/NEW FOLDER. For a subfolder, click on the parent folder and then click New Folder.
Message was edited by: AppleMan1958

Use multiple themes in the same project?

I'm making a slideshow in iMovie 09. It consists of approx. 200 pictures. Those 200 pics are then broken down into 5 distinct groups. I've applied the Scrapbook theme to the first 40 pictures. I tried to apply a different theme (Filmstrip) to the next 30 pictures. When I did that, however, it changed the theme for the original 40 pictures to Filmstrip as well.
Am I able to use multiple themes within the same project? I don't think its possible.
Is my solution to make the 5 sections of the slideshow in iMovie 09 using a different theme for each section? I'd export as a movie file and then create the final slideshow that would consist of the 5 movies previously made (each with a different theme).
Thanks in advance. This project is due in 3 weeks.
Martin

This is not possible in iMovie (to use multiple themes).
However, you can do this using your idea of joining multiple movies into one. You can do this with QuickTime Pro, or with MPEG Streamclip. [Here is a video Tutorial by venerable forum member Jon Walker|http://web.me.com/jrwalker4/QuickNotes/MPEGStreamclip/Entries/2008/5/25_Tutorial015.html] which shows the MPEG Streamclip option.

Using multiple resource cost rates in Project Server 2013

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