Creating and adding Projects to #ProjectServer 2013 #PS2013 #SP2013 #Office365 Part 1

December 13, 2012 at 11:09 am | Posted in Configuration, Customisation, Functionality, Information | 8 Comments
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As you are all hopefully aware Project Server 2013 is available to Volume Licensing, TechNet and MSDN accounts. No doubt you have seen may posts already about the great new features, some of which I have also previously blogged about. This post will look at the various options you have for creating and adding projects to Project Server 2013. In this series of posts I won’t cover the options of creating projects programmatically or the options that exist in Project Server 2010 already. These posts will look at the new options in Project Server 2013.

The first option I will cover in this post is creating projects from a list within PWA. For this example I have created a normal SharePoint custom list called Project Ideas with a Title field and Description field as shown below:

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As you can see I have already created an example project idea. If I click on the Items tab and select the new project idea,notice the Create Projects button is enabled:

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Click the Create Projects button and a new window will appear:

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As you can see here I can map my Project Ideas columns with the Project Server fields. As this is an example I have only added a Description to the Project Ideas list and only have the default Project Server fields. These are mapped below:

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The next option is to select the Enterprise Project Type. Again, I haven’t created any additional EPTs for this example:

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I will set this project to be an Enterprise Project.

On there form there are additional options to create new Project Server custom fields, new EPTs and to reload the form with the new fields. Once the options are completed, click Create Project. The form will refresh to show that the project has been created:

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Clicking View Details will display the project name:

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Click Close and navigate to the Project Centre, you will see the new project ready to be scheduled:

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The Project Details PDP shows the correct description from the Project Ideas list:

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A nice and simple approach to transition project ideas to full Enterprise projects.

I will now create another Project Idea but this time select SharePoint Task List, see below.

New Project Idea selected:

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Click Create Projects, notice the fields are already mapped:

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Update the Enterprise Project Type to SharePoint Task List:

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Click Create Project. Navigate to the Project Centre and you will see the new project:

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Notice the different icon to indicate it is not an Enterprise Project. Clicking on this project will take you to the SharePoint site Task list:

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The project tasks can be created in the task list, this is then synchronised back to Project Server using the “Project Server: Task List Synchronizer for SharePoint Tasks List Projects job for Project Services Application” Timer job.

In the next post I will take a look at the SharePoint Task list and Connected SharePoint sites in more detail. I did write a post on this for the preview version of Project Server 2013, that post can be found here:

https://pwmather.wordpress.com/2012/07/25/sharepoint-sp2013-project-site-visibility-in-projectserver-2013-office365-ps2013/

I will expand on / review this post for the RTM version of Project Server 2013.

Part 2:

https://pwmather.wordpress.com/2012/12/17/creating-and-adding-projects-to-projectserver-2013-ps2013-sp2013-office365-part-2/

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8 Comments »

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  1. […] This article has been cross posted from pwmather.wordpress.com (original article) […]

  2. Hi Paul, you say ‘notice the Create Projects button is enabled’ – how is it enabled? It doesn’t seem to be there by default.

    • It is there if the custom list is created on the Project Server 2013 PWA site collection.
      Paul

  3. […] or even an offline mpp file. Projects can also be created from the Project Web App, either from a project idea type list, from a SharePoint task list or from the Project Center. Full details can be seen here. For the […]

  4. […] For those of you that are familiar with the project ideas lists in Microsoft’s PPM PWA application you might want to skip this first paragraph. Any list you create in the PWA site collection at the top level you will see a button Create Projects, if you are not familiar with this feature take a look at this blog post: https://pwmather.wordpress.com/2012/12/13/creating-and-adding-projects-to-projectserver-2013-ps2013-…. […]


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