#ProjectServer 2013 linking list items to tasks and other list items #PS2013 #SP2013

April 24, 2013 at 4:34 pm | Posted in Administration, Functionality, Information | 4 Comments
Tags: , , , , , ,

The linking functionality has changed in Project Server 2013, in Project Server 2010 you used to create the links on the Custom Commands tab as shown below:

image

In 2013 this feature has been updated and no longer exists on the new or edit forms. This blog post covers how you can links items in 2013 using the web interface.

Firstly we will look at how you do this from one of the lists, in this example we will use the Issues list. As you can see in the image below, I have 2 issues:

image

To link Issue 1 to a task in the project, click Issue 1 and you will see the following page:

image

Click Add Related Item:

image

Double click Tasks:

image

Select the task required and click Insert:

image

Issue 1 will now show task T1 as the related item:

image

Clicking T1 will load the display form for T1 and show Issue 1 as the related item:

image

The project schedule in PWA will show the Issue icon that links to the Issue (same as 2010):

image

It is the same process described above to link Issues to Risks or Risks to Issues etc.

The second method to link tasks to issues is from the Tasks list on the project site:

image

Click one of the tasks:

image

Click Show More:

image

Click Add Related Item and follow the same steps above to select the related item.

The third method is from the schedule page in PWA. Select the task from the grid and click the Options tab:

image

Click the Related Items button on the ribbon and that task will open from the task list on the project site:

image

Notice this time the Related Items is displaying by default. This is due to &ShowRelatedItems=1 being appended to the URL. Now follow the same steps detailed above to select the related item.

Slightly more steps to link items but very simple.

Advertisements

4 Comments »

RSS feed for comments on this post. TrackBack URI

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

  2. […] wrote about the change of functionality of linking tasks along with issues/risks and documents here and took the opportunity away from me since i was also planning to write the […]

  3. […] You can click the icon to load the issues list for that project site. The same functionality exists for risks and documents. Issues, risks and documents can also be linked to tasks or other list items, I have covered that previously here. […]


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Create a free website or blog at WordPress.com.
Entries and comments feeds.

%d bloggers like this: