Getting started with #ProjectOnline Part 3 #PS2013 #Office365 #Project #PPM #SharePointOnline #PMJanuary 21, 2014 at 9:15 pm | Posted in Administration, Configuration, Functionality, Information | 4 Comments
Tags: Office365, Project 2013, Project Online, Project Server 2013, PS2013
Part 3 of the “Getting started with Project Online” series looks at Project Professional 2013 Enterprise Global objects. Part 2 of the series looked at Project Online Enterprise Custom Fields:
Now that you have created your custom fields you need to make these visible to users. Views can be created for Project Web App (PWA) and Project Professional 2013. This post will look at the custom Project Professional 2013 Enterprise views and other custom Enterprise Global objects. These are stored in the Enterprise Global with the other default Enterprise Global objects. You do get a lot of views, groups and filters etc. with Project Professional 2013 that are stored in the local global file, these are known as local objects (views, filters etc.). The Enterprise Global is a file that is used to control what objects are standardised across the organisation for Project Professional when connecting to Project Online / Project Server 2013. When Project Professional is connected to Project Online / Project Server, the Enterprise Global and the local global file merge so that both the Enterprise objects and local default objects are available. The type of objects are views, tables, groups and filters. The next steps will create custom objects in the Enterprise Global for your environment.
Launch Project Professional 2013 and connect to the PWA instance. If you haven’t connected Project Professional to PWA before see the steps below:
- Launch Project Professional 2013
- Click File > Info > Manage Accounts
- Click Add
- Enter an account name – this is your reference
- Enter the Project Server PWA URL, it will be something like https://<tenantname>.sharepoint.com/sites/PWA
- Set as default account
- Click OK
- Check the box to choose an account
- Click OK then close and re-launch Project
- Now you will be prompted to choose an account
- Select the account that you just created
- Click OK
If you haven’t connected before you might be prompted for credentials, enter details for an account that has admin access to PWA. Your Project Professional client will now be connected to your Project Online PWA instance.
Once Project Professional is connected we can start the configuration of the Enterprise Global file. Close the blank Project 1 file and Click File > Info > Organiser > Open Enterprise Global
It will look like a blank project but notice the title “Checked-out Enterprise Global”:
We are now ready to add the custom enterprise objects. For the purpose of this post we will create 1 custom view that includes some of the default Project fields but also our custom RAG Planned Work field, we will also create a custom filter. Firstly we will look at creating the custom Enterprise Global view. Views are based on tables, so firstly we need to create a table, this table defines the fields and the layout in the view. In Project Professional, click the View tab then the Tables > More Tables:
Enter a Name, I would recommend that you prefix all of the custom Enterprise Global objects with a set of characters so that you know they are custom. When you have many custom objects in the Enterprise Global you will be glad you did this! Then add the fields required, set the width and add a custom title plus any other settings you would need, see example below:
Click OK then Close. Now create the view, click Other Views > More Views on the View Tab:
Select Single view and click OK. Single view will create just one view, a combination view will give you a split view. For example, for a combination view you might have the Gantt view at the top (Primary) and the Task Usage at the bottom (Details). For this example we will create a single view:
Give the view a name, remember the prefix tip, and select the other options as displayed below:
The Table is the name of the table we created in the previous step. Click OK then Close. That’s the view created, now lets create the custom enterprise filter. Click the Filter drop down and select More Filters:
Enter a name then set up the filter, in this example I want the filter to display all tasks where the RAG Planned Work field has a value of “Planned Work Greater Than Baseline”:
This value is from the formula from the RAG Planned Work field.
Click Save then Close.
Now save the Checked-out Enterprise Global file, File Save. Close and check in the Enterprise Global file. Exit Project Professional then re-launch it and connect to the account we created in the first steps so that you are connected to the Project Online PWA instance. This process is required so that Project loads with the new Enterprise Global file. You will now see that the new view and filter are available:
Notice only the fields we defined in the table are visible. The custom filter is also available:
Selecting this filter on a project will only show tasks that have more planned work than the baseline value, no filter:
Selecting the custom filter just created:
That covers the intro to custom Enterprise Global objects, in the next post we will look at further configuration entities in PWA.