#ProjectOnline Resource Engagements now include #email reminders #PPM #Office365

February 12, 2016 at 9:19 pm | Posted in Administration, Configuration, Customisation, Functionality, Information | 2 Comments
Tags: , , ,

The recently released (September / October 2015) Resource Engagement feature in Project Online now has email reminder capability for pending resource requests. If you missed the posts on the Resource Engagement feature they can be found here:

https://pwmather.wordpress.com/2015/10/15/projectonline-resource-managements-feature-ppm-pmot-pmo-office365-office2016-ps2016-part-1/

https://pwmather.wordpress.com/2015/10/29/projectonline-resource-management-feature-ppm-pmot-pmo-office365-office2016-ps2016-part-2/

This post highlights the new email reminder capability. Recently Microsoft also enabled email alerts and notifications in Project Online, the Resource Engagements email alerts can now be included. See the steps below.

Once the Notification Email Settings is enabled on the PWA site collection as seen below (PWA Settings > Additional Server Settings):

image

In the resource centre you will then see a new button:

image

There are 3 options on this button:

image

To add resources for email reminders, select them in the resource centre grid then click Request Reminders > Subscribe to selected resources. An alert will pop up to advise you the subscriptions have been updated:

image

Now the resources have been added you need to enable the email alerts and the frequency. Navigate to PWA Settings > Manage My Resources’ Alerts and Reminders > My Resource Requests:

image

Check the check box and choose the frequency:

image

image

That’s it, you will now get email reminders for pending resource requests.

Advertisements

#ProjectServer and #SharePoint 2010 / 2013 / 2016 February 2016 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

February 11, 2016 at 8:02 pm | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
Tags: , , , , , , , , ,

The Office 2016 February 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3137471

Project 2016 February 2016 update:
https://support.microsoft.com/en-us/kb/3114714

The Office 2013 February 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3137471

Project Server 2013 February 2016 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3114723

Project Server 2013 February 2016 update:
https://support.microsoft.com/en-us/kb/3114737

Project 2013 February 2016 update:
https://support.microsoft.com/en-us/kb/3114739

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the February 2016 CU.

The Office 2010 February 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3137471

Project Server 2010 February 2016 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3114754

Project Server 2010 February 2016 update:
<no update this month>

Project 2010 February 2016 update:
https://support.microsoft.com/en-us/kb/3114568

SP2 is a pre-requisite for the Office 2010 February 2016 updates.

For details, see the post below: https://blogs.technet.microsoft.com/projectsupport/2016/02/10/project-server-2010-2013-and-2016-february-2016-pu-announcement/

As always, fully test these updates on a replica test environment before deploying to production

Getting started with #ProjectOnline #Workflow Part 1 #PS2013 #Office365 #Project #PPM #PMOT

February 9, 2016 at 1:09 am | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Workflow | 2 Comments
Tags: , , , ,

Following on from a very popular series of posts on getting started with Project Online, Microsoft’s Office 365 PPM cloud offering, round up found here. I started a mini series towards the end of last year where I covered getting started with the Portfolio Analysis functionality, part 1 here and part 2 here. I mentioned here that I would also do the same for workflow. I have finally got around to creating the workflow version – sorry for the delay, it has been a busy few months.

In this series of posts I will touch on some of the workflow capabilities that are available for Project Online and show you how to getting started.

For the purpose of this post I have already configured a project ideas type list in my PWA site collection, the portfolio strategy / analysis piece, some enterprise project types and have some custom fields.

The first post in this series will look at creating a project from the project ideas list. The workflow will assign a task to a SharePoint group for the approval, once approved a project will be created in Project Online using the correct Enterprise Project Type.

The project ideas list on my test environment looks like this:

image

image

Very simple, with a couple of SharePoint fields. I have mapped these fields to Project Online custom fields:

image

This is so that the metadata captured from the idea is copied over to custom field when the project is created.

I have also created some new Enterprise Project Types in this test environment:

image

Some of these will be used in later posts for this getting started series.

We will now look at creating an approval workflow for this ProjectIdeas list. Launch SharePoint Designer 2013 and open the target PWA site.

image

Click Workflow from Navigation pane:

image

Click List Workflow then choose the list:

image

Complete the details as required:

image

Click OK.

image

Now you can start creating the workflow in the designer. For this example I will firstly insert two more stages using the Stage button:

image

Then rename the stages:

image

Starting with the Initiated stage, click where is states “Start typing…” and more options will be enabled in the ribbon:

image

Click the Action button and scroll down to the “Assign a task” action and click:

image

Now click this user:

image

In the dialog box that appears complete the details, for the Participant I selected the Administrators group:

image

For the task title I used the string builder and added the following with a lookup to the item:

image

For the description I used the string builder to create the following:

image

Once the details are completed:

image

Click OK.

Now click in the transition to stage section:

image

Using the condition ribbon menu button, select if any value equals value:

image

Now click the first value:

image

Then click the fx button:

image

In the box that appears set the following:

image

Click OK.

Click the second value and choose Approved:

image

Now select the Insert go-to under the If and select Go to a stage on the Action menu:

image

image

Click a stage and select Approved:

image

Do the same for Else but select the Rejected stage:

image

In the Approved stage I will insert a parallel block:

image

In this parallel block I will insert four If conditions:

image

The If conditions are then configured like below:

image

The action for each If will be “Create Project from Current Item”:

image

Then you can choose the Enterprise Project Type:

image

Set this up to match to correct EPTs:

image

I then added two further actions:

image

To send ad email and to set a field on the list.

The email was configured as below:

image

The workflow then set the Approval Date field to Today:

image

The transition to stage was then update to end the workflow:

image

The final stage to configure is the Reject stage, in this stage we just send and email to the user that created the item then end the workflow:

image

Once completed, save the workflow and check for any errors.

Using the navigation bar, click the workflow name:

image

Then set the start options for the workflow:

image

Once you are happy with it publish the workflow to the list.

Back in SharePoint, if we look at the Workflow settings for the list we should see the workflow name:

image

Now if I create a new item on the list the workflow will fire and create a task for one of the administrators to approve, the item shows as in the initiated stage:

image

As a PWA administrator I would receive a email notifying me that I had a task assigned, I could then approve that item or reject it. In this example I will approve it:

image

When the workflow fires the item will update to Approved, a project will get created in Project Online, an email will be sent to the user who created the idea and the Approval Date will be set on the list item.

The updated project idea item can be seen below:

image

The project can be seen below in the project center with the correct Enterprise Project Type:

image

The data from the Project Ideas list has been copied to the correct Project Custom fields:

image

That’s it for the simple project ideas list workflow – there is lots more that can be done but hopefully that gives you a good idea on how to get started. Next up we will take a look at getting started with the project life cycle workflow and progress a project through various stages and phases.

#ProjectOnline CSOM DLL now available in #SharePoint NuGet package

February 5, 2016 at 9:32 am | Posted in .Net, Add-on, Administration, App, Customisation, Functionality, Information | Leave a comment
Tags:

Quick post to highlight that the Project Online CSOM DLL ‘Microsoft.ProjectServer.Client.dll’ is now available via the NuGet package for SharePoint, see the blog post below for details:

http://dev.office.com/blogs/new-sharepoint-csom-version-released-for-Office-365-february-2016

Direct link to the package: https://www.nuget.org/packages/Microsoft.SharePointOnline.CSOM

Blog at WordPress.com.
Entries and comments feeds.