none
Ingesting into Server 2010 Master-Sub-Projects Created Outside of Server RRS feed

  • Question

  • I just inserted a subproject that was created outside of Server 2010 into our Server.  I found it curious that all of the hyperlinks to the sister files and parent (master) file were still in the file.  I thought that this was encouraging since it was always my understanding that Master-Sub relationships that were created outside of Server could not be preserved inside of Server.  I then went and imported into Server the sister file and master file.  When I open the master and examine the predecessor field, the predecessor links are still pointing to the subprojects that are on my H:/ drive.  Is there any way to re-point to the subprojects that are now in the Server? 
    Wednesday, December 5, 2012 12:51 PM

Answers

  • After much experimentation, I have developed the following procedure for ingesting into Project Server a previously generated Master-Sub relationship.  There are instances where you may want to ingest a previously generated Master-Sub-Project relationship into Server.  Namely:

    • Allows the ingest of legacy Master-subproject relationships
    • Allows the ingest of contractor schedules into the Server for developing tie points to our summary schedules

    The following process describes the steps to successfully ingest an existing Master-Sub relationship.  The process involves 4 major steps:

    1. Establish links inside Server between sibling files
    2. Establish links to Master file by copying subproject files into Master file
    3. Delete redundant subproject files inside master
    4. Delete redundant links

    Before you begin the process of ingesting into Server, you want to make sure that what you are ingesting is clean with regards to external links.  Open the Master file of what you want to ingest and do an expand-all subtasks.  Add the column “Project”.  There should be no projects that you don’t want to ingest list in this column.  When the Master project file is open there should be no external links.  If there are any links to files other than the files you are about to ingest then you will need to delete those links. 

    Close all Project files and completely exit the Microsoft Project Client.  Re-open the Client attached to the PWA to which you want to ingest the Master-Sub relationship.

    Perform a FileèOpen.  Drill into the folder that contains the Master-Sub relationship that you want to ingest.  Open all of the subprojects, but not the Master. 

    Perform a FileèSaveAs for each of the subproject files using the same exact name as they have outside of Server.  Once you have done this you will see that in the Project column external tasks will now have “<>” in front of the subproject addresses, but the external tasks linking to the Master schedule will be pointing to the folder on your desktop/H:-drive/wherever. 

    It is now time to ingest the Master file.  With the subprojects still open, perform FileèOpen and drill into the folder containing the master to open the file.  You should get a popup telling you that you now have duplicate links.  It is unlikely that you can resolve those duplicates via this popup.  DO NOT USE THIS POPUP TO RESOLVE DUPLICATE LINKS.  Click close. 

    Collapse all tasks in the master file.  Using the function ProjectèSubproject, insert the subprojects that you saved to the Server.  (Yes, this will twin your list of subprojects in the master file.  You may want to color the cells of the original subprojects so you know which ones are which, especially if the list is long.) 

    Once you have done this you will have twinned your subprojects.  You will now want to delete the original subprojects.

    Perform an “Expand All” for all projects and all tasks in the master file.  There will be external tasks pointing back to the subprojects back in the original folder location.  (Remember, a healthy Master Project must not show any external tasks).

    Using the AutoFilter on the Project column, toggle the “Select All” box to deselect all choices, then select only the choices that are pointing back to the original directory.

    Once you filter down the list, it becomes straightforward to delete all of the external references back to the original location.

    With all of the external references removed from the master, perform a “Save-As” of the master file to the Server using the original name.

    Save each of the subprojects in turn and close them when the saves are complete.

    Wednesday, May 8, 2013 11:06 AM

All replies

  • Hi Chris,

    You can repoint to the project which in there in your server using project Professional in the connected mode.

    check this link for more details: http://av-epm.blogspot.com/2011/09/project-server-2010-master-and.html

    Regards,


    Avinash kumar | e2eProjects Pvt. Ltd | Blog:http://avigr8.wordpress.com

    Wednesday, December 5, 2012 3:20 PM
  • Hi Avinash -

    I am familiar with how to create Master-Sub relationships while in Server.  My question is with regards to Master-Sub relationships that were created outside of the Server environment.  Is there a way to import into Server previously generated Master-sub files and have the predecessor/successor links re-point to only Server files?

    Wednesday, December 5, 2012 4:16 PM
  • After much experimentation, I have developed the following procedure for ingesting into Project Server a previously generated Master-Sub relationship.  There are instances where you may want to ingest a previously generated Master-Sub-Project relationship into Server.  Namely:

    • Allows the ingest of legacy Master-subproject relationships
    • Allows the ingest of contractor schedules into the Server for developing tie points to our summary schedules

    The following process describes the steps to successfully ingest an existing Master-Sub relationship.  The process involves 4 major steps:

    1. Establish links inside Server between sibling files
    2. Establish links to Master file by copying subproject files into Master file
    3. Delete redundant subproject files inside master
    4. Delete redundant links

    Before you begin the process of ingesting into Server, you want to make sure that what you are ingesting is clean with regards to external links.  Open the Master file of what you want to ingest and do an expand-all subtasks.  Add the column “Project”.  There should be no projects that you don’t want to ingest list in this column.  When the Master project file is open there should be no external links.  If there are any links to files other than the files you are about to ingest then you will need to delete those links. 

    Close all Project files and completely exit the Microsoft Project Client.  Re-open the Client attached to the PWA to which you want to ingest the Master-Sub relationship.

    Perform a FileèOpen.  Drill into the folder that contains the Master-Sub relationship that you want to ingest.  Open all of the subprojects, but not the Master. 

    Perform a FileèSaveAs for each of the subproject files using the same exact name as they have outside of Server.  Once you have done this you will see that in the Project column external tasks will now have “<>” in front of the subproject addresses, but the external tasks linking to the Master schedule will be pointing to the folder on your desktop/H:-drive/wherever. 

    It is now time to ingest the Master file.  With the subprojects still open, perform FileèOpen and drill into the folder containing the master to open the file.  You should get a popup telling you that you now have duplicate links.  It is unlikely that you can resolve those duplicates via this popup.  DO NOT USE THIS POPUP TO RESOLVE DUPLICATE LINKS.  Click close. 

    Collapse all tasks in the master file.  Using the function ProjectèSubproject, insert the subprojects that you saved to the Server.  (Yes, this will twin your list of subprojects in the master file.  You may want to color the cells of the original subprojects so you know which ones are which, especially if the list is long.) 

    Once you have done this you will have twinned your subprojects.  You will now want to delete the original subprojects.

    Perform an “Expand All” for all projects and all tasks in the master file.  There will be external tasks pointing back to the subprojects back in the original folder location.  (Remember, a healthy Master Project must not show any external tasks).

    Using the AutoFilter on the Project column, toggle the “Select All” box to deselect all choices, then select only the choices that are pointing back to the original directory.

    Once you filter down the list, it becomes straightforward to delete all of the external references back to the original location.

    With all of the external references removed from the master, perform a “Save-As” of the master file to the Server using the original name.

    Save each of the subprojects in turn and close them when the saves are complete.

    Wednesday, May 8, 2013 11:06 AM