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In SharePoint Security Mode (Project Server 2013), Can Tasks Be Prevented from Being Deleted From The Project Schedule

    Question

  • We've had several instances of project owners (including those in the project site's owners group) errantly deleting tasks and groups of tasks which have had hours logged against them by assigned resources.  This means we have lost months' worth of data for our reports. Can tasks be prevented from being deleted, especially when approved hours have been logged against them?  I don't understand how deletion under such circumstances is a default behavior. ?? What about hiding the 'Delete' button in the Project Schedule's command ribbon? Is that possible?

    Drew Abas Business Analyst III, Anthem Blue Cross Blue Shield

    Wednesday, April 05, 2017 9:20 PM

Answers

  • Hello Drew

    I am not sure you would want to prevent project managers from deleting lines in their schedules.  It would make it hard to manage schedule.

    However, in PWA server settings, there is a setting under "Task Settings and Display" called "Only allow task updates via Task and Timesheets".   This will prevent project managers from deleting tasks with actuals.  


    Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
    Website http://www.WhartonComputer.com
    Blog http://MyProjectExpert.com contains my field notes and SQL queries

    • Marked as answer by DrewAB Wednesday, April 19, 2017 6:40 PM
    Monday, April 10, 2017 2:32 AM
    Moderator

All replies

  • Hello Drew

    I am not sure you would want to prevent project managers from deleting lines in their schedules.  It would make it hard to manage schedule.

    However, in PWA server settings, there is a setting under "Task Settings and Display" called "Only allow task updates via Task and Timesheets".   This will prevent project managers from deleting tasks with actuals.  


    Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
    Website http://www.WhartonComputer.com
    Blog http://MyProjectExpert.com contains my field notes and SQL queries

    • Marked as answer by DrewAB Wednesday, April 19, 2017 6:40 PM
    Monday, April 10, 2017 2:32 AM
    Moderator
  • Michael, thanks for your reply and suggestion. That should help. I've asked our other PWA admins about checking that box, and am awaiting their replies. It still doesn't prevent tasks in the schedule from being deleted, correct?

    Our reason for wanting to prevent tasks with actual work logged against them from being deleted is that we are using this to collect all work hours of our associates. For example, this scenario: a task is no longer needed for a given project, but hours have been logged against it.  We don't want to lose that work data through deletion of the task from the project. I've demonstrated that tasks deleted from the schedule do wipe out hours for that task in the resources' timesheets, and the title of the task appears in black text (i.e. no longer a hyperlink to the task's history page).

    We do have a custom task field called project state, with values that could reflect the fact that the task was cancelled or no longer needed and thereby could be filtered out of total project hours committed. We just don't want it deleted even if it is no longer part of the project if hours have been logged against it. Does that make sense?


    Drew Abas Business Analyst III, Anthem Blue Cross Blue Shield

    Monday, April 10, 2017 1:50 PM
  • I dont know of any other way to prevent deleting task other than custom code.

    There is an event handler in project where you can trap saving and updating schedule and perhaps stop the delete.

    Event handlers are found in SharePoint Central, on the General Applications  / PWA


    Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
    Website http://www.WhartonComputer.com
    Blog http://MyProjectExpert.com contains my field notes and SQL queries

    Friday, April 14, 2017 1:27 PM
    Moderator
  • Michael, just confirming a portion of your post of 2017 Apr 8:

    "However, in PWA server settings, there is a setting under "Task Settings and Display" called "Only allow task updates via Task and Timesheets".   This will prevent project managers from deleting tasks with actuals."

    If any 'Actual Work' is logged against a task, this will prevent it from being deleted, correct?


    Drew Abas Business Analyst III, Anthem Blue Cross Blue Shield

    Tuesday, April 18, 2017 8:27 PM
  • No need to reply. We've confirmed this in our test environment. The setting's description in PWA settings panel, however, should, IMO, be more explicit about the prevention of deletion of tasks.

    Drew Abas Business Analyst III, Anthem Blue Cross Blue Shield

    Wednesday, April 19, 2017 6:39 PM