none
Project Server 2016 - Determine which template was used to create new project RRS feed

  • Question

  • Hello,

    In Project Server 2016, specifically within the database, is there a way to determine which Project Professional template was used to create a project?

    If you create a new project within Project Professional, you can select from a list of enterprise templates stored on the server. After you create a project, you can open it within Project Professional and go to File -> Project Information -> Advanced Properties to see the name of the template that you used.

    Where is this template association information stored within the database? I can find the template themselves within the pjdraft tables based on proj_type and I can find the projects within the rest of the database. However, I cannot find a connecting factor that shows which template was used as it is shown in Project Professional.

    My company wants to create a report to see which templates are most actively used, but we have several thousand projects so it is not feasible to open each one up in Project Professional to find this information.

    Friday, November 2, 2018 5:39 PM

All replies

  • Does anyone have an idea where I would start looking for this information?
    Thursday, January 10, 2019 1:30 PM
  • Hi Eric,

    As far as I know there is no association.


    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Friday, January 11, 2019 8:32 AM
    Moderator
  • Thanks for the reply Ben.

    Do you know if the Template name shown within MS Project is stored directly in the .mpp file somehow?

    I assumed the association would be saved in the database since it is shown in MS Project advanced project properties.
    Friday, January 11, 2019 8:41 PM
  • Where exactly in the properties is it shown - can you share a screen shot?

      


    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Friday, January 11, 2019 8:59 PM
    Moderator
  • Hello,

    Some of these properties are available in the database - check the reporting schema. For example, some of the original project file properties used in the template project are kept when you create a project from it such as ProjectAuthorName, ProjectSubject  - these are the example fields to look at in the Reporting schema (pjrep.). That might help.

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    Sunday, January 13, 2019 9:56 PM
    Moderator
  • Paul,

    I'm able to find those properties in the pjrep schema that show the author name, etc. but nothing that relates to the template used. I'm sure I'm missing something but there is nothing obvious that shows template information in the tables I've checked. 

    Ben,

    Here is the screenshot of where the template name is shown in MS Project. To show this dialog, go to File -> Info -> Project Information -> Advanced Properties. The name of this project is "AST-ID100093..." but the template that was used to create this project is "AST-Level 1-Generic...". I'm able to find the template information in the pjdraft tables but unable to find any connecting factor between projects and templates.

    Monday, January 14, 2019 5:47 PM
  • Alas I have no idea where that data is exposed, I cannot see it in the oData feed at all.

    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Tuesday, January 15, 2019 4:35 PM
    Moderator
  • Thanks for looking Ben, I still haven't had any luck finding it either. Perhaps someone else on the forum knows the answer to this mystery.
    Monday, January 21, 2019 2:14 PM
  • Eric --

    In addition to the excellent information shared by my colleagues, I wanted to let you know that the template information is stored for MPP projects, but I do not believe it is stored for enterprise projects saved in Project Online or Project Server.  Do not despair, however, as the template information is stored as the Enterprise Project Type used to create the new project.  This assumes, however, that your PMs are creating each new project from the Project Center page by clicking the New pick list button in the ribbon and selecting the appropriate Enterprise Project Type (EPT) from the New menu.

    When a project is created from the Project Center page in PWA, the Enterprise Project Type should have a Microsoft Project template associated with it.  For example, an EPT named Software Development might have a Microsoft Project template named Software Development associated with it.  You can expose the Enterprise Project Type column in Project Center views, and you should be able to extract this data into reports as well.

    Also, keep in mind that when a PM creates a new project directly in Microsoft Project Professional and not using the Project Center page in PWA, the Enterprise Project Type value will also be Enterprise Project, and it will not tell you which template was used to create the project.

    Hope this additional information helps.


    Dale A. Howard [MVP]

    Tuesday, January 22, 2019 5:52 PM
    Moderator
  • Dale,

    Thanks for the information. Our PMs create projects directly in Microsoft Project Professional. We don't utilize different Enterprise Project Types and we do not create projects using the Project Center page in PWA.

    We currently only use one default Enterprise Project Type as our PMs like to select the templates themselves through MS Project Professional. The templates they select are .mpt files that were saved as templates to the server and they appear under "Enterprise" templates when creating a new schedule in MS Project Professional.

    The template used for a new schedule has to be referenced somewhere in the database since it is shown in MS Project Professional for all of our schedules. 

    If I ever end up finding the answer, I'll be sure to post it here in case others are curious. 
    Wednesday, January 23, 2019 2:57 PM
  • Hi Eric,

    yes, please post here. I have tried to figure out by using SQL profiler without success. I assume it is stored in some binary data, we have no access to. I am really curious!

    Barbara

    Wednesday, January 23, 2019 5:01 PM
    Moderator
  • Eric --

    If you do not find the data you are seeking in the Project Server 2016 database, one of our company's reporting specialists has a workaround for you so you CAN capture this information.  He suggested that you first create an enterprise lookup table containing the names of every template your organization uses.  You might name the lookup table Templates, or something like that. Then create an enterprise custom Project field named something like Template Used, and then link it to the Templates lookup table.

    After doing this, individually open each enterprise template in Microsoft Project Professional, click Project > Project Information, and then set the correct value in the Template Used field for the selected template.  Save the project as an enterprise template using the original name of the template, and confirm that you want to overwrite the existing enterprise template.  By following these steps, your PMs will not need to manually specify a value in the Template Used field when they create a new project.

    For each existing project, you will still need to ask your PMs to click Project > Project Information, and then select a value in the Template Used field.  They will need to save and publish these changes so that you can access the data for their existing projects in your report.

    Just a thought.  Hope this helps.


    Dale A. Howard [MVP]

    Thursday, January 24, 2019 9:21 PM
    Moderator