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Project Server PDPs: Update Custom Fields using Workflow RRS feed

  • Question

  • Hi Team,

    We have create a custom field "Project Status" a text box with a lookup on a PDP. Once the user submits the Stage for approval, and when the approver approves the stage, the workflow is setting "Project Status" CF value to "Approved". Until this is working fine now.

    Problem is, the user is not able to see the status as "Approved" on the PDP, unless and until he go to the PDP, click Edit button. Once the user clicks on Edit button, then its displaying the right status and the user now has to save and check in the project.

    This is really a cumbersome process the user needs to follow, just to display the already updated data. Is there any solution to display the data with out checking out the PDP's

    Awaiting your replies

    Thanks

    Ravishankar


    Ravishankar
    Thursday, September 22, 2011 5:09 AM

All replies

  • Hi Team,

    Can any one please respond with your valuable inputs?

    Ravishankar


    Ravishankar
    Thursday, September 22, 2011 3:58 PM
  • here is a thought...Does your workflow "publish" the project once the status changes to "Approved"? I guess, since this is a project custom field, the latest data won's show until the project is published.

    You could probably test this by "publishing" the project manually, and see if the value is updated on the PDP.

     


    Prasanna Adavi, PMP, MCTS http://thinkepm.blogspot.com

    Thursday, September 22, 2011 4:47 PM
    Moderator
  • Hi Prasanna,

    I do not see any option for Publishing a project, instead i saw publishing a schedule on the PWA Site.

    Can you provide me more steps on how can i publish the project/ steps to be followed in workflow, to reflect the changes to the custom fields to all the users.

    Thanks

    Ravishankar


    Ravishankar
    Saturday, September 24, 2011 5:23 PM
  • Ravi,

    Yes, I mean publishing a project schedule. Open the project in project professional and File >> Publish.


    Prasanna Adavi, PMP, MCTS http://thinkepm.blogspot.com
    Wednesday, September 28, 2011 2:17 PM
    Moderator
  • Hi Prasanna,

    How can we publish the project plan from workflow!

    Because we are changing the PDP form fields using workflow and those are not displaying to the end users immedeately. one person has to edit the Project Plan and checkin the same, so that the latest  values are displaying to the other users.

    Ravishankar


    Ravishankar
    Wednesday, September 28, 2011 2:45 PM
  • Hi Ravi,

    Sorry for jumping in the thread:
    I was discussing with the similar requirement with my ex-coworker who was looking for the similar information:you can use Microsoft.Office.Project.Server.WebServiceProxy but just to be aware, it is for internal use only but it works.

    All Project Server Interface (PSI) calls within a workflow will be made under the context of the Workflow Proxy Us, Account. For these PSI calls to be successful, the Workflow Proxy User Account should have appropriate permissions in Project Server . I hope that you are running with System account(Full control).There  is a good article which shows how you can call PSI (You can also call project Web service) using  custom workflow service that should be extending workflow service base class. You can register your proxy Project Web service in Web config.  “QueuePublishProject”  method will publish the project.

     

    http://msdn.microsoft.com/en-us/library/microsoft.office.project.server.webserviceproxy_di_pj14mref.aspx
    http://www.projectserver2010blog.com/2010/01/projectserver-2010-workflow-accessing.html

    Hope that helps.



    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Thursday, September 29, 2011 5:31 AM