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Use of Status Reports in Project Server 2007 RRS feed

  • Question

  • I'm interested in using status reports, but have no experience with them.  So 2 newbie questions:

    1) Can status report templates be customized so that each requestor can use our standard rather than having to customize each request?

    2) My initial try at this resulted in either a) the request never 'showed up' - no email, no notice on the PWA home page, and no report listed as requested on the staus report page; or b) if it did show as a request and a report was prepared and sent, it doesn't show up back at the requestor as a report that has been submitted.  What are the most obvious tings to check as far as configuration or permissions?

    Thanks... 

    Wednesday, August 4, 2010 10:35 PM

Answers

  • westy_kr --
     
    1.  No, it is not possible to create a standard Status Report template for your organization.  Unfortunately, each manager must create his/her own Status Report request by modifying the default Status Report topics.
     
    2.  When you created your Status Report request, did you set it to start immediately?  Did you add people to the list who have to respond?  Did they look on the Status Reports page to see if they have any pending Status Reports?  Has your Project Server administrator enabled the e-mail capabilities in Prject Server 2007, so that users would receive an e-mail about a new Status Report request?  If so, are team members getting e-mails when a PM publishes a new project?  You will need to give us more information before we can troubleshoot the whys and wherefores in this question.
     
    Let us know and we will try to help.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, August 5, 2010 1:21 AM
    Moderator
  • westy_kr --
     
    If the e-mail capabilities are not enabled in Project Server 2007, then no one will get e-mail messages about Status Reports.  As you surmise, this capability is different that what your organization enabled in SharePoint.  As to why one person can see a Status Report and another person cannot, I'm pretty clueless on that one.  Perhaps someone else in the group has an idea for you.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, August 5, 2010 5:35 PM
    Moderator

All replies

  • westy_kr --
     
    1.  No, it is not possible to create a standard Status Report template for your organization.  Unfortunately, each manager must create his/her own Status Report request by modifying the default Status Report topics.
     
    2.  When you created your Status Report request, did you set it to start immediately?  Did you add people to the list who have to respond?  Did they look on the Status Reports page to see if they have any pending Status Reports?  Has your Project Server administrator enabled the e-mail capabilities in Prject Server 2007, so that users would receive an e-mail about a new Status Report request?  If so, are team members getting e-mails when a PM publishes a new project?  You will need to give us more information before we can troubleshoot the whys and wherefores in this question.
     
    Let us know and we will try to help.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, August 5, 2010 1:21 AM
    Moderator
  • Thanks for the response, Dale...responses to your questions:

    1.  No, it is not possible to create a standard Status Report template for your organization.  Unfortunately, each manager must create his/her own Status Report request by modifying the default Status Report topics.  Not exactly my idea of a great design decision, but... is there any change with 2010?

    When you created your Status Report request, did you set it to start immediately?  Yes

     

    Did you add people to the list who have to respond?  Yes

    Did they look on the Status Reports page to see if they have any pending Status Reports?  Yes.  Note that in 1 case the recipient did see the request; in the other case, the recipient did not.  That's what is confusing, since in both cases both requestor and recipient are PMs and PS Admins.

    Has your Project Server administrator enabled the e-mail capabilities in Prject Server 2007, so that users would receive an e-mail about a new Status Report request?  No - we don't really want the emails when projects are published.  On the other hand, Alert functionality works fine without any PS setup (just Sharepoint) - so the hope was that status reports would also piggyback off of Sharepoint and not require the Project Server email setup.

    Thursday, August 5, 2010 2:43 PM
  • westy_kr --
     
    If the e-mail capabilities are not enabled in Project Server 2007, then no one will get e-mail messages about Status Reports.  As you surmise, this capability is different that what your organization enabled in SharePoint.  As to why one person can see a Status Report and another person cannot, I'm pretty clueless on that one.  Perhaps someone else in the group has an idea for you.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, August 5, 2010 5:35 PM
    Moderator