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Pre-populate Department Fields RRS feed

  • Question

  • I have created an EPT that is tied to a specific department and have custom fields for this department. When I create the new EPT for my department, why is it that I need to choose the department in the Project Details page in order for it to display the custom fields I created for my department? I would have assumed that the EPT department will be preset, so I wouldn't have to choose the Project Department to display the custom fields. 

    Does anyone know if there is a way to have the EPT's department roll over to the Project Department field when creating the new Project?

    Thanks.

    Wednesday, September 3, 2014 4:41 PM

All replies

  • Hi Brian,

    I'm not sure to get your point. If you have a department drop-down list in one of your PDPs, this is because you configured it as is. Meaning that choosing a specific department will display/hide custom fields associated/not associated with the selected department.

    Then EPTs associated with deparments will trigger which EPTs the users will see in the project cetner / new button based on their own department.

    If you configured correctly departement versus EPT, custom fields and resources, users will only see EPT associated to their departments with the corresponding custom fields.

    See refrences below:

    • http://www.applepark.co.uk/understanding-departments-in-project-server-2010-part-1/
    • http://ntrajkovski.com/2012/06/06/departments-in-ms-project-server-2010/
    • http://blogs.technet.com/b/projectadministration/archive/2010/03/17/departmental-custom-fields.aspx

    Hope this helps,


    Guillaume Rouyre, MBA, MCP, MCTS |

    Monday, September 8, 2014 6:32 PM
    Moderator
  • Hi Brian,

    If I understood you question correctly, you can try pre-set the department field using the project plan template associated with that particular EPT. If you are not using any project plan templates maybe you can create empty ones?

    Hope this helps

    Paul

    Wednesday, September 10, 2014 1:58 PM
  • Brian.Ly,

    The tie between EPT and Department, is primarily to control the visibility to a resource based on the Resource Departments. 

    You could pre-populate the fields on the template, but that would not kick in until the project has been saved for the first time.

    So, in summary, you either live with use having to select the Department, or have the user save the project once to fill the department field before proceeding further.


    Cheers,

    Prasanna Adavi, Project MVP

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    Wednesday, September 10, 2014 3:36 PM
    Moderator