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project server 2013- Project Proposal RRS feed

  • Question

  • Hi,
     How to create an initial work order system/form on project server 2013.
     what are ingredients ?
     Is there any sort of difference between work order and initial project proposal?

    Thanks



    • Edited by mafab Tuesday, December 23, 2014 6:55 AM question corrected
    Tuesday, December 16, 2014 8:07 PM

Answers

  • Mafab,

    1) The field "Position Role" is a custom field, which means it needs to be created by you. This is a lookup table driven field, so create the lookup table first, then create a resource field attached to this lookup table. Here is how to create custom fields and lookup tables: https://support.office.com/en-ie/article/Create-or-modify-a-custom-field-6e8e5034-953c-4bad-8955-311e1814dbc6

    2) Once you have the field, you need to add it to the view you are working with in Resource Center. 

    Navgate to ServerSettings >> Manage  views >> Resource Center Views and add the field to the view, you are using. Here is how to add a field to a view.

    https://support.office.com/en-ie/article/Add-or-change-a-view-760feccc-7476-4161-9bc4-6841f0707afb


    Cheers,

    Prasanna Adavi, Project MVP

              

    Blog:Podcast: Twitter:LinkedIn:


    Thursday, December 18, 2014 4:17 AM
    Moderator

All replies

  • Mafab,<o:p></o:p>

    It depends on your process outside of Project Server. Work Order is a very general term used differently in different organizations.<o:p></o:p>

    Here is a link that discusses, creating Projects from Ideas (could be work orders for you). This talks about project Online, but the process is similar in Project Server 2013 as well.<o:p></o:p>

    http://blogs.office.com/2012/11/05/demand-management-and-ideation-in-microsoft-project-online/<o:p></o:p>

    And I suggest that you do not create duplicate threads, as we all review multiple forums, anyway.


    Cheers,

    Prasanna Adavi, Project MVP

              

    Blog:Podcast: Twitter:LinkedIn:


    Tuesday, December 16, 2014 8:16 PM
    Moderator
  • Hi Prasanna,
    thanks a lot for the quick answer.
    Pls provide the ingredients for creating a workorder(Initial Project Proposal)-
    Like custom fields,PDP,EPT, etc
    Any suggestion over it pls. :)

    Tuesday, December 16, 2014 8:27 PM
  • Mafab,

    The initial Project Proposal can be in a SharePoint list, so you can create the columns necessary for it based on the work order template you have.

    For the fields you want to get copied to Project information, you need to create custom fields.

    And once your project is created, then you can choose to have a worklow for the project itself or not.

    And finally, if you are still unsure about the configuration etc., then here is a series of posts by Paul Mather, on getting started with project Online. However, the configuration part also applies to PS2013.

    http://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/


    Cheers,

    Prasanna Adavi, Project MVP

    Blog:   Podcast:    Twitter:    LinkedIn:   

    Tuesday, December 16, 2014 8:46 PM
    Moderator
  • Thanks Prasanna,
    I am working on it tonight-will share you my tailored solution by tomorrow.

    tons of thanks

    Tuesday, December 16, 2014 8:53 PM
  • Hi Prasanna,
    How can I add a "Skill" field in Resource Grid in Resource Center?
    See image attached-
    https://drive.google.com/file/d/0B1LjuFqWy5O1bTlpNFN0YjdWLUE/view?usp=sharing

    Thanks


    • Edited by mafab Thursday, December 18, 2014 12:00 AM hyperlinked
    Wednesday, December 17, 2014 11:59 PM
  • Mafab,

    1) The field "Position Role" is a custom field, which means it needs to be created by you. This is a lookup table driven field, so create the lookup table first, then create a resource field attached to this lookup table. Here is how to create custom fields and lookup tables: https://support.office.com/en-ie/article/Create-or-modify-a-custom-field-6e8e5034-953c-4bad-8955-311e1814dbc6

    2) Once you have the field, you need to add it to the view you are working with in Resource Center. 

    Navgate to ServerSettings >> Manage  views >> Resource Center Views and add the field to the view, you are using. Here is how to add a field to a view.

    https://support.office.com/en-ie/article/Add-or-change-a-view-760feccc-7476-4161-9bc4-6841f0707afb


    Cheers,

    Prasanna Adavi, Project MVP

              

    Blog:Podcast: Twitter:LinkedIn:


    Thursday, December 18, 2014 4:17 AM
    Moderator