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Project Ownership Transfer - PWA 2010 RRS feed

  • Question

  • Greetings!

    In PWA (2010), when a Project Manager attempts to transfer the ownership of a project to a new PM, the PM listing is greyed out.   I can get to the project edit window and it seems everything is okay.    The assuming PM has Project Manager permissions and is an active resource on the project schedule to be transferred.    Any idea why this is happening?

    Have fun in Phoenix if you are attending the conference!  Sure wish I was going!!!!!

    ~Randy

    Friday, March 16, 2012 3:42 PM

All replies

  • Hi,

    From memory, you can change the project owner if you are an administrator or the existing owner, so permissions should be ok. 

    When you say greyed out, is the Browse button next to the Project Owner field activated? By default the text field with the owner name in it will be disabled, you can only get in there from the Browse button and picking the relevant parties in the people picker.


    Alex Burton
    www.epmsource.com | Twitter
    Project Server TechCenter | Project Developer Center | Project Server Help | Project Product Page

    Saturday, March 17, 2012 6:26 AM
    Moderator
  • Randy --
     
    This is probably a dumb question, but are you absolutely certain that the PM has the project opened and checked out in PWA?  If not, that would account for the Owner field being grayed out.  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"

    Saturday, March 17, 2012 12:04 PM
    Moderator
  • Hi Dale -

    Getting back to this issue now...    I am the PM on this test  project and wish to transfer ownership to someone else in the ERP with PM permissions.   The project is closed and checked in (if it weren't, I  do not believe that I could get to the Edit screen in PWA).   As you can see below, the "Owner" field is greyed out - which is keeping me from selecting a new Owner.   Is there a permission setting that might be affecting this?  

    Thanks!!

    Monday, April 9, 2012 4:40 PM
  • Hi Randy,

    Afaik, you cannot change the Owner field, as it tells that who created the project initially. There's an another field named Manager and that's the one you should consider. I think that make sense in respect to Owner and Manager. Hope this helps you.


    Thanks, Kashif

    Monday, April 9, 2012 7:43 PM
  • Kashif --
     
    Your answer is not even close to being correct.  With the proper permissions a PM can specify another member of the Project Managers group as the Owner of the project, which gives the new PM permission to open and edit the project.  But thanks for trying 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"

    Tuesday, April 10, 2012 12:41 AM
    Moderator
  • Randy --
     
    This is really a dumb question, but are there any other users in your Project Server 2010 system that are members of the Project Managers group?  Only users that are members of that security Group will appear on the Owner pick list.  Beyond this, are you the Project Server administrator, or is someone else the administrator?  And have you (or they) changed the default permissions in the Project Managers group?  Let us know and we will try to help you with the problem
     

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

    Tuesday, April 10, 2012 12:42 AM
    Moderator
  • Dale -  Within this launch, the ERP consists of about 140 resources with 13 people belonging to the PM group.  I addition, three of us are in the Admin group (including myself).     The default permissions in the PM group have not been altered with the exception of placing a hard "deny" on Manage SharePoint foundation (to keep them from creating a workspace for new projects).  

    Thanks!

    ~RK

    Tuesday, April 10, 2012 6:58 PM
  • RK --
     
    Wow, I am starting to run out of ideas.  Out of curiosity, is your Project Server 2010 system updated with Service Pack 1 and the most recent Cumulative Update?  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"

    Wednesday, April 11, 2012 2:18 AM
    Moderator
  • Yes - It appears  SP 1 was loaded on 3/17.    I am beginning to suspect it has something to do with Security - but I can't put my finger on it.   I used dafault Global Permissions throughout.    RBS shouldn't matter (especially since I have administrator permissions).   I have the test schedule resourced with people who have PM permissions....     What else should I be checking?

    Thanks for the diligence Dale! 

    ~RK

    Thursday, April 12, 2012 5:36 PM
  • RK --
     
    I�??m fresh out of ideas.  Sorry.  Maybe someone else in this forum will have a fresh thought for you.
     

    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, April 12, 2012 11:44 PM
    Moderator
  • Thanks for trying Dale -    How can I poke Gary C. to take a look at this?  I really need this resolved before I hand this off to the client.    ~RK
    Friday, April 13, 2012 2:47 PM
  • Randy --
     
    Gary reads this forum, and all posts in it, on a daily basis.  If he had any ideas for you, I can assure you he would have already answered.  If no one in this forum can help you, then I would suggest you open a ticket with Microsoft Support.  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"

    Friday, April 13, 2012 2:48 PM
    Moderator
  • Ok - my turn to ask a dumb question....   I've always managed to resolve my issues in forums, your books, or through networking.     I've never had to open an issue with Microsoft (seriously!).    Do you have the support site for MSPS 2010 that will get me started?    (I may try to hit up Tony Z - since he is local to me too and I run into him at MPUG meetings and SharePoint User Group meetings).

    Thanks Dale...

    Monday, April 16, 2012 2:41 PM
  • Randy --
     
    Nope, not a dumb question at all.  You will need to call Microsoft Support for assistance.  I believe the phone number is:  800-642-7676.  Keep in mind that the call will not be free, unless your company has a support contract already in place with Microsoft.  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"

    Monday, April 16, 2012 3:35 PM
    Moderator
  • Randy,

    I would look at the below things first, when i troubleshoot issues of such kind;

    1. What happens when you try to change the owner with other Project Plan who is the PM (owner) as this project?

    2. Is it just happening with this particular Project Plan or is it happening across the board?

    3. Have you tried logging into the PWA with some other user who enjoys the same permission as admin user does and tried changing the owner?

    4. Try saving and publishing the Project Plan and then try to change the owner.

    5. Try creating a new project plan and re-produce the issue. See what happens with it.

    I would also check the version of databases, because if you see SP1 is installed in Control Panel, it doesn't mean that it is applied to Project Server unless and untill configuration wizard is completed successfully.

    Let me know the outcome of above steps. If it still doesn't get fixed, i will proivde you with other action plans.

    Regards,
    Jignesh

    Monday, April 16, 2012 8:08 PM
  • Jignesh,  

    Thank you for your response.

    1. What happens when you try to change the owner with other Project Plan who is the PM (owner) as this project?

       A: Tried to change ownership with other plans owned by another PM - Owner Field is still grey'd out.

    2. Is it just happening with this particular Project Plan or is it happening across the board?

       A: Across the Board

    3. Have you tried logging into the PWA with some other user who enjoys the same permission as admin user does and tried changing the owner?

        A: I had one of my other PM's make this attempt - same result

    4. Try saving and publishing the Project Plan and then try to change the owner.

        A:  Tried this multiple times - no change in outcome

    5. Try creating a new project plan and re-produce the issue. See what happens with it.

       A: Created new plan, published - same outcome

     

    I would also check the version of databases, because if you see SP1 is installed in Control Panel, it doesn't mean that it is applied to Project Server unless and until configuration wizard is completed successfully.

    Response:   Uncertain how to really do this.  I had my DBA guy check and he provided me a screen shot showed that it was applied.   I trust his reply.

    Tuesday, April 17, 2012 3:32 PM
  • Randy,

    Thanks for trying above suggested steps.

    1. Is it possible for you (or for your customer) to install latest patches in the farm. i.e. Feb CU 2012 which you can download it from the below location?

    http://technet.microsoft.com/en-us/projectserver/gg176680

    I can read from the above thread that you have installed SP1 but it didn't say anything about the Feb CU 2012.

    2. Please install Feb CU 2012 for Project Client from the below link. Save and Publish the Project Plan and see the behavior.

    http://support.microsoft.com/kb/2597942

    Let me know how it goes after installing Feb CU 2012.

    Regards,

    Jignesh

    Tuesday, April 17, 2012 9:47 PM
  • Hi there,

    Couple of ideas

    1. Sometimes I found that with project 2010, you have to run IE explorer as Administrator.  So right click the IE browser and select RUN AS Administrator.
    2. Also make sure to add PWA site as trusted sites in IE and set security level to low for "Trusted Sites" zone
    3. Make me you need to check the permissions of PDP
    4. I am not sure how security model is configured at you end, but just for testing purpose add "My organization" category for Administrators and try to repro the issue.


    Hrishi Deshpande – DeltaBahn Senior Consultant
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    Thursday, April 19, 2012 7:59 PM
    Moderator