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Need to display the project name (or project summary task name) in the task details view of Project Server 2010 RRS feed

  • Question

  • What is the best way for me to display the project name (or project summary task name) in the task details view with the minimum amount of effort every time I create a new project.  I believe I'll need to create an enterprise field at the task level in order to add it to the detail view but then I'd have to populate the field with the project name or write a macro that does that (I'm not good at writing macros).  Maybe there's another alternative.  Any suggestions?
    Wednesday, June 27, 2012 5:45 PM

Answers

  • Easy fix.  Create a Task text field.  Call it "Project Summary".

    Set the formula to "=[Project Name]"

    Set it to roll down to the assignment level.  Add the field to the Task details.  It should work - after you've published the project in question.


    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky

    Thursday, June 28, 2012 5:37 PM
    Moderator
  • I am including a capture of the PWA custom field setup for the proposed task field here called "tProject Name", the formula for "tProject Name" is equal to the field name [Title].  Also, projects will have to be republished to populate the new field in PWA views.

    Thursday, June 28, 2012 5:49 PM

All replies

  • FairytaleGardens --
     
    Navigate to the Project Center page and click the name of the project.  Click the Schedule tab in the Quick Launch Menu, if necessary, and then select any task view, such as the Tasks Summary view.  Click the Options tab to display the Options ribbon for the selected project.  Select the Project Summary Task checkbox in the Show/Hide section of the Options ribbon.  Problem solved.  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"

    Wednesday, June 27, 2012 6:32 PM
    Moderator
  • There's also a field called "Project." Can't recall if it's available in that view though.

    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky

    Thursday, June 28, 2012 1:49 AM
    Moderator
  • Hi there-

    You can use the out of the box method of ticking the check box of "Show summary Task" and you could see the Project name.

    Hope this should help

    Dev


    Dev EPM Consultant

    Thursday, June 28, 2012 4:18 AM
  • Hi there--

    if you are using the PWA to create a new project, Dale's suggestion is good or if you are using the MS project to show the summary Task, you will need to use the Dev's suggestion but even if you modify the project options in MS project to show summary task in MS project. Next time, when you open the MS project, setting will be lost.

    If you want to have a default option enabled every time you open MS project. You will need to update the registry.
    Go to Start – Run and type regedit. 2.    Navigate to HKEY_CURRENT_USER\Software\Microsoft\Office\14\MS Project\Options\View 3.    Right-click on View and go to New – DWORD Value 4.    Type in the new name: Show Project Summary 5.    Click away from Show Project Summary 6.    Double-click on Show Project Summary 7.    Enter  the number 1 in the Value data field 8.    Click OK and close the window.

    Your registry should look like the picture below. Hope that helps.


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82



    Thursday, June 28, 2012 5:24 AM
  • Amit --
     
    Why tell the user to hack the Registry when the user can set the Show Project Summary Task option for All New Projects in the Project Options dialog?  The user says he is user the 2010 version of the software, so this is possible to do without a Registry hack.  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, June 28, 2012 12:39 PM
    Moderator
  • Dale--

    Thanks for correcting me. Yes, I agree if we update the project option to show summary task for all new projects, should work for all new projects. Registry update solution will be for all projects new or open an existing project.

    Thanks once again,


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82


    Thursday, June 28, 2012 1:49 PM
  • The task detail view does not include the project field.  That's where I'm stuck.
    Thursday, June 28, 2012 2:59 PM
  • While good information, I need to add this infomration to the My Work Task Detail, the field is not available there.  That's why I was looking at other options.
    Thursday, June 28, 2012 3:01 PM
  • FairytaleGardens

    If I may make a suggestion, Set up a Server custom Task Text field that has a formula equal to the [Title] field (Equals the Project Summary task), also set summary tasks to "Use formula".  This new field will be available in Task Detail views.

    Hope this helps

    Thursday, June 28, 2012 4:14 PM
  • I am guessing on the formula, not very good with that.  Does this make sense?

    [Project] String( number, character ) = [Project Summary Task]

    Thursday, June 28, 2012 5:22 PM
  • Easy fix.  Create a Task text field.  Call it "Project Summary".

    Set the formula to "=[Project Name]"

    Set it to roll down to the assignment level.  Add the field to the Task details.  It should work - after you've published the project in question.


    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky

    Thursday, June 28, 2012 5:37 PM
    Moderator
  • I am including a capture of the PWA custom field setup for the proposed task field here called "tProject Name", the formula for "tProject Name" is equal to the field name [Title].  Also, projects will have to be republished to populate the new field in PWA views.

    Thursday, June 28, 2012 5:49 PM