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How to define and use an enterprise custom field that applies to a subset of projects RRS feed

  • Question

  • Hi All,

           How to define and use an enterprise custom field that applies to a subset of projects?

    Regards

    Adil Hussain


    From Microsoft Forums
    Monday, June 6, 2011 8:02 AM

Answers

  • Hello Adil,

    Project Server 2010 supports the notion of scoping to a specific program (collection of projects). In this way, an enterprise custom field can be defined that applies to a subset of projects.
    1.You can create a  lookup table - ProgramName & add some values like (Program 1, program 2 etc..)
    2. create a Project Level custom field Program Name which can be associated with Lookup table  
    ProgramName with or without default value.
    3. When you create  a project, you can go to project information in MS project & set the value from the drop down of Program Name custom field
    4. Now, You can group by project center views or any custom reports with the Program Name custom fields

    Does that help? 



    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Tuesday, June 7, 2011 11:49 AM

All replies

  • Hi Adil,

    Hoping that you are using project server 2010.

    You might need to use Department feature of Project server 2010.

    http://blogs.technet.com/b/projectadministration/archive/2010/03/17/departmental-custom-fields.aspx

    Easy to setup & powerful feature of Project server 2010. You can create Cfs & associate them to  a department.

     

    Does that help?

     


    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Monday, June 6, 2011 8:21 AM
  • HI Adil,

    could you please add few more lines to define what exactly are the requirment.

    i am not sure how can the department feature help you in this regard. thanks.


    | Khurram Jamshed | Follow my blog about Enterprise Project Management Solution | http://khurramjamshed.blogspot.com |
    Monday, June 6, 2011 8:27 AM
  • Hi Khurram,

           Yes i believe the department feature wont help. This is not exactly the requirement. Actually I was going through an article on msdn under project server deployment planning. Under Plan Custom Fields section the article says: "For enterprise task and project custom fields, Project Server 2010 supports the notion of scoping to a specific program (collection of projects). In this way, an enterprise custom field can be defined that applies to a subset of projects." I just wanted to know that how we can achieve this. The link to the article is http://technet.microsoft.com/en-us/library/cc303414.aspx

    Regards

    Adil


    From Microsoft Forums
    Monday, June 6, 2011 2:07 PM
  • Adil,

    You cannot create EPM codes that relate to sub projects.  It's an all or nothing type of definition. 

    However, you can use a naming concention for different types of projects.  I use P_ for projects, O_ for operation schedules and G_ for governance to group EPM codes and all the codes are optional.

    cheers!


    Michael Wharton, MBA, PMP, MCT, MCSD, MCSE+I, MCDBA
    www.WhartonComputer.com
    Monday, June 6, 2011 3:21 PM
    Moderator
  • Hi Michael,

               Thanks for your input. But i want to know what does it mean by defining enterprise custom field that applies to subset of projects(program) as mentioned in the msdn article.


    From Microsoft Forums
    Tuesday, June 7, 2011 6:03 AM
  • Hello Adil,

    Project Server 2010 supports the notion of scoping to a specific program (collection of projects). In this way, an enterprise custom field can be defined that applies to a subset of projects.
    1.You can create a  lookup table - ProgramName & add some values like (Program 1, program 2 etc..)
    2. create a Project Level custom field Program Name which can be associated with Lookup table  
    ProgramName with or without default value.
    3. When you create  a project, you can go to project information in MS project & set the value from the drop down of Program Name custom field
    4. Now, You can group by project center views or any custom reports with the Program Name custom fields

    Does that help? 



    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Tuesday, June 7, 2011 11:49 AM
  • Hi Amit,

              Thanks for the reply. Your solution certainly fits on the statement and it should be because I did not find any scoping feature for custom field in project server other than department.

     

    Regards

    Adil


    From Microsoft Forums
    Wednesday, June 8, 2011 6:25 AM
  • Glad to hear that I was able to help you ..You are welcome Adil :)

     


    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Wednesday, June 8, 2011 6:32 AM