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Filter My Tasks Project Server Webpart in Project Server 2010 RRS feed

  • Question

  • Hi,

    I have created a project site template with My Tasks Project Server webpart on the home page.  I have configured this with an EPT so when creating new project, the new project site created and it includes My Tasks webpart.  All good so far, but now I want to be able to filter the tasks based on project site it has been placed on.  How would I do that?  In another thread I read that I would have to create a custom webpart and get the list of tasks per project using PSI, but I want to be able to use the complete functionality of My Tasks Webpart (ribbon, grid, gnatt, etc).  If this is not achievable, how can I at least show the schedule on the project site?  Your help is always appreciated.

    Thanks,


    kashif

    Wednesday, May 16, 2012 12:17 PM

All replies

  • Hi Kashif,

    You would need to create a custom web part. You can easily add in the "Project Details" web part to see the schedule on the Project Site.

    Thanks

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com

    Wednesday, May 16, 2012 12:29 PM
    Moderator
  • Hi Kashif--

    You are correct !! When you have a resource working on mutilple projects & you use the My task webpart on project site, It displays all projects instead the single project. Aa far as I know it's not possible using the custom solution or any SSRS report viewer webpart etc.

    About your question, "how can I at least show the schedule on the project site? ". Please see the below msdn article for the webparts . You can use Project details webpart on project site.

    http://technet.microsoft.com/en-us/library/gg314584.aspx

    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

    Wednesday, May 16, 2012 12:36 PM
  • Thanks for your reply.  Would I be able to create a custom filter to filter based on the user that is logged in?  Basically, i would like to see only my tasks in the schedule.

    Regards,


    kashif

    Wednesday, May 16, 2012 12:37 PM
  • Maybe I should step back and outline my scenario which would raise the possibililty of having a solution.  I have a EPT defined with Project Site Template and Project Plan Template.  Now when creating new project, I was hoping that all the tasks in Project Plan Template would automatically be created within Project Site Task List, but unfortunately that's not the case.  Even after assigning resources for a task, it still wouldn't reflect on Project Site Task List.  The users assigned as resources on the project wouldn't have access to PWA but to the relevant Project Site of the project they are assigned on.  So these users would need to view/update the task information which should also then reflect in the project plan.

    So I have tried, as mentioned above, to include "My Tasks" and "Project Details" web parts but each has its limitations.  (My Tasks cannot be filtered by Project Name and Project Details wouldn't allow update to tasks).

    Now, how can I create a task list from the tasks in the Project Plan and keep them in sync?  Any other suggestions on how to approach this?  Thanks for your time.


    kashif

    Wednesday, May 16, 2012 2:08 PM
  • Hi Kashif--

    About your question:
    Would I be able to create a custom filter to filter based on the user that is logged in?  Basically, i would like to see only my tasks in the schedule.

    I would say that without the custom code for the webpart, It may not be possible.

    You already figured out that Project 's SharePoint site Task list is different than Task in Project. PWA My task is used for the task updates but if you just want to have the respective project tasks to be displayed on project site, You will need to either create a SSRS report or the JSgrid webpart which will show the project tasks in desired way.

    Here is a sample code for the projectList using the JSGrid.You may extend the code as per your requirements.
    http://msdn.microsoft.com/en-us/library/ff951237.aspx

    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, May 17, 2012 9:42 AM
  • Amit,

    Thank you for your reply.  I wanted to allow users to not only view but also update the task on the Project Site.  So what I get from all the posts is that there is no way to filter My Tasks based on Project.  I wanted to at the least list the tasks from the Schedule based on Resources, but in either case, I would require custom development.  I came across the link in your post earlier and saved it for future reference :) 

    So now, what would you suggest as the best approach to allow users to view and update tasks?  Is it possible to modify My Tasks webpart (the answer might be no, but thought I ask)?  How would I mimic all the functionality of My Tasks in my custom web part?

    Regards,


    kashif

    Thursday, May 17, 2012 10:45 AM
  • Kashif--

    Would definitely suggest to use the Out of box usage of My task page since PWA is a site collection to store all projects but the Project site is used as a document/content management along with Risk/issues management. As a design, PWA should be used to update task status instead Project site to be used for the specific project related docs.  User can work on mutilple projects if you design a system which gives them flexibility to update hours from project site, It might be little overwork for them, they will need to login to each site for task updates Instead if they are in in PWA with the single page, they can update hours under each project.

    Regarding your question, "How would I mimic all the functionality of My Tasks in my custom web part?", As far as I understand, It will be fairly complex with  JsGrid/PSI/ Ribbon controls related code which might take good time to develop.

    I hope this 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, May 17, 2012 11:33 AM
  • Hi Amit,

    Thanks for your help.  By default, Project Site Template includes a "Tasks" List.  I guess we wouldn't need this since that would be redundant to include tasks items in Schedule and in Tasks list.  Tasks created in schedule wouldn't appear in the Tasks List and vice versa.  But wouldn't it makes more sense to include Tasks as well on the project site if it includes Risks, and other lists/libraries related to the project?  I understand it could become cumbersome for a user who is assigned to multiple projects but that wouldn't be an issue for dedicated resources on long term project.

    Would you be able to explain a little bit on how tasks in Schedule are stored in Project Server?  I am thinking that maybe I can hook into the "Publish" button on the ribbon and take the leaf node of all tasks to create items in "Tasks" list of the project site.  Once the user updates the tasks in the list, create a mechanism to update the necessary information in Project Server.  I haven't explored which asmx/service would allow me to do this, but would this be possible?  Would I be able to recalculate programmatically once updated in Project Server?  I am trying to explore other possibilities.

    Regards,


    kashif

    Thursday, May 17, 2012 2:02 PM
  • Hi Kashif, I think you will only create problems by trying to use both the task functionality within Project Server and SharePoint - the two are different.  It is possible to use the SharePoint task list and synchronize to Project tasks from Project Professional - but this limited functionality is intended for those organizations who do not have Project Server.  Project tasks are far richer and you would soon run in to issues if you tried to map to SharePoint tasks - due to the limitations of the latter.  These would include multiple assignments, the tasks constraints and other project abilites.  The tasks list on the Project site could be used for other tasks that do not form part of the actual project - or could be removed in the template if you think this is confusing.  Please review the articles http://www.microsoft.com/project/en-us/sync-sharepoint.aspx and http://blogs.msdn.com/b/project/archive/2009/10/19/project-2010-introducing-sync-to-sharepoint.aspx to get a better idea of the function of SharePoint tasks in relation to Project.

    I hope this helps.

    Best regards,

    Brian.


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    Thursday, May 17, 2012 11:15 PM
    Owner
  • Thank you all for the advise.  Happy Coding!


    kashif

    Saturday, May 19, 2012 8:48 PM