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Pre-Populating Content Type Templates RRS feed

  • Question

  • Hi,

    A recent customer has a requirement to prepopulat fields of a Template Document with information such as Project Name, Sponsor, is this possible?

    These would be stored as Content Types in a Document Library?

    And if that is possible is it possible to go  further and have issues/risk and other SharePoint Lists autopopulated?

    Thanks


    • Edited by BNaughton Friday, December 21, 2012 8:32 AM
    Friday, December 21, 2012 8:32 AM

Answers

  • SSRS is a bit of a beast - if you have SQL skills in your organisation they may be able to configure the sort of report I alluded to, I am not a technical person myself so I have only seen the results rather than actually gotten my hands dirty creating such a report myself.

    Dominic Moss MAPM Microsoft Certified Technology Specialist Wellingtone Ltd - Your Project Management Partner - Certified Microsoft Partner Specialising in EPM/PPM - Corporate Members of the Association for Project Management [APM] - Members of the Recruitment & Employment Confederation [REC] www.wellingtone.co.uk http://www.wellingtone.co.uk/blog Subscribe to The Wellingtone Project Management Newsletter Join the thousands of project management professionals who receive practical, straight forward advice, templates, tips and expert articles every month.

    • Marked as answer by BNaughton Friday, December 21, 2012 2:26 PM
    Friday, December 21, 2012 2:25 PM

All replies

  • HI there--

    if I understand correctly you want to save a project file as template & with some predefined project information. It seems to be possible if you save a project as a template with some information like Sponsor - hoping that a project level field. project Name will be the template name.

    Project template stored in project server but since we don't publish it so it doesn't have a predefined risk/issues etc but while you create a new project from template, you will need to have a project name & on publish, it will pick the project site template (OOB or custom ) to have issues/risks etc.

    Does that help?


    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

    Friday, December 21, 2012 10:21 AM
  • Your requirement is interesting and not unusual however in my experience it is not immediately achievable using Content Types in the SharePoint site for the published project which is what I assume you are looking to achieve. There are two approaches which could get you close to what you are looking for but neither of them are exactly what you want.

    Project Detail Pages  can be edited to include some of the information you want from your Project schedule as far as Title, Owner (Project Manager) and other attributes which may be determined using Enterprise Custom Fields, however this information would be visible in PWA from the Project Centre and not in a document library in a site for the selected Project.

    The other more involved route is to leverage SQL Server Reporting Services to compile reports that exploit various data sources into one report format which is viewed in a Browser but can be saved as a Word document or a PDF file - we work with quite a few customers where we have introduced this feature to generate regular reports that are then saved to a Reports library in the site for the specific project.

    Sorry I cannot give you precisely the answer you are looking for, who knows perhaps someone else on this Forum can.


    Dominic Moss MAPM Microsoft Certified Technology Specialist Wellingtone Ltd - Your Project Management Partner - Certified Microsoft Partner Specialising in EPM/PPM - Corporate Members of the Association for Project Management [APM] - Members of the Recruitment & Employment Confederation [REC] www.wellingtone.co.uk http://www.wellingtone.co.uk/blog Subscribe to The Wellingtone Project Management Newsletter Join the thousands of project management professionals who receive practical, straight forward advice, templates, tips and expert articles every month.

    Friday, December 21, 2012 11:47 AM
  • Thank you for the very complete answer,

    How complex is the sql solution you have mentioned?

    Friday, December 21, 2012 12:28 PM
  • SSRS is a bit of a beast - if you have SQL skills in your organisation they may be able to configure the sort of report I alluded to, I am not a technical person myself so I have only seen the results rather than actually gotten my hands dirty creating such a report myself.

    Dominic Moss MAPM Microsoft Certified Technology Specialist Wellingtone Ltd - Your Project Management Partner - Certified Microsoft Partner Specialising in EPM/PPM - Corporate Members of the Association for Project Management [APM] - Members of the Recruitment & Employment Confederation [REC] www.wellingtone.co.uk http://www.wellingtone.co.uk/blog Subscribe to The Wellingtone Project Management Newsletter Join the thousands of project management professionals who receive practical, straight forward advice, templates, tips and expert articles every month.

    • Marked as answer by BNaughton Friday, December 21, 2012 2:26 PM
    Friday, December 21, 2012 2:25 PM