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more than 2 steps for %complete approval RRS feed

  • Question

  • as far as i'm concerned there are just a way to confirm and approve project progress.1- resource 2- status manager

    is thar any way to have more than 2 steps?

    Tuesday, January 1, 2013 1:04 PM

Answers

  • Sam-Net --
     
    Thanks for the additional information about how supervisors are like middle-men in the approval process.  However, even with this additional information, you still need to know that there is no way to set up a two-stage approval process for task updates in Project Server 2010.  That is why I told you the only way to do it, if it is possible at all, is through custom software development.  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"

    • Marked as answer by Sam-Net Saturday, January 5, 2013 10:00 AM
    Friday, January 4, 2013 6:39 PM
    Moderator

All replies

  • Hi. Taking your question at face value, the standard assignment progress reporting from PWA My Tasks does follow two steps:

    1. The team member enters their progress for the assignment for the period. The organisation or the project manager determines whether progress is entered as %complete, total hours so far or hours per time period. The team member submits the update.
    2. The status manager/project manager approves/rejects the update transaction which has the effect of applying/not applying it to the project assignment.

    There are some variants to this process. You don't mention which version of Project Server. With, for instance, 2007 you may also have a Timesheet in which assignment hours entered are both sent to the TimeSheet Manager for approval and copied into the My Tasks update transactions.

    With a bit more context to your question, there's more that can be said.

    Graham

    Tuesday, January 1, 2013 2:38 PM
  • unfortunately I forgot to mention the version of project server

    I use 2010. your senarion is totaly true and i just have these two steps for progress approval

    consider this senario: 1- resources enter %complete, 2- supervisor confirms or changes the %complete 3- project manager approves and publishs the %complete

    is it possible?

    Thursday, January 3, 2013 2:58 PM
  • Sam-Net --
     
    The approval process you describe is NOT possible with Project Server 2010.  When a team member submits task progress, there is only one person who approves the task update, which is the person listed in the project as the Status Manager for the task.  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, January 3, 2013 3:42 PM
    Moderator
  • Sam-Net --
    The approval process you describe is NOT possible with Project Server 2010.  When a team member submits task progress, there is only one person who approves the task update, which is the person listed in the project as the Status Manager for the task.  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"

    how can I have this senario in our company? in real word more than 1 step always required for %complete progress.

    what is the solution?

    Friday, January 4, 2013 7:22 AM
  • Sam-Net --
     
    The only way to set up your scenario would be through custom software development, if that is even possible at all.  I disagree with your assessment of the needs of users in the real world.  In every company with which I have worked in the past decade, they all required only a single level of approval by the PM, regardless of their method of tracking progress.  If you want to explore the custom software development route as a possible solution, please repost your question in the Project Customization and Programming public forum at:
     
     
    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, January 4, 2013 1:32 PM
    Moderator
  • Dale Howard

    what is the role of supervisors in progress approval workflow?

    in our company first of all contarctors must enter %complete then supervisors confirm or edit them and at the end Project Manager must approve them.all of these workflow are doing manual, now that we want to run project server 2010,it's required to implement this senario to do all of them automatically in project server

    Friday, January 4, 2013 2:07 PM
  • Sam-Net --
     
    Thanks for the additional information about how supervisors are like middle-men in the approval process.  However, even with this additional information, you still need to know that there is no way to set up a two-stage approval process for task updates in Project Server 2010.  That is why I told you the only way to do it, if it is possible at all, is through custom software development.  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"

    • Marked as answer by Sam-Net Saturday, January 5, 2013 10:00 AM
    Friday, January 4, 2013 6:39 PM
    Moderator