Project Server 2010: Creating New Project with Milestone Tasks defined in EPT Project Template ? RRS feed

  • Question

  • Hello All,


    I have created a Project Template in Project Server 2010 using Project Professional 2010 with Milestone Tasks defined at Outline Level 1. When I create a new project using an EPT that uses this Project Template, the project is created with the tasks defined in the template but not these tasks are not Milestones in the new project . Is there some configuration aspect that I am missing here?



    Friday, June 3, 2011 9:55 AM

All replies

  • Hello MathurP.

    I don't see any issue if you create a Project Template in Project Server 2010 using Project Professional 2010 with Milestone Tasks defined at Outline Level 1.

    You will need to create a New Enterprise project type in PWA>Server settings>Workflow & project detail pages & while creating anew EPT, you must choose your milestone template.

    Now when you create a new project using your milestone EPT, You can see all your template milestones tasks in schedule.

    I have done this before so many times, if you need more info with screenshot, I will put that in a blog.

    Let us know the outcome

    Thanks, Amit Khare |EPM Consultant| Blog:
    Friday, June 3, 2011 10:47 AM
  • hi Mathur,

    I have faced same problem it happens in MSP that once you make a task milestone after some time milestone becomes simple task again,for that

    you have to again mark it as milestone and save.

    Nur Mondal
    Friday, June 3, 2011 11:53 AM
  • Hello Amit,

    I have already created an EPT that uses this Milestone template. As I mentioned in my previous post, the Milestone Tasks do get created as regular tasks and not Milestones iin the new project. Just to be sure...I did re-check the Project template and the EPT...The tasks are marked as milestones in the Project Template and the EPT is associated with this template. Created a new Project once again to re-check...Still no luck


    Friday, June 3, 2011 12:10 PM
  • Hi,

    A work around solution can fix i guess,

    Do create a project plan with Milestone tasks in the outline level 1 and save it as a Project Template in Project Server. Do not add into the EPTs.

    Now, create a New Project using Project Pro, and select the recently created template, check whether the Template loaded has got milestone tasks still showing as "milestones" or changing into normal tasks. If this gets cleared. Then, add the same template in the EPT. Now create the Project using PWA > Project Center> Click New > Project EPT in which the recent template has got added.

    Check whether the project loaded in PWA and MSP looks different and also, are they still highlighted as milestones or normal tasks.



    Thanks, Raj
    Friday, July 1, 2011 12:02 PM
  • Hi Raj,

    I followed the steps that you suggested. Unfortunately I still face the same problem. The problem is with Summary Milestone tasks. The template associated with the EPT has Milestone Summary tasks at Outline level 1 but when I create a project using the EPT, the tasks are no longer milestone tasks.


    Tuesday, July 5, 2011 1:19 AM
  • MathurP,

    I would strongly advise sticking to the following structure when creating project plans:

    Outline Level 1 tasks should be exclusively Summary Tasks - no tasks or milestones at this highest level of detail. If you want to see something that represents the whole project look at using the "Project Summary Task" option available from the Show/Hide section of the Format Ribbon in Project Pro 2010 and also available within PWA Project Schedule views.

    I have encountered problems in the past where Milestones @ Outline Level 1 have corrupted the calculation of the Critical Path.

    Ideally your Level 1 Summary Tasks will identify the Key Lifecycle Phases or Stages that are common to projects your organisation undertakes. The benefits of Enterprise Project Types using PDP's , custom site templates and project templates is that it can elegantly support and promote compliance with your in-house project methodology or processes.

    Another thing to be aware of - when EPT's were first introduced creating a project using an EPT that had an associated Project plan Template resulted in any notes on tasks in the template being removed from the newly created project. I need to see if this "feature" has been fixed.


    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] Phone: 01753 621 203 St. Stephens House, Arthur Road, Windsor, Berkshire, SL4 1RY Exclusive articles on Project Management Recruitment, Training and consultancy. 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. Subscribe to The Wellingtone Vacancies Bulletin Make sure you keep up-to-date on the latest permanent, contract and interim vacancies with our fortnightly bulletin.
    Wednesday, October 12, 2011 10:35 AM