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Risk and Issue - Status, Category and Priority built-in picklists - How to rename/reorder/amend/append please? RRS feed

  • Question

  • The issue fields for status, category and priority - where are the lookup tabls kept for eacah please? I would like to amend to ensure compliance with our internal processes and best practice.

    Tuesday, December 6, 2016 10:44 PM

Answers

  • Hi BodgitNZ,

    You need to edit the list itself, and then save it as a template (so that the template is used for all new projects).  Best practise is not to delete any columns (category etc) but you can change the list items.

    http://blog.epmainc.com/customizing-project-site-template-project-server-2013/ should get you started.


    Ben Howard [MVP] | <a href="http://www.applepark.co.uk">web</a> | <a href="http://www.applepark.co.uk/ben-howard-blog">blog</a> | <a href="http:// www.microsoft.com/learning/en-us/book.aspx?id=16258&locale=en-u">book</a> | <a href="http://www.applepark.co.uk/p2o">P2O</a>

    Tuesday, December 6, 2016 11:11 PM
    Moderator

All replies

  • Hi BodgitNZ,

    You need to edit the list itself, and then save it as a template (so that the template is used for all new projects).  Best practise is not to delete any columns (category etc) but you can change the list items.

    http://blog.epmainc.com/customizing-project-site-template-project-server-2013/ should get you started.


    Ben Howard [MVP] | <a href="http://www.applepark.co.uk">web</a> | <a href="http://www.applepark.co.uk/ben-howard-blog">blog</a> | <a href="http:// www.microsoft.com/learning/en-us/book.aspx?id=16258&locale=en-u">book</a> | <a href="http://www.applepark.co.uk/p2o">P2O</a>

    Tuesday, December 6, 2016 11:11 PM
    Moderator
  • I have now found the Site Settings, Site Columns edit capability so will give it a go there first. Thanks.
    Wednesday, December 7, 2016 12:42 AM