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How to link a defined Phase to a Project Type RRS feed

  • Question

  • Hello..

    I have created a phase with stages and i need to link this phases to a project type in order to have this phase for every project created out of this type.

    Thanks 

    Wednesday, February 5, 2014 9:14 AM

Answers

  • Hi,

    Phases and stages are for workflow. It means when you use workflow for project creation then only you can use project phases ans stags with the respect to project. 

    IN order to link with project you have to create EPT and project workflow and then in the workflow you have to assign  project phases and stages. 

    While workflow creation you can link project stages and phases with predefined action then you have to pubilsh the project workflow then create one EPT and assign workflow with this EPT then all the project which will be created from this EPT will use workflow, project stages and phases.

    IN project server 2010 you need to use Visual studio for workflow creation and in project server 2013 you can use share point designer for workflow.

    If you dont want to create project workflow then 

    you have created Phases and stages which you want to associate with task so that you can come to know which task belong to which stage ans phase. To achieve it you would need to create Custom field of task level with some name suppose PROJECT STAGES  AND PROJECT PHASES then in the project plan you have to insert both the custom field probably in the any of the Enterprise view or you can create a custom view from organizer under enterprise global or you can create a separate enterprise template with that view.

    Once you will do it you will have both the custom field available in the project view then while planning (scheduling) you can assign project phases and stages to each individual task. Which you also help to in reporting.

    BY default project phases and stages which are available under server settings are for Project which will be governed by Workflow.

    Below mentioned link will give you detailed idea about project stages , phases and workflow.

    http://technet.microsoft.com/en-us/library/dn458861.aspx

    http://technet.microsoft.com/en-us/library/gg557445(v=office.14).aspx

    http://technet.microsoft.com/en-us/library/gg188105(v=office.14).aspx

    http://technet.microsoft.com/en-us/library/gg188120(v=office.14).aspx

     

    kirtesh



    • Edited by Kirteshtiw Wednesday, February 5, 2014 11:28 AM
    • Marked as answer by new_page Thursday, February 6, 2014 5:14 AM
    Wednesday, February 5, 2014 11:22 AM

All replies

  • Hi,

    Phases and stages are for workflow. It means when you use workflow for project creation then only you can use project phases ans stags with the respect to project. 

    IN order to link with project you have to create EPT and project workflow and then in the workflow you have to assign  project phases and stages. 

    While workflow creation you can link project stages and phases with predefined action then you have to pubilsh the project workflow then create one EPT and assign workflow with this EPT then all the project which will be created from this EPT will use workflow, project stages and phases.

    IN project server 2010 you need to use Visual studio for workflow creation and in project server 2013 you can use share point designer for workflow.

    If you dont want to create project workflow then 

    you have created Phases and stages which you want to associate with task so that you can come to know which task belong to which stage ans phase. To achieve it you would need to create Custom field of task level with some name suppose PROJECT STAGES  AND PROJECT PHASES then in the project plan you have to insert both the custom field probably in the any of the Enterprise view or you can create a custom view from organizer under enterprise global or you can create a separate enterprise template with that view.

    Once you will do it you will have both the custom field available in the project view then while planning (scheduling) you can assign project phases and stages to each individual task. Which you also help to in reporting.

    BY default project phases and stages which are available under server settings are for Project which will be governed by Workflow.

    Below mentioned link will give you detailed idea about project stages , phases and workflow.

    http://technet.microsoft.com/en-us/library/dn458861.aspx

    http://technet.microsoft.com/en-us/library/gg557445(v=office.14).aspx

    http://technet.microsoft.com/en-us/library/gg188105(v=office.14).aspx

    http://technet.microsoft.com/en-us/library/gg188120(v=office.14).aspx

     

    kirtesh



    • Edited by Kirteshtiw Wednesday, February 5, 2014 11:28 AM
    • Marked as answer by new_page Thursday, February 6, 2014 5:14 AM
    Wednesday, February 5, 2014 11:22 AM
  • I really thank you kirtesh for this detailed answer ... I've read it line by line .. It's really informative.


    Thursday, February 6, 2014 5:14 AM