2 questions -

D

David Baker

#1) As we complete out projects, they continue to show up
in the project listing and show up in the timesheet views
for the people working on those projects.

Is there a way to "filter" out completed projects and / or
move them to a separate location so that we can easily
access / reference them when needed, but so that they
don't show up in any other areas.

We can select "current vs all" in the timesheet view, but
that's not sufficient as we're concerned about the project
listing as well as resource views.


#2) Kind of hard to explain but....

At the end of each month, we create a report mined from a
custom report view we have created. Within Project
Center, we would like to:
a) Create a better Project Center "view" template
b) Have the ability to enter in custom fields
(representing Sponsor, Client, Business Unit resources,
etc) in the template and be able to export to a
spreadsheet showing the amended fields tied into the
listing of projects.

Any help would be appreciated.


Thanks

David
 
G

Gary L. Chefetz [MVP]

David:

Your first question can be approached in different ways, depending on your
requirements. One approach is to remove them from general visibility by
manipulating categories and groups, leaving the projects in the system, but
hiding them in the appropriate places. Another approach is to create an
archive instance of Project Server and move the closed projects to the
archive instance. Yet another approach is to simply remove the projects from
the server and archiving them file-by-file.

Question two is "kind of hard to answer" without a better explanation, but
it generally sounds like you need to craft a good custom outline code and/or
custom field structure to produce the results you desire.
 
G

Guest

Thanks for the responses. Can you provide more info on
your solutions -

1) Manipulating categories and groups

2) Creating an Archive Instance

3) Creating a custom field structure

Thanks,

David
 
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