Automatically accpet task updates

[Jaspar]

When transferring the Project manager role from one user
to another, do you have to do anything special to make the
server understand that the new PM wants to accept all
tasks updates automatically.

The role has been transferred by doing:

- Logging in to PWA as administrator
- Project Web Access | Projects | Edit Project Details
- Change owner

- The new PM opens the project in Project Professional
- Collaborate | Republish
- choosing "Become manager of the selected tasks"
- OK

The new PM has then created a rule so that all updates
should be accepted automatically, but he keeps getting
mails and the updates are not accepted automatically.

Any suggestions?

 

[Dale Howard]

Jaspar --

You have done the correct two steps to change a project from one PM to
another. Well done and congrats!

On the other hand, it is not possible with Project 2002 and PWA to have
updates accepted automatically without the project manager's involvement.
Believe me, you don't want this to happen automatically, as the project
manager should really be involved in the process! On the other hand, if you
want to speed up the process, the PM can create one or more Rules on their
Updates page, which will allow for batch processing of task updates from
team members. Then those updates which are specified in the Rules can be
processed by the click of a button.

In my philosophy of using this software tool, I only do a batch process on
updates from team members who have a history of providing reliable actuals.
There's always someone out there who doesn't want to "play by the rules" and
who tries to skirt the system. So, when I have created Rules, I only
process updates from those who have a good track record with using the
system right. Everyone else's updates get a "look see" from me before I
update them manually. Hope this little bit of extra philosphy helps.

 

[Gary Chefetz [MVP]]

Jaspar:

The new PM needs to recreate the rule to run it. Rules belong to Project
Managers, not projects.