Couple of queries regarding issues, risks, documents...

A

ann

Hi,

I would appreciate your response on the following:

1. Is the 'Category' in the Risks section is the same as Severity. I
could not find any documentation giving the definition of
'Category'...
2. If I want to add a new field to the risks, issues, is it possible
to do so? How?
3. How can provide a view of risks, issues etc at a program level? Is
exception reporting - ie fitering risks based on some criteria
possible?
4. Is it possible to have a 'program workspace' similar to a project
workspace?

Thank you for your time!!!
 
D

Dean

Ann, The Category pulldown can be what ever you want it to be. If you go
into Modify Settings and columns, you can edit this field, rename it to
something else. At my site, we wiped out the contents of the pulldown and
put in our own. You can reorder the fields as they appear. Create new ones.
There is an add field under the Columns heading. Under the Views there is a
view called All Issues which is the default view to show the list of issues.
Click on that and you can turn on/off fields that you want to be visible.
Experiment and have fun.

You can create new Issue sites, I do not have the info on this. Maybe
someone else can post these procedures.
 
E

Earl Lewis

Ann,

What I've done in this circumstance is create a single (fairly simple) project plan that represents the "program". It gets its own list of issues, documents and risks and anything that affects the overall program goes in those places.

Then we have individual project plans for each project that comes up under the program as they are started. They get their own issues, risks and docs so anything specific to those projects within the program can be recorded there.

This is what I would consider a workaround. Out of the box, Project Server doesn't really support program management in the sense that you can't aggregate issues across many projects and report them to management. Hope that helps.

Earl
Hi,

I would appreciate your response on the following:

1. Is the 'Category' in the Risks section is the same as Severity. I
could not find any documentation giving the definition of
'Category'...
2. If I want to add a new field to the risks, issues, is it possible
to do so? How?
3. How can provide a view of risks, issues etc at a program level? Is
exception reporting - ie fitering risks based on some criteria
possible?
4. Is it possible to have a 'program workspace' similar to a project
workspace?

Thank you for your time!!!
 
A

ann

Oh yes definitely, that is what I had in mind too. I am assuming you
are alluding to creating a new workspace. But the question is how to
get the "program" issues, documents and risks on that new site?? Any
ideas?

Ann
 
E

Earl Lewis

Ann,

Not sure what the problem/question is. When you create the program project plan the new workspace is either created automatically or your administrator can create it in a few seconds. Then you just add documents, issues and risks as usual, through the PWA user interface.

Are you saying you need to do something different?

Earl
Oh yes definitely, that is what I had in mind too. I am assuming you
are alluding to creating a new workspace. But the question is how to
get the "program" issues, documents and risks on that new site?? Any
ideas?

Ann
 
A

ann

I thought project workspaces are created that way. How can you create
a workspace for a bunch or projects (a program)? What do you mean when
you say you "create the program project plan"?
Thanks for your patience,
Ann
 
E

Earl Lewis

Ann,

What I was suggesting is that you create a project plan just like any other project that represents the overall program. Even though it may not contain all the individual projects in the program it can act as a place to collaborate and communicate for the entire program. Any issues, risks or documents relevant to the program (i.e. all the projects in the program) you log them under the "program" project plan. If there are issues, risks, docs for individual projects they'll have their own project workspace where you can do that too.

Earl
I thought project workspaces are created that way. How can you create
a workspace for a bunch or projects (a program)? What do you mean when
you say you "create the program project plan"?
Thanks for your patience,
Ann
 
A

ann

I am sorry, I should have made myself more clear. What I meant was we
need a place where we can see individual project risks,issues, docs
together.... Is there a way to do it?
Thanks,
Ann

Earl Lewis said:
Ann,

What I was suggesting is that you create a project plan just like
Click to expand...
any other project that represents the overall program. Even though it
may not contain all the individual projects in the program it can act
as a place to collaborate and communicate for the entire program. Any
issues, risks or documents relevant to the program (i.e. all the
projects in the program) you log them under the "program" project
plan. If there are issues, risks, docs for individual projects they'll
have their own project workspace where you can do that too.
 
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