Customize enterprise assignment fields

T

Thomas

I need a field in which project members can report "remaining work". I cannot use the standard "Remaining Work" field because i don't want "Actual Work" to automatically influence this field (which is the case with the standard "Remaining Work"). So I create a cusom enterprise field, but when it only has the option "task" or "resouce" type on definition. Hence (???) when I customize published fields I am not able to select "Assigment" as type of field - only "Task". The consequense is that the field appears all right in the timesheet view for the project member, but the value entered by the project member is, apparently, not sent back to Project Professional. Where can I find a costomizable enterprise duration assignment field? Please!!!!! Or is there another way to resolve this problem? Basically I only need a field that can hold a work-type value (duration?) and which is possible to publish and get updated from the PWA

Thank you for your effort!
 
D

Dale Howard [MVP]

Thomas --

I'm having trouble understanding what you are trying to accomplish with your
customized Remaining Work field. Specifically, I think your idea is flawed
when you say that you don't want Actual Work to impact Remaining Work. If
I am assigned to work 40 hours on a task and I have completed 30 hours of
Actual Work, are you saying that I don't have 10 hours of Remaining Work
left? So, I don't really understand what you are trying to do.

On the other hand, if you are wanting your team member to give you a
Duration estimate of how many days they think they have left on a task, you
could use a custom enterprise task Duration field, such as the Duration1
field. To do this, complete the following steps:

1. Set up and name a custom enterprise task Duration field in the
Enterprise Global
2. Save and close the Enterprise Global and then close Microsoft Project as
well
3. Log back into Project Server through Microsoft Project
4. Open the first project in which you want to use the custom Duration
field for reporting purposes
5. Click Tools - Customize - Published Fields
6. Select your custom Duration field and copy it to the list on the right
7. Select the "Assignment" option in the Custom field type section
8. Make sure the "Let resource change field" option is selected
9. Click OK
10. Republish the assignments in this project by clicking Collaborate -
Publish - Republish Assignments and click OK
11. Repeat steps #5-10 for every project in which you want to use the
custom Duration field for reporting

Step #10 will "push" the new field to each user's timesheet on their View My
Tasks page. If you are using Project Server 2002, the field will appear on
the far right edge of the task list portion of the timesheet, and the user
will need to drag it to a different position in the timesheet. If you are
using Project Server 2003, your Project Server administrator will need to
customize the Timesheet view to include this column, and then position it
within the columns listed in the timesheet.

To actually see what your people report from this field, you will need to
create a custom Table in Microsoft Project and include the custom Duration
field as one of its columns. Do know this, however: the information
reported by your team members will have absolutely no impact on your project
plan whatsoever. The information in the field will only tell you how many
days the team member estimates that they have left to work on the task. You
will need to use this information to make manual adjustments to the project,
if necessary. Hope this helps.




Thomas said:
I need a field in which project members can report "remaining work". I
cannot use the standard "Remaining Work" field because i don't want "Actual
Work" to automatically influence this field (which is the case with the
standard "Remaining Work"). So I create a cusom enterprise field, but when
it only has the option "task" or "resouce" type on definition. Hence (???)
when I customize published fields I am not able to select "Assigment" as
type of field - only "Task". The consequense is that the field appears all
right in the timesheet view for the project member, but the value entered by
the project member is, apparently, not sent back to Project Professional.
Where can I find a costomizable enterprise duration assignment field?
Please!!!!! Or is there another way to resolve this problem? Basically I
only need a field that can hold a work-type value (duration?) and which is
possible to publish and get updated from the PWA.
 
T

Thomas

Thanks a lot for your effort

A short explanation: Our project management wants to force people to adjust remaining work in their timesheet. The managements want a conservative approach to reporting remaining work. Their point is that if remaining work is calculated automatically each project member will not "think by themselves" when adjusting this value. (Besides, reducing remaining work automatically implies that you are 100 % effective in your work, which is very rarely true... so if you want a conservative approach, close attention to remaining work, and don't want to "give" the project anything "for free" I support the idea of not reducing remaining work automatically.) Therefore we want to "hide" the standard remaining work field, and use a custom field instead. I know there has to be a manual job performed by the project manager, but that is OK cause they should really pay close attention to this value anyway

I'' try your procedure now! Thanks :)
 
T

Thomas

I try your procedure, and get to the point where I want to customize published fields. If I choose the enterprise duration field, the "assigment" radio button is grey! If I choose a normal (not enterprise) duration field, the assigment radio button is available. Is it not possible to make an enterprise duration field an assignment type field?
 
D

Dale Howard [MVP]

Thomas --

I apologize that I gave you an answer that I did not completely research.
No, it is not possible to set an enterprise Duration field as an assignment
field in the Published Fields dialog box. I'm truly sorry if I have wasted
any of your time.

After reading your previous post, I believe your company needs to mandate a
process for team members that requires them to adjust the Remaining Work
field, if necessary. Situations in which an adjustment may be necessary
are:

1. The Remaining Work field is 0 hours but I am not finished with the task
2. The Remaining Work value is too low or too high compared with how much
work I think I actually have left
3. The Remaining Work value is a positive number, but I have finished the
work early (change the Remaining Work field to 0 hours)

I believe this would be a lot simpler than trying to force Project Server to
behave in a different manner than it was programmed to work. In an
enterprise environment, there are processes, procedures, and methodologies
which everyone must follow to make the implementation a success. These
cannot optional; they must be mandatory for everyone.

To make this easier for everyone, you should provide training for everyone
on how to use the system according to your company's needs. One of the
techniques I use, for example, is to teach each team member to move the
Remaining Work column to the immediate right of the Task Name column, and to
position the split bar on the right side of the Remaining Work field. This
way, the Remaining Work field is always visible and ready for editing. Hope
this helps.

--
Dale A. Howard [MVP]
Enterprise Project Trainer/Consultant
Denver, Colorado
http://www.msprojectexperts.com
"We wrote the book on Project Server"


Thomas said:
I try your procedure, and get to the point where I want to customize
published fields. If I choose the enterprise duration field, the "assigment"
radio button is grey! If I choose a normal (not enterprise) duration field,
the assigment radio button is available. Is it not possible to make an
enterprise duration field an assignment type field?
 
T

Thomas

No worries - you didn't waste my time, but I was obviously not clear enough in the first message, cause your first response was quite like expected after thinking about it... ;) and I agree with you - it's a lot easier to use the existing remaining work field and make people follow certain rules. However my project manager does not agree.. ;

I've been struggling with this issue for a while now, and it seems like Project wasn't made for this... Another linked problem I am facing is that I have to use a local (not enterprise) custom field to "carry" this value, and then it is not possible to make an enterprise view with a table that contains this field. Hence I have to define the view in each project plan. blahhh

Thanks anyway :)
 
D

Dale Howard [MVP]

Thomas --

I would love to have a "heart to heart" talk with your project manager some
time! I think he/she is not thinking in enterprise terms on your company's
implementation of Project Server, which is making your job harder than it
needs to be. Just an opinion. :)




Thomas said:
No worries - you didn't waste my time, but I was obviously not clear
enough in the first message, cause your first response was quite like
expected after thinking about it... ;) and I agree with you - it's a lot
easier to use the existing remaining work field and make people follow
certain rules. However my project manager does not agree.. ;)
I've been struggling with this issue for a while now, and it seems like
Project wasn't made for this... Another linked problem I am facing is that I
have to use a local (not enterprise) custom field to "carry" this value, and
then it is not possible to make an enterprise view with a table that
contains this field. Hence I have to define the view in each project plan.
blahhh!
 
E

Ernie

Thomas-
I see your point and I think it is a good one. The self-
reported "remaining" work is the person's current estimate
of what it will really take to finish the task. There is
no way that should be a simple subtraction of actual work
from the project-wide plan. Any change to the "official"
project estimate of work should come from the project
manager and may need to be approved by the client. No
offense to Dale but I think he is trying to find a work-
around to the fact that MS project does not have the
capability to define custom enterprise assignment fields.
I have had the same problem.
-----Original Message-----
Thanks a lot for your effort!

A short explanation: Our project management wants to
force people to adjust remaining work in their timesheet.
The managements want a conservative approach to reporting
remaining work. Their point is that if remaining work is
calculated automatically each project member will
not "think by themselves" when adjusting this value.
(Besides, reducing remaining work automatically implies
that you are 100 % effective in your work, which is very
rarely true... so if you want a conservative approach,
close attention to remaining work, and don't want
to "give" the project anything "for free" I support the
idea of not reducing remaining work automatically.)
Therefore we want to "hide" the standard remaining work
field, and use a custom field instead. I know there has to
be a manual job performed by the project manager, but that
is OK cause they should really pay close attention to this
value anyway.
 
G

Gary L. Chefetz [MVP]

Ernie:

A basic tenet of Project Management is that work estimates should come from
the resources that do the work. Project Server answers your company's policy
concern by placing a gate between the user and the plan in the form of the
update approval whereby the Project Manager has the last word on whether the
information submitted by the resource gets updated into the plan or
rejected.
 

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