Customizing the Issues & Risks Page

[Kevin Slane]

It looks like the issues and risk page in PWA is hard-coded to use the
default status options (Active, Postponed, & Closed) for issues/risks written
in the various project workspaces.

We'd like to customize those lists with new status and category options.
Easy enough to do, but it means the Issues/Risks roll-up in PWA doesn't work
properly. Is the only recourse to customize that page via code?

 

[Andrew Lavinsky]

You can customize that page as much as you want - as long as you don't mess
with the built-in columns. PWA is hardcoded to see them.

You can however hide those columns, and PWA will still work fine (with perhaps
some exceptions). For instance, you don't want to hide the Status flag,
as then you'll never be able to close out the risk. But for other fields,
you can hide them, and replace them with whatever you would like.

As I recall, the trick to hiding a field is to assign a content type to the
list, and then configure the visibility of the columns by content type.
Here's a post I wrote on the topic a while back: http://blogs.catapultsystems.com/ep...-content-types-in-a-mossmops-environment.aspx

I think the Project Experts guys did a post recently about a related topic.
In fact, here's the URL: http://www.projectserverhelp.com/Li...t=f884b43f-61db-4c4e-94a3-38f21a8efdad&ID=121



- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[Kevin Slane]

Andrew,
You're right. I'm not too worried about modifying the actual Issues or Risk
forms, as that's a fairly simple task. However, the rollup page in PWA where
it shows you the issues and risks assigned to you has the project title,
followed by three columns. Each column is one of the default status options.
Inside those columns is a count. So, if I've got 3 issues that are
postponed on "project 1", that table will show me "project 1" and a 3 in the
"Postponed" column. However, if I put my own custom status options in the
form, the rollup page no longer works. For example, if I rename Postponed to
In-Work on the form, the column on the rollup page still says "Postponed."

 

[Andrew Lavinsky]

To the best of my knowledge, that page is not customizeable. You may be
better off using SSRS or Excel Services to get what you need, then embed
that in a page that looks similar with a similar look and feel.


- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[Gary L. Chefetz]

Kevin:

You cannot change the values for that field as it breaks the integration. If
you want to kill the integration, go right ahead.

 

[Kevin Slane]

Thanks. I don't want to kill anything!

Kevin:

You cannot change the values for that field as it breaks the integration. If
you want to kill the integration, go right ahead.

--
Gary L. Chefetz, MVP, MCT, MCTIP
Business: http://www.msprojectexperts.com
FAQs: http://www.projectserverexperts.com
BLOG: http://www.projectserverhelp.com