Enterprise Project Fields - Management of Data

S

Steve Scott

I need to be able to group projects in PWA with attributes such as "Project
Code"; "Programme Code"; "Programme Name"; "Director Name" etc but I want to
avoid individual PMs having to continually update all of these in their
plans. Can I for instance have a "nested" arrangement that means when the PM
selects a project code it selects the Programme Code as well? Is it best to
use Outline codes for that? If at a later date the project then comes under
a new programme, can we in the backend make the change or must it be done in
a checked out plan?
Finally if the heirachy of the outline code itself needs to change how does
that affect existing data?
 
M

Marc Soester

Hi Steve,

I am not sure if I have all the answers to your questions but at least some :)
In regards to the "automated" update of custom fields, you may want to think
about formulars. You have the ability to say something like this:" If one of
the Project custom fields changes, then change a value in another field".
This may does the job for you. If so, than you will need to use custom fields
and not Outline codes, since you cant generate an outline code formular.

Should however you have a hierachy, then you can only ever use Outline
Codes, in this instance you would have to write VBA code to accomodate for
that requiremment.

If you change the hierachy of outline codes, this will automatcially be
changed on projects too ( but only after you reopende the Project and
re-published it).
If you have deleted some values from the outline code, you will also need to
change the outline code on Projects where the deleted value was chosen in the
first place.

I hope this helps
 
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