Enterprise templates

[Hari]

Hi,
We are standardizing on enterprise templates like Waterfall, Spiral, XP models. I am creating the templates and publishing it to project server. We made it as a business process and asking people to use the enterprise templates for the projects. How do we check whether user did the project plan according to one of these templates? I don't want the publishing of project plan to be happened if he is not using the templates for the project plan.

How do I fo this in project server/project professional? Can I write a macro to check whether it is satisfying one of the standard models? Did anybody write the macros like this before? What are the different methods?

Appreciate your help in answering the question.


Thanks
--Hari

 

[Dale Howard [MVP]]

Hari --

I am assuming your templates are saved in the Project Server database as
actual template files, and can only be access by clicking File - New - On My
Computer - Enterprise templates. To determine determine whether any project
is based on one of your organization's enterprise templates, open the
project then click File - Properties. At the bottom of the Summary page,
you will see a Template field containing the name of the template upon which
the project is based. If you see the name of one of your enterprise
templates, then the project manager is following your organization's
methodology for project creation. If you see a blank entry in the Template
field, then the project manager made a copy of an existing project and saved
it. Hope this helps.

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

Hi,
We are standardizing on enterprise templates like Waterfall, Spiral, XP

models. I am creating the templates and publishing it to project server. We
made it as a business process and asking people to use the enterprise
templates for the projects. How do we check whether user did the project
plan according to one of these templates? I don't want the publishing of
project plan to be happened if he is not using the templates for the project
plan.

How do I fo this in project server/project professional? Can I write a

macro to check whether it is satisfying one of the standard models? Did
anybody write the macros like this before? What are the different methods?

 

[Dale Howard [MVP]]

Hari --

There is no default method for controlling the publishing of projects based
on your criteria. In this case, you have two options:

1. Post your message in the microsoft.public.project.developer newsgroup
and ask the guidance of VBA developers on how to handle this using macros.

or

2. Your organization can make this a training and performance issue.
Training should be provided to all project managers on how to use the system
correctly, and then they should be held accountable for maintaining those
standards. In order to do this, you must have executive-level support for
your implementation, or at least the support of those who manage the project
managers.

Hope this helps.

Hi Dale,
Thanks for your time in answering the question. It helps a little bit for

me but it does not solve my problem. I don't want project managers to go and
publish their plans if they are not following templates. It should be a
valid template model. How can I stop him publishing the project plan.

Even after opening the template and editing some of the line items and

deleted some necessary line items like Design phase then also I don't want
project managers to publish their plans. Is there anyway to do this.

 

[Piyush]

Hello:

Just adding to what David said. You really do not want to prevent people
from modifying the plan to suit their specific needs on a project. What you
may do is add a macro that is defined for manadatory tasks and not allow that
task to be deleted. However, we have found that this type of practice
restricts the project managers to a point where they stop using the system
for methods. We have done a lot of work in adding methodologies inside of MS
Project 2003 and would suggest that if you really want compliance, then
restrict the mandatory tasks to the summary levels and let project mangers
change the detail task.

Piyush Srivastava
CMD Corporation
www.cmdcorp.com