How to hide Projects that are complete?

D

Dianaw

I'm looking for a way to "close" a completed project without deleting it from the server. When viewing the project list or opening a project schedule, I don't want completed projects to be listed - they clutter the display, and at some point will make finding a project in the list a monumental task

Project Closure is a standard phase of PM, yet Project Server doesn't seem to have a way to handle it. Has anyone developed their own method for handling this
 
D

Dale Howard [MVP]

Dianaw --

I would recommend that you create a custom enterprise Project outline code
field called something like "Project Status" that would track the status of
each project. One of the values in this field would be "Closed", along with
potentially others like "Planned", "Approved", and "On Hold." The reason
for making this an outline code field is so that the values will be "pushed"
into the OLAP Cube for access within Portfolio Analyzer views.

If you make this a required field, your project managers will be required to
specify a value in this field the next time they save their projects.
You'll also need to ask all of your PM's to publish their projects by
clicking Collaborate - Publish - Project Plan. Once they have done so, the
next time the OLAP cube is rebuilt, the Project Status field values will
become available in Portfolio Analyzer views.

You should also create custom Project Center views containing the Project
Status field, along with Portfolio Analyzer views that filter out projects
that are Closed. The Project Center views should include grouping on this
new field, so that your executives can easily see the status of each project
in the portfolio. Hope this helps.

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


Dianaw said:
I'm looking for a way to "close" a completed project without deleting it
Click to expand...
from the server. When viewing the project list or opening a project
schedule, I don't want completed projects to be listed - they clutter the
display, and at some point will make finding a project in the list a
monumental task.
Project Closure is a standard phase of PM, yet Project Server doesn't seem
Click to expand...
to have a way to handle it. Has anyone developed their own method for
handling this?
 
S

sumit

If outline code doesn't look good to you then probably you can create a version named "finished" or "archived" and save the project under that version. But then you will have to delete the published version using cleanup server database option

Hope that helps
Sumit.
 
G

George Haney III, PMP,CPM

sumit said:
If outline code doesn't look good to you then probably you can create a version named "finished" or "archived" and save the project under that version. But then you will have to delete the published version using cleanup server database option.

Hope that helps,
Sumit.
Click to expand...


This will not work. You can not delete the published version when
there are subordinate versions in the system.

There was an article a year ago about changing the project name. Find
it.

Change the name from ".published" to ".finished".

Because Project will only let you publish a ".publish", you won't be
able to publishi it.

To keep the project from being edited. Create a group called "Finished
Projects" and set the "Save project" to deny. Move all finished
projects into this group.

George E. Haney III, PMP, CPM
[email protected]
 
Top