Migrating Issues into Tasks and a few other questions...

T

Tom Zehrbach

Question 1: Is there a way to create a new Task from an existing Issue? If
not, is there a way to import Tasks from a spreadsheet into an EXISTING
project? (Export a bulk list of Issues to a spreadsheet, then import them
into an existing Project).


Question 2: I've set the "Specify the default method for reporting progress
on tasks" to "Hours of work done per day...". However, when attempting to
report hours worked on a task, the reporting "style" remains at "Percent of
work complete...".

Question 2a. I'm assuming that by setting the default method of
reporting above, that this sets the default method for all projects. Is
there a way to specify the reporting type on a per-project basis?


Question 3: Is there any way to set up automatic notification to a resource
when an issue has been assigned to that resource (I realize this is a
Sharepoint question, but someone here might know it)? I know that resources
can create an alert for the issue list, I'm looking for a little more
elegant solution.
 
D

Dale Howard [MVP]

Tom --

#1 -- There is no default method within Project Server to automatically
convert an Issue to a task in the project. If you wish, you can export the
Issues list for a project from SharePoint to Excel, and then import a list
of tasks from the Excel workbook into the Microsoft Project Plan using an
Import map. To do so, complete the following steps:

1. In Microsoft Project, open the existing project
2. Click File - Open and select Microsoft Excel Workbooks (*.xls) from the
Files of Type drop-down list
3. Select the Excel workbook containg the list of Issues and then click
Open
4. In the Import Wizard, click the Next button
5. Select the New Map option and click Next
6. Select the "Append the data to the active project" option and click Next
7. Select the Tasks option and click Next
8. Select a worksheet name from the drop-down list at the top of the dialog
9. In the data grid, match up the columns of data in Excel with the fields
in Microsoft Project
10. Click the Finish button

#2 -- To change the default method of tracking for every project, you will
need to ask every project manager to open every project and then click
Collaborate - Publish - Republish Assignments and then click OK. Doing so
will "push" the new method of tracking for every project task assignment to
every user's timesheet in PWA. Please note, however, that this will only
change the method of tracking for unstarted tasks. Any task that is started
and not yet completed will retain the original method of tracking. If you
did not lock down the default method of tracking, project managers can
change the method of tracking on a project by clicking Tools - Customize -
Published Fields and selecting a different method of tracking. If they do
this, they will still need to click Collaborate - Publish - Republish
Assignments.

#3 -- The team member in question can subscribe to alerts for the Issue by
doing the following:

1. Log into PWA with team member permissions
2. Click the Issues menu
3. Select the project in question
4. In the Actions section at the bottom of the sidepane on the Issues page,
click the Alert Me link
5. Set up the Alert subscription and then click the OK button

Hope this helps.
 
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