Outlook Integration: Task Form

M

MichaelD!

Greetings,

I'm playing around with Project Server and Outlook. In the Add-in help, it
mentions two types of forms. I currently have the type of form that has two
tabs: Task Management and Timesheet.

I am the admin of the project server. I've been trying to play with the
settings to make the other form display instead (the help refers to this as
"your organization combines status and timesheet tracking."). How the heck
do I make this happen? :) This appears to be a simpler interface and I want
to get this working to explore if it's the way we want to go.

Thanks!
Michael
 
D

Dale Howard [MVP]

Michael --

If you track your time and task progress on a daily basis, you will see the
single form in Outlook. To make this happen, you will need to make sure you
have your Timesheet Settings specified to Days, and make sure that you have
Task Settings options set to "Hours of work done per period" and "Resources
should report their hours worked every day." This combination of settings
should give you the single form referenced in the Help article. Hope this
helps.
 
M

MichaelD!

Wow... a helpful reply on a Sunday. This forum rocks! Thanks for taking the
time to answer.

I set the specified settings as you mentioned. Unfortunately I still get
the two tabs. I tried uninstalling/reinstalling the add-in and rebooting my
workstation, and I still see two tabs.

I'm thinking there might be a registry setting somewhere that might be
caching the "state" of the server (since it doesn't ask me for the project
server URL when I reinstall).

Before I go any further. Are there any other settings that you can think of
that would keep this from working?

Thanks again!
Michael
 
D

Dale Howard [MVP]

Michael --

Do your Timesheet Periods contain 7 days per week? That's the only other
setting I can think of that might affect what you see. If that doesn't
help, maybe someone else has an idea for you. Hope this helps.
 
D

Dale Howard [MVP]

Michael --

Duh! I thought of that last night after I went to bed. You were smart
enough to figure it out on your own, so "congrats and a tip of the hat" to
you, my friend! :)
 
A

Alenka

Hello!
We have just the opposite problem. We have settings exactly as you described
to Michael, but are trying to get two separate tabs. How do we do that? What
needs to be changed?
We want to track progress only through timesheet - we understand from the
Help, that we need to get two tabs.Which settings are then right?

Thank you, Alenka
 
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