Project Server 2003 - Issue and Risk Views

S

Steve B

Hi,

Can the Issue and Risk views in Project Server 2003 be setup to be
enterprise views with standardized customizations? In Project Server
2002, if you have organizational standards for Issue management, each
project manager for each project has to customize the Issue View to
include the organizational standards instead of being able to
customize the view at the enterprise level.

Has this been changed for Project Server 2003?

Thanks for any help,

Steve
 
G

Gary L. Chefetz \(MVP\)

Steve:

The base templates can be customized in either version, however it's easier
to do in 2003. There's no function for doing this through the interface in
either version. I suggest that you study the SharePoint documentation to
learns the ins and outs of making this type of modification.

--

Gary L. Chefetz, MVP
"We wrote the book on Project Server
http://www.msprojectexperts.com

-
 
A

Anisha Mason

Here are instructions on how to customize the standard Risk or Issues
template:

How to Modify or Create List Templates (risks, issues, etc) for
SharePoint:

1. Create a new site to act as the template

2. Customize the template

3. Export the template

4. Import the template for use with Project Server



Create a new site

1. Browse to Project Web Access, and click on Admin > Manage
Windows Sharepoint Services > Manage Sharepoint Sites.

2. Click on the Site Administration Link.

3. On the Site Settings page under the Administration section,
click Manage Sites and Workspaces.

4. Click the Create link at the top to create a new site

5. Give the new site an appropriate title for the client's
template. Supply the Web Site Address as well, and then click Create.

6. In the Template Selection section, choose the Project
Workspace, and click OK.



Customize

1. The next window that will appear is the template site.
Customize this site as needed… adding extra fields to Issues and
Risks, or to apply a new color template to the site.



Export

When you have finished configuring the template site, you need to
export it.

1. In the home page of the template site, click "Site Settings",
then "Go to Site Administration".

2. Click "Save site as a template"

3. Give the file a name and supply a Template Title.

4. On the next page, click on the "Site template gallery" link.

5. In the Site Template Gallery, click the name of the site just
created. Save this file to your machine.



Import

Import the file back into the server so it may be used as a site
template:

1. Copy the exported template file to a location on the project
server.

2. Working directly on the server, open up a command prompt.
Type: "cd c:\Program Files\Common Files\Microsoft Shared\web server
extensions\60\BIN" <enter>

3. Then type in the command:
"stsadm.exe -o addtemplate -filename <name of the file> -title <site
template title >.

4. If successful, you will receive a message stating that IIS
needs to be restarted. Run iisreset

5. Browse to Project Web Access > Admin > Manage Windows Share
Point Services > Site Provisioning Settings.

6. In the Site Template field, select the template that you just
uploaded.
 
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