D
dluberger
I am in the process of setting up Project Server 2003. The company I
am working for has used previous versions of project and server, and
have given up or ended up not using the web access/collaboration
features because there was never any simple or obvious way of setting
it up and training people on using it the way we wanted, though what
we wanted seemed like simple enough of an idea.
To try to put simply what I want to do, I have server setup and
project 2003 pro on my machine. No one else is using it right now, so
I have assigned myself to every role available in project server to
make sure i can see and access all the features and settings, i.e., I
am part of team members, leads, managers, administrators, etc. And I
manually checked every possible option for access rights, etc, i.e,
full administrative rights on the server. What I want is to setup the
timesheet as nothing more than a simple "hours worked on a given task"
per day. I finally got that to work in that on the right-hand side of
the timesheet it just shows white boxes that I can type my regular and
overtime hours for a give task. I keep reading about custom fields
and am having a really hard time with this. Firstly, can I make any
other "entry" (editable) boxes appear on the right hand side below the
"hours" boxes? Barring that, I've tried adding these "custom fields"
to the left hand side, but am having a hard time in general with that.
On many tasks, what i would call "overhead" projects, that is "non-
project" tasks, like me doing this computer work, or time i spent on
training for this, there is NO start or finish data. It is really
aggravating that I can't get rid of those columns. I want people to
simply enter hours for the day (NOT percent complete which is really
annoying) so I can't use to-do list tasks, and not see these other
fields. When I try customizing the timesheet view, it MAKES me keep
certain fields, like start and finish, but these are overhead tasks
that people enter time in every day, all year long, forever.
secondly, I've tried adding custom fields from the enterprise global
template, I rename them, format them whatever, in the global template,
but some of them do not appear in the "published fields" list of
available fields. I see some of them and it says "Enterprise Text 1
(Location)" which i added, but what about my generic "Enterprise
Number 1" which I set up formatting for but didn't rename. All I want
is to make a field appear on the timesheet that people can enter data
in. from what I've read this seems like it should be simple, but I
keep running into things like, I put it in the published fields for
the project and check "Resources can make changes" but then the box
doesn't show up as white/changeable. I can only get the fields to show
up in the view as NOT editable. I edit the global template, save it,
close and restart project pro, that doesn't seem to help, only when I
did things like change RBS and then close/re-open project, THEN go and
edit the resource global do the changes become available. All I want
is to have some editable fields on the timesheet!! why is there no
documentation on customization?! Trust me i've read through all the
microsoft books, and other websites, and they all say you CAN do
things like that but HOW?!?! what am i missing.
I've followed what other people have said like "close project, open,
republish all assignments" and/or "go to published fields, add the
field you want, check let resources change field" I just can't get the
stuff to work.
Please someone help me!! I know I'm gonna get responses like, "did you
check this? make sure you do that..." but none of the simple, straight-
forward stuff works. whatever I am missing, it doesn't feel like its
simple.
am working for has used previous versions of project and server, and
have given up or ended up not using the web access/collaboration
features because there was never any simple or obvious way of setting
it up and training people on using it the way we wanted, though what
we wanted seemed like simple enough of an idea.
To try to put simply what I want to do, I have server setup and
project 2003 pro on my machine. No one else is using it right now, so
I have assigned myself to every role available in project server to
make sure i can see and access all the features and settings, i.e., I
am part of team members, leads, managers, administrators, etc. And I
manually checked every possible option for access rights, etc, i.e,
full administrative rights on the server. What I want is to setup the
timesheet as nothing more than a simple "hours worked on a given task"
per day. I finally got that to work in that on the right-hand side of
the timesheet it just shows white boxes that I can type my regular and
overtime hours for a give task. I keep reading about custom fields
and am having a really hard time with this. Firstly, can I make any
other "entry" (editable) boxes appear on the right hand side below the
"hours" boxes? Barring that, I've tried adding these "custom fields"
to the left hand side, but am having a hard time in general with that.
On many tasks, what i would call "overhead" projects, that is "non-
project" tasks, like me doing this computer work, or time i spent on
training for this, there is NO start or finish data. It is really
aggravating that I can't get rid of those columns. I want people to
simply enter hours for the day (NOT percent complete which is really
annoying) so I can't use to-do list tasks, and not see these other
fields. When I try customizing the timesheet view, it MAKES me keep
certain fields, like start and finish, but these are overhead tasks
that people enter time in every day, all year long, forever.
secondly, I've tried adding custom fields from the enterprise global
template, I rename them, format them whatever, in the global template,
but some of them do not appear in the "published fields" list of
available fields. I see some of them and it says "Enterprise Text 1
(Location)" which i added, but what about my generic "Enterprise
Number 1" which I set up formatting for but didn't rename. All I want
is to make a field appear on the timesheet that people can enter data
in. from what I've read this seems like it should be simple, but I
keep running into things like, I put it in the published fields for
the project and check "Resources can make changes" but then the box
doesn't show up as white/changeable. I can only get the fields to show
up in the view as NOT editable. I edit the global template, save it,
close and restart project pro, that doesn't seem to help, only when I
did things like change RBS and then close/re-open project, THEN go and
edit the resource global do the changes become available. All I want
is to have some editable fields on the timesheet!! why is there no
documentation on customization?! Trust me i've read through all the
microsoft books, and other websites, and they all say you CAN do
things like that but HOW?!?! what am i missing.
I've followed what other people have said like "close project, open,
republish all assignments" and/or "go to published fields, add the
field you want, check let resources change field" I just can't get the
stuff to work.
Please someone help me!! I know I'm gonna get responses like, "did you
check this? make sure you do that..." but none of the simple, straight-
forward stuff works. whatever I am missing, it doesn't feel like its
simple.