Resource Assignments View Filtered on Booked Type Field

[Chris]

I have a project that has been cancelled part way through. To deal with
this, I've set the Booked Type field to be proposed for all resources in this
project. This works great in that the tasks from this project no longer
appear in the resources My Tasks view but they do still appear in the
Resource Assignments views I have and I don't seem to be able to filter
Resource Assignnments on Booked Type. Is that possible or is there another
way I should be going about what I want to achieve? Which is to keep a copy
of the cancelled projects plan in Project Server for reference but not have
the resources pick up the fact that they are assigned to tasks in this plan.

Thanks in advance for any assistance.

 

[Jack Dahlgren MVP]

I think the general solution is to build a new security category for
cancelled/archived projects.
Add the cancelled projects to this category.
Then create a group which is denied permissions on that category (view
assignments etc.)
Add everyone but those who should see the archived projects to those
security groups.

-Jack Dahlgren
http://zo-d.com/blog

 

[Micah]

Hey Chris,
I'm a bit new to Project Server and am still learning the best practices.
From what you discribe, it seems that you just want to keep a copy in case
someone decides to reinstate the project. If this is the case, you could do a
admin backup in the server setting (depending on your backup schedule, you
might already have a few versions in your archive database but you should
check first). After you know it is in the archive database, you could delete
the project from the cache and published database using delete enterprise
objects under server settings (make sure you don't delete it from archive
database). This would get the schedule out of everything ie. My Tasks,
Resource Assignment, etc. If the project ever came back or need to be
referenced, you could find it by doing an admin restore. Just an idea so if
you have a test instance, try it in there before trying it in a production
instance. Hope this helps.

 

[Ben Howard [MVP]]

Hi Chris, both the suggestions below are valid. I'll add another. If the
project has been truely cancelled and is not coming back in its current form,
then remove the remaining work for each assignment, (simply insert the
remaining work field and set it to zero for all tasks), or replace the
resources with generic resources.

 

[Chris]

Wow, thanks for the fast response everybody. Three solutions so I'll have to
make a decision. That wasn't part of my plan ;-) I'll try some to these out
first but as I don't have a test instance, some of the testing might be a bit
risky. The replacing resources might be the quickest and least risk option
to get me where I need to be. Thanks again for all your suggestions. Very
much appreciated.

 

[Chris]

Thanks again for all your suggestions. With my limited Project Server
capability I've used the resource replacement to get me where I need to be.
I'll bear the other suggested solutions in mind for a longer term way of
handling such situations, when I gain more Project Server experience.