Tuesday, October 2, 2018

Overview: Customize your enterprise project management solution

Overview: Customize your enterprise project management solution

Microsoft Project Server 2010 includes new features that help you customize what project, resource, and task data is displayed for users. It also includes new features that integrate with Excel Services, making it easier to create rich custom reports. With these new features, Project Server 2010 offers a flexible, unique enterprise project management solution for your organization.

What do you want to do?

Customize what data is displayed for users

Create rich custom reports

Customize what data is displayed for users

Project Server 2010 provides a way of associating project types, resources, and custom fields with departments. This helps to provide a focused view of project and task information based on what departments a user belongs to. For example, if Bob is assigned to the HR department, he will have a filtered view of the project types and custom fields available to those users who are part of the HR department. While departments are not a security feature, they can be helpful in de-cluttering what a user sees, making it easier to find or provide the right information about projects and tasks.

I want to…

Description

Associating resources to departments

By associating a resource with a department, you make it so that resource has a filtered view of custom fields and project types available for that department.

Associate a custom field with a department

By associating a custom field with a department, you make it so that the field is only available to resources that are also associated with that department.

Associating project types with departments

By associating a project type with a department, you make it so that only resources in that department can use that project type to propose or create a new project.

Create or modify a custom field and lookup table

Use custom fields and lookup tables to capture data that may be unique to your project or organization. New to Project Server 2010 is the ability to add workflow-controlled custom fields and multi-lined custom fields.

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Create rich custom reports

In Project Server 2010, reporting is integrated with Excel Services, and additional data is available to include in your organization's reports. You can now include timesheet custom fields, portfolio data, project properties, and the Combined Work field. Reports are typically customized by the site administrator.

I want to…

Description

Learn about the BI Center

The BI Center includes several default reports, and may include custom reports for your organization.

Create a reporting view

Site administrators can create or modify the connections to data used in reporting, as well as the templates used by the reports.

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1 comment:

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