Wednesday, November 25, 2015

Create a Time boxed task in MS Project Pro with Project Server.



Create a Time boxed task, where a task has a defined start and defined end. For example, a company has a fiscal year starts on Oct 1 and ends on Sep 30. In order to keep this resource loaded task not to deviate from fixed start and fixed finish, try the following.
 
1.      Open your Project
using Microsoft Project 2010 (which is configured to Project Server)
·      Launch Microsoft  Internet Explorer and Enter the URL for PWA
·      Select Project Center on Quick Launch menu on left side
·      Find your Schedule, and Click on schedule icon on the indicator column
·      Microsoft Project Pro opens with selected schedule.
2.      Select all Tasks and go to Task Information screen
·         Highlight all tasks except summary tasks
·         Right click and select Information (Task Information)
·         In Advanced Tab, Select Task Type as Fixed Duration, Select Calendar as Standard and Check on Scheduling ignores Resource Calendars. This setting prevents any duration/end date change due to resources entering vacation hours in Project Server Timesheets.
·         Ensure Effort driven or Mark task as milestone boxed are neither checked nor filled.
·         Click OK
·        You should see a notepad icon with a calendar appears. A mouse over should say
3.      Verify Actual Start date for any task
·        Insert a Column Actual Start
·        Enter Actual Start as a 10/1/2015. This will prevent the change in the fixed duration. Resources can enter their actual work hours in Project Server timesheet as they complete the work.
4.      Adjust Duration accordingly so that the end date is 9/30/2016
·        For example, if Actual Start recorded as 10/1/2015, then change the duration to 252 days to have end date as 9/30/2016
5.      Save, Publish and Check-in the Project Schedule
·         Select File > Save   Wait for the Prompt in Status bar in the bottom of the screen displays Save Job 100% complete
·         Select File >Publish  Wait for the Prompt in Status bar in the bottom of the screen displays Publish Job 100% complete
·         Select File > Close  
·        Select OK to check in the Project


 

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