Monthly Archives: February 2013

Issue: No Prompt for Document Check In Option in the Project Documents List

Issue: Users don’t get prompted to Check in a document after  closing the document and saving changes to a sharepoint document library.

Reason: By Default, Checked OUT option is disabled in the Project Document Library settings:)

Objective: To enable the Checked Out option in the Project Document list so the user will be prompted to check-in the document when it is saved back to the server.

Solution Steps:

  1. Open the Project Site Template Site Action -> Site Settings -> Sites & Workspaces under Site Administration -> Click on the Project Site Template under Sites
  2. Now, you need to Click on the Project Document list under Libraries on the Quick Launch menu
  3. Click on Library Settings in the group Settings under Library ribbon option
  4. On the Library settings page, click on Versioning Settings under General Settings section
  5. On the Versioning setting page, you need to select the ‘Yes’ radio button in section Require Check out option
  6. Save it as a latest project site template and configure to the Enterprise Project Type (EPT).

Cheers,

Badal

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Requirement: Users Should be able to See their Own Projects only in a SSRS Report Parameter list

Environment: Project server 2010, MS SQL Server 2008 R2 non- SharePoint Integrated Mode

Objective: To limit users to being only able to access their own Projects/Programs in SSRS Report Parameter.

Solution:

1. Create a report dataset with below Query and set the data source connection string ProjectServer_Reporting Database..

SELECT      R.ResourceNTAccount, P.ProjectOwnerName, P.ProjectName
FROM         MSP_EpmProject_UserView AS P INNER JOIN
MSP_EpmResource AS R ON P.ProjectOwnerResourceUID = R.ResourceUID
WHERE     (R.ResourceNTAccount = @UserCredentials)

2. Click on Parameter in the Dataset Properties Dialog box then Click the fx (expression button)

step1

3. Select the built-in field which is UserID and Click the Ok button.

step2

4. After you select the built-in “User ID” field in the expression. Screen will look like below. Close the dataset properties dialog box. Build the Report and run now it will give you the desired result. Bingo!!

Steps1

Error: The document could not be checked out from the Project Site

Recently, we faced an issue with a client using the Project Site document library. When the users clicked on a document in the Project Document Library and choose “Check Out and Edit” the Users received the below error message:

Issue: This document could not be checked out. You may not have permission to check out the document or it is already checked out or locked for editing by another user

Cause: User unable to check out the document with office word 2007.

Resolution: In this case checking out the document with Office 2010 has resolved the issue, however I need to do further research to see why this was the case – as normally Office 2007 works without causing such issues. Let me know if any of you have had a similar experience

Removing Corrupted Web Parts from a Project Site/Project Server Web Part Page

Issue: Project Site home page displays closed/Corrupted WebPart on the page after saving as a Project Site Template.

Cause: Web Part Corruption or closed WebParts which has not been deleted on the page.

Solution:  To fix it you need to follow below steps:

1. Click on Site Action then Site Settings.

step1

2. Click on Site and Workspaces under Site Administration section on the Site Setting Page.

step2

3. On Site and Workspaces page, click on your Site Template under section Sites.

4. On Project site landing page, in the address bar Append ?contents=1 in the URL right after .aspx

step3

5. Press <Enter>

6. Project Site template displays the Web Part Page Maintenance page.

7. Select the Web part of which you cannot see when you open the Project Site home page and then click the appropriate function on the toolbar like Delete.

step4

8. Now, you can save project site as a Template, this will remove the unwanted WebPart on the Project site landing page.

Cheers,

Badal

Adding Custom Field in the Project Sites using Powershell Command

Scenario: You need to update existing project sites with a new/modified list column with a change you are planning to apply to the Project Site Template for new Projects.

Objective: Create a new Custom Text field in the Risk list and deploy it to all existing Project sites.

Solution:

#Specify the PWA url

$sites = Get-SPSite ‘http://demo2010a:5940/PWA’ | Get-SPWeb -Limit All

Foreach($site in $sites)

{

$site.title

#Create the column Text Type with name of Testfield1 in the Risks list

$list = $site.Lists.TryGetList(“Risks”)

# Specify the parameters in the Add method as custom field name, data type and characters

$myField = $list.Fields.Add(“TestField1”, “Text”, 0)

# Create the field in all the Project sites. $list.Fields

[$myField].Update()

Write-host -ForegroundColor green  “Column has been added”

}

Please note you can perform many other activities using PowerShell for which script is available as per below link on the Microsoft Technet gallery:

Bulk Update List Items in the Project Workspace – Click here

Auto Publish All Projects Using Powershell – Click here

Hope this helps you!

Cheers,

Badal

Steps to display today’s date in Custom Date Type Column in the Project List

Environment: Project Server 2010

Objective: Populate the current system date in the Custom Date type column. Today’s date will be  displayed in custom field when a user add an item to the list.

Steps:

1. Open Project Web App, Click on Site Settings under the Site Actions option

Step1

2. Click on Site and Workspaces option under Site Administration on Site Setting page

steps3

5. Click on List settings in the settings group under List Tab

step4

6. On List Setting page, scroll down to the bottom of the page and click on Create Column under section Columns

step5

7. Now, on Create column page enter the details of the Custom field. In this example, Date Raised is the name of the custom field. Now, select the date and time column type.

Please note to display auto populated system current date, you need to select the option Today’s date under default value in Additional column settings on Create Column page because by default it is not selected. Please refer highlighted section on the below screenshot.

step6

I hope this helps!

Cheers,

Badal

Javascript Code to Add Custom Descriptions underneath Project Field on the PDP Page

Environment Used: Project Server 2010

Objective: Custom description for Project Field to be displayed on the PDP page. To achieve this, we will be using the JavaScript in a hidden Content Editor Web Part on the PDP Page. This code will add the custom description for the specified Project field on the PDP page at runtime.

Solution Steps:

1. Open the Project Web App.

2. Click on Server Settings option on the Quick Launch in Project Web App.

3. Click on the Project details pages option under workflow and Project Details Pages on Server Settings page.

step1

4. On PDP page, click on the PDP page where you want to display custom description for the project fields. In this example, I will be using Project information PDP and I will be inserting the custom description as “Date the Project is created in the EPM” for Project field “Start Date”

step2

5. In above screenshot, you may have noticed by default there is no description underneath project field “Start Date”. Now to insert the custom label, firstly,we will be adding the Content Editor Webpart on the bottom of the page. Steps as below:

a. Click on Edit Page under Site Action menu

step3

b. Hit the option Add a WebPart on the page

step4

c. When you click on Add a Web Part, categories of web part will be appeared on the top of the page, afterwords you need to select the Content Editor Webpart available under category Media and Content

step5

d. Click on Add button. afterwhile, Content Editor Web Part will be available on the page. Drag the webpart on to the bottom of the page.

step6

6. Now click on the “Click here to add new content” option available in the content editor web part editor body.

step7

7. After you click on the above highlighted option, you will notice that Format Text menu will be appeared onto the ribbon.

step8

8. Now, click on the Edit HTML source option under HTML pop up list available in the group Markup

step9

9. Add the below JavaScript into the HTML Source dialog box and hit OK button.

step10

step11

10. Now, we will be hiding the Content Editor webpart onto the page. To achieve that below are the steps:

a. You will notice as per previous step 9, Content editor webpart is already in Edit mode so you just need to Click on Web Part Properties under Options menu in the Ribbon.

step12

b. After you click on above highlighted options, you will notice that Web properties options will be displayed on the top right section of the page.

step13

C. Tick the check box Hidden under layout section in the Content Editor Web Part properties. Then hit the Apply button and finally click on OK. This step will hide the content web part on to the page.

step15

11.  Now to close the Page Edit mode, Click on Page menu in the Ribbon and hit the Stop Editing option in the Edit group.

step16

12. Here, you will notice that Content web part editor is disappeared on the page and Custom description has been added as “Date the Project is created in the EPM” under Project field “Start Date”. Bingo!!

step17

Important: Please note this solution will insert the custom description below Start Date, wherever it finds the Start date on the Project Information PDP page. So, please try at your own risk. .

Hope you have enjoyed this blog!

Cheers,

Badal