Wednesday, July 30, 2008

Project Server 2007 Configuration

1) To access Project Professional 2007

Goto Server settings->EnterPrise Global->Click Configure Project Professional
To create a new project : Project -> Proposals and Activities -> Click on New -> Activity
Enter project Name, Description and Work Order Number = 74250 ( a valid one in Internap Web site)
Now Press Save and in the Grind View click on 'Build Team'.
Add a user and press 'Save'
Click on 'Resource Plan' -> Build Team -> Select User and Add him
Press Save and Close
Add Task(s) and press 'Save and Publish' To add a resource.

2) To add a resource:

Go to the Resources->Resource Center in the left frame.
Go to New->Resources
Enter all the details and click save.

Repeat the above steps to add more resources.

3) To add a Project:

Go to the Projects ->Proposals and Activities in the left frame.
Click New->Activities. Enter the Project name and project details, click Save and then Click Save and publish button

Repeat the above steps to add more projects.

4) To add the Resources to the Project

Select the newly created Project and click Build Team button.
Select the Resource name and click Add button.
Click Save button.
Now click cancel button to come back to previous page.

Repeat the above steps to add more

5) To create a new task

Click on newly created project name->navigates to the task list page.
Enter the task and assign the task to the resources under the Resource plan column.
Click Save button and then click Save and Publish button.
Click Close button to go back to project page.

Repeat the above steps to add more

6) To publish resource plan for a project

Select Project Name, click Resource Plan link, Select the Resource name and click Add button.
Click Save button.and Save and publish button, click close button to go back to main page.

Repeat the above steps to add more.

7) To see the configured projects

1. Projects->Project Center-> Click on the project name (e.g. Virtualization) : This will show the project plan as shown in MS Project.
2. Double clicking on the project icon will show the work details.


8) To delete a project, go to Server Settings->Delete Enterprise Objects ->Select the Project

9) To Define a mandatory field for a project, goto Server Settings -> Enterprise Custom Field Definition ->New Field ->Enter Name -> select Entity(Project) ->Select Type(like Number or Text)-> Required Can be checked if that field has to be mandatory -> Click Save

No comments: