Register of requests for a project in MS Project Server

Contents:

1. Creating a register of project requests in MS Project Server
2. Editing a register of project requests in MS Project Server
3. Creating a project from a register of project requests in MS Project Server
4. Chat

Creating a register of project requests in MS Project Server

We recommend collecting project requests in a shared list. Let's create such a register of project requests.

We recommend that you create the following fields:

• Project name - field type is "single line of text". These is the field for storing the project name.
• Project type - field type is "choice". These is the field for storing the project type.
• Customer - field type is "single line of text". These is the field for storing the project customer.
• Initiator - field type is "single line of text". These is the field for storing the project initiator.
• Deadlines - field type is "multiple lines of text". These is the field for storing the project dead lines.
• Budget - field type is "currency". These is the field for storing the project budget.
• Income - field type is "currency". These is the field for storing the project income.
• Project manager - field type is "single line of text", These is the field for storing the project manager.
• Profit - field type is "calculated". These is the field for calculated (Income-Budget) the project profit.
• ROI - field type is "calculated". These is the field for calculated ((Income-Budget)/Budget) the project ROI.
• Description - field type is "multiple lines of text". These is the field for storing the project description.
• Status - field type is "choice". These is the field for storing (Added, Analyzed, Implemented, Archive) the project status.

Steps to create a register of project requests in MS Project Server:

1. Сreate a new register in MS SharePoint. (Read more "Сreating applications in MS SharePoint")
2. Add register colums. (Read more "Creating applications columns in MS SharePoint")

Steps to set likes betwin register columns and enterprise custom fields:

1. Open the register of project requests.
2. Click the "LIST" item in the top menu.
3. Click the "List Settings" button in the "Settings" block.
4. Click the "Project Server settings" link.
5. Select the enterprise custom fields.
6. Click the "Ok" button.

Editing a register of project requests in MS Project Server

Steps to edit aregister of project requests in MS Project Server:

1. Open the register of project requests.
2. Click the "ITEMS" item in the top menu.
3. Click the "New Item" button in the "Items" block.
4. Or click the "new item" link.
5. Enter the data in project request fields. You can edit a project request in any time.
6. You can attach files to this project request.
7. Click the "Save" blutton.

Creating a project from a register of project requests in MS Project Server

Steps to create a project from a register of project requests in MS Project Server:

1. Open the register of project requests.
2. Select the project request.
3. Click the "ITEMS" item in the top menu.
4. Click the "Create Projects" button in the "Project Server" block.
5. Check the field mappings in the "Field Meppings" block.
6. Select the project type in the "Enterprice Project Type" field.
7. Click the "Create Project" button.