Strategic project schedule in MS Project Server

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Contents:

  1. Creating the enterprise strategic custom field in MS Project Server
  2. Adding the enterprise strategic custom field in MS Project Server
  3. Using the enterprise strategic custom field in MS Project Server
  4. Chat


Creating the enterprise strategic custom field in MS Project Server

You can create a enterprise strategic project schedule using a custom column in MS Project. You must add a custom column using flag type or text type. 

Steps to create the enterprise strategic custom field in MS Project Server:

  1. Click the "Server Settings" item in the left menu.
  2. Click the "Enterprise Custom Fields and Lookup Tables" item in the "Enterprise Data" block.
  3. To create the custom fields, click the "New Field" button.
  4. Enter the "Strategic" in the "Name" field. The name must to be unic. You can use special symbols.
  5. Enter the field description in the "Description" field. 
  6. Select the "Task" in the "Entity" field.
  7. Select the "Flag" in the "Type" field.
  8. To save click the "Save" button.

Creating the strategic custom field in MS Project Server


Adding the enterprise strategic custom field in MS Project Server

Steps to add the enterprise strategic custom field in MS Project Server:

  1. Click the "Server Settings" item in the left menu.
  2. Click the "Manage Views" item in the "Look and Feel" block.
  3. Click the "Tasks Schedule" view.
  4. Add the "Strategic" in the "Fields" block.
  5. To save click the "Save" button.

Adding the strategic custom field in MS Project Server


Using the enterprise strategic custom field in MS Project Server

Steps to use the enterprise strategic custom field in MS Project Server:

  1. Click the "Projects" item in the left menu.
  2. Select the project and click the project name.
  3. Click the "TASK" item in the top menu. 
  4. Select the "Tasks Schedule" view in the "View" field in the "Data" block.
  5. Click the "Edit" button in the "Project" block and select the "In Browse" item.
  6. Set the "Yes" or "No" in the "Strategic" field.

Using the strategic custom field in MS Project Server


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Strategic project schedule in MS Project Server

2023-05-06 17:13:49

Ivan Oberemok

oberemokii@gmail.com

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