Creating enterprise сontractor resources in MS Project Server

Contents:

1. Creating enterprise сontractor resources in MS Project Server
2. Adding the lookup table of the contract work breakdown structure (CWBS) field in MS Project Server
3. Creating the contract work breakdown structure (CWBS) field in MS Project Server
4. Chat

Creating enterprise сontractor resources in MS Project Server

Using the resources of the contractor enterprise, you can describe the participation of the contractor in the project. Assign tasks and costs to the contractor and track their progress.

Using enterprise сontractor resources you can describe the following resources:

• Contractor company
• Contractor company type
• Group of contractors
• Group of contractor types

Steps the add an enterprise cost resource in MS Project Server:

1. Open MS Project Server.
2. Click the "Resources" item in the left menu.
3. Click the "RESURCES" item in the top menu.
4. Click the "New" button in the "Resources" block.
5. Choose the "Cost" in the field "Type".
6. If you click the "Generic" box you will describe the generic resource.
7. Enter the сontractor name in the field "Display Name".
8. Select the "Contractor" in the "RBS:" field.

9. Choose the contract work breakdown structure (CWBS) in the "CWBS:" field.

10. Choose the cost type name in the "Cost Type:" field.

11. Click the "Save" button.

Adding the lookup table of the contract work breakdown structure (CWBS) field in MS Project Server

Steps to add the lookup table of the contract work breakdown structure 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. Click the "CWBS" in the "Lookup Table" column.
4. You can set multi level outline, add more values of the code mask table. Set up the code mask values:
   1. Set the character type for each level.
   2. Set the length of level values.
   3. Set the type a separator. 
5. Add vlues to the lookup table:
   • Enter the table values in the "Value" column.
   • If you want, you can add the description in the "Description" column.
6. Click the "Save" button.

Creating the contract work breakdown structure (CWBS) field in MS Project Server

Steps to create the contract work breakdown structure (CWBS) 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 "Contract" or "CWBS" 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 "Lookup Table" in the "Custom Attributes" block.
8. Select the "Contracts" table.
9. If you want to use a default value:
   • Click the "Choose a value to use as a default when adding new items" box.
   • Select the default value.
10. If you wnat to use multiple values, click the "Allow multiple values to be selected from lookup table" box.
11. To save click the "Save" button.