Working With [Status Date] Field in Microsoft Project Formulas

Posted By Posted by: EPM Partners on July 3, 2014

The “[Status Date]” field in MS Project, often used by Project Managers to place a “stake in the ground” for progress tracking, can prove very useful in date-related formulas. A common scenario is to focus on a fortnight planning window when maintaining your project schedule. A Project Manager will set the “[Status Date]” (via Project

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Changing the Owner of a Project Doesn’t Save

Posted By Posted by: Laith Adel on June 25, 2014

I recently came across this issue with one of my clients, they were trying to change the owner of a project. The steps to change the owner of a project are usually very simple, but in this case they didn’t work. The usual steps are: Open the Project Click on Edit Go to PDP that

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How to Make PDP Read Only for Certain Users or Groups

Posted By Posted by: EPM Partners on June 15, 2014

Requirement There is a particular PDP (say, financial information) which should only be editable by a PMO and the rest (including PM) should see it as read-only mode.   Solution There were a few solutions available on other blogs (see alternative solutions section below) but i wanted to have a simpler solution. It’s relatively easy

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How to Link a List Item to a Document Library Document

Posted By Posted by: Dan Stopher on June 5, 2014

At EPM Partners we help organisations get the most from their Project Server solutions and we frequently configure custom lists on the project site. For example an organisation may wish to record Project Requirements in a site list. SharePoint makes it easy to create such a list to store this sort of data, however often

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How to Archive/Hide a Project in the Project Centre

Posted By Posted by: EPM Partners on May 1, 2014

Environment: Project Server 2007, Project Server 2010, Project Server 2013 Solution: There are two options to hide projects in the project centre as per below:   Option 1: Set the project filter for the project centre view based on enterprise custom field. For instance, custom field has the following values – Archived, Live, On-hold. Below are the steps

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How to Edit or Access Your Schedule in Project Server

Posted By Posted by: EPM Partners on April 17, 2014

  Environment: Project Server 2010/2013 Solution: Choose one of the below options:   Option 1 – Using Project Web App Log on with user PM/Admin credentials to Project Web App > Projects > Click on the Project Name > Click on the Schedule PDP > Click on Task Tab > Click on Edit > In Microsoft Project Note: If

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How to Change the Date Field Format to DD/MM/YYYY in a SSRS report

Posted By Posted by: EPM Partners on March 25, 2014

Solution: Open the report in the Business Intelligence Development Tool (BIDS)/SQL data tool In the design mode, right click the date textbox and click on properties You have multiple options to do this task. Here are three options for when you select the textbox property dialog box: Option 1 Select the tab ‘Number’ then category ‘Date’ you can then

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Installing SharePoint and Project Server 2013 Configuration Wizard Error: No user found

Posted By Posted by: EPM Partners on March 4, 2014

We were recently completing an installation of SharePoint and Project Server 2013. During the process we were utilizing an installation script, but we received the same behavior whilst utilizing the configuration wizard.  While it was trying to create a new SharePoint Configuration database the installation would fail.  Each Instance would create the shell of the

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FREE WHITE PAPER: Online and On-Premises Solutions for Project Server 2013.

Posted By Posted by: Laith Adel on February 5, 2014

EPM Partners are currently attending the Project Conference 2014 in Anaheim California and have just received a great whitepaper: Online and On-Premises Solutions for Project Server 2013. An analytical comparison of a cloud solution and an on-premises solution. We thought you would enjoy this article: Project_Server_2013_Online_and_On-Premises_Solutions.pdf


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Project Server Security Scenarios – Part 1

Posted By Posted by: EPM Partners on January 14, 2014

In this blog series, we will talk about implementing some specific security requirements in Microsoft Project Server 2010 / 2013. We assume that you already have some basic idea about Groups, Categories & Permissions but if that’s not the case, you can learn about Project Server 2010 Security Model (also applicable on Project Server 2013)

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