The table also provides a cross-reference to the section in this book where you can find more information about customizing that particular interface element. Customizable Project Elements. By default, only the project server administrator and portfolio manager have the permission to update the enterprise global using the Save Enterprise Global permission. However, project managers and resource managers are granted the Read Enterprise Global permission.
Refer to Table to find specific instructions for customizing a specific element. The updated enterprise global is checked in to the project server and is now available to all project managers. Normally, project types are aligned with individual departments: for example, marketing projects, IT projects, or HR projects. Using project types helps categorize projects within the same organization that have a similar project life cycle.
Click New Enterprise Project Type. In the Name box, enter a name for the type, and then provide a brief description in the Description box. Select a workflow from the Site Workflow Association list. Once you associate a site workflow with a project type and save the type, you cannot go back and update the type to use a different workflow.
If you selected No Workflow from the Site Workflow Association list, select the project detail pages that you want to include in this project type from the Available Project Detail Pages box, and then click Add to move them to the box on the right. If the enterprise project type that you are creating is the one that all new projects should use by default, select the Use this as the default Enterprise Project Type during Project Creation check box.
Click the button next to the Departments field to select the departments that you want to associate with this project type, if it is appropriate. In the Order section, choose whether you want this project type to appear at the end of the list of project types, or if you want to control its placement in the list.
To include this type at the end of the list, select the Position this type at the end check box. To control the placement of this type in the list, clear the Position this type at the end check box, and then choose the type that you want to appear just before the type that you are creating from the Choose the type before which the current type should be positioned list. Select a template from the Project Plan Template list, if it is appropriate.
Select a template from the Project Site Template list, if it is appropriate. Click Save to save this enterprise project type to the server, thus making it available for new project or proposal creation. Note: If you are not seeing any workflows in this list, be sure that your server administrator has installed and configured workflows on the Microsoft Project Server computer.
The Project Server workflow platform is built on the SharePoint workflow platform, which, in turn, is built on the Windows workflow platform. In the Prefix field, enter characters that will be at the start of each generated Project ID. This field is optional. For example, enter if you want the first Project ID to be This field is required. For example, if you enter a value of 1 and are using a Starting Number of , new projects created from the EPT will have a unique Project ID that will be incremented by a value of 1 from the previous one.
Configuration of SharePoint template can include configuring SharePoint lists, like risks, issues, scope changes, etc, configuring document libraries and its content types , configuring layout and look and feel, or even configuring workflows associated with these lists and document libraries.
Then configure the site as required i. Workflow, Workflow Phases, and Workflow Stages: Workflows can be considered as the framework of the project governance, in terms of approvals, information required and notifications for project stakeholders. In many occasions, this workflow represents the project methodology adopted by the business formal — like PRINCE2 — or informal.
From business perspective an EPT can be considered as a recognised project type, for example:. Posted by: Laith Adel on March 28, We are often asked to provide a complete description of the way in which Project Server and handles workflow and project types.
The project fields can be filled in by the users as: Optional Mandatory Governed by workflow where a workflow dictates whether the fields are optional or mandatory How To: To access, create or configure Project fields, from Server Settings, click on Enterprise Custom Fields and Lookup Tables under Enterprise Data.
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