Introduction
I am going to share my knowledge about Project Server in SharePoint 2013. Here we have a brief note about Project server
Let we start with How to create a new project.
New Project
After installation of project server, We will land at Project center page. There, we have all the option to create project, Adding team members, Assigning Member to Project and etc. Let us see how to create a new project.
We have two types of projects,
- Enterprise Project
- SharePoint Task List
Let we see about Enterprise project. We have an option to create new project in Ribbon. Just click that, there we may find types of projects. Choose Enterprise Project
We will get the Basic Info screen to enter the project information. Project Owner will be current logged in user.
Save the form when filled the form. Then, Project will create soon (It may take sometime to activate all the needed services for enterprise project)
Resources
We need to pick the resource for created project. In Project server, we have an option to add & allocate resource (Build Team). First Let we see about Adding resource. Click the Resource menu in the left navigation. Then, we may find a grid which is having all the sync resources with project server.
Adding Resources
We have New resource option in Resource tab at ribbon
We will get the new resource form when we clicked the New button. There we need to fill up all the needed fields for the resource. Then click Save to sync the resource with Project Server.
Build Team
In Project details page, We may find the Build Team button at Project tab in ribbon.
We will get a new form with all synchronized resources in grid. We may find two pane there. All synchronized resources are displaying in left pane. Move resource to right pane for assign them into the project.
Click Save button in ribbon after the allocation done.
Creating Task
We may find the Task summary grid while clicking the project in project center landing page.
This summary grid is editable to the project owner. He/She may enter the task while click Task Name column in Empty Row. If you want to edit an existing task, double click the Task Name. Click Publish button at Task pane in ribbon.
Tasks
We may see Task menu in left navigation. This will redirect us to logged in user's task. Here, logged in user may see their task in one/multiple projects. The status of the task is tracking in project server. The status form will open when user clicked the task name in the grid. User may also send this status to their manager.
Approval
This section is mainly for Project Manager. Here, He may see the task status of the team member. He Approve/Reject the status with comments. An acknowledge will send particular user once the status get approved/rejected.
Summary
I have shared some things about Project Server in SharePoint 2013. :)
No comments:
Post a Comment