Re: Newbie to MS Project - Need Help with Views

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Joanna --

Do not use the comma character as it is a reserved special character. It would be better to enter the names as First Name Last Name instead. Hope this helps.

--
Dale A. Howard [MVP]
VP of Educational Services
msProjectExperts
http://www.msprojectexperts.com
http://www.projectserverexperts.com
"We write the books on Project Server"


"Joanna" <Joanna@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message news:56450406-2A8B-4653-A41D-7292DF38D598@xxxxxxxxxxxxxxxx
Sorry, one last question (hopefully).

I am trying to add values such as "Smith, John", with the last name comma
first name format. However, when I put a comma in the code, I get the error
"One or more code values in the lookup table do not match the mask defined
for the code, include the separator character, or exceed 255 characters in
length. Invalid values will not be used."

In my code mask for the outline code, I have the Sequence set to Characters,
the Length set to Any, and the Separator set to - (I had it originally set to
the default but figured that might be my problem. But, changing it did not
solve anything).

Is there a work around for this? Thanks.


"Dale Howard [MVP]" wrote:

Joanna --

You need to manually create the list of project managers. You will need to
add new PMs as they join your organization. Do not delete the names of PMs
who leave the company, however. Leave them on the list for historical
purposes. Hope this helps.

--
Dale A. Howard [MVP]
VP of Educational Services
msProjectExperts
http://www.msprojectexperts.com
http://www.projectserverexperts.com
"We write the books on Project Server"


"Joanna" <Joanna@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:BFA87755-8E45-473C-BE52-FF660A6622DD@xxxxxxxxxxxxxxxx
> Thanks, Dale. One last question. I am adding the new custom > enterprise
> project outline code for project manager. Do I need to manually enter > the
> names of the project managers in the Edit Lookup Table window? Or is
> there
> any way to connect this field automatically to same data as the owner
> field?
>
> Thanks!
>
> "Dale Howard [MVP]" wrote:
>
>> Joanna --
>>
>> The Owner field is not an available field in a Portfolio Analyzer >> view.
>> To
>> work around this, you could create a custom enterprise Project outline
>> code
>> field containing the names of all of your project managers. Make this >> a
>> Required field as well. Then, whenever your PMs create a new project
>> they
>> will need to select their name from the list. Because it is a Project
>> outline code field, it will automatically appear as an available
>> Dimension
>> in the OLAP cube for inclusion in your custom Portfolio Analyzer view.
>>
>> I have no idea how long it will take you to extend the OLAP cube. It >> all
>> depends on your development skills and the complexity of the data you
>> want
>> to add. As I stated previously, I think you should simply ditch the
>> Start
>> and Finish fields in your Portfolio Analyzer view. It would save you
>> lots
>> of time and bother. :)
>>
>> Hope this helps.
>>
>> -- >> Dale A. Howard [MVP]
>> VP of Educational Services
>> msProjectExperts
>> http://www.msprojectexperts.com
>> http://www.projectserverexperts.com
>> "We write the books on Project Server"
>>
>>
>> "Joanna" <Joanna@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
>> news:55824237-5971-48A2-8AB1-A35AC5425CE1@xxxxxxxxxxxxxxxx
>> >I will check to see if the requirements for the report can be >> >changed.
>> >I
>> >was
>> > able to create the Portfolio Analyzer view. The only fields missing
>> > are
>> > start, end, and owner. Is owner another field where I would need to
>> > extend
>> > the OLAP cube to be able to display it?
>> >
>> > I will take a look at the white paper that you linked to. Overall,
>> > though,
>> > how difficult/complex is it to extend the OLAP cube? Are we talking >> > a
>> > day/week/month long project? Is there a lot of risk involved?
>> >
>> > Thanks again.
>> >
>> > "Dale Howard [MVP]" wrote:
>> >
>> >> Joanna --
>> >>
>> >> You have two choices on extending the OLAP cube. One is to do it
>> >> yourself.
>> >> Refer to Bob Segrest's excellent white paper on this subject at:
>> >>
>> >> http://www.projectserverexperts.com/Downloads/Forms/AllItems.aspx
>> >>
>> >> The other option is to buy a tool to assist you with the process.
>> >> Refer
>> >> to
>> >> the following:
>> >>
>> >> http://www.bogdanov-associates.com/eng.asp?rubr_id=484
>> >>
>> >> Before you go too far down the road on extending the OLAP cube, I
>> >> would
>> >> encourage your people to drop the requirement for including the >> >> Start
>> >> and
>> >> Finish dates in the Portfolio Analyzer view. Without that
>> >> requirement,
>> >> you
>> >> could "cook up" that custom View in a couple minutes and be able to
>> >> report
>> >> things like Work and Actual Work by project and by resources over
>> >> time.
>> >> I
>> >> don't see how the Start and Finish dates are relevant to them, >> >> quite
>> >> frankly. Hope this helps.
>> >>
>> >> -- >> >> Dale A. Howard [MVP]
>> >> VP of Educational Services
>> >> msProjectExperts
>> >> http://www.msprojectexperts.com
>> >> http://www.projectserverexperts.com
>> >> "We write the books on Project Server"
>> >>
>> >>
>> >> "Joanna" <Joanna@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
>> >> news:824F492D-232E-4A89-82B6-6E1EDB395BE1@xxxxxxxxxxxxxxxx
>> >> > Sorry about that. I will definitely post in the Project Server
>> >> > newsgroup
>> >> > for
>> >> > future questions.
>> >> >
>> >> > The information about assigning to a Category worked perfectly. >> >> > The
>> >> > new
>> >> > views are now showing up.
>> >> >
>> >> > For the second question, regarding extending the OLAP cube, where
>> >> > can I
>> >> > find
>> >> > additional information on how to do that?
>> >> >
>> >> > Thanks so much for your help. I really appreciate it.
>> >> >
>> >> > "Dale Howard [MVP]" wrote:
>> >> >
>> >> >> Joanna --
>> >> >>
>> >> >> In the future, please post your Project Server questions in the
>> >> >> microsoft.public.project.server newsgroup, as this newsgroup is
>> >> >> dedicated
>> >> >> to
>> >> >> the Microsoft Project desktop application only. To answer your
>> >> >> first
>> >> >> question, you need to add the two new Views to at least one
>> >> >> Category.
>> >> >> Open
>> >> >> each of these Views for editing individually, scroll to the >> >> >> bottom
>> >> >> of
>> >> >> the
>> >> >> page, and in the Categories (Optional) section, add the My
>> >> >> Organization
>> >> >> and
>> >> >> My Projects categories to the View, and then click the Save >> >> >> Changes
>> >> >> button.
>> >> >> The word "Optional" in the Categories section is ridiculous;
>> >> >> Categories
>> >> >> are
>> >> >> not optional for Views. If you don't include the View in a
>> >> >> Category,
>> >> >> no
>> >> >> one
>> >> >> can seem the View in PWA! :)
>> >> >>
>> >> >> To answer your second question, the View you want cannot be
>> >> >> created.
>> >> >> Whoever asked you to break down a list of projects by resource >> >> >> is
>> >> >> asking
>> >> >> for
>> >> >> the impossible. Instead of creating a Project Center view for >> >> >> this
>> >> >> purpose,
>> >> >> a better approach would be to create a Portfolio Analyzer view >> >> >> that
>> >> >> shows
>> >> >> the list of projects broken down by resource, but you won't be >> >> >> able
>> >> >> to
>> >> >> include the Start and Finish fields without extending the OLAP
>> >> >> cube.
>> >> >> You
>> >> >> can include all of the other information in the Portfolio >> >> >> Analyzer
>> >> >> view,
>> >> >> however. Hope this helps.
>> >> >>
>> >> >> -- >> >> >> Dale A. Howard [MVP]
>> >> >> VP of Educational Services
>> >> >> msProjectExperts
>> >> >> http://www.msprojectexperts.com
>> >> >> http://www.projectserverexperts.com
>> >> >> "We write the books on Project Server"
>> >> >>
>> >> >>
>> >> >> "Joanna" <Joanna@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
>> >> >> news:C57B1733-2CD7-4599-9615-7CC62342D1D6@xxxxxxxxxxxxxxxx
>> >> >> > I'm new to MS Office Project, and I've been tasked with >> >> >> > creating
>> >> >> > some
>> >> >> > new
>> >> >> > reports/views for our MS Office Project Web Access 2003. I >> >> >> > was
>> >> >> > able
>> >> >> > to
>> >> >> > create 2 of the 3 (I think), but the 3rd one has been
>> >> >> > problematic.
>> >> >> >
>> >> >> > I created the views via Admin > Manage Views > Add View. The >> >> >> > 2
>> >> >> > views
>> >> >> > that
>> >> >> > I
>> >> >> > added now appear in the list of views under the heading >> >> >> > Project
>> >> >> > Center.
>> >> >> > However, when I go to Projects > View Projects In Project >> >> >> > Center,
>> >> >> > the 2
>> >> >> > new
>> >> >> > views are not in the Choose a view drop down. One of the PMs
>> >> >> > said
>> >> >> > that
>> >> >> > sometimes we have to wait overnight for things to populate on >> >> >> > the
>> >> >> > Web
>> >> >> > Access.
>> >> >> > Is that the reason why I can't see my new views right away? >> >> >> > Do I
>> >> >> > have
>> >> >> > to
>> >> >> > wait for a process to run overnight? Will I have to wait
>> >> >> > overnight
>> >> >> > to
>> >> >> > test
>> >> >> > any changes that I would make to these views? Or is there
>> >> >> > something
>> >> >> > else
>> >> >> > that I need to do to get them to show up in the list?
>> >> >> >
>> >> >> > Next comes my problem with the 3rd view/report. They want to >> >> >> > see
>> >> >> > all
>> >> >> > Projects listed with Start and End dates, Work, Actual Work, >> >> >> > and
>> >> >> > Owner.
>> >> >> > But,
>> >> >> > the tricky part is that they want this broken down by >> >> >> > Resource.
>> >> >> > In
>> >> >> > the
>> >> >> > Add
>> >> >> > View page, I can get all the fields I need in the Project >> >> >> > Center
>> >> >> > view
>> >> >> > type
>> >> >> > EXCEPT for resource. If I use the Resource Center veiw type, >> >> >> > I
>> >> >> > can't
>> >> >> > seem
>> >> >> > to
>> >> >> > get the project fields. Is there a way to do this report? I
>> >> >> > also
>> >> >> > tried
>> >> >> > experimenting with the Portfolio Analyzer, but I couldn't seem >> >> >> > to
>> >> >> > get
>> >> >> > this
>> >> >> > report that they want.
>> >> >> >
>> >> >> > Thanks so much!
>> >> >> >
>> >> >> > Joanna
>> >> >>
>> >> >>
>> >>
>> >>
>>
>>



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