Think EPM

My Ideas, Tips and Tricks about Enterprise Project Portfolio Management using Microsoft technologies

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Workflows

Speaking at Microsoft Ignite

A little late,  but just a quick post to say that I am excited to be presenting a Community Theater session at Microsoft Ignite. If you have even the slightest interest in using workflows in your Project Server/Project Online environments,… Continue Reading →

Trick: Avoid duplicate Projects when creating from a SharePoint List Item

Off late, I seem to find my blog inspirations from the questions people ask in the forums. This post, is in answer to a question that was asked in the TechNet Forums. The issue is this: In Project Server 2013,… Continue Reading →

InspireX: Post-Conference Thoughts, demo files and more

Exactly a week ago, I attended the inaugural user conference for Nintex users and partners, called InspireX. First of all a big Kudos to the team that I am sure put in countless hours of work for this event, and… Continue Reading →

Creating a Project Server Looping Approval Workflow using SPD 2013–Part 2

Continuing on from Part 1 of this series, a small update. After a lot of experimentation, I found that, using the “Flag” field does not work consistently. Instead create a Custom Field with a lookup table, as shown below. I… Continue Reading →

Creating a Project Server Looping Approval Workflow using SPD 2013–Part 1

Recently there was a question in the TechNet Forums, about creating a Project Server Workflow. The basic problem in summary was this: “How do you trigger an approval workflow for a Project, every time the Project Finish date is changed,… Continue Reading →

Automating the Check-In of projects checked out for too long with #Nintex

One of the most common system governance items for Project Server Admins is the handling of the projects that have been checked out for too long. I have discussed the reasons why projects need to be checked in timely, here…. Continue Reading →

Capture a Snapshot of Project Data using SharePoint Designer Workflows in Project Server 2013/Project Online

  A common requirement for PMOs is to be able to capture key Project Level data, as the project moves along in the workflow, and to be able to do a trend analysis as to how the Project Budget has… Continue Reading →

Workaround: Resending a Lazy Approval Email in Nintex Workflow

If you are using Nintex for your Project Server Gate Approvals (or any other SharePoint Workflows), it is very likely that you are using Lazy Approval feature, which allows users to respond to the approval request by replying to an… Continue Reading →

Project Server 2013 Workflows Series–1. Convert Approved Ideas to Projects of various types

New Year Proclamation: Per the norm of New Year Resolutions, I have made a 2014 resolution to not just be satisfied with the ‘blogging’ world, but also to extend my tentacles into the ‘videos’ world. I am told that it… Continue Reading →

Capturing Project Data Snapshot with Nintex Workflow

One of the common requirements of many organizations is take a snapshot of the project data during the lifecycle of a project, at a certain approval point. This data can then be used for many purposes as to develop reports… Continue Reading →

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