Think EPM

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

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Workflows

Control the list of Reports by Department in Project Server 2010 – Part 1

Scenario You are using Project Server 2010 across multiple departments, and now have a long list of Reports in your Business Intelligence Center (as shown below). You would like to control the view of these reports for users, and ideally… Continue Reading →

Workflow Visualization # Project Server 2010–Part 2

Continuing on from Part 1 of this blog post, our next step is to add the SSRS Report we generated to the Workflow Status page. Adding the SSRS Report to Workflow Status Page If you did not already, create a… Continue Reading →

Workflow Visualization #Project Server–Part 1

If you have implemented a workflow in your Project Server 2010 Implementation, you probably wondered as to how to visually represent the workflow stages and gates. There are several ways to do this, which I list below: You can go… Continue Reading →

Setting up an alert for Project Site Issue (and Risk) Alerts using SharePoint Designer Workflow-3

Now, for the final part – Saving the Site Template and making the issue alert part of of all new Project Sites. You can refer to Brian’s excellent post which is more detailed: http://blogs.msdn.com/b/brismith/archive/2010/03/15/customizing-the-project-site-in-project-server-2010.aspx, but I will try to cover… Continue Reading →

Setting up an alert for Project Site Issue (and Risk) Alerts using SharePoint Designer Workflow-2

In this post lets get started, with the creation of the ’Issue Alert Workflow’. I will assume that you have SharePoint Designer 2010 downloaded (2007 will workf with PWA 2007 only). SharePoint Designer 2013 can be downloaded for free from:… Continue Reading →

Setting up an alert for Project Site Issue (and Risk) Alerts using SharePoint Designer Workflow

Update 12/14/16: This article has now been updated with images for SharePoint 2013. It should still work similarly for previous versions. One of the most frequently asked requirements by my Clients is that if they can get an email notification… Continue Reading →

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