Adding New Menu Choices

Project Server gives users the ability to easily customize the top-level menu choices as well as the items in the Activities area. The following sections describe how to add custom top-level and sublevel menu choices.

Adding a Custom Top-Level Menu Choice

To add a custom top-level menu choice to the Project Server menu structure, follow these steps (see Figure 11):

1. Select Admin, Server Configuration, and then Menus from the Configuration options at the top of the sidepane.

2. Click the Add Custom Menu button, and the Add Custom Menu window opens.

3. In the first box, enter the name of the menu you would like to add. To add a ToolTip to this menu choice, enter it in the second box. Click OK.

Adding a Custom Sublevel Menu Choice

After you have created a custom top-level menu choice, you can add a submenu choice to it. To accomplish this, follow these steps:

1. In the Menu table, select the name of the new top-level menu choice that you just created and then click Add Custom Menu. The Add a Submenu option is now available and selected, as shown in Figure 12.

   Figure 12. You can add a custom sublevel menu choice by filling in these fields.

   

2. In the first box, enter the name of the submenu choice you want to add.

3. If you want to add a ToolTip to this menu choice, enter it in the second box.

4. In the third box, enter the page you want the new menu choice to take you to.

5. When you are finished, click OK.

   NOTE

   When you have finished adding new menus, you can change the order in which they appear, either across the top menu or in the Action pane. To do this, you change the appropriate value in the Order column.

6. Before you leave this window, click Save Changes, in the upper-right corner, to ensure that you do not lose the new menus or any other changes you have made.

Windows SharePoint Services

Windows SharePoint Services (SPS) adds to Project Server the ability to manage project documentation, risks, and issues. When a project plan is published to Project Server, a SharePoint subweb is created for that project. Supporting project documentation, risks, and issues are contained within that subweb.

Creating a Subweb

An SPS subweb must exist before you can manage documents, risks, and issues for a given project. By default, the Project Server is configured to automatically provision a SharePoint subweb whenever you save a project schedule for the first time.

Using SharePoint Document Libraries

To access the document management functions of SharePoint Services, select the Documents tab from the Web Access menu bar. From this page, you can manage documents in two types of libraries: public and project specific (see Figure 13). Public documents may contain such information as instructions to complete tasks contained in the methodology or organization-level templates and forms.

Project Server is preconfigured with one public document library named Shared Documents. You can create additional public libraries by selecting View and uploading public documents from the Actions menu, and then selecting New Document Library, as shown in Figure 14. In the dialog box that appears, you provide a name , a description, and a template type for the new document library. The application associated with that template type is then used to create new documents directly in the document library.

Managing Documents

The functions available to manage documents are the same for public and project-specific libraries. The sections that follow use the Shared Documents public document library, as shown in Figure 15.

The screen shown in Figure 15 provides access to all document management functions. From this window, you can create and upload documents, save hyperlinks , and manage your subscription notifications. To open a document, you click on the icon in the leftmost column. To edit the library information for a document, such as the owner or status, you click on the name of the file and select View Properties from the pop-up menu.

Creating a New Document

When you click the New Document button, the application specified in the template type setting for that document library opens. After you enter the content for the new document, you can click Save to add the document to the library. When the Save dialog box appears, you do not need to change the location because SharePoint has been granted special access to this folder.

Uploading an Existing Document

To upload an existing document to the document library, click the Upload Document button. In the dialog box that appears, select the file to be added to the library. You can also designate a status and an owner.

You can optionally upload multiple files at one time by clicking on the Upload Multiple Files link and then selecting the files from the file browser.

You can also select the tasks, issues, and risks to associate with a file by clicking on the Linked Tasks, Linked Issues, and Linked Risks hyperlinks.

Using Issues Tracking

Issues tracking helps to improve the project management process by providing a central forum to communicate on project- related issues. An issue can be associated with a project, a task, a document, a risk, or another issue. Project managers can create and edit issues as well as configure issues' tracking options. Resources can read and edit issues, and all others are granted read-only permissions.

To access the issues page, select the Issues tab. A list of projects is displayed, along with the name of the Project Manager.

To access a detailed list of issues for a project, click the hyperlink for that project. The page that appears provides a summary of all issues linked to the project plan. You can use the links in the sidepane to filter out certain issues.

Creating a New Issue

To create a new issue, you can click the New Issue button to display the View and Submit Issues dialog box, which is shown in Figure 16.

From the View and Submit Issues dialog box, you can select a project to see issues associated with that project. Select New Issue to access the Issues: New Item dialog box, and then provide a title, status, category, priority, and due date for the new issue. You can optionally assign the issue to an individual and specify an issue owner. To begin the discussion of this issue immediately, add any appropriate comments to the Discussion and Resolution sections.

The lower portion of the Issues: New Item dialog box enables you to link the issue with projects, tasks, documents, risks, and other issues. Figure 17 shows the list of available items. To link an issue to another item, click the corresponding link to display the list of available items for that category.

In the resulting dialog box, select the items to associate with the issue by placing a check mark in the Link? Column.

Using Risk Tracking

Risk tracking completes the project management process by providing a central repository for project-related risks. Like issues, a risk can be associated with a project, a task, a document, an issue, or another risk. Risks can also be associated with tasks that trigger the risk, those that mitigate it, and tasks that represent a contingency plan. Project managers can create and edit risks as well as configure risk tracking options. Resources can read and edit risks, and all others are granted read-only permissions.

NOTE

Risks differ from issues in that issues are certain to occur, or are currently occurring. Risk management is forward looking and is based upon the early identification of potential problems and the implementation of steps to mitigate the problem before it happens.

To access the risk page, select the Risks tab. A list of projects is displayed, along with the name of the Project Manager.

To access a detailed list of risks for a project, click the hyperlink for that project. The page that appears provides a summary of all risks linked to the project plan. You can use the links in the sidepane to filter out certain issues.

Creating a New Risk

To create a new risk, you can click the New Risk button to display the Risks: New Item dialog box, which is shown in Figure 18.

In the Risks : New Item dialog box, you can provide a title, status, category, status, and due date for the new risk. You can optionally assign the risk to an individual and specify a risk owner. To begin the discussion of this risk immediately, add any appropriate comments to the Discussion and Mitigation Plan sections.

Because risks are possible problems, there is a section to define the contingency plan for the risk, as well as Trigger Description, where you define what might happen to instantiate the risk.

The lower portion of the dialog box enables you to link the risk with projects, tasks, trigger tasks, mitigation tasks, contingency plan tasks, documents, issues, and other risks. To link a risk to another item, click the corresponding link to display the list of available items for that category.