Chapter 8: Getting Started with Project Server Configuration

Overview

Before your newly installed Project Server can start providing you with business value, you must configure it for your specific needs. As a prerequisite to plunging into configuring your implementation, you must develop some knowledge of the basics. You perform configuration activities in both Project Web Access administration and using the Project Professional client. Therefore, you’ll need a fundamental understanding of both interfaces.

Finding your way around and understanding your options presupposes that you also understand the language of Project Server. I begin this chapter with a review of the major terms and the concepts that underlie an understanding of Project Server’s approach. Then I move on to cover the basic configuration manipulations and where they’re found in the Project Professional or Project Server menus by touring the necessary interfaces.

This chapter has a significant secondary focus on enterprise custom fields and enterprise outline codes. You’ll learn the importance of their use and how to create and modify them for an enterprise configuration, as well as how to understand and manipulate essential global values as an important foundation for building your portfolio model in Project Server.