In Project Professional, you will have many administrative tasks to perform to set up the enterprise environment. The following sections discuss functions important for Project Professional administration, including logging in to Project Server, Managing the enterprise global (including creating enterprise custom codes and managing calendars), and importing projects and resources to the enterprise environment.
Logging in to Project Server from Project Professional
To set up the enterprise global and other enterprise configurations, you will need to make sure you are logged onto the Project Server. The following section describes how you log on to a Project Server from Project Professional.
This section describes logging in to a Project Server from Project Professional 2003 only. For information on using Project Web Access to log in to the Project Server, see Chapter 28, "Enterprise Collaboration," p. 1119 .
What you see when you bring up Microsoft Project Professional 2003 depends on how your user account is currently configured in Microsoft Project Professional:
If your account is configured for manual connection (which is described later in this section), then you will be prompted to choose a Project Server account to log in to, as shown in Figure 25.9. Select your Project Server account and click Connect. Enter the password for your account and click Go to log in.
Figure 25.9. The Eva Corets account for the Project Server named projectserver on the default server is selected; this screen does not appear if you are using a Windows user account to log in to the Project Server.
If your account is configured for automatic connection (which is discussed later in this section), then you will be prompted for a matching user ID and password. Enter the password for your account and click Go to log in.
If no Project Server account has been established for you in the copy of Project Professional that you're using, you can only work offline. This section gives details on how to connect to a Project Server, using information provided to you by the administrator.
If you work offline, enterprise features are not available to you, as shown in Figure 25.10.
Figure 25.10. Notice that the enterprise features are grayed out, indicating that they are not available to you from Project Professional if you aren't logged in to a Project Server (that is, you are working offline).
You can use Project Professional without being logged in to a Project Server, but this is the same as using a copy of the Standard edition, with access to none of the enterprise features and none of the projects stored on the Project Server. Working offline is different from saving projects offline, which is useful when you won't have access to a Project Server (for example, when you are traveling).
To establish a new connection from your copy of Project Professional 2003 to a Project Server, you need the following information from your administrator:
A valid user ID and password on the Project Server to which you are attempting to log in.
Information about whether you should log in using a Windows user account or a Microsoft Project Server account.
The Project Server's URL.
Follow these instructions to establish a connection between your copy of Project Professional and a Project Server, using the information provided to you by your administrator:
Bring up Project Professional and when you are prompted to choose an account, click Work Offline.
You don't have to be working offline to add a new Project Server account, but these instructions assume that you are working offline.
Select Tools, Enterprise Options, Microsoft Project Server Accounts. To add a new account, click Add and enter the information provided to you by the administrator, as shown in Figure 25.11. When you finish entering the required fields, including testing the connection to the Project Server, click OK.
Figure 25.11. You need to enter the information shown to add a new Project Server account.
The following are the fields in the Account Properties dialog box:
Account Name This field is used for description purposes only. It is where defined account names are listed when you first log in to a Project Server (refer to Figure 25.9).
Microsoft Project Server URL This is where you enter the Project Server URL provided by your administrator. After you enter the Project Server URL, you can verify the connection with the server by clicking the Test Connection button.
Account Type This is where you specify whether the account you're adding is a Windows user account or a Microsoft Project Server account.
User Name This is where you specify the login username provided by the administrator.
Default Account This is where you indicate whether this is the default account for this copy of Project Professional. If this box is checked, then this account will already be selected each time you bring up Project Professional and are presented with the Choose Accounts screen (refer to Figure 25.9).
The final step in adding a new Project Server account is to establish whether you want to automatically or manually log in to the Project Server, as shown in Figure 25.12.
Figure 25.12. You can choose Automatically Detect Connection State to automatically log on to the project server using your default connection each time you bring up Microsoft Project Professional.
The following are the fields in the Microsoft Project Server Accounts dialog box:
Add You can click Add if you want to add another Project Server account.
Remove To remove a project server account, select the account to be removed and click Remove. Note that the Remove button is grayed out (disabled) if you are currently logged in with that account.
Properties You can click Properties to display the Project Server account's configuration information.
Set as Default You can click Set as Default to set the currently selected Project Server account as the default account.
Connection State If Manually is selected, you will be able to choose which Project Server account to log in to when you first load Project Professional. If you select Automatically, you will automatically log in to the default Project Server account when you first load Project Professional.
After you add a new project server account, you need to exit and restart Microsoft Project Professional before you can log in using the new account.