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How to Link to Schedule instead of workflow status PDP RRS feed

  • Question

  • How do I get the link in project center for approved projects to go directly to the schedule instead of the workflow status page?

    More info:

    From Project Center, if you click on the name of a project that has a workflow, it takes you to the page designated as the workflow status page. However, I have a workflow that is specifically for project initiation and approval. Once the project is approved, there is virtually no need to see the workflow status page on an ongoing basis. But, when the PM clicks on the name of the project, they still get taken to the Workflow status page (where they see that the project has been approved), and then they can click on the link to the schedule in the left nav. I'd like to save the PMs time (and a mouse click) by taking them directly to the schedule once a project has been approved.

    Thanks,

     

     


    Mike G.
    Tuesday, March 1, 2011 3:09 PM

Answers

  • Hi,

    There is no real solutions for this requirement, only workarounds and workarounds always have downsides, unfortunately.

    The Status page isn't actually linked to the whole workflow. It's tied to the workflow stage. When you edit the workflow stage, you define which PDP will act as the workflow status page. This does two things:

    • It makes this page the default page when opening the project
    • It makes it so you access this page when clicking on the "Status" button in the ribbon

    It's possible to trick project into thinking that the project schedule PDP is in fact the project status page - and that only for the last stage of the workflow. But this will make the "Status" button useless as soon as you reach that stage, your users will have to access the workflow status page from the quick launch on the left, as any other PDP. This might be confusing for your users. But possibly it will be less annoying than the extra clics every time they open the project, so here is how you would implement it:

    • You create a new PDP including the Project Details WebPart
    • You edit the properties of this new PDP and you change its type to "Workflow Status"
    • You create a new PDP including the Workflow Status WebPart. That PDP is going to stay with the standard type
    • You edit your last Workflow Stage. Under the "Workflow Stage Status Project Detail Page" you select the first PDP you created. Under "Visible Project Detail Pages", you add the second PDP you created.

    Livia

    Tuesday, March 1, 2011 6:06 PM

All replies

  • This is tied to EPTs. So, if you use a workflow, a Workflow status page is required, whether or not the workflow ends. So, the way to get around this is to manually change the project type to one that doesn't use a workflow after the workflow ends, or have the workflow perform the EPT change for you.


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Tuesday, March 1, 2011 3:19 PM
  • They would still need the historical data of when the project was approved, as well as the fields that were collected in the PDPs. So I don't want that to disappear completely, I just don't want the workflow info to be the default page.
    Mike G.
    Tuesday, March 1, 2011 3:25 PM
  • Hi,

    There is no real solutions for this requirement, only workarounds and workarounds always have downsides, unfortunately.

    The Status page isn't actually linked to the whole workflow. It's tied to the workflow stage. When you edit the workflow stage, you define which PDP will act as the workflow status page. This does two things:

    • It makes this page the default page when opening the project
    • It makes it so you access this page when clicking on the "Status" button in the ribbon

    It's possible to trick project into thinking that the project schedule PDP is in fact the project status page - and that only for the last stage of the workflow. But this will make the "Status" button useless as soon as you reach that stage, your users will have to access the workflow status page from the quick launch on the left, as any other PDP. This might be confusing for your users. But possibly it will be less annoying than the extra clics every time they open the project, so here is how you would implement it:

    • You create a new PDP including the Project Details WebPart
    • You edit the properties of this new PDP and you change its type to "Workflow Status"
    • You create a new PDP including the Workflow Status WebPart. That PDP is going to stay with the standard type
    • You edit your last Workflow Stage. Under the "Workflow Stage Status Project Detail Page" you select the first PDP you created. Under "Visible Project Detail Pages", you add the second PDP you created.

    Livia

    Tuesday, March 1, 2011 6:06 PM
  • Livia:

    Nice little workaround!


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Wednesday, March 2, 2011 1:55 PM