Custom Macro - Select Enterprise Fields RRS feed

  • Question

  • Hi,

    Currently using MSP 2007 (EPM). I am trying to create a custom form or macro that would surface specific enterprise fields for the PM to review and update. Given we work in an Enterprise environment - not all enterprise fields are relative to all groups. I would like to set up business rules that would surface group specific enterprise fields to make it easier for the PM to validate their data is accurate.

    What would be the best approach? Has anyone else done this before?

    Thank you,

    Tuesday, May 17, 2011 2:12 PM

All replies

  • Hello Deb,

    This is a great advantage in EPM-Project Server 2010 that a PM can see only the fields which are associated to a group. You can set the project for Department & associated custom fields will be visible to PM of same department.
    If you are trying to do something similar, create a Project Add in which will have a form for custom fields, You can store your custom field & group mapping  in a table in either Repoting database or custom dataabase.

    Based on the selection of Group by PM in custom form in project addin, form will get the information from custom db or reporting db using WCF & display the data in form. Now PM can set the fields. Add in will update the same.

    Hope that helps.

    Amit Khare

    Tuesday, May 17, 2011 2:52 PM