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Add Projects to Categories Utility for Project Server 2007

by Technology Associates
  • App Type

    On-premises Application
  • Business Need

    Business Application Development
  • Works With

    Enterprise Project Management, Microsoft Project Professional 2010, Microsoft Project Server 2010
  • Industry Focus

    General - Applicable to All

Maintenance of categories in the EPM solution can, for medium to large implementations, be a time-consuming process. The ability for users to view projects is controlled by the category permission in the EPM solution. Therefore, often projects need to be added to one or more categories manually to ensure users are able to see this project in Project Center. This utility utilizes a custom field that allows project managers to select a value appropriate to the category of that project. For example, in a situation where an IT project should not be visible to sales and marketing, the IT projects need to be added to the IT Category, and Sales & Marketing Projects to the Sales & Marketing Category.

Users assigned to categories are only able to see projects in the categories to which they belong. Thus projects would need to be allocated only to the category appropriate to that department. This utility relieves the tedium of having to manually assign projects to categories and completely automates the process and therefore, saves the administrator a great deal of time. The utility is particularly appropriate where larger numbers of projects (100+) are held on the system and/or where there is a rapid turnover of projects.

Benefits:

- Automated allocation of projects to category
- Quick and easy mapping of projects to categories
- Saves large amounts of administrator time
- Category assignment occurs in the background
- Invisible to users
- Effect is immediate (e.g. project is viewable by resource as soon as it has been saved)

Add Projects to Categories Utility for Project Server 2007 has not been reviewed by any customers.

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Version

1.1

Release Date

8/1/2010