Departments in MS PROJECT SERVER 2010

Hi,

In this post I will show you Department Custom fields, and Department Lookup table in MS PROJECT SERVER 2010!

This is a brand new “feature” in MS PROJECT SERVER 2010. Main purpose of this fields is to be a filter for custom fields. In previous version every custom field was visible to every user. So, if they were set like “required” no matter if user needed it or not, he or she was required to put or choose value!

There are two types of Department custom fields: Project and Resources.

Project type is tightly connected to Project Type, the next new powerful feature in MS PROJECT SERVER 2010! I will explain that in one of my upcoming posts.

The Resource type is tightly connected with Resources (or Users).

So, let us suppose that we have three custom fields:

  • Profit Center – Required field
  • Shoe number (I am trying to be funny) – Not Required field
  • T-shirt number – Required field

Now suppose that Profit center is connected with Finance department, and other two fields are not connected with any department. We have John, Resource connected with Finance department, and Mary, Resource without any assigned department.

John will see all custom fields (Profit Center, Shoe number, and T-shirt number), and he will have to put value in Profit Center and T-shirt Number field!

Mary will see only Shoe number, and T-shirt number, and will have to put some value in T-shirt Number field!

OK! Where are those custom fields?

Here:

 

image

and:

image

Let’s take a look at Resource Departments custom field:

image

As you can see this field is non required.

Now it is the time to put some values in Department lookup table!

image

Now, I will assign MS PROJECT SERVER consulting to myself:

image

and:

image

and finally:

image

Notice that I have access to Profit Center Custom field! But not for a long! No I will change Department for this, Profit Center custom field, to Accounting!

image

and then:

image

 

Now, back to user Nenad Trajkovski:

image

The Profit Center custom field is not longer visible to me!

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft Project Server 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , , . Bookmark the permalink.

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