Hi,
One of the greatest new feature in MS PROJECT SERVER 2010 is that you can create different project types. In previous versions that was impossible, so it was only one Template for all projects. As we all know, you can not use same template for ERP projects, Constructional Project, Pharmaceutical Projects, etc.
OK! How can we create new Project Type?
and I will get:
As you can see there are two built Project Types.
Because I am a very lazy person, I will use a Basic Project Plan to show you this functionality, instead of building my own Project type, which can be done if you click on New Enterprise Project Type, shown on the picture above!
When I open the Sample Proposal project type I get:
This is only the firs part of the screen:
- Name: Put the name of Project Type, like Implementing MS PROJECT SERVER 2010
- Description: Put Project Type description here, like: This is project type for implementing MS PROJECT SERVER 2010 in any company from the scratch
- Site Workflow Association: you can choose if you want that this Project type is controlled by workflow or not. If you choose a workflow then you will not be able to choose only one New Project Page, and this will be the first page which you will see when you create new Project based on this Project Type
- New Project Page: If you select No Workflow then here you choose which Project Page will be the first one when you create, or open you Project, and Available Project Detail Pages are pages that you want to include to your Project type! You must choose at least one Project Detail Page!
- Default: If you want this Project Type to be default, choose this option.
Second part of the screen:
Departments: If you choose Department then this project will be available to the users that belong to this department (or departments if you chose more than one)! Notice, that it is impossible to choose Department for Default Project Type, because default Project Type must be available to anyone, no matter which department that user belongs.Image: Put the specific image link for your Project type if you want!
Order: Here you can put where do you want that your Project type appears in PWA! I’ll show you the example.
Project Plan Template: If you create specific Project Plan template for one or more Project type (creating templates is subject of some of my next Posts) you can assign them to the Project Type here. Notice, that it is impossible to choose Project Plan Template for Default Project Type.
Project Site Template: Here you choose the Project Site template to use when creating the Project Site when you create new project using this Project Type
OK! Where can you see this Basic Project Plan Project type?
I will click on the Project Center:
and I will get:
You can see that this Project Type is at the bottom (I have promised I will show you). When I choose it, I will get:
This is the first screen, and it was defined in New Project Page, and it was Project Information, exactly what you see on the picture above. I will put Test in the Name field, and blablabla in the Description field, and I will save this Project. I will get:
I have two detailed pages, as they were defined: Schedule and Project information! See the third picture from the top!
That’s it!
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)!
Nenad Trajkovski 
Excellent Nenad. Great job. I have been going all your blogs related to project, Fantastic.
HEllo Nenad! I would like to say that your posts are very usefull and handy. I have a question: if we already have projects saved and published in our PS how can we insert/add project type in them?
thank you in advance.
server setings – WF and PDP – Change or Restart WF
OK, Thanks a lot for your VERY quick response. So, your email is nenadtrajk@gmail.com? I’ll send you the file your via email.
Warm Regards,
Slamet
Hi Nenad,
I have some question with attachment file but I don’t know how to enclosed the file here. Could you please give me your e-mail address?
TQ,
Slamet
nenadtrajk@gmail.com I’ll be in my office at Monday 01.07.2012, and I sill se what I can do! Please give me as much details as you can!
Regards,
Nenad