Newbie - Display different list of projects on different tabs

[GorgeousSoul]

Hi, all.

I've been asked to fix something in Project and I've never worked with it before.

We have two tabs (sites) in Project 2007 - "Project A" and "Project B". Both tabs have have Project Center in the view. And both tabs are showing exactly the same list of project. I want to limit the projects on tab A to only the ones published to "main/project A". Same for tab B.

How do I do that? If I can't do that, what other options do I have for limiting the list of projects to just the ones relevent to that Project?

Thanks.

 

[jblack34]

It sounds as if you are working with Project Server. And it sounds as if the tabs are SharePoint sites. And it sounds of if you have a web part pulling in the same Project Center view.

Your Project Server Administrator would need to create two views. One that filters for only Projects A. One that filters for only Projects B.

The Site Administrator for each SharePoint site would then need to modify the SharePoint page to pull in the respective view.

Hope this helps!


JBlack

http://www.pmconnection.com

 

[GorgeousSoul]

It sounds as if you are working with Project Server."

Yes.


"And it sounds as if the tabs are SharePoint sites."

They're sites. I'm not aware that they're SharePoint sites. I created them using Office Project Web Access: Site Actions -> Create -> Sites and Workspaces.



"And it sounds of if you have a web part pulling in the same Project Center view."

I added the Project Center web part by clicking on Site Actions -> Edit Page.



"Your Project Server Administrator would need to create two views. One that filters for only Projects A. One that filters for only Projects B."

Unfortunately, I am the Project Server Admin. /rueful smile/ I have set up custom views:
Server Settings -> Manage Views -> [My Custom View].
And filtering sounds exactly right. I just can't figure out how to filter on the published location.



"The Site Administrator for each SharePoint site would then need to modify the SharePoint page to pull in the respective view."

Any chance you can expand on this thought...

Thanks so much for replying.

GorgeousSoul

 

[jblack34]

Is this Project Server 2007 or 2003?

JBlack

http://www.pmconnection.com

 

[GorgeousSoul]

Microsoft Project 2007

 

[jblack34]

To filter the projects you will need a project level field that you can code each project either "A" or "B". I'll call this field "Project Code". Sounds like you may need to create this field and then Edit Project Properties from the Project Center to code each one properly. Then go back >Server Settings, >Manage views and modify your [My Custom View] (would recommend renaming to somthing like [Projects A View]). Add the "Project Code" field to the view and then set up a filter that shows only projects where "Project Code" equals "A".

Create another view [Projects B View] (you could actually copy [Projects A View and Rename), then alter the filter to show "Project Code" equals "B".

Let me know if you get this far, pulling these views into the SharePoint sites is a bit tricky!!

JBlack

http://www.pmconnection.com