Any organisation that uses Project Server will quickly get to the point where they need to modify or add new custom fields as their organisational process or requirements change. As any Administrator will tell you, adding new custom fields is simple, however updating all the projects to reflect the new custom fields is not. Enter Bulk Edit, a popular 2010 solution starter that has been given the app treatment by a few partners. In this post we are going to look at the first and most impressive, Nearbaseline’s Bulk Edit, available in the SharePoint app store.
Once installed, the app can be accessed from the Site Contents menu, or directly from Project Centre view.
When the app opens you will be shown all the fields that you can edit by default and given the option to choose which ones you wish to update.
Once loaded, the app will show all the projects within your PWA instance and the fields chosen above in a grid so you can easily see the relevant fields to update
As you change fields in the app, it will synchronise the update back to Project Server and show you the status with a simple tick or cross. What makes this app truly great is that the author really thought about the key use cases when performing a bulk update and added support for ‘autofill’ using a little nub similar to what you see in Excel and added filters / sorting to help you classify and find the projects you wish to update.
All in all, Nearbaseline’s Bulk Edit is great free app addition for your Project Server / Project Online environment.
Last night at the SharePoint Conference in Las Vegas, Microsoft announced the winners of the ‘Appies’, recognising the best apps in the Microsoft Office and SharePoint stores. The awards highlighted a number of great apps covering SharePoint, Office and Project, including:
- Campagna and Schott for their CS Task Board app, a runner up in the Best UI award;
- CPS’s Project Task Auditor, winning the Most Business Value award for Project client apps; and
- Sensei’s Project Dashboard, winning the Most Interesting Scenario, Project category.
Personally, whilst I didn’t get a chance to enter any of my existing, or new apps into the awards, I was really excited that Nintex (who I work for in my day job) won three categories including Most Interesting Scenario for SharePoint, Most Downloaded SharePoint app & the People’s Choice for Nintex Workflow for Office 365 and runner up in two categories for Nintex Forms for Office 365 :)
So given that there are so many great apps out there in the store, I thought this would be a good time to do some mini reviews of the apps for Project Server, so over the coming weeks will be diving into a few of them in a bit more detail, including:
Stay tuned :)
Hot off the press this morning, the session video’s for the Project Conference are now available to watch via Channel 9.
Here are a couple of my favourites so far (and I may be biased)..
Future of Business Productivity Keynote – Check out the great demo with the Nintex Workflow for Office 365 app.
My session Implementing your organizational process in SharePoint, Project Server and Office 365 with Nintex
And finally, the great vision keynote where the future direction of the business is revealed and Ludo and Heather show off their comedic skills whilst doing some great demos
At the Project Conference I was chatting to someone who was convinced that it wasn’t possible to have different tasks highlighted on different timelines in the Project client, so I thought I would post this walk through to confirm how it can be done.
To start, we need to create another timeline. I covered this a while back in this blog post, but for the sake of completeness will go through it again.
In Project, click on the View Tab and find the Timeline group.
Click on the drop down and choose More Views…
In the dialog, select the Timeline view and then click on Copy
Give the new timeline the name ‘Executive Timeline’ and click on OK
Now all we need to do is choose the timeline we want to start adding tasks to. In this case I have chosen the Executive Timeline
and have gone through and added the first three phases and coloured them as per below.
Next change the timeline to the normal timeline, notice it’s empty to start with and hasn’t carried over the tasks added to the previous executive timeline.
You’re now free to start adding different tasks to this secondary timeline quite independently of the the Executive timeline we created before.
Now there are some things you need to consider if you are using multiple timelines:
- Make sure you have the timeline you wish to add the tasks to visible before adding
- If you’re Synching the Project Schedule with a SharePoint Task List, then only the default out of the box timeline appears to be picked up.
The Project Support blog today published a post about a pretty nasty bug that has been found in Project Server 2013 and until very recently in Project Online that could cause you to lose resources across schedules.
Full details of the bug and the actions you can take to address the issue if you have encountered it can be seen at http://blogs.technet.com/b/projectsupport/archive/2014/02/06/project-server-2013-and-project-online-what-happened-to-my-resources.aspx.
If you have encountered any issues with lost resources including resource names turning into numbers, or mysterious material resources appearing, I would highly encourage you to read the above blog.
I am pleased to confirm that I will be speaking at the forthcoming Project Conference in Anaheim in February 2014. For those of you that haven’t been to a Project Conference, I absolutely recommend you do your best to get to one, the quality of speakers, presentations, networking and all round Project and SharePoint knowledge under one roof is second to none.
Once again I will be representing Nintex, a silver sponsor of the conference and presenting a session entitled:
Implementing your organisational process in SharePoint, Project Server and Office 365 with Nintex
With SharePoint and Project Server 2013, organisations have never before had such a rich platform to manage projects, ranging from lightweight project sites in SharePoint through to Project Server 2013 and even Office 365. Ensuring this platform can be customised to meet your exact process requirements is essential to get the most out of your investment. In this session you will learn how Nintex products can be leveraged to quickly, simply and effectively enhance and augment SharePoint & Project Server 2013 to meet your organisational needs.
I am hard at work building some awesome demos and content to knock your socks off. So please make sure you get along to see how Nintex can help.
It’s not too late to register, so head on over to www.msprojectconference.com and I hope to see you in Anaheim.
In case you had missed the news, Microsoft have announced The Appies, a competition around creating an awesome app for SharePoint, Office 2013 or our favorites, Project Server, Project Online or the Project client (Jeremy had the scoop a few weeks ago and coined the Appies name which I think is pretty apt).
To qualify for the Appies, all you need to do is submit a new app or update an existing app between November 25th 2013 and January 31 2014 to be automatically entered.
So what can I win you may be asking?
Well, if you’re an app developer or vendor, the prize is pretty awesome, expanding the reach and promotion of your app by being:
- Featured in the App Village for all of the attendees to view.
- Featured in the Office Store.
- Part of a specific marketing app awareness campaign as part of SharePoint Conference 2014
- Featured in a video produced by Microsoft that will be presented to everyone in the Microsoft field
Each app entered will be judged in six different categories, so there are plenty of chances of winning:
- Best User Interface
- Most Interesting Scenario
- Most Business Value
- Most Downloaded App
- Peoples Choice App
- Best International App
So what better way of spending some of that downtime around Christmas than by getting cracking on building an app and entering. To get you started, here are some useful links:
Building your first Project Server app – https://epmsource.com/2013-apps/
The SharePoint 2013 App Playbook session from TechEd Australia
dev.office.com – Microsoft’s dedicated site for all Office app development
Apps for SharePoint – http://msdn.microsoft.com/en-us/office/dn448479
Apps for Office – http://msdn.microsoft.com/en-us/office/dn425028
Project Task Pane Apps – http://msdn.microsoft.com/en-us/office/aa905469