Home | About Us | Contact  | Newsletter | Have Something to Say? | Sitemap

1.877.240.9777 Toll Free

 
 

Enterprise Global in 2010 - Custom Enterprise Elements (View, Tables, Filters, Groups, etc.)

 

 

The Good about Project Server

 

The Bad and Ugly about Project Server

 

Suggestions for Project Server Deployment

> Subscribe to our free Newsletter


The Enterprise Global works essentially the same way that it does in 2007. There are three types of enterprise objects associated with the Enterprise Global. Two of the object types, Enterprise Fields and Enterprise Calendars are found under Server Setting in Project Web App. Enterprise Elements can be added by opening the Enterprise Global (similar to opening a  project file) from Microsoft Project or also from Server Settings in PWA.

Experience: Clunky, counter intuitive, confusing, awkward, glitchy, and problematic, are adjectives that come to mind when talking about the Enterprise Global. Eyes glaze over in a classroom when you try to review this functionality and almost everyone will initially ask "Couldn't have Microsoft figured out a better way to do this?"

User experience with and technical evaluation of, the Enterprise Global in Project Server 2010

User experience is poor and technical evaluation a solid bad. Being able to create an unlimited number of enterprise fields, enterprise calendars and elements is of high value and well worth the cost of a poorly functioning and oddly assembled feature.

The biggest pain in the behind as a Project Server administrator is having to close Microsoft Project, and re-cache your Global.MPT with the Enterprise Global to test your edits to Enterprise Project, Task and Resource fields. For example, let's say that you just edited a lookup table like the RBS and you added some new enterprise resources and you want to make the correct RBS selection from the RBS table. You checkout the enterprise resource pool in Microsoft Project and want to assign the correct item from the table. You can see your new resources but you can't see the changes to the table - not until you exit Microsoft Project, login again, so the software can re-cache your Enterprise Global. Not that big of an idea, unless you are trying to figure out a formula. Think about it. It will drive you crazy exiting and opening Microsoft Project to test new Enterprise Fields and Elements.

Note: When you need to write a formula for an Enterprise Field, write it in Microsoft Project first (Format | Custom Fields). When you get it right, copy the formula to the Enterprise Field to test. Oh yeah, don't forget to exit Project and open it again to test.

Objects associated with the Enterprise Global in Project Server 2010

The Organizer and the Enterprise Global in Project Server 2010

Note: Use the Organizer when you are adding custom elements to the Checked-out Enterprise Global.

 

Rationale for creating Enterprise Elements: Consistency and standards. Project managers can use whatever Element is in the Enterprise Global and temporarily make changes to the element but not permanent changes. Let's say that for all of the projects that come under the supervision of the PMO, there are four or five basic ways that you review those projects. Part of the way you view those projects might be by analyzing data that meets a particular criteria like a data range and schedule status by one of your formulas. Likely, through the use of Views, Tables and Filters, you are able to quickly see the information you are interested in. Save the appropriate Elements to the Enterprise Global and they are always going to be there.

Project managers will get a message that say edits will not be saved to an enterprise global template item and it tells them to check-out the enterprise global. They won't have a clue what that message means and no Project Server administrator in their right mind would give them the ability to check-out the Enterprise Global.

Steps to creating Enterprise Elements:

1) Create the View, Table, Report, etc. in Microsoft Project with a project open.

2) Once you have the elements the way you want them, open the Enterprise Global (File | Info | Manage Global Template | Open Enterprise Global).

Opening the Enterprise Global in Microsoft Project Professional 2010

 

3) Open the Organizer (File | Info | Manage Global Template | Organizer)

4) Select the project (A) that contains the Element(s). Select the Element (B) and Copy (C) over to the Checked-out Enterprise Global. Cancel the Organizer. Recommendation: The elements that are Views and Tables are not re-named default Elements from the Global.MPT and that the naming convention used is likely to be unique; used only in the Enterprise Global and not by any project manager on their own custom Elements they use with their projects.

5) Save the Enterprise Global just like a project file. Close it and check it in.

6) Oh, and yeah, exit Project and then open Project again and login again to test.

 


Note: If you save an element to the Enterprise Global that has a naming convention that a project manager has used in any of their projects, when they open the project they will get a message that instructs them to rename the particular element or they can not open their project.

 


Note: When you are making changes to the Enterprise Global. Project managers that are logged in to Project Server "may" get this message when they open a project.

 

 


Exercise

  1. In this exercise you are going to be making changes to the Enterprise Global and we recommend you not do this exercise in your production environment.

  2. Complete this exercise first: Exercise Global. But do not delete the custom elements from the Global.mpt.

  3. Open (Check-out) the Enterprise Global (File | Info | Manage Global Template | Open Enterprise Global).

  4. Copy the five custom elements in the prior exercise  from the Global (+non-cached enterprise) to the right, or checked out Enterprise Global.

  1. Close the Organizer, Save the Enterprise Global and check it back in.

Note: You do not need to Publish the Enterprise Global.

 

  1. Delete the five custom elements from the left hand side of of the Organizer. Note, you have to have a project open to open the Organizer.

  1. Open any project and note that the custom views are not available. That is because you are using elements that were cached when you last logged in to Project Server, you will need to re-cache to see the elements.

  2. Exit Microsoft Project and then open Project again to re-cache the Enterprise Global with your local Global.MPT.

  3. Open any project and apply the Exercise View. If the view is not there, or the view does not apply correctly, repeat the steps above.

  4. Clean up the Enterprise Global by checking it out, deleting all five custom elements (three views, one table and one filter). Save the checked out Enterprise Global and check it back in. Clean up the Global.MPT by deleting all five custom elements.

Note: You don't have to exit Microsoft Project to save changes to the Global.MPT. Press Alt+F11 to open the Visual Basic for Applications Editor. Select the Global.MPT and click the save button. Exit the VBA Editor.

 

 

epm installation & configuration              epm training              epm compliance              epm store              engage us    

search tags

ms project server training    ●   microsoft project server 2003, 2007 or 2010 implementations   ●   epm solutions   ●   business links  ●  installing microsoft project server  ●  project server deployment boot camp  ●  project server 2003, 2007 or 2010 support center  ●  microsoft project server training ●  enterprise project management specialist  ●  project server solutions  ●  project server compliance reporting tool (PCRT)  ●  project server consulting  ●  project server deployment models  ●  microsoft office project training   ●  ms project 2010 training  ●  msp training ●  websites ● working with a project offline enterprise global  ●  global.MPT

Copyright 2006 - 2011 Project Server Support, Inc. All rights reserved. Tampa St. Petersburg Tallahassee, Florida