However, those parameters are often incomplete and you must customize them in order to make them sense to your project. This is the case of Risk Categories. When registering a new risk, you have the dropdown menu for the category but it is populated only with “(1) Category 1, (2) Category 2, (3) Category 3” options.

So, how can you customize this list? Easy enough. First, enter the Risk list by clicking the Risks link in the quick launch menu on the left of your project workspace. You’ll see the list below.

Now click on the Settings button and it will display several options. Click on List Settings.

Now locate the Columns list and search for the Category column. Click on it.

Go to the Additional Column Settings and locate the options for the Category column.

Change this list for your custom list and set which category you want to use as default.

Click on OK and return to the list. Create a new risk and check your customized cat
egory list.

If you find that this list should apply to all your projects, ask your system administrator to customize the project workspace template so it is included every time you publish a new project into your project server.

Posted By: Rene Alvarez

To change the Assignment Owner on a task, follow these steps:

1. Make sure you are in the Gantt chart view.

2. RIGHT Click in the empty gray box, in the upper left corner of the Gantt table, where the column and row headers meet.

3. Choose “…Assignment Owner” from the list of available tables.

4. LEFT Click to select the table. You will see the columns in your table change.

5. Find the appropriate task row that you want to change and Double Click on any cell in that row. This will bring up the Task Information window.

6. On the Task Information window click the “Resources” tab.

7. In the “Assignment Owner” column use the dropdown menu to choose the new Assignment Owner. Your choices will be limited to those resources you recruited to this project team from the Global Resource Pool.

8. Click “OK”. The name will change in the “Assignment Owner” field in the project. from the Global Resource Pool.

Posted By: Rick Nobleman

Create the list of team names

1. Click Server Settings in the Quick Launch menu.
2. Click Enterprise Custom Field Definition on the Server Settings page.
3. On the Custom Fields and Lookup Tables page, click New Lookup Table.
4. On the New Lookup Table page, type a name for the lookup table in the Name box. For example, you could type Help Desk.
5. In the Code Mask section, specify the numeric or alphabetic structure of each value in the lookup table.
6. In the Lookup Table section, type the team names in the table and then click the buttons on the toolbar to create a hierarchical relationship between the values.

Create a custom field that contains team names

1. On the Quick Launch, click Server Settings.
2. On the Server Settings page, click Enterprise Custom Field Definition.
3. On the Custom Fields and Lookup Tables page, edit the Team Name field by clicking the field name.
4. In the Custom Attributes section, select Lookup Table, and then click the name of the lookup table that you created in step 4 of “create the list of team names”.
5. In the Required section, select Yes or No to indicate if each user is required to have a team name or not.
6. Click Save.

Assign team members to a team

1. On the Quick Launch, click Resources.
2. In the table, select the resource who you want to make part of a team, and then click Edit Details.
3. In the Team Details section, create one of the two types of team members:
   • To create a team lead, click the Team Assignment Pool box and then select the team in the Team Name box. You can also browse for the name of the team by clicking Browse.
   • To create a regular team member, clear the Team Assignment Pool box and then select the team in the Team Name box.
4. Click Save. If you selected multiple resources, click Save/Next to change the information for the next resource.

Assign work to the team

Once you have set up the teams, assign all tasks initially to the team lead.

Team members who are not leads can now go to their My Work page, select Self-assign Team Tasks on the Actions menu, and then select those tasks that they want assigned to them.

The team lead can see on the My Work page all team tasks that have been assigned to him or her. Other team members can only see those tasks that they assigned to themselves.

Original article:  Here

Posted By: Robert Walden

Changing a User to Windows Authentication

If you go to the user settings page, you will see the User Authentication section is missing. In order to bring it back, you will need to go to the resource center, select the resource associated with the user account, and go to the edit details page. At the top of the Identification Information section, there is a check box: Resource can log on to Project Server. This will bring the User Authentication section back. Select Windows Authentication and enter a domain user account. Hit Save and that user will now be able to log in.

Setting Up Forms Authentication

If Windows Authentication isn’t an option, then you will need to configure forms authentication on your database server. Microsoft has a great TechNet article outlining the process.

http://technet.microsoft.com/en-us/library/cc197472.aspx

There are a couple of important things to note during the setup process that might cause you trouble. When Project Server Authenticated users are migrated, the passwords are left behind. So when you import the users into the database it will generate a random password. The password has to be at least seven characters long, or else the user import process will fail. This is specified with the –passwordlength flag.

The other thing to note is that when you are importing the users you will need to use you newly created forms authentication access site URL, since that is the one you configured the webconfig.xml file for. This also means that you will need to specify a current forms authenticated user in order to access the site. Since this is a new forms authentication setup, you will have to add one. Login to pwa and create a new user with forms authentication, or change a current user (other than the administrator) to forms authentication. You will then specify that username and password in the command line using both the –username and –password flags. If you don’t use the forms authentication URL and specify an forms authentication user, then the user import will fail to connect to the SQL backend. Once the users are successfully in the database, they will be able to login to PWA using the forms authentication URL.

Posted By: Jason Stegner