none
Dynamic Workflow Using Solution Starter RRS feed

  • Question

  • Hello,

    I am new to Microsoft Project, We have a simple workflow requirement from a client and we are looking to use Dynamic Workflow to see if it is a feasible solution.

    The client wants kind of a checklist(custom fields) at initiation stage approved by a manager before that project is created and published in PWA. 

    So I have installed the solution starter created the fields, PDP's,  phases, stages and the EPT and the workflow ...  

    The problem i am having is as soon as i create a project using EPT(which has the workflow) and submit the first stage for approval, which has one PDP that contains field for project name and a bunch of yes/no custom fields, it creates a schedule and puts it on the PWA which can be opened in project professional(before a manager approves or rejects it). 

    It also sends a workflow approval to the manager, and once approved it goes to the next stage(which is expected).

    Also if the manager rejects the proposal, the workflow stops (as expected), but the project is still in PWA and the schedule can be opened in PRO.

    I know i am missing something real simple, but just can seem to find it.

    Any help is greatly appreciated.

    Wednesday, May 9, 2012 3:28 PM

Answers

  • Hi Parthiv

    I think it works like that only, you are not missing anything. The project is accessible as soon as the EPT is initiated. And after the project is deleted from Project Center then only the PRO users will not be able to open the project.

    Thanks


    Manish

    • Marked as answer by Parthiv Bhuta Thursday, May 10, 2012 1:35 PM
    Thursday, May 10, 2012 8:50 AM

All replies

  • Hi Parthiv

    I think it works like that only, you are not missing anything. The project is accessible as soon as the EPT is initiated. And after the project is deleted from Project Center then only the PRO users will not be able to open the project.

    Thanks


    Manish

    • Marked as answer by Parthiv Bhuta Thursday, May 10, 2012 1:35 PM
    Thursday, May 10, 2012 8:50 AM
  • Thank you for your response Manish,

    Any simple work around for this ??? I understand coding would be a solution, but we are trying to avoid that path if we can.

    Thursday, May 10, 2012 1:28 PM
  • I am not aware of any work around (if it is there), just a simple training to your Project Managers that they should not start planning until they get the approval by Portfolio Dept.

    (:-:)

    Thanks


    Manish

    Monday, May 14, 2012 8:02 AM
  • Hi

    do you still have the copy of the Solution starter. if you have one, can you please share with me at parth83.rawal@gmail.com


    Thanks, Parth

    Friday, April 17, 2015 12:22 PM
  • Just send you a mail and shared the Sol Starter Kit 2010 via OneDrive, please tell me if you received it.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |


    Friday, April 17, 2015 12:27 PM
    Moderator
  • Got it, Download in progress :)

    Thanks, Parth

    Friday, April 17, 2015 12:40 PM