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Project Server Workflow RRS feed

  • Question

  • hi,

    The project is created by the project manager who then submits it to the project director. The project director then approves or rejects the project and the decision is sent back to the project manager. How is it possible to do this with project server workflow? is it possible to assign a project manager and a project director to a project? how do you submit a project in the workfow? accept it? reject it?  Can anyone tell the step by step workflow procedure?


    • Edited by sheelaj Monday, March 31, 2014 7:33 PM
    Monday, March 31, 2014 7:14 PM

All replies

  • Hi Sheelj,

    This is a big question, even bigger since we even don't know which version of Project Server you're talking about, which matters. Anyway it will be too long and tedious to detail this complex feature here in a post. 

    With PS2013, it is now possible to build workflow using SharePoint Designer that requires less/no code than with Visual Studio with PS2010.

    Basically you'll need either Visual Studio (PS2010) or SharePoint Designer (PS2013) to build the workflow then deploy it as a feature. Then in your PWA server settings, you are supposed to configure EPTs (enterprise project types) associated to workflow and while creating a project with a specific EPT, the given project will follow the workflow.

    Depending on how you built your workflow, different users will be able to approve at the different stages, it is your choice.

    Finally some 3rd party tool are available on the market.

    Please find some links below (for both 2010 and 2013) that will provide you a first start, then after some tests do not hesitate to come back to us with more specific questions :

    • http://msdn.microsoft.com/en-us/library/office/ff459292(v=office.14).aspx
    • http://msdn.microsoft.com/en-us/library/office/ee767699(v=office.14).aspx
    • http://msdn.microsoft.com/en-us/library/office/ee767694(v=office.15).aspx
    • http://blogs.office.com/2012/09/18/demand-management-now-with-sharepoint-designer/
    • http://msdn.microsoft.com/en-us/library/office/ee767694(v=office.15).aspx
    • http://msprojectnow.com/Blog/tabid/142/entryid/617/Designing-and-Deploying-workflows-with-Project-Server-2013.aspx

    Hope this helps.


    Guillaume Rouyre - MBA, MCP, MCTS


    Monday, March 31, 2014 7:30 PM
    Moderator