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auto approve rule for all projects in project server 2010 RRS feed

  • Question

  • How do we create auto approve rule that applies on all the projects in the project server without having to enable the setting for each project?
    Monday, December 3, 2012 1:58 PM

All replies

  • Hi,

    1. Go to PWA Approval Center/Manage Rules/New.
    2. Add a Name for the rule
    3. Check Automatically run this rule

    Leave the rest as it is. Then you are all set. By default the rule applies to all projects.

    Hope this helps,

    Renke


    http://www.holert.com Project Management with MS Project - Oldenburg, Berlin, Munich/Germany

    Monday, December 3, 2012 11:30 PM
  • Note, this setting is only available if you've applied SP1.

    --Treb

    Treb Gatte | Twitter | http://AboutMSProject.com

    Tuesday, December 4, 2012 1:34 AM
    Moderator
  • Here is Christophe's blog that explains step by step:
    http://blogs.msdn.com/b/chrisfie/archive/2011/06/06/automatically-publish-updates-thanks-to-project-server-2010-sp1.aspx

    Hope that helps.


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82


    Tuesday, December 4, 2012 4:53 AM
  • Hi Again,

    I have tried your suggestions and it seems that this setting applies only on the projects created by me and not all projects in the organization. I need to know how to apply this rule on all projects that exist in the project server regardless of who created them, can someone help me with that??

    Tuesday, December 4, 2012 9:40 AM
  • Hi ,

    I don't think so that you can have it at enterprise level for all project managers. It's user level settings to avoid some manual effort. PM's will need to configure the rule for their login.

    Hope that helps.


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Tuesday, December 4, 2012 10:15 AM
  • Hi Amit,

    I dont understand what you are saying, are you saying that every PM needs to configure that manually for his projects? If yes, this is the thing that we dont want to do we need it to work automatically for all the projects created by all PMs

    Tuesday, December 4, 2012 10:30 AM
  • Hi Sherine,

    Yes, That's correct. It's user level settings & every PM will need to configure rule for his/her specefic or all  project(s).

    I am not sure if there is a way doing it programatically using PSI. I haven't seen any specific PSI methods to configure the rule.

    There is an artcile that has some information of MSP_RULES table of Publsihed database but please note that direct database modification is NOT supported by Microsoft.

    http://projectserverblogs.com/?p=2135

    Hope that helps.


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Tuesday, December 4, 2012 11:08 AM
  • if you have a reference on how to do it through psi please forward it to me as it seems this is the only solution to this issue now.
    Tuesday, December 4, 2012 11:24 AM
  • Hi there--

    As I mentioned- "I am not sure if there is a way doing it programatically using PSI. I haven't seen any specific PSI methods to configure the rule."

    For now, the only option seems to be a manually by every PM or you can use the delegate functionality to configure the rule.

    Thanks,


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82



    Tuesday, December 4, 2012 11:31 AM
  • Hi,

    I have a client who has a similar requirement and the way we do it is to use a generic admin user to auto-approve. Please see below steps as to how this is done:

    1- Create the generic admin user - example - PS-Approver and add to resource center

    2- Go to each plan and set the status manager to PS-Approver. This might be tedious but you can set up a process that when new plans/tasks are created, the status manager is set to PS-Approver

    3- Log to PWA as PS-Approver and set up the rule for auto-approval.

    Any tasks submitted for approvals will now be auto-approved. This has been working perfectly fine for a number of months.

    Hope this helps.


    Regards, Naweed

    Tuesday, December 4, 2012 4:31 PM
  • Hi,

    as previously said you need either setup the rules for each user or change the Status Manager for each task. For that reason we integrated in our software Allocatus (http://www.allocatus.com) and Auto Approval feature that automatically approves the task updates from all users for a given list of Project Managers. Here is the extract  from the code in VB.NET if you want to develop it yourself:

    Using context As OperationContextScope = ImpersonateStatusingClient(wcfProxy, accountName, impersonationUserGuid) 
    
    Dim statusApprovalDs As SvcStatusing.StatusApprovalDataSet = wcfProxy.ReadStatusApprovalsSubmitted(True) 
    
    For Each approval As 
    	SvcStatusing.StatusApprovalDataSet.StatusApprovalsRow In statusApprovalDs.StatusApprovals.Rows 
    	approval.ASSN_TRANS_ACTION_ENUM = CShort(Fix(PSLibrary.TaskManagement.StatusApprovalType.Accepted)) 
    Next approval 
    
    wcfProxy.UpdateStatusApprovals(statusApprovalDs) 
    
    Dim jobUid As Guid = Guid.NewGuid() 
    
    wcfProxy.QueueApplyStatusApprovals(jobUid, "Approving all status updates via AutoApproval") 
    
    wcfProxy.Close() 
    
    End Using 

    Hope this helps,

    Renke

    -------------

    http://www.holert.com - Oldenburg, Berlin, München/Germany

    • Edited by Renke Holert Thursday, December 20, 2012 8:51 PM
    Tuesday, December 18, 2012 6:54 PM