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Customizing "Add New Task" Form for adding a Personal Task RRS feed

  • Question

  • hi

    I am using Project Server 2010 (+SP1).

    When a resource dose Something out of the projects, he should add "Personal task" to his timesheet to report this. when he want to add a Personal Task, a form "Add New Task" appeare that have 3 Fields: Task Name (Type a Name for the New Timesheet Line) , Line Classification, Comments.

    I want to customize this form and add some other Fields to it. is it possible?

    Tuesday, August 16, 2011 8:08 AM

All replies

  • Hi Shadi,

    It would be better practice to create your own pages for any customization - as it is possible that we might update a page with a future CU or SP and then either your page might get over-written or the replacement would not be made which again could break our update process.  You could certainly take a look at the PersonalTaskDlg.aspx as a starting point.

    Best regards,

    Brian.


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    Tuesday, August 16, 2011 4:10 PM
    Owner
  • Thank Brian.

    We realy need to customize some forms. Is it any Document or blog post that explain how to create and use custom forms in project server?

    Wednesday, August 17, 2011 4:51 AM
  • Hello Shadi,

    You can create a Web part page in Project server 2010 where you can get the project from PSI where he/she is a resource & then you can use PSI to create a task & show the desired fields.
    Ref to basic web part creation of MS project server 2010:
    http://msdn.microsoft.com/en-us/library/ff951237.aspx
    http://msdn.microsoft.com/en-us/library/ff943563.aspx

    Hope that helps.


    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Wednesday, August 17, 2011 7:16 AM
  • Shadi,

    Have you been able to figure this out?  We also need to customize out add task form.  Please let me know!

    Thank you,
    Ilya

    Monday, January 23, 2012 7:13 PM
  • To extend on Brians comment - basically you should create your own Add Task form and call that one from the ribbon instead of the original form. The real challenge will not be the ribbon or the form as such, but the persitance of the data. I believe that the original form uses some Statusing PSI methods to get the task persisted (e.g. for the Add Yourself to a task the method CreateNewAssignment is used). You probably need to take a close look at the original to see what is required to do. Good luck.
    Jan Cirpka
    Tuesday, January 24, 2012 7:02 AM
  • Jan,

    Thanks for your response.  Do you mean an info path form?  And what do you mean by looking at the original?  I don't believe that code is available to view.  Also, it looks like the OOB form is not really a form, but rather a web page.  Am I correct with this assumption?

    In any case, I can forsee this solution being shut down, with the argument that two different buttons for adding a task on the ribbon will badly confuse the end-users.  That is why we are trying to modify the existing one.  I agree with Brian's thought that it would be smarter to create a custom solution, however I'm averse to having two buttons doing essentially the same thing.  All we want at this moment is a few extra fields on the form for additional metadata.  Nothing fanicer beyond that.

    I'd appreciate any input you might have.  Thank you!

    Ilya

    Wednesday, January 25, 2012 7:06 PM