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write all milestone tasks in separate project pro for writing Meeting Minutes RRS feed

  • Question

  • Hi guys,
    I have Project Server 2013 Enterprise Environment, 
    optimum way to write/retrieve all milestone tasks in separate project pro ?(.. for recording Meeting Minutes against that milestone task )
    below are few solution - please suggest your idea for more optimum way ?

    1. blog link  for creating Meeting Minutes in a new Project Pro file
    2. a video link for linking 2 separate project Pro files
      thanks in advance

    • Edited by mafab Tuesday, September 15, 2015 9:00 AM described clearly
    Tuesday, September 15, 2015 8:37 AM

All replies

  • Hi Mafab,

    Even if it is possible to use Project for recording meeting minutes, I do believe that there are better tools since it will pollute your project portfolio. I particularly think about the project site (Sharepoint site) where you can add a custom list with specific columns.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Tuesday, September 15, 2015 10:27 AM
    Moderator
  • Hi GR,
    How can I get  all live milestone tasks in associated sharepoint site's list form ?

    but just to understand you- to avoid mess- we have created custom fields- which will show priority of project say 500=less, 1=production/live, 200=MeetingMinutes etc
    because finally management see only BI report via dashboard pages .

    • Edited by mafab Tuesday, September 15, 2015 12:59 PM comments added
    Tuesday, September 15, 2015 12:56 PM
  • https://gallery.technet.microsoft.com/projectserver/Server-200720102013-SQL-43dc18d4

    Will get you the milestones for a project - you can then make a dbo.milestone database and have that information pulled into an excel spreadsheet

    things will be editable as you see fit...

    I understand it's not project pro but excel + sql can give you flexibility you dont have in Project

    Mark as answer if this answers your question

    Tuesday, September 15, 2015 4:35 PM
  • Hi kbw, thanks for the nice idea !!    Today I got a bit idea ...
    For example, type Project1\1 for task ID 1 in a file named Project1 Create Task dependencies
    but still need to read summaryTask value ?? shown below :)




    • Edited by mafab Wednesday, September 16, 2015 3:25 PM
    Tuesday, September 15, 2015 6:49 PM
  • Hi GR,
    thanks
    Can you suggest any tool will check if submits data back to SQL for dashboard reading ?
    Wednesday, September 16, 2015 3:29 PM
  • I'm going to give the usual warning since One database is the draft and the other is the Reporting, since I know Paul will post the normal warning of querying or modifying the Project Server Databases (draft/published/archive) is not supported by Microsoft.  

    Now thats out of the way

    USE PS2013_database 

    Select 

    [TaskIndex] as 'Task ID',
    [TaskOutlineNumber] as 'Task WBS',
    [TaskDuration] as 'Task Duration',
    Convert(VarChar,[TastStartDate],101) as 'Task Start',
    Convert(VarChar,[TaskFinishDate],101) as 'Task Finish'
    From dbo.MSP_EpmTask
    Where TaskIsSummary = 1
    -- You can use Where ProjectUID='yourprojectUID-here' to only give Summary tasks
    Order by TaskIndex


    Draft database

    USE PS2013_database
    Select
    [Task_ID] as 'Task ID',
    [Task_OUTLINE_NUM] as 'Task WBS',
    [TASK_NAME] as 'Activity',
    [TASK_DUR]/4800 as 'Task Duration',
    Convert(VarChar,[TASK_SCHED_START],101) as 'Task Start',
    Convert(VarChar,[TASK_EARLY_FINISH],101) as 'EARLY Finish',
    -- Note:  this showed the correct date for MY projects, might be different for you
    [TASK_NOTES] as 'Task Notes'

    FROM [PS2013_database].[draft].[MSP_TASKS]
    WHERE PROJ_UID = ''  -- insert your project's UID here
    AND TASK_IS_SUMMARY = 1

    ORDER BY TASK_ID

    those will get you what you want, I can only truly verify its what you want due to me not knowing where your project is (draft or Pub) anywho if this answers your question please mark as answer

    Monday, September 21, 2015 5:21 PM
  • Given you are in a Project Server environment, I would just create an Excel report that brings out all tasks, and filters where the task is a milestone (and further filters could be applied so you ignore completed projects/milestones etc).  You could also pull down the comments field against each MS (though only the 1st 255 characters from memory).

    Ben Howard [MVP] | web | blog | book | P2O

    Monday, September 21, 2015 8:01 PM
    Moderator