Need to use one request form for several project templates in Project 2010 RRS feed

  • Question

  • Here is the issue I'm having.  We are instituting Project Server 2010, utilizing PWA with SharePoint 2010.  We have one request form for the user to enter information.  This then gets sent to a chain of approvals, ending in the Project Management Office (PMO).  It is then the PMO's duty to categorize the project.  The problem we face is the PMO wants to choose the EPT (Enterprise Project Type), NOT the user.  So we thought of creating the request form outside of project, using a SharePoint list.  The problem there is getting information from the form into project without user intervention.  I know this can be done with custom code, but if possible, we'd like to avoid this, given time constraints and lack of knowledge in Project.

    The three types we have are small, medium and large.  Each type has it's own template and artifacts (documents) associated with it.  We realize we can change the EPT, but that would not change the site.  Perhaps we could create the project without creating the site and artifacts?  Is it possible to tie that together later, after the project has been approved?  Any thoughts or ideas would be greatly appreciated!

    Bottom line is we want one request form, without the users picking the project template, submitted to the PMO.  The PMO then assigns the appropriate template at which point the site is created with the appropriate documents and settings.


    Tuesday, February 8, 2011 3:53 PM


All replies

  • David:

    Without some custom code to support this, the best you can do is:

    Create a basic EPT with your workflow and process

    When it comes time for the PMO to approve the Project, you can give them the necessary permissions to change the EPT. As long as you do not create the project site before changing the EPT, the system will create the correct project site using the template you want.

    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Monday, February 14, 2011 10:05 PM
  • Hi Gary,

    Thank you so much for the answer.  Your solution works.  However, when creating the basic EPT, we turned off automatic site creation so that the site doesn't get created until the EPT is switched.  Since we did that, the site creation is now manual when switching EPT.  Am I missing something?  If this needs to be a manual process for now, we can live with it.  But the preference would be to switch the EPT and have the site created automatically.

    Again, thank you for your answer.  It is appreciated!

    David Zapcic

    Friday, February 18, 2011 2:45 PM