Applying enterprise project template while proposal gets convered to project in Project Server 2010 RRS feed

  • Question

  • When we have workflow for a proposal and after all approvals, when it gets converted to an enterprise project, can we apply enterprise project template programatically. When does a proposal gets converted to a project in Project Server 2010?
    Akila Ananthanarayanan
    Thursday, July 7, 2011 3:01 AM

All replies

  • Hello Akila,

    After a proposal is approved, it is in the management phase. Project Server 2010 enables users to directly manage a project either with Project Professional or Project Web App. You can trap the event WorkflowEventReceiver.OnCompleted which is a post-event handler for an event that occurs when a workflow completes.

    Once you have the information of project (PSContextInfo ), You can write your custom event handler to  use the Project web service (Project.CreateProjectFromTemplate Method ) to create a project using the template:

    Does that help?

    Thanks, Amit Khare |EPM Consultant| Blog:
    Monday, July 11, 2011 9:26 AM
  • Hi;

    there are two methods in SvcProject.ProjectClient:

       QueueCreateProject - which creates the project




    which publishes it. After publishing project is visible in PWA.


    Tuesday, July 19, 2011 7:02 PM
  • A no-code, low-tech approach would be to have a different EPT for each enterprise project template. Then the it starts life with that template applied already. it has some limitations as a solution but it does  not require any coding.
    Brian Kennemer – DeltaBahn Senior Architect
    Blog | Twitter | LinkedIn
    Tuesday, July 19, 2011 7:33 PM
  • Totally, agreeing with the Brian, but brian don't you think then we will get into the unnecessary issue of the EPT security, what if the EPT belongs to the different departments and other scenarios...

    Why don't you use the PSI for the same and create the Task and put them in the project Dataset and using the QueueUpdate Method , update the whole project and publish the same, the same code can be found in the SDK...

    Hope this helps...

    Thanks, Parth
    • Proposed as answer by Parth Rawal Thursday, July 28, 2011 4:51 AM
    Thursday, July 28, 2011 4:51 AM