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The Project Admin Blog
Jan Kalis & Project Partners
Jack Dahlgren MVP
MS Project Experts
Microsoft EPM Solution, PJ
Have you ever wanted to make edits to a project plan far away from your desktop
installation of Project? Perhaps you were in a meeting and pulled up Project Web
Access to show project status but hoped to capture updates directly in PWA as
the meeting progressed. Maybe you have multiple stakeholders on a plan who want
the ability to add tasks even if they aren’t responsible for the entire project
schedule and don’t have Project on their desktop.
Hi, I’m Pat Malatack and today I’ll be introducing you to a new feature in
Project Server 2010, web based project editing in Project Web Access (PWA). With
this feature, these requests and many others will become a distant memory.
Project Server 2010 enables the ability to create projects, edit the plan,
assign resources to tasks, and publish the plan, all from the comfort and
convenience of your browser. In Project Server 2010 you can expect to edit
projects large and small on the server. Additionally, you can move effortlessly
back and forth between editing projects in the browser and in the desktop
client. This allows users to have the convenience of a browser based project
editing solution together with the power of the desktop client.
Now I know what you’re thinking “Do I need some fancy plugin for this?”,
“How does it work?”, “How well does it scale?”, and “How does
it differ from Project Professional?” Let’s answer each one of these
questions and hopefully many more today.
Do I need some sort of fancy plugin for this? Not at all! Web based project
browser, no ActiveX controls or any other plugin required. Yep you read
correctly NO ACTIVEX!!!!!!!
How does it work? Performing
edits to projects in your browser is simple and easy to use. In PWA you can
expect to find many of the same great features you are familiar with in the
Project desktop. Although we don’t have time in this blog post to walk through
each and every feature, I will walk you through a few by starting off with a
brand new project plan that I have just created in the web as shown below.
The first thing to take note of here is the user interface. There are 4 core
interface elements that should capture your eye. First, you will see the Fluent User Interface at the top of the page (expanded in
the screenshot below). Here you can manipulate the project plan. You are able to
perform actions like linking, indenting and marking tasks as complete.
Second, you will see a blue information bar. This “status bar” displays
information about the current project plan you are working on. In the example
below you will see the project was checked out on 10/28 and that I am viewing a
“Draft” of the current project plan.
Next you will see a grid. The grid is composed of two panes (our final two core
UI elements). The left-most pane we will refer to as the “grid pane”. The grid
pane is where the end users will complete actions on task level information.
Users will be able to edit task names, assign resources and enter various
project fields like start date & end date from this pane. As task information is
entered we will begin to see a Gantt chart taking shape in the right half of the
grid, we will refer to this as the “Gantt pane”. The grid, complete with both
panes, is pictured below.
For this particular example I will build a project plan for the launch of a new
product. I will begin by defining some high level phases. In order to create
each task I will start by typing a task name in the empty row on screen with the indicator.
When I press ENTER on the keyboard or move to another cell the “new row”, as
indicated with the icon, will move down one row, giving
me another location with which to enter a new task.
After a few more edits I begin to see the high-level structure of the plan
taking shape. Unfortunately, I have made a mistake while entering the start date
of one of my phases. Thankfully PWA has detected this typo and informed me of
this error while continuing to allow me to make edits.
Once I get a free moment I can click on the error. PWA will do its best to
inform me of the problem and allow me to resolve the issue. In this particular
case I have entered a value that is not a date for a date field.
After resolving the typo I hope to insert some sub tasks in Phase 1. At this
stage in the project, Phase 1 is the only phase I have sufficient information
for which to plan. All this takes is a simple press on the “Insert” Button in
the ribbon or the “Insert” key on my keyboard.
After inserting each of my tasks I have a plan that looks something like this.
Next I want to indent the newly inserted tasks under Phase 1. To do this I will
click in the “row header” region on the far left of the grid pane. I will select
each of the rows and press indent in the ribbon (or Alt+Shift+Right on my
keyboard if I prefer to use the Keyboard
Shortcut Support). This demonstrates the use of full Task Hierarchy and Indent/Outdent support in the browser.
Now that I have created a summary task I want to establish dependencies on each
of the subtasks. To do this I will select all of the subtasks and link them. In
the screen shot below you will note that the tasks have been linked (which can
be seen visually in the Gantt chart) but they have not been scheduled. The
behavior is similar to that of Project Desktop if “calculate project after each
edit” is turned off.
Finally we will press calculate which is located in the ribbon and the tasks
dates will be updated. You should also note in this picture that the items that
were changed as a result of the calculate operation are highlighted in blue.
This demonstrates the use of Change
Highlighting in the browser.
Some other notable features to call out here are support for Multi-Level Undo as well as Cut/Copy & Paste right in your browser (both are shown
in the ribbon screen shot earlier in this post). If I had made a mistake in
anyone of these edits and wanted to undo it or I wanted add a list of work items
copied somewhere like Excel, I would effortlessly be able to do this in PWA.
Now that I have some tasks created and scheduled I want to go ahead and make
some resource assignments, before I do this though I want the resource column to
be placed right next to the task name to make assignments easier to see
visually. To do this in PWA I simply drag the resource column by clicking down
on the column header and dragging with my mouse. A “ghost image” will appear so
that a user can see where my column will be positioned, demonstrating the
intuitiveness of Flexible View
Manipulation in PWA.
Together with my colleague Heather I will be “Identifying the Launch Team” as
well as “Defining Launch Goals”. This demonstrates browser based support for Multi-Resource Assignment.
Heather will be responsible for “Determining Sales Objectives” and I will be
handling the other tasks defined. Making the assignments is depicted below.
A few more items of interest to mention in PWA are high-fidelity (and colorful) Gantt
charts, support for Grouping (as you would expect from Project’s
desktop client), and support for User
Controlled Scheduling in
How well does is scale? Editing
projects from small to the very large is supported in Project Server 2010. There
are no explicit size limits for browser based editing. Coming soon – a video
with a 6,000+ line project.
How does it differ from Project Professional?
Project Professional will continue to be your one stop shop for great project
planning/tracking features like baselining, leveling and task warnings and
suggestions as well as some of the new 2010 features like Timeline
View and Team
Planner. Features like defining work breakdown structures will only be
available in the desktop client, which will continue to be the premium project
editing experience. For basic project plan editing and manipulation though PWA
will serve as a great compliment to Project Professional for traditional Project
Managers and help to expand the use of Project to people within your
organization whom traditionally did not use Project Professional.
To recap here are just some of the features you can expect with web based
editing in Project Server 2010.
Remember everything demonstrated in today’s post was done in a browser and is
included as part of Project Server 2010. We hope you are as excited for web
based project editing as we are and be sure to download the beta when it is made
available in November.
Project Web App empowers a mobile workforce by bringing the power of Microsoft Project Professional to