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Reply To: Portfolio Planning without Workflows

Home Forums Discussion Portfolio Planning without Workflows Reply To: Portfolio Planning without Workflows

#17225
Matthew DavisMatthew Davis
Participant
  • Expert

Marty – If you just need to get projects into the system with general details you’ll need to:

Populate the Departments lookup table.

Create the custom fields to collect the data-points you are looking for.

Add the custom fields to the Projectx Details Page(s) (PDP’s) associated with the Enterprise Project Type you are using.  (Project Center > New > Enterprise Project ?) by editing the Project Fields web-part on the PDP.

To make the Schedule page available (For Schedule / Resourcing) you’ll need to add the Schedule Page to the list of available pages in the Enterprise Project Type you are using.

Hope this helps.

Matt Davis
VP Consulting Services
PM Providers
http://www.pm-providers.com