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Help with resources viewing their tasks in Microsoft Project web access

Posted on 2006-07-07
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Last Modified: 2013-11-15
Hi,

I am just new to Microsoft Project and I am trying to get it up and running for our small company. I have set up all the projects in Project and we have got the Web Project Server set up as well. In Web Access I would like each of my staff members to be able to see clearly a list of tasks that they have for that particular day so that they can login each morning and see what they have to work on and how long they have on each task. Is there a way to do this? I would think it would be included in the reports section but I have searched and can't find anything suitable. I can make it display the normal gantt chart to my staff members but that is a bit confusing to them and I just want it to be simple and obvious.

Here is an example of what I would like to do if at all possible (note that I am using multiple projects which is making things more complicated again):

Resource: Melanie
Date: 27-06-06

Project   -   Task     - time allocated    -    percentage complete.

Project 1 -  Gather the requirements for the project - 2 hours  - (shows the percentage of task that should be completed that day. Gives them the ability to enter in their own percentage at end of day)
Project 3  - Meeting with the other members of the team - 5 hours   - 25%  
Project 1  - Update the statistics for the site - 5 hours   - 25%  

If there was any way of also showing overdue tasks from previous days as well then that would be great.

Any help is most appreciated! Thanks!
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Question by:mike99c
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Expert Comment

by:harisrashid
ID: 17064121
hi,

The resources can view the tasks assigned in the "tasks / time sheet" view. The tasks assigned are listed and the resources can update the information. As they enter updates the project manager will have to approve the updates.

View Timesheet is a global permission that allows a user to view the Timesheet in Project Web Access and report their progress against project assignments. Grant this permission to any team member or team lead who needs to report his or her hours by using a timesheet that is tracked within (or related to) the Project Server timesheet.

Following is a link to the article "Record progress and respond to updates" on microsoft site that will guide you through task assignment and updates.
http://office.microsoft.com/en-us/assistance/HA011116711033.aspx

Regards,
Haris
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Author Comment

by:mike99c
ID: 17069195
Hi Haris,

Thanks for your help. I have actually already seen the timesheet view and while it's better than the Gantt chart view it's not exactly what I'm looking for. If there not a way for each staff member to be shown exactly what they need to work on on that specific day and how many hours they are supposed to spend on each task? Any additional help would be most appreciated.

Thanks!
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harisrashid earned 125 total points
ID: 17076358
hi,

you can customize the time sheet view to meet your requirements.

the resources can also use the date range fields displyed in the time sheet to view tasks of a single day or of a range of dates.

You can modify the available views or create a new view with the required fields:

To modify a view:
1. On the project web access admin page, in the side pane under ACTIONS, click Manage views.
2. On the Specify View page, in the view name column, select the view that you want to modify, and click Modify View.
3. Make the necessary changes by adding the cost field (hurly rate).
4. Click save.


You can also add a new view by using the following procedure.
1. On the project web access Admin page, in the side pane under Actions, click Manage views and on the specify views page click add view.
2. on the specify view pages under view type, select Resource Center.
3. Under View name and desription type the name of view and a description.
4. Under FIELDS: Select the fields you want displayed in the view, in the Available fields list, select the fileds you want included in the view and then click ADD. Selec the cost field (hourly rate) of resources.
5. Edit any other sections if required (sorting, filter, RBS, etc.) and click SAVE.

Regards,

Haris
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Author Comment

by:mike99c
ID: 17193157
Thanks Haris, your help is most appreciated.

I have done this and while it does show all the current tasks I really wanted a clearer way to show them. Is there no better way to just always show the current days tasks when a user logs in? I am also a little confused with how I (as the project manager) can see the overview of each project? I have been told that the web collaboration features of microsoft project aren't very strong - would you agree with that? And if so, is there perhaps another program that you might recommend over this for a small company with multiple projects? It's all a little overwhelming so I appreciate your help.
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Expert Comment

by:harisrashid
ID: 17208747
hi,

As a project manager you can create customized views in Web access to view project information.

The right tool for a project manager is to use the MS Project desktop application linked to the project server.

Web collabortion features of MS project are quite strong. However there is a learning curve involved in getting to work with MS Project Server, MS SharePoint, and Project desktop application.

Regards,

Haris

0
 

Author Comment

by:mike99c
ID: 17211442
Thanks for your help. I have set it up so that you can just see the existing day in timesheet view but every time you log out it defaults back to normal and it doesn't clearly indicate which day is today. I think I will look into other solutions. I appreciate your help.
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Author Comment

by:mike99c
ID: 17211460
Actually, just before I close this topic, can you tell me if there's a way of setting it so that whever you go to timesheet view it shows the current days work by default? And is there a way to show with this the exact number of hours that the staff member needs to work on each task in order to be up to date?

Thanks again.
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Expert Comment

by:harisrashid
ID: 17213876
A.

On the Tasks page in Project Web Access, in the side pane, click View my tasks.
Under Show tasks using, select either Timesheet view or Gantt Chart options.
Under Tasks displayed, select All tasks to see all of your tasks, or select CURRENT TASKS to view current and pending tasks.

B.

Refer to the link
http://office.microsoft.com/en-ca/assistance/HA011643421033.aspx
it will guide you through customizing the project web acess views to your requirements.

Regards,

Haris
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