EPM Live Online Upgrade Guide

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How it worked in Project Publisher 1.0If Assignment Based publishing is used, Project Publisher v1.0 will publish 2 SharePoint items to the TaskCenter called “Task1”. Each of the items will be assigned to the respective resource.The issue with Publishing Assignment Based using Project Publisher v1.0 is that only the actualAssignments get published out, so viewing this in a Gantt is not accurate because it duplicates the Tasksfor each Assignment.How it works in Project Publisher 2.0If Assignment Based publishing is used, Project Publisher v2.0 will publish 2 SharePoint items to the TaskCenter called “Task1” and these items are tagged as Assignments. This is done using a field called“IsAssignment”. The IsAssignment field is a Boolean field used to indicated whether an item is anAssignment or not. Project Publisher v2.0 will also publish out another item to the Task Center Listcalled “Task1”, however, it will be tagged with IsAssignment = “NO” to indicate it is the Task and not anAssignment. Essentially, by choosing Assignment Based publishing using Project Publisher v2.0, bothTasks and Assignments will be published to SharePoint.The version 2.0 publishing is superior and more flexible to the publishing in version 1.0 because, whenpublishing “Assignment Based”, you will still be able to view schedules properly in a Gantt withoutseeing the Assignments for each Task.The new version 2.0 Project Workspace templates have filters in the Task Center Views to filter out theAssignments when the View is meant to only show Tasks. Filtering the Task Center Views will need to bedone for all version 1.0 Workspaces.Unhide the IsAssignment Field in all Project Workspaces1. From the List Settings page of the Task Center List, select the Manage Editable Fields link underGeneral Settings.2. Scroll down until you locate the IsAssignment field. Uncheck the last column in order to unhidethe field. Click the OK button when finished. Now that the IsAssignment field is unhidden, wecan now use it to filter out certain items within the Task Center list.
Filter Task Center Views1. For any Task Center View that is meant to show the project schedule you will need to add anadditional filter to the View in order to filter out the Task Assignments so that only the Tasks arevisible. For any Gantt View this is a necessary step.2.10 Save a Project Workspace as your template1. Choose a Project Workspace that you want to use as your template. Be sure that the ProjectWorkspace that you choose has gone through the upgrade configuration.2. From within the chosen Project Workspace, choose Site Actions Site Settings.3. Click the Save site as template from within the Look and feel section.4. Fill out the information; make sure not to choose Include Content. Click OK when finished.5. Your new upgraded template will now be available for selection next time a new project iscreated.
Page 5: 3. Delete your existing Project Cen
Page 9 and 10: Note: Instructions on how to config
Page 11 and 12: 2. From the List View page that you
Page 13 and 14: 2. Launch SharePoint Designer and s
Page 15 and 16: 3. Double click on the NewForm.aspx
Page 17: 3. From within the Columns section,
Page 21 and 22: 3. Click the OK button once the URL
Page 23 and 24: 4 New 2.0 Site Collection Upgrade4.
Page 25: vi. Task Center: This setting will

EPM Live Online Upgrade Guide

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