EPM Live Online Upgrade Guide

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3. Now the Web Part Properties will be exposed in the right pane. Assuming you have added theWeb Part to one of the List pages, the Lock View To Context property will be selected along withthe List name and View name.4. Set property values for the following:a. Default Control – This will specify which control is loaded on the page by default. If youchange this to “Gantt”, when the page is loaded, it will default to the Gantt control.b. Start – Choose the field that will be used as the Start Date for the Gantt.c. Finish – Choose the field that will be used as the Finish Date for the Gantt.d. Progress Bar – Choose the field that will indicate progress in the Gantt.e. Milestone – Choose the field that will indicate Milestones in the Gantt. Only Yes/Nofields will be available for selection.f. Right Information – Choose the field that will be displayed to the right of the Gantt Bar.g. WBS – Choose the field that will represent the WBS structure of the Gantt.h. Rollup List – This box can be populated with List names separated by line breaks in orderto roll-up List information from sub-sites.i. Executive View – When selected, this option will show all values independent of theviewer’s security role.j. Show View Toolbar – When selected, this option will show the blue toolbar for the List.It is recommended that this is selected.k. Edit Link Item – This option will dictate the hyperlink destination of the “Title” field inthe Grid or Gantt.i. None: No Hyperlinkii. View Item: This setting will set the destination to the View page of the selectedList itemiii. Edit Item: This setting will set the destination to the Edit page of the selectedList itemiv. Go to Workspace: This setting will take you to the Workspace for the selectedList item. This setting is designed for use with the Project Center so that, whena project name is clicked, it takes the user to the Workspace for the project.v. Edit Work Plan: This setting will set the destination to the Work Planner.
vi. Task Center: This setting will set the destination to the Task Center.5. When you are finished configuration the properties of the Web Part, click the OK button.6. Click Exit Edit Mode to exit out of the edit mode.6 Support and Additional ResourcesPlease contact support@epmlive.com for technical issues during the upgrade.
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 and 18: 3. From within the Columns section,
Page 19 and 20: Filter Task Center Views1. For any
Page 21 and 22: 3. Click the OK button once the URL
Page 23: 4 New 2.0 Site Collection Upgrade4.

EPM Live Online Upgrade Guide

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