How To Create Enterprise Project Types
How To Create an Enterprise Project Type in Project Online
In Project Online or what some refer to as Project Web App, an enterprise project type (EPT) represents a container of information for projects and their types. Things such as what phases, stages, will be represented based on the EPT having a workflow. What Project Detail Pages (PDPs) will be available when a workflow is not required for the EPT. Each EPT is a single project type and only one type. Now you can align, project types however you like and what makes sense for your organization, but generally it comes down to 2 things. A Department or simply just a type of project by name. Now the beauty here is you can share components throughout the project types or keep them unique. Such as using the same workflow on 4 out of the 5 project types and using the same PDPs throughout. Project Sites are another component of the EPT’s, and you can either have one created or not at all. You can even dictate if the site template is the same through or change it up with a different template for different EPTs.
So let’s look at how to create an EPT from scratch.
- From the Project Home select your PWA default at the bottom
- Now depending on your navigation, you want to go to the PWA Settings on the top right where you see the gear.
- Now select PWA Settings.
- Under the Workflow and Project Detail Pages section select Enterprise Project Types.
- Now we are ready to create out first EPT. Select the New Enterprise Project Type from the top.
So now you should have a screen like this one
- In the Name box, enter a name [is required] for the type, and then provide a brief description in the Description box.
- If you want to generate a Project ID [optional] for each project created by this EPT, do the following in the Project ID section :
In the Prefix field, enter characters that will be at the start of each generated Project ID. For example, you may want the Project ID for projects created through the Finance Department EPT to begin with FIN_. This field is optional. In the Starting Number field, enter a number that will serve as a starting point for Project IDs that are going to be generated for this EPT. For example, enter 101 if you want the first Project ID to be 101. This field is required. In the Postfix field, you can enter characters that can be used to append your Project IDs that are generated by this EPT. For example, if this EPT is used to create only high-risk projects for the Finance department, you could enter _HR. This field is optional. In the Minimum Digit Padding field, enter a number that will be used to increment the Starting Number for newly generated Project IDs. For example, if you enter a value of 1 and are using a Starting Number of 101, new projects created from the EPT will have a unique Project ID that will be incremented by a value of 1 from the previous one. For example, the second project generated from the EPT will have a Project ID of 102, the third will be 103, etc.
- Select Create new projects as SharePoint Tasks List Projects if you are not looking for Enterprise features. Workflows as an example are not allowed in this type of project.
- Select a workflow from the Site Workflow Association list. This is optional and is not required to create an EPT. This is available if you did not select SharePoint Task List.
- Select a project detail page from the New Project Page list. This is the first page that users will see when they create a new project in the Project Center through the EPT.
- If you previously selected No Workflow from the Site Workflow Association list, select the project detail pages that you want to include in this project type from the Available Project Detail Pages box, and then click Add to move them to the box on the right.
- If the enterprise project type that you are creating is the one that all new projects should use by default, select the Use this as the default Enterprise Project Type during the Project Creation check box.
- Click the button next to the Departments field to select the departments that you want to associate with this project type if it is appropriate.
- If you want to associate an image with this project type to display in the new project menu, provide the URL for the image in the Type the URL box.
- In the Order section, choose whether you want this project type to appear at the end of the list of project types, or if you want to control its placement in the list.
- In the Site Creation section, select when a project site is created for your new projects. You can choose to:
- Automatically create a site when the project is first published will create project sites automatically for new projects when they are published.
- Allow the user to choose lets the user choose to create a project site for their project on publishing.
- Do not create a site will not allow the user to create a project site for their project.
- In the Site Creation Location section, you can specify the location in which your project sites will be created in the Location URL field. Project sites will be created as subsites in the specified location. If you decide to create your project sites outside the PWA site collection, you will not be able to synchronize your user permissions or SharePoint Tasks Lists.
- In the Synchronization section:
- Select Sync User Permissions to give work resources for the project access to the project site.
- Select Sync SharePoint Tasks Lists to copy tasks to the SharePoint Tasks List on your project site. Only project sites that are created inside of the Project Web App site will synchronize.
- In the Site Language section, select the default language in which your sites will be provisioned from the Default site template language list.
- Select a template from the Project Plan Template list, if it is appropriate.
- Select a template from the Project Site Template list, if it is appropriate.
- Click Save to save this enterprise project type to the server, thus making it available for new project or proposal creation.
Now you have an EPT to use when creating new projects. This EPT will be available in Microsoft Project Professional when you are connected to PWA under the Enterprise.
And of course in PWA under the New drop-down in the Project Center.
Please let us know if you have any questions that we can help with.