Project Server 2007: Tracking Method Updates since SP2

I posted a short while ago about this topic, but wanted to make clear how you can continue working with time phased tracking for normal projects if you have got used to it since the IU.  Brief re-introduction to the problem for new readers – we introduced a time-phased grid for time entry with the Infrastructure Update, but this opened a back door for time phased entry where the project manager was trying to enforce a different tracking method.  SP2 closed this back door.  So if you have been enjoying this loophole between IU and SP2 then you can continue working in this way with your projects (I’ll come to activity plans and proposals later ***Update***  – the activity plan and proposals behavior is reverted in June 2009 CU http://blogs.msdn.com/brismith/archive/2009/07/16/project-server-2007-office-system-june-2009-cumulative-update-is-now-available.aspx) by the correct application of settings in PWA, Server Settings, Task Settings and Display – and also Project Professional, Tools, Options, Collaborate.  First the PWA settings.


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If you only want to have time phased task entry for all projects then you should also check the “Force” option.  If you want to have time phased for some projects then you can select the default method here as required, and not set the “force” option – and then in Project Professional you can set the option on a project by project basis, on the Collaborate tab under Tools, Options.


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If you have set the “force” option on PWA then your Collaborate tab will show these options grayed out – and you will not be able to enter time phased work if either the Percent of work complete or Actual work done and work remaining are the Tracking Method options being “forced”.  In the following case we are forcing Hours of work done per period – so time phased entry will be possible.


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Also if you have changed from either the Percent of work complete or Actual work done and work remaining tracking methods to allow time phased entry again, you will need to re-publish all active projects to re-enable the time phased entry.  You might also need to make a project change to convince Project Pro that there is data that does need to be published.


I mentioned Activity Plans and Proposals earlier – and there is no way to change settings currently to get back to the time phased entry that many customers have enjoyed between IU and SP2 – but we have heard you and are hoping to revert the change as it applies to these light weight projects.  More news soon on this one. ***Update***  – the activity plan and proposals behavior is reverted in June 2009 CU http://blogs.msdn.com/brismith/archive/2009/07/16/project-server-2007-office-system-june-2009-cumulative-update-is-now-available.aspx


Thanks to Gary and Eric for the prod to get another posting out to add some clarity to these changes and potential workarounds.


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