WELCOME to The CEPSC Microsoft Project Implementation Workshop Day 2 Instructors: Jacqueline R. Gaines, Administrative Director, CEPSC Brian Getsinger, Director of Information Technology, CEPSC Clinical Effectiveness and Patient Safety Center (CEPSC)
Launching MS Project Server When opening MS Project or Project server you will immediately be prompted to log in
Updating Tasks Project Web Access (PWA) Home Page New task notification Projects in which I have tasks Note: The “PWA” link is located in your site “project management” folder in Xythos Internal: External:
Updating Tasks My tasks My Tasks to update Click “task” you want to update
Updating Tasks Step #1—update % complete Step #2 save your changes *Tip: (project managers) you must have a task duration set to a minimum of 1 day when creating your project or your update will not save in PWA.
Updating Tasks Assignment updated
Updating Tasks Check the box of the task(s) you are updating then click “submit selected” Your updated task is waiting for approval from the project manager Step #1 Step #2
Approving or Declining Updates (Project Managers) Task awaiting approval Tip: (for project managers) you may be prompted at log in to review/approve updates
Approving or Declining Updates (Project Managers) Click the task to see update and notes from team member who updated the task
Approving or Declining Updates (Project Managers) Check the task that was updated
Approving or Declining Updates (Project Managers) Click “accept” or “reject” add your comments in this field
Approving or Declining Updates (Project Managers) Go to “project center” Open project that was updated Click “edit” Project Center
Approving or Declining Updates (Project Managers) From the “edit” screen Click “save” Click “publish” Note: when a project is open for editing, the file is “checked out” of project server so it is not available for others to edit.
Approving or Declining Updates (Project Managers) Always make sure “do not create work space at this time” is checked Click “publish”
Approving or Declining Updates (Project Managers) You will be asked if you are ready to check the project file back in. Click “yes” and close project.
Approving or Declining Updates (Project Managers) Project has now been updated to project server
Let’s practice!