PC 317 Prasanna Adavi PMP MCTS MCITP MCT

PC 317

Prasanna Adavi PMP, MCTS, MCITP, MCT Premier PPM Consulting, Training and Support Houston, TX EPMA http: //www. epmainc. com http: //www. epmablog. com Sr. EPM Consultant EPMA Inc. prasanna. adavi@epmainc. com @prasannaadavi http: //www. prasannaadavi. com http: //www. msprojectpodcast. com

The Solution Automate your process! using Share. Point Designer 2013 Workflows

Wow! Wait a minute. . Did you say Workflows?

Archival needs to happen after a ‘delay’ after project closure Reminder for the project administrator for his/her activities Archived projects should not appear in reporting Project artifacts need to be archived in a Central Place Project artifacts need to be properly organized

Schedules archived Project Manager closes the project Wait period for Reporting purposes Administrator gets a task/reminder Administrator starts the workflow Project artifacts sent to repository

1 4 Setup the Central Repository and the send-to connection 2 Setup Project Site for retention policy 3 Setup project site Workflow and save as template Set up workflow on PWA for project closure/archival

Querying OData feeds for Project Server 2013 reporting data http: //msdn. microsoft. com/en-us/library/office/jj 163048. aspx How to: Complete basic operations using Share. Point 2013 REST endpoints http: //msdn. microsoft. com/en-us/library/office/jj 164022. aspx Configure the Content Organizer to route documents http: //office. microsoft. com/en-us/sharepoint-server-help/configurethe-content-organizer-to-route-documents-HA 102772938. aspx Customizing Project Site Template in Project Server 2013 http: //www. prasannaadavi. com/2013/05/customizing-project-sitetemplate-in. html Using workflow for demand management in Project Server 2013 http: //technet. microsoft. com/en-us/library/dn 458861. aspx

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