Project Web Access Quick Reference Guide

for team members

This section describes typical team member activities on Project Web Access. Team members can use Project Web Access in two ways:

·         Record the status of project tasks  Team members can enter task status on their My Tasks pages, which enables the administrator to accurately track the status or progress toward the completion of tasks.

·         Record time in a timesheet  Timesheets record the actual hours worked on tasks, projects, and other items, and are important if you track utilization, billable time, and other time-based metrics.

Note:  Before team members can record timesheet hours or their task status, the administrator must set up timesheets, task status, or both.

ü Update the status of your tasks

In the left pane, click My Tasks. In the Progress column, enter the status of each task. Depending on the requirements of your organization, you may be required to enter progress for a task in one of three ways:

·         Hours of work done per day, such as 1h or 5h

·         Hours of work done to date or remaining work, such as 5d

·         Percent of work complete, such as 40%

ü Update your timesheet

In the left pane, click My Timesheets. In the Timesheet Name column, point to Click to Create for the reporting period you want, and then click the arrow that appears. Click one of the four options, and then click Save to save your time entries for later submission. You can also click Save and Submit to submit your time immediately, or Recalculate to see the impact of your time entries before saving them.

·         Create with default Settings  Create your new timesheet with the default settings identified by your server administrator. This can include tasks, projects, and non-project tasks.

·         Create with tasks  Create your new timesheet with all of your assigned tasks.

·         Create with Projects  Create your new timesheet with all of your allocated projects.

·         Do not Autopopulate  Create your new timesheet without any lines. To report time, you need to manually add lines to the timesheet.

ü Add a task

In the left pane, click My Tasks. Click New, and then click Task. Fill out the information about the task, and then click Submit to notify your project manager of your request for a new task or task assignment.

Note:  If Project and Subordinate to Summary task lists do not include the project or summary task that you need, or if you are unsure which item to select, contact your manager or administrator.

ü Report vacation

Step 1:  In the left pane, click My Timesheet. In the Timesheet Name column, click the timesheet where you will report your vacation time.

Step 2:  At the top of your timesheet, select the type of nonworking time that you are reporting. If you don't see a Vacation or Other category, click Add Lines to add the category.

Click Recalculate to see the total number of hours.

Note:  If you do not see the timesheet that you want to modify, use the View list on the right side of the toolbar to see timesheets for different time periods.

Team members may want to look at single or multiple projects that they are assigned to in order to learn the major dates (or milestones) throughout the projects.

ü View projects

Depending upon your permissions, you can view different levels of project information.

In the left pane, click Project Center. On the Project Center page, you can see a list of all published projects, including master projects, within the organization.

In the View list, click the view that contains the information that you want.

ü Create a project

 

In the left pane, click Project Center. Click New, and then click one of the following:

·         Proposal  A proposal is project idea or initiative that requires approval from your organization before it becomes an enterprise project.

·         Activity  An activity is a simplified project that enables you to track and manage a smaller project, such as coordinating a corporate event.

·         Project  A project can be checked in to and out of Microsoft Office Project Server and can be seen by anyone in the organization who has the correct permissions. Create and save the new project in Microsoft Office Project Professional, which opens when you select this option.

ü Add documents to your project

As a team member, you might want to add documents (such as Word documents) to the project you're working on, especially during the start of a project to aid in its implementation.

In the left pane, click Project Center. Select the project to which you want to add a document (to its workspace site), click Go To, and then click Documents. On the Document Library page, click Project Documents.

Note:  After you add documents to a project workspace site, they can be linked to project issues, risks, and tasks.

In addition to adding documents, you can also create discussion boards and lists of related files by selecting the project and clicking Project Workspace.

Note:  Typically, a workspace site for your project is automatically created when you first publish a project, but if this hasn't happened, ask your server administrator about creating a workspace site for your project.

Typically, team members can view resource information about themselves only. This can provide a useful snapshot of their current assignments and workload. Team members with specific permissions granted to them by an administrator can view resource information for other team members.

 Project Web Access lets you view resource information in a variety of ways. You can view basic information, such as a resource’s department and e-mail address, or more complex information, such as  availability to work on new projects based on the resource’s workload on other projects.

ü View resource information

In the left pane, click Resource Center. Select the resources whose information you want to view, or click View to select a type of resource. Click Actions, and then click one of the following:

·         View Assignments  You can view the status of tasks that the selected resources are assigned to across all projects.

·         View Availability  The availability of the resources across all projects is graphically displayed. Click View to filter the view to see a particular type of work:

o   Assignment work by resource   Use this view to see assignment work grouped first by resources and then by the projects that the resource appears in.

o   Assignment work by project  Use this view to see assignment work grouped by the projects that the resource appears in.

o   Remaining Availability  Use this view to see the amount of time a resource has available to work during a particular time period.

o   Work  Use this view to see the amount of work that the resource is assigned to do.

 

There is much more to use to learn about how to use Project Web Access.

 

ü Role Guides

Use the Role Guides to learn more about how to use Project Web Access. Depending on your role in your organization and what security permissions are assigned to you, you will have access to different features.

ü Project Roadmap

Use the Project Roadmap to help you make the most of Project 2007 and accomplish your project goals by using the accepted standards and practices of project management methodology.

ü Ask the community

Ask the community. You can tap the collective wisdom of other Project users by posing questions in discussion groups, reading Project blogs, or using any of the other community resources.