Project Web Access Quick Reference Guidefor team members
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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. |
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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% |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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There is much more
to use to learn about how to use Project Web Access. |
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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. |
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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. |
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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. |
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