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How do I change the default method of tracking in Project Server for my organization?

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Background Information

Microsoft Project Server offers only three methods of tracking progress, which are:

·        Percent of work complete

·        Actual work done and work remaining

·        Hours of work done per day or per week

At the time you install Project Server, the system sets Percent of Work Complete as the default method of tracking progress. For more information about the consequences of using each of these methods of tracking, refer to the following link:

Understanding Tracking Methods

Resolution for Project Server 2002 and 2003

The Project Server administrator must complete the following steps:

1. Log into Project Web Access with administrator permissions.

2. Click Admin > Customize Project Web Access.

3. In the first section of the Tracking settings page, select the new method for tracking progress.

4. In the Lock down defaults section, select the Force project managers to use the progress reporting method specified above for all projects option.

5. In the Time period settings section, select the choices appropriate to your new method of tracking progress.

6. Click the Save Changes button.

If your project managers have already saved enterprise projects in the Project Server database before you changed the default method of tracking progress, then each project manager must complete the following steps:

1. Open an enterprise project.

2.  Click Collaborate > Publish > Republish Assignments and then click the OK button.

3. Save and close the project.

4. Repeat steps #1-3 for every enterprise project that you manage.

The above set of four steps will “push” the new method of tracking to each user’s timesheet in Project Web Access.

Note: Only unstarted tasks will use the new method of tracking progress on the View my tasks page. In-progress tasks will continue to use the former method of tracking progress until the tasks are completed.

Resolution for Project Server 2007

The Project Server administrator must complete the following steps:

1. Log into Project Web Access with administrator permissions.

2. Click Server Settings link in the Quick Launch menu.

3. Click the Task Settings and Display link in the Time and Task Management section of the page.

4. In the Tracking Method section of the page, select the new method for tracking progress.

5. Select the Force project managers to use the progress reporting method specified above for all projects option.

6. In the other sections, select the choices appropriate to your new method of tracking progress.

7. Click the Save button.

If your project managers have already saved enterprise projects in the Project Server database before you changed the default method of tracking progress, then each project manager must complete the following steps:

1. Open an enterprise project.

2. Click File > Publish.

3. Save and close the project.

4. Repeat steps #1-3 for every enterprise project that you manage.

The above set of four steps will “push” the new method of tracking to each user’s My Tasks page in Project Web Access.