SharePoint (and Project Server) Shenanigans

I am a Project Server and SharePoint consultant but my main focus currently is around Project Server. I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011. I am also a certified Prince2 Practitioner. This article has been cross posted from pwmather.wordpress.com (original article)

If you are not aware already, deleting or modifying the default lists and fields in Project Server 2007 and Project Server 2010 can break some default functionality on Project Server. For example updating the Issue and Risk Status field choices, particular the “(1) Active” value will prevent the active Issues and Risks displaying in the Reminders web part on the PWA homepage. Other changes can cause the Reporting WSS sync job to fail in the Project Server queue which causes the WSS Project Sites data not to be current in the Reporting database and OLAP Cube. If you do have any of these issues I did write about a fix around a year ago now, this can be found here: http://pwmather.wordpress.com/2011/06/20/project-server-2010-project-site-default-fields/

Below is a useful set of tests that can be used to test a new Project Server 2010 project site to confirm the default functionality with Project Server still works:

· Create a test project with a few tasks and a project site

· Check you can create a new Issue, set the status to Active and assign to a Project Manager account that has access to the Project Site

· Return to PWA homepage using the Project Manager account and ensure you see 1 active issue assigned

· Click on the new Issue and make sure all links function correctly and you can see the Issue on the Project Site

· Check you can create a new Risk, set the status to Active and assign to a Project Manager account that has access to the Project Site

· Return to PWA homepage using the Project Manager account and ensure you see 1 active risk assigned

· Click on the new Risk and make sure all links function correctly and you can see the Risk on the Project Site

· Edit an Issue and link it to a Project task

· Return to PWA Project Centre, does the Issue indicator appear

· View the Project Details page, does the Issue indicator appear next to the task

· Edit a Risk and link it to a Project task

· Return to PWA Project Centre, does the Risk indicator appear

· View the Project Details page, does the Risk indicator appear next to the task

· Can you upload a document

· Edit a Project Document and link it to a Project task

· Return to PWA Project Centre, does the Document indicator appear

· View the Project Details page, does the Document indicator appear next to the task

· Publish the Project Plan

· Check Reporting job is successful in the Project Server queue

· Build the Project Server OLAP Cube, create a report based on the OlapProjectSharePoint template and confirm the issues and risks appear

· Open the IssuesandRisks sample report and confirm the issues and risks appear

· Check you can delete workspace for the test project

· Check can create a new workspace for the test Project

· Publish the Project Plan

· Check the workspace synchronisation is successful – no errors in the queue

To test other functions in Project Server 2010, take a look at this TechNet link:

http://technet.microsoft.com/en-us/library/gg502592.aspx