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Test look and feel settings in Project Server 2010

 

Applies to: Project Server 2010

Topic Last Modified: 2011-11-10

Summary:  The fifth article in a series of nine articles about how to test a Microsoft Project Server 2010 deployment as an enterprise project management system administrator or solution tester. Use the series as a guide to test the functionality of a newly deployed Project Server 2010 instance. The articles in this series discuss the functionalities that are on the Server Settings page, and some initial tests that you can run to connect and check server communications by using the Project Professional 2010 client application.

Contents

  • Manage views

  • Grouping formats

  • Gantt chart formats

  • Quick Launch

  • Next steps

Manage views

You can create or modify the following different kinds of views:

  • Project

  • Project Center

  • Resource Assignments

  • Resource Center

  • My Work

  • Resource Plans

  • Team Tasks

  • Team Builder

  • Timesheet

  • Portfolio Analysis

  • Portfolio Analysis Project Selection

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Microsoft Project Web App.

The Project Web App loads.

2. Click Server Settings.

The Server Settings page appears.

3. Click Manage Views.

    (Located in the Look and Feel section.)

The Manage Views web page appears.

4. Click the New View button.

5. Select the Project view type.

6. Select Task.

7. Select the fields that you want to add.

    Example: Task Name, Start Date.

8. Set the width of each field by typing the width value.

The width of the field changes according to the width that you specify.

9. Specify the format settings for the view.

    Example:

    Gantt Chart View

    Grouping: Group 1 then by group 2

    Sorting: Task Name: Ascending

10. Click the Filter button to build filter criteria for the view.

Use the dialog box that is displayed to build filter criteria for the view.

11. Select the security categories that can see the view.

12. Click Save.

13. Open Project Center, select the new view that you created.

    Check that the view is built according to the specified criteria.

Grouping formats

You can select a grouping format for the Tasks section and up to 10 grouping formats for views. The grouping formats for views apply to the following views:

  • Project Center

  • Resource Center

  • Project

  • Assignment

Important

When you are creating a view, you can link it to the grouping format.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Project Web App.

The Project Web App loads.

2. Click Server Settings.

The Server Settings page appears.

3. Click Grouping Formats.

    (Located in the Look and Feel section.)

The Grouping Formats web page appears.

4. Select Grouping 1.

The page displays levels 1-4 for the selected view.

5. Change the colors of the groupings.

    Example:

    Level 1 – Yellow

    Level 2 – Blue

    Level 3 – Green

    Level 4 – Purple

6. Click Save.

7. Open a view in Project Center and select Grouping 1.

    Note that the selected view has to be linked to Grouping 1.

Gantt chart formats

Project Web App can display a Personal Gantt Chart on the Tasks page and can display up to 19 different kinds of Gantt Chart views in the Views section.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Project Web App.

The Project Web App loads.

2. Click Server Settings.

The Server Settings page appears.

3. Click Gantt Chart Formats.

    (Located in the Look and Feel section.)

The Gantt Chart Formats web page appears.

4. Select Gantt 1 from the Gantt Chart drop-down list.

Gantt Chart 1 items appear in the grid.

5. Change the color of the summary task from black to green.

6. Click Save.

7. Open Project Center in Project Web App.

A list of projects appears.

8. Click a project that you know has summary tasks.

The project details appear; the summary tasks are now green.

Quick Launch

The left-hand menu in Project Web App is built dynamically when it is loaded. The Quick Launch admin feature makes it easy for administrators to add links to the page. In addition, you can create a parent menu and a child menu.

In this scenario, you add a link for the PMO FAQ.

Test Step Expected / Desired Results Actual Results (if deviation)

1. Open Project Web App.

The Project Web App loads.

2. Click Server Settings.

The Server Settings page appears.

3. Click Quick Launch.

    (Located in the Look and Feel section.)

The Quick Launch web page appears.

4. Select the expand menu items for all sections option.

5. Click new link.

6. Select the new heading option, which enables you to create a parent level menu.

7. Specify the name of the new parent menu.

8. Specify the URL of the heading.

    If you do not have one, paste your PWA web page home page in the URL.

    This ensures that the page always navigates back to itself.

9. Select yes to display the menu in the Quick Launch.

10. Click the new link button again so that you can create the child menu option.

11. Specify the name of the child menu.

    Example: FAQ

12. Specify the URL of the SharePoint list where the PMO FAQs are stored.

13. Select the heading PMO; that is, the parent menu previously created.

14. Select yes to display the link.

15. Click OK to save.

16. You should see the new parent & child menus in the left-hand menu bar.

    Click the FAQ link.

A new web page is loaded with the FAQ SharePoint list.