Tuesday, 6 April 2010

PWA Home – Filtering Project Workspaces Based on Attributes e.g. Active, Department etc

I recently had a request from a EPM2007 PMO/administrator for OOB (out-of-box) solution for filtering project workspaces, in the home page, based on attributes such as project status or department. The response was simple…..

After having used EPM2007 for a couple of years you will notice that the list of Project Workspaces, as displayed in your home page, has grown.


(click picture to enlarge)

It gets difficult to assess what is active and what is not. The only default filters that are available with the project Workspace webpart are;

  1. All Workspaces
  2. Owned Workspaces

To access/filter project workspaces, in your home page, based on attributes such as Project Status (Active/In Active), department etc, you can do the following;

  1. Remove the existing/default Project Workspace Shared Webpart from the Home Page
  2. Add ‘Project Centre’ webpart in PWA Home Page
  3. Create Custom (filtered) Project Centre view to show the correct projects list


Set the view to filtered view in the Project Centre webpart, as appropriate.


To access the project workspace, first select the row (edge of the grid) for the project concerned.


Next, click Go To and select Project Workspace from the menu. See fig below.


That’s it! Now you can structure the project workspace list the way you want.

If you are not familiar with removing and adding webparts, contact me (pj@projectsolution.co.uk) and I will send you further info.

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