Cost Benefit Solution Starter Project 2010

This is a useful solution; with it you can update on a PDP an Excel spreadsheet saved in project’s workspace document library and then potentially update custom fields from the results.

However it is far from a complete solution to download and deploy.

First issue – Admin rights required to use Web-Part:

Installed as per instructions (build / package / run script), then when adding the web part this familiar error occurred:

“An unexpected error has occurred.”

A quick look at the ULS shows more details:

The source was not found, but some or all event logs could not be searched. Inaccessible logs: Security.

Now that’s interesting as I had this exact same issue a few months back working with a 2007 PSI project, it turns out the answer is rather simple; the web service is attempting to write to the event log using “EventLog.WriteEntry” method calls, however in Windows 2008 and above this is restricted to Administrators only. So as the PWA users are not local admins the error was guaranteed.

A quick solution is to comment out each line in the code beginning with “EventLog.” of course that will disable the logging, so you would be better off doing that after you get everything else working. The file in the solution that you are after is CostAndBenefiXlsWebPart.cs in the WebPart.CostBenefit project and you’ll find about half a dozen envent log entries to comment out.

Second issue – The default site template location:

While your in that file commenting out lines, you’ll most likely notice this;

private string pdpSitePath = @”http://project.contoso.com/PWA/MajorPWSTemplateSite;”

Although the solution will work without changing this, as that is only used when no workspace site exists (like when in server settings – project detail pages), updating that to point to your http://server/pwa/template workspace site template will fix any file not found issues when setting up your PDPs.

Third issue – Location of the Excel document used:

If you’ve gotten this far then like me you might be seeing something like this:

No item exists at http://servername/_layouts/xlviewer.aspx?list=b73da3b8-b48e-400c-8fe0-9b6a48442518&id=1&DefaultItemOpen=1&Edit=1.  It may have been deleted or renamed by another user.

A little digging turned up the cause of this one to be the embedded ID in that URL “&id=1”, which means that it is trying to open the document with ID 1 in that particular list. This again is hard coded in the same .cs file as above (line 191), so you can either make certain that in your template above the first file saved to the Project Documents folder is your xls sheet, or modify the code again.

 

All done.

So now we should have a working webpart referencing our Excel sheet saved in the project workspace site, there are some obvious limitations, not least of all the inability to use any other spreadsheet in the webpart. But I guess that’s why they call it a “solution starter”.

 

Update 23/10/2010: Most of the points above have been fixed in the more recent updates to the solution starter package, make sure you update your code from Codeplex: http://code.msdn.microsoft.com/P2010SolutionStarter

Workflow made easy with Codeplex: DM Dynamic Workflow

I’ve just had my first opportunity to dive into the recently released by Microsoft Project 2010 Solution Starters (see Jan’s blog post), what first caught my eye was the Demand Management Dynamic Workflow solution which aims to allow you to: “Dynamically create a linear workflow based on stages”.

My first impression is WOW!

This is a very simple way to create basic workflows using a simple Infopath form in PWA, the amazing thing is it handles the approvals so well with options that should cover most requirements, here’s a screenshot:

image

Using the tool is dead easy, just the following simple steps are required to create a new workflow in no time at all:

  1. Once installed go to http://server_name/pwa_name/_layouts/WrkSetng.aspx on your server
  2. Click “Add a workflow”
  3. Create a new workflow based on the “DM DynamicWorkflow” template
  4. Configure each of your phases/stages using all your pre-created stages with your approval requirements, then submit to finish
  5. Now return to PWA and in Server Settings create or assign the newly created workflow to your Enterprise Project Type

There are some limitations of course, this really only does cover linear approval / rejection scenarios, if you need anything more complex like a return to previous stage on rejection from my testing it looks like you’ll still be needing your Visual Studio skills. But still I can see the majority of workflow requirements being met by this little gem!

 

Check out the CodePlex home here for downloads and installation details: http://code.msdn.microsoft.com/P2010SolutionStarter/Release/ProjectReleases.aspx?ReleaseId=4631