Dear All,

How to Change Risk & Issue Category default as per business requirement when selecting them through drop down or radio button?

I can do only Project wise from project site & then setting changes. But i want to customize it for all projects which are getting published in Project Server 2013. So doing manually every time project wise not making sense & consuming time also.

Kindly help..

Hi,

You have to create a new project site from "site actions" (not from a project), customize it, save it as a template and associate it to your EPT. Note that it will be applied only for newly created projects. 

Be also aware not to rename or delete the default risk and issue list column.

Here is an excellent blog post from Prasanna which describes the proc

Guillaume,

I was looking for Category drop down contents where i can make standard list. Kindly see below image.I want to make Category & Status drop down to be changed from default values in Risk & Issue for all projects!!

After creating your project site, go to the list, then list settings, click on the category column, update the values and save.

Do that for the other list and save the site as a template as mentionned in the blog.

Another way is to use Site Content Types, where you can add your columns and choices etc., 

Here is another blog post from Khurram Jamshed, that might help you make a choice: http://khurramjamshed.blogspot.com/2011/07/createmanage-issuerisk-list-centrally.html

Hi,

One option would be to create a new project site template where your categories are updated/the desired values -> this will fix all future projects. PowerShell can be used to update all existing project sites.

An example to go through all webs in a site collection can be found here:

http://justgeeks.blogspot.co.uk/2012/08/get-all-sharepoint-sites-webs.html

for each web you will need to validate the list and field and update the settings/values

Paul

I have created custom template but not getting as demonstrated in  blog post from Prasanna  specially end part where Risk, Issue n all content can be seen. In My case only simple 3-4 items can be seen apart from risk, issue etc.

After that i saved this custom template to my one of EPT in Project Server 2013. But unable to customize my Risk & Issue Category options for all projects. However, i have gone through that post & unable to understand as described in 2010 & i am using 2013 version.

Kindly let me know after saving custom Template to EPT how to move further to customize these risk & issue categories globally.!!

Hello,

As the default Issue and Risks lists are based on list content types, existing Project sites / list will need to be updated manually / in code. New projects / sites create with the new template will have the new config.

Paul

Paul,

Still i am not getting for new projects.

Vrij007,

Just to clarify, my blog post was for Project Server 2013, and not 2010. 

---------Not applicable in this scenario----

And I think the setting you are missing, which I do not show in my blog post is that, when you are saving the site as a template, you need to check the box to Include Content, for your custom categories to save.

Once you do that and apply to an EPT, all NEW projects should have your new custom categories.

---------Not applicable in this scenario----

For all existing projects, as Paul and Paul suggested, you need to use PowerShell or Code to update.

Hi Prasanna,

I have not had to include content before, list configuration is not content?

Paul

Hmm..I will have to test it out. I think the choice values within the list column are considered custom content, whereas adding just a new column is configuration. I will confirm and post back.

I haven't had to do this before in 2007, 2010 or 2013 to get choice values... Let us know :)

In 2013 you have to include content to get the "Change the look" functionality to work.

Paul

Paul M,

I just tested, and You are correct, you do NOT need t Include Content, for list column values to be included in the template.

Vrij007,

Please disrgard my advice above.

Prasanna,

Can you post a new blog after making new custom template ?

As per your first blog, i made new custom template & associated with EPT. But unfortunately, i could't make it. Is it possible for you explain or update blog for to configure Category column in Risk & Issue for new template & making it global for all upcoming new projects!!

i am not that much expert but trying to learn from all of you & your support!!!