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NOTE: If you are using MS Project Server 2003, do not save master projects in to server. MS Project server does not support master projects at server level. In this scenario, please save the individual projects to the server and create the consolidated project on your local machine.
MS Project Server 2007 supports master projects at server level. Project server 2007 also offers numerous reporting features to view the program summary.
Creating the Master Project:
While you create the master, you have to specify the following options for each inserted project.
Link:
Link option establishes the information flow between individual project and master. By having link, any updates performed on individual project will appear instantly on master project. Also, changes performed on the master will also reflect on source file.
If you insert the project without choosing the “link” option, the project will be appear as local tasks in master project; and also if any future updates performed on subproject will not be visible on master project.
RW/Read Only mode:
Having RW mode, you can able to update the individual project from master project.
Read-only mode allows us to view the individual project information as read-only. If you choose this option, it’s not possible to update the individual project from master.
Example:
Suppose you have the following individual projects related to deployment of various tools in your organization.
- MS WSS Deployment.mpp
- MS Project Deployment.mpp
- MS Project Server Deployment.mpp
In this exercise, I am showing the steps to create the master/consolidated project. Also I am demonstrating the various insert options for sub projects to include on the master project.
Steps:
- Open the blank project
- Display the Gantt Chart (View -> Gantt Chart)
- Enter the task name as “Program Summary” (you can give any name here)
- Click on On next row -> From Insert menu -> Project -> Choose the project from list -> specify the “Link to project” option
- Specify “Read-only to view” or “Read/write to check out”
Note: With the above options “Link and Read-only to view”; I can view the updates done by project manager on “MS WSS Deployment” in master project. But it’s not possible to update the source project from master.
Please note that entire project is now appearing as summary task in one line. You can expand the project by clicking + sign to view the tasks. Also you can see the icon with message saying that the inserted project is read-only.
- I am inserting the next project “MS Project Server Client” with “Link and Read-write to check out” options
Note: With the above options “Link and Read/write to check out-only”; I can perform the updates to “MS Project Client Deployment” from master project. Please remember, this subproject is in RW mode and checked out from server, so it’s not possible to perform any updates for other project managers on this project.
Please note that entire project is now appearing as summary task in next line.
- I also inserted the next project “MS Project Server Deployment” with the options “Link” and “Read-write to check out”
Now, the Gantt chart will have there projects. The each project is appearing as summary task.
- Indent the Program Summary task as high level task to view the consolidated information.
Consolidated summary of inserted projects will appear as follows:
Note: If you are using MS Project Server 2003, do not save master projects in to server. MS Project server does not support master projects at server level. In this scenario, please save the individual projects to the server and create the consolidated project on your local machine.
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