Background Information
When you convert a Proposal to an enterprise project, Project
Server 2007 automatically creates the enterprise project using the task list you
added in the actual Proposal. However, many people want convert the Proposal to
an enterprise project using the task list in an enterprise project template.
Although there is no direct way to do this, you can use a clever workaround to
make this happen.
Resolution
Before anyone converts a Proposal to an enterprise project,
someone (such as the Project Server administrator), must complete the following
steps:
1. Launch Project Professional 2007 and connect to Project
Server.
2. Click File - New.
3. In the New Project sidepane, click the On computer...
link.
4. Select the Enterprise Templates tab.
5. Select the enterprise project template that users need to use
when converting a Proposal to an enterprise project.
6. Click the OK button.
7. Save the new enterprise project using a name that indicates
the project contains tasks used for converted Proposals, such as Converted
Proposal Task List.
8. Close the new enterprise project and then check in the
project.
This new enterprise project is the container that holds the task
list used for converting a Proposal to an enterprise project. Note:
After completing the above steps, the Project Server administrator may need to
create a custom Category and Group to give the project managers access to this
enterprise project, keeping in mind that the default permissions allow project
managers to open and edit only their own projects. Once they
have access to the new enterprise project, project managers can convert a
Proposal to an enterprise project using the following steps:
1. Navigate to the Proposals and Activities page in PWA.
2. Select the indicator to the left of the Proposal name.
3. Click the Convert button.
4. When prompted, click the OK button.
Project Server 2007 converts the Proposal to an
enterprise project and makes the enterprise project available for editing in
Project Professional 2007.
5. Launch Project Professional 2007 and connect to Project
Server.
6. Click File - Open and then double-click the Retrieve the
list of all projects from Project Server link at the top of the Open
dialog.
7. Select the newly-converted enterprise project and click the
Open button.
8. If the project contains tasks from the original Proposal,
select all of the tasks and then delete them.
9. Click Insert - Project.
10. Double-click the Retrieve the list of all projects from
Project Server link at the top of the Insert Project dialog.
11. Select the enterprise project the contains the task list
used with an enterprise project created from a converted Proposal.
12. Deselect the Link to project option in the lower
middle area of the Insert Project dialog. NOTE: DO NOT skip
this step, as it is vitally imporant in the process!
13. Click the Insert button.
14. When prompted to save changes to the project referenced in
step #11, click the No button.
Project Professional 2007 inserts all of the tasks from the
selected project into the newly-converted enterprise project.
15. Save the enterprise project.