Create an enterprise global change process

It's likely that project managers will have a number of good ideas regarding items that should become part of the enterprise global. Your organization might do well to develop a consistent process for handling such requests. It might be something as simple as having project managers submit a written request to the project server administrator showing an example of the proposed change. The process might be as formal as a periodic change review meeting. It depends entirely on your organization.

Even if you can't implement a change right away (or at all), remind project managers that they can still create and use their own project global templates, as long as there's no conflict between elements in the project global and elements in the enterprise global.

For more information about working with the project global template, see Chapter 28, "Standardizing Projects Using Templates."

Copying a Custom Element from a Project to the Enterprise Global

You might find it a great idea to experiment with certain customized changes using a regular enterprise project or even a local project before checking out the enterprise global and making the changes there. But you don't have to make the change twice. You can simply copy the custom change from the regular project to the enterprise global using the Organizer.

To copy custom elements from a regular project to the enterprise global, follow these steps:

Log in to the project server through Project Professional.

Open the regular enterprise or nonenterprise project that contains the element you want to copy to the enterprise global.

In Project Professional, click Tools, Enterprise Options, Open Enterprise Global.

The enterprise global opens as the Checked-Out Enterprise Global.

Click Tools, Organizer to open the Organizer dialog box (see Figure 21-29).

Figure 21-29. Copy customized elements from a project and the enterprise global.

Figure 21-29. Copy customized elements from a project and the enterprise global.

Click the tab for the type of element you want to copy, for example, Views or Toolbars. In the <Element> Available In box on the right side of the dialog box, click the project that contains the element you want to copy, if necessary. (<Element> stands for the name of the current tab.)

The name of the project from which you want to copy the element might already be showing in the box on the right.

7 Make sure the box on the left side of the dialog box is labeled Global (+Non-Cached Enterprise).

If it is not currently showing, select Global (+Non-Cached Enterprise) from the <Element> Available In box on the left side of the dialog box. This is the name of the enterprise global template.

8 From the list of elements on the right side of the dialog box, click the name of the element you want to copy.

9 Click Copy.

If an element with the same name already exists in the enterprise global, a confirmation message asks you to confirm that you want to replace the element in the enterprise global. Click Yes to replace the element in the enterprise global with the one from the source project.

To copy the element with a different name, click Rename, and then type a new name.

10 Check the enterprise global to make sure that your new element is present.

11 When finished working with the enterprise global, click File, Close.

12 In the prompt that appears, click Yes to save your changes and check it in to the project cn server. -2

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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