Rename a Project in MS Project Server Part 2

Rename a Project in Microsoft Project Server – Part 2

Version: 2.1

Applies to:
MS Project Server 2010
MS Project Server 2013
MS Project Online (Office 365)

This is the second part of the series to explain the details of different cases and how to best rename a project schedule in Microsoft Project Server EPM.

Table of Contents


Summary

1. Steps to rename a project using Project Web Access (PWA)
2. Steps to rename a project using MS Project Professional
3. Rename Project site
4. Scenarios: Renaming Project and different Statuses of Timesheets
5. Renamed Project Schedule and Business Intelligence Center Reports
Conclusion

Summary

Renaming a project using Microsoft Project Professional in a MS Project Server EPM environment requires the following procedure.

2. Steps to rename a project using MS Project Professional

To rename a project schedule, open the Microsoft Project Professional and make sure it is connected to MS Project Server.

1. Go to Filemenu and choose Open.

Microsoft Project Professional - File Open Dialog Box showing project from local cache
Microsoft Project Professional – File Open Dialog Box showing project from local cache
 
Tip: Notice in the screenshot that we renamed the EPM 2010 Rollout project in a previous step to EPM 2013 Rollout. But in the open dialog box it is still showing 2010 in the project name. That is due to local cache feature of MS Project Professional. Due to this reason, it is recommended that Project Managers publish their changes made in the project schedule using MS Project Professional before a project is renamed.
 
2. Click on the link ‘Retrieve the list of all projects from Project Server
3. Locate your project from the list and right click over it then choose Rename
Microsoft Project Professional - List of Projects - Right Click a project and choose Rename
Microsoft Project Professional – List of Projects – Right Click a project and choose Rename


4. Enter new name of project (append V2 in name as an example) and hit enter key. A message box will bring this message

The rename job was successfully submitted to server
Based on the server load, it may time some time for this to complete. You will continue to see the old name till the operation is completed.
Microsoft Project Professional - Project Renamed Confirmation Message
Microsoft Project Professional – Project Renamed Confirmation Message


5. Click OK to the message
6. Close the open dialog box and open it again. You will notice the new project name in the list.

Tip:
Notice in the Open dialog box that you are using the Working store. Select the Publishstore and locate your project in the list. You will notice that the old project name will still show in the list. What happened here?
In MS Project Server, there are multiple databases (stores) draft, published etc. Save and Publish operations update different tables in the system. To resolve the issue, you need to open the working store version of project and publish it.


Microsoft Project Professional - Previous Project name shows up in Published Store
Microsoft Project Professional – Previous Project name shows up in Published Store


7. Make sure your have Working selected under Store in the dialog box
8. Open the project (showing new project name) by double clicking on project name or by selecting it and clicking Open button at the bottom right

Microsoft Project Professional - Working Store showing new project name
Microsoft Project Professional – Working Store showing new project name

Tip:
If you get message regarding user submitted updates on the project, click No for now. You can approve those update later after the project is renamed. Update Center will show the new project name for the updates.

Microsoft Project Professional - Team Members submitted updates message
Microsoft Project Professional – Team Members submitted updates message


9. Go to File menu and choose Publish to publish the project data. That will update the new project name across all stores. (you can verify by going to file > open > ‘Retrieve the list of all projects from project server’ and then switching between working and published stores value and looking at the new project name)

Microsoft Project Professional - Publish Option
Microsoft Project Professional – Publish Option



10. Go to File > Close to close the project
11. Click Yes to any check-in message

More on this and other scenarios is coming in next parts of this series. So far we have completed the two parts. Review the third part to understand renaming the Project sites.
Summary

1. Steps to rename a project using Project Web Access (PWA)
2. Steps to rename a project using MS Project Professional

3. Rename Project site
4. Scenarios: Renaming Project and different Statuses of Timesheets
5. Renamed Project Schedule and Business Intelligence Center Reports
Conclusion

Keywords:

  • Renaming a project in Project Server
  • Renaming a project in Microsoft Project Server
  • Rename a project using MS Project
  • Rename a project using MS Project Professional
  • Rename a Project in Project Server
  • best practice to rename a project in Project Server
  • best practice to change a project name in Project Server
  • How to change a project name in Project Server
  • How To guide for renaming a project in Project Server
  • Primer on renaming a project in Project Server
  • Step by step guide to rename a project in project server
  • Edit Project details to rename a project
  • Rename a project schedule in Project Server
  • Rename a project plan in Project Server
  • How to rename projects in Project Server
  • How to rename a mpp file in Project Server
  • Renaming Projects
  • Project rename process
  • Project rename job aid
Visit www.softvative.com for professional services.

Leave a Reply

Enter the CAPTCHA * Time limit is exhausted. Please reload CAPTCHA.