Team member role guide for Project Web Access
Team members are responsible for many of the day-to-day activities in one or more projects. As a result, team members must use timesheets to report actual work against project tasks, maintain and reply to status reports and status report requests from project managers and team leads, and collaborate with others who are working on the same project.
This article describes the activities that are available to you as a team member on a project when you use Microsoft Office Project Web Access. It presents a broad overview of Project Web Access from the perspective of a team member.
Depending on the permissions that an administrator has assigned you, you can work with Project Web Access features by using Project Web Access, Microsoft Office Project Professional 2007, or both.
What can you do with team member permissions?
Work from the Project Web Access home page
The Project Web Access home page is the primary entry point for users who work with data saved to the Microsoft Office Project Server 2007 database. When you log on to Project Web Access, pending items that might require action (such as task updates that must be approved) and items that have changed since the last time that you logged on are displayed. From the home page, you can access Project Web Access features, including Tasks, Project Center, Resource Center, Updates, Status Reports, Documents, Issues, and Risks pages.
Note The content that appears on the Project Web Access home page is determined by the features that are available on the server, the role of the user, the permissions that are assigned to the user, the security categories to which the user belongs (including the projects and views assigned to that security category), and any customizations that were configured for the home page.
Project Web Access home page activities
Work with tasks and timesheets
Before team members can record timesheet hours or their task status, the administrator needs to set up timesheets, task status, or both. Timesheets record the actual hours worked on tasks, projects, and other items, and are important if you track utilization, billable time, and other time-based metrics. Team members can enter the task status by using their My Tasks pages, which enables the administrator to accurately track the status or progress toward the completion of tasks in projects.
If your organization tracks progress for your projects created in Office Project Professional 2007, you will want to track the task status.
Team members can use the My Tasks page in Project Web Access to view, edit, delegate, and update tasks and working times that are assigned to them or to a team of resources by a project manager who is using Project Professional 2007. To access the My Tasks page, click My Tasks on the Quick Launch.
Task management activities
Manage task updates
On the Task Updates page in Project Web Access, you can review changes to tasks and working times that team members submit from their My Tasks pages. You can also use the Task Updates page to update projects with the latest information.
You can update projects with information from the Task Updates page in two ways:
Manually You can accept each task change by clicking Accept on the Task Updates page. If you reply to a task change request before accepting it, the change request is removed from the list on the Task Updates page until the team member replies. You can update and reply to new task and task delegation requests at the same time.
Automatically (by using rules) You can create and run rules to automatically update projects with changes that do not have to be reviewed before approval. You can create rules that run for specific projects, for all projects, for specific resources, or for groups of resources at a specific location in the Resource Breakdown Structure (RBS) of your organization.
Task update management activities
Timesheets record the actual hours worked on tasks, projects, and other items, and are important if you track utilization, billable time, and other time-based metrics.
Timesheet management activities
Integrate with Outlook
Project Web Access integrates with Microsoft Outlook to enable team members to update their tasks by using Office Outlook 2007, 2003, or XP. In order to use any Outlook integration features, team members must:
Have a valid user account for Project Web Access to access the page from which the Outlook integration features are configured.
Use Office Outlook 2007, 2003, or XP.
Download and install the Microsoft Office Project Add-in for Outlook.
Work with vacation and other nonworking time (administrative time)
Project Web Access enables you to track nonworking time (administrative time), such as vacations, team meetings, training, internal projects, and other nonproject time. Team members enter administrative time on their My Timesheets pages.
Administrative time management activities
Work in the Project Center
The Project Center provides a convenient way for project managers, team members, and other project stakeholders to view detailed information about individual projects and project proposals, and to view summary information about projects across the organization. Any user who has permission to access the Project Center in Project Web Access or Project Professional 2007 can use the Project Center to work with any project to which they are assigned. Only projects that are published to the Project Server 2007 database are available in the Project Center.
Project Center activities
Manage status reports
Status reports describe the progress on assigned tasks. Team members respond to status report requests from their managers and can also initiate the submission of status reports.
Status report management activities
Collaborate with others in your organization
Project Web Access has many features to help your organization's resources collaborate on project tasks, issues, risks, and other areas that affect the success of the project.