presented by Traci Grassi BrightWork Solution Specialist hosted by Bróna O Donnell Customer Success

Transcription

1 presented by Traci Grassi BrightWork Solution Specialist hosted by Bróna O Donnell Customer Success

2 AGENDA Tips and Tricks Reporting Tips Synchronization Tips Project Site Level Tips Q&A

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4 Renaming Columns in the Cache Reports The list name is manually typed at the end of the URL on the top level site in the BW Site Collection For Example: Go into the list list settings and find the column you want to rename. When renaming a column you do not need to update the XML File. List Names Project Cache bwprojectcache Project Status Report Cache bwpsrcache Work Cache bwworkitemcache

5 Seeing an error in reporting This work list was created using the Tasks list but it does not have the BrightWork fields needed for reporting. In this list we need to add the bwsummarytask and Owner columns which are being used in the filter for this report.

6 Identifying the Internal Name of a Column In the List Settings there is a section under General Settings called Column Visibility Settings Click on the link and it will show you the Internal Name of a column. The internal name is needed when setting up reporting on a list and can also be used when mapping fields from the Project Request

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8 Change Template Binding There are 2 ways to change the template binding 1. PowerShell (This you need access to the server and is cumbersome) 2. SharePoint Designer (this can be done by a Site Collection Admin who has SP Designer Installed on their computer)

9 Synchronize sites to Template(s) BrightWork Template Design Sync enables you to make design changes to a template and pull those changes into sites created from that template on a site by site basis. These changes can include adding new items such as lists and list columns and removing certain unmatched items in the destination site. The Sync does not include content in a list. To Synchronize a site with the template If you are unsure which project template is being used for the site you can first go to the template Go to Site Settings Determine Template Usage Click on Locate This will bring up all sites based on that template From here you can click on the project name and go to the site Once you are at the project site Go to Site Settings Synchronize with Template

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11 Calendar for Task Scheduling on Project Sites This works with our Task Scheduler This will allow you to change the work days the scheduler uses for calculating start and finish dates On your Project Site 1. Go to Site Settings 2. Regional Settings 3. From here you can change to include weekends

12 You can resize the promoted links You have the ability to resize the Promoted links on your project sites. These can be quite large when you are trying to get a lot of information onto one page. To modify the size you need to: 1. Edit your Home Page with the Promoted Tiles 2. Add the WebPart under Media and Content called Script Editor to the section above your tiles 3. Edit Snippet 4. Add the code to resize the tiles (on next slide)

13 Snippet code to resize promoted links <style type="text/css"> /* The height of the Promoted Link Webpart */.ms-promlink-body { height: 100px; } /* Tile and border size. Delta between ms-tileview-tile-root and size of the promoted link tiles is the space between tiles */.ms-tileview-tile-root { width: 105px! important; height: 105px!important; } /* size of the promoted link tiles */.ms-tileview-tile-content,.ms-tileview-tile-detailsbox { width: 100px!important; height: 100px!important; } Copy and paste into the snippet window They can be adjusted to meet your needs /* size of the image within the promoted link tile */.ms-tileview-tile-content > a > img { width: 100%!important; height: 100%!important; } /* Changes the Promoted Link Title when you hover over it*/.ms-tileview-tile-detailslistmedium { font-weight: bold; height: 100px; padding: 4px 7px 7px; font-size: 12px; line-height: 14px; } /* Changes the Promoted Link Description when you hover over it*/.ms-tileview-tile-descriptionmedium { font-weight: normal; padding-top: 10px; font-size: 11px; /* If you want to change the font size, change above */ } /* Remove this if you only what to show the images and not the text */ /* Adjust the text in the Collapsed Promoted Link */.ms-tileview-tile-titletextmediumcollapsed { font-weight: normal; background-color: rgba(0, 0, 0, 0.6); width: 100px; height: 40px; position: absolute; top: -20px; left: 0px; text-align: center; vertical-align: middle; font-size: 11px; /* If you want to change the font size, change above */ line-height: 20px; word-wrap: break-word; } </style>

14 Missing Edit Button on my List If your view does not have the Edit button it is the view type causing the problem. It needs to be created as a datasheet view To create a new Datasheet View 1. Go to List Settings 2. Create a New View 3. Select Datasheet View 4. Name your View 5. Add your columns/groupings/filters 6. Click Ok

15 Copy data from Excel to SharePoint If you need to copy large amounts of data from Excel to your SharePoint List this can be done in Internet Explorer To create a new Datasheet View 1. Go to List Settings 2. Create a New View 3. Select Datasheet View 4. Name your View 5. Add your columns to match your spreadsheet 6. Click Ok 7. Make sure you are only in the cell and do not see your cursor in the cell to copy and paste

16 Setting up Document Content Types If you have a document template you want your team to use each time a new document is created. You can add a document content type that is managed at the top level site and used on the projects sites. This is nice when you make a modification to the template, if they have not created a document based on that template, they will always use the latest version set by the administrator. To create a new Document Content Type 1. Go to the Top Level of your BrightWork Site Collection 2. Site Settings 3. Site Content Types 4. Create 5. Name your Document Content Type (This is what users will see when selecting the template) 6. Parent Content Type Document Content Types 7. Parent Content Type Document 8. Group: This is easier to keep track of if you create your own Group to manage your templates 9. Click Ok 10. Advanced Settings 11. Upload Document Template

17 Applying Document Content Type Once you have created and added your template to the content type you will need to add to the project site template and synchronize your changes To add your Document Content Type in the Document Library 1. Go to your Project Site Template 2. Go to the Document Library 3. Go to Library Settings 4. Go to Content Types Section a. If this is not turned on go to Advanced Settings Turn on Allow management of Content Types 5. Add from existing site content types 6. Select your created group 7. Click on the template and click Add 8. Click Ok

18 Display Name and Internal Field Name When creating a new field it is important that the internal name of the field has no spaces or special characters. This is helpful when setting up reporting and also keeps the field names clean and easy to read and remember. When adding a new field in your site or site collection 1. When you first create the field name it should not contain spaces or special characters 2. Select the field type and any defaults 3. Click Ok a. The first save is when the internal field name is created in SP 4. To update the display name to something that will make sense to the user, including special characters, click on the field name and edit the title 5. Click Ok If a field is saved with a space or special character it will add characters to the internal name.

19 Project Status Reports Week Ending Default Date The Project Status Reports week ending date is set to default to the Friday of the week you are adding the report. For example if I add my status report today it is going to automatically default to Fridays date. If this is the preferred method I recommend setting this field to not show up on new or edit in Column Visibility Settings If this is not what you are looking for in your environment it can be changed. To update the Week Ending Date 1. Go to the list settings 2. Click on the Week Ending Date field 3. In the Calculated Value you will see the calc to set to pull Friday of the current week 4. You can remove this calculated value and have the PM update the week ending, have it default to Today, or change the default by changing the number of days in the calculated value

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22 Use the questions pane in GoToWebinar to ask questions