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BACKGROUND
I am working in an organization that is implementing MicroSoft Project Server 2003 in our IT Department. We are also beginning to use Microsoft Sharepoint. Projects within Project Server contain sections for Issues and Risks, which are actually strored within sharepoint (as delivered with MSPS). I am trying to build a template for a nicely formatted Excel report for for Issues, which can be part of every project. I used the "export to spreadsheet" function to create a spreadsheet with automatic links back to the Sharepoint (MSPS) data. I then created a "report" sheet within the workbook that massages the data in the above sheet and formats it nicely for reporting (with headers, right column widths, etc). I created a small macro and attached it to a graphical button I created on the report sheet that refreshes the data in the data sheet from the Sharepoint server. Viola, the report has the most up-to-date information from MSPS, and the user can simply print the report. All of this works great. QUESTION I want to turn this into the template now. We hope to modify the template to do the following, but need to know how to get and set this information: 1. store the template with the Project name/reference (sitting somewhere in the spreadsheet, but not available to the typical user) stripped out of the file. 2. when the user opens the template, automatic code will check to see if the project name is blank. - if blank, -Find the project name based on what project that the file is associated with (through sharepoint) - populate the project name into the appropriate property in the spreadsheet so it is now "linked" to the project so that refreshes will bring down issues from the appropriate project. Does ANYONE know how this might work? I am flying blind right now. |
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