presented by
Traci Grassi
BrightWork Solution Specialist
hosted by
Bróna O’Donnell
Customer Success
AGENDA
Tips and Tricks
Reporting Tips
Synchronization Tips
Project Site Level Tips
Q&A
Renaming Columns in the Cache Reports
List Names
Project Cache
bwProjectCache
Project Status Report Cache
bwPSRCache
Work Cache
bwWorkItemCache
The list name is manually typed at the end of the URL on the top level site in the BW Site Collection
For Example: http://2013.brightworkdemo.com/sites/tgrassi/bwProjectCache
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.
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.
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
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)
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
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
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)
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;
}
/* 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>
Copy and paste into the snippet window
They can be adjusted to meet your needs
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
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
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
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
Display Name and Internal Field NameWhen 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.
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
QUICK POLL!
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