Updating the Status Manager, the sleight of hand
The status manager is
the resource who is to receive status updates for a task, from any resource
assigned to this task. The Status Manager (task field) is described in this page from Microsoft support.
Known limitation
Microsoft Project has
a limitation that prevents a schedule owner from setting a task’s status manager
to anyone except himself or herself. Hence, if you want to assign another
person as the Status Manager to a task within your project plan, you need to
ask him/her to edit the schedule in Microsoft Project and assign himself or herself
as the Status Manager.
The sleight of hand
In my current company,
I am in charge of the scheduling preparation for several project, hence I use a
lot the delegation feature. For more information about delegation, you can read
this mpug.com article, Using theProject Server Delegation Feature Written on January 7, 2014 by Jessica Carlisle.
What I found is that
when creating a new task acting as a delegate, the Status Manager for this new
task is the resource you are working on behalf. In addition, reading again the
definition of the Status Manager on the Microsoft support page, I found this: “The status manager can be changed to any
other status manager in this enterprise project.”
The solution is found J, you create a fake task using delegation for
each Project Manager you want to assign as a Status Manager, then when you open
the project in Microsoft Project Pro, you can update the Status Manager to any
of those resources.
In detail
To ease the management
of Status manager, I have created a Project view in Project Server/Project
online. Here is my simple project schedule.
By default, I am the
Status Manager for all task. I cannot edit this field in Project Server/Project
Online, so I will open it using Microsoft Project Pro.
In Microsoft Project
Pro, the list of resources for the Status manager only contains my name.
What I want to do, is
to update the Status Manager for all tasks related to Plumbing (Sub-Topic = Plumbing) to resource PPM User1.
Back to Project
Server/Project Online, by using delegation, working on behalf of PPM User1, I add a fake task to the
schedule. Of course, the PPM User1
should be granted edit rights to this specific project.
For the task inserted
using the delegation, the Status Manager is set to PPM User1. I save, publish and check in.
Back to Microsoft
Project Pro, the magic happens; I can edit the Plumbing tasks and set their
Status Manager to PPM User1. When
finished, I can delete the fake task created.
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