Documents Archive - Page 7 of 42

Configure Time Tracking and Management’s Approval Center

TTM Configuration Overview

The Pending My Approval display lets Timesheet Managers review, and then approve or reject, their resources’ timesheets.

When configuring the Approval Center Web Part keep in mind:

By default the web part will display 10 task items per page
- Starting with TTM 2.5 only project tasks with time entered against them are displayed
For information on using the Pending My Approval Web Part, click here

To configure the Approval Center Web Part:

Step

Action

TTM quick launch
From the TTM site, click the Pending My Approval link in the My Resources’ Time quick launch

NOTE: Starting with TTM 2.5, you must click the My Resources’ Time tab before you will see the Pending My Approval link in the quick launch.

TTM Approval Center Edit the Web Part on page and click the Approval Center Web Part Settings button to access the pop-up configuration window

IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.

Use the left hand navigation to access the appropriate configuration screens:
Image of the Configuration window

#	Function
1	Items per page: Select the number of resources, between 10 -50, that you want to show per page. NOTE: Starting with TTM 2.5, only timesheet task items with time entered against them are displayed in the Pending My Approval display.
2.	Language Settings Modify the Language Settings for the web part
3.	Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.

Click Save & Close to commit the changes and exit pop-up configuration screen.

Troubleshooting issues when upgrading to Calendar Plus Release 4.6

Symptom:

You just upgraded the Calendar Plus on your farm from Release 4.5.x to R4.6.x. You notice that the tooltip that used to be displayed when you hover over an event on the calendar is no longer displayed. When you hover over an event, nothing happens.

You edited the web part and didn’t change any configuration parameters. After clicking OK to close the tool pane, you see the tooltip is back.

That’s good, but you don’t want to have to go to EVERY page where you have a Calendar Plus Web Part and edit the web part. That would take a long time. What should you do?

Resolution:

This is a known issue with this upgrade, whether you are on SP2010 or SP2013. To get the tooltip back for all pages, each user who sees the issue needs to clear their IE cache. This is most quickly done by pressing Ctrl+F5 on their PC keyboard.

Community Central Timer Jobs

Community Central has two timer jobs, each of which are set by default to run every five minutes. The schedule on which each of these timer jobs run can be modified, as shown below, but cannot be set to run less often than every five minutes. These two jobs are the:

Bamboo Community Central: Master Timer Job
Bamboo Community Central: Update Site Information – /Sites/SiteName (where the system populates the site name)

Two Community Central Timer Jobs

Master Timer Job is the master timer job of the Community Central Web application. This master timer job creates the Bamboo Community Central: Update Site Information – /Sites/SiteName timer job referenced below. As an example, if you have two Web applications, then you will have two master timer jobs. If, in one Web application, you create two instances of Community Central—one at http://server:80/SiteA/CommunityCentral and one at http://server:80/sites/SiteB/CC —the master timer job will create two update site information timer jobs for Web application 80 per the two server instances.
Update Site Information – /Sites/Site Name timer job queries the User Activity list to determine what activities have occurred in the last five minutes based on the Last Run Date Time. This job then calculates user information based on scoring rules, and updates the Site Members list with information such as the SharePoint user, total points, number of verified answers, number of suggested answers, number of threads, number of replies, and last activity date. This information is used to determine statistics for categories such as Most Active Users and Top Experts, and also is updated into the Forum Summary and Blog Summary lists.

See also:

Troubleshooting Group Email

PROBLEM

The Group Email web part appears to be deployed just fine, but when you add the web part to a page, you are getting this error:

“Unable to add selected web part(s). Assemblies that implement ASP.NET Web Parts and are installed into a partially trusted location, such as the bin directory, must be compiled with the AllowPartiallyTrustedCallersAttribute set for import to succeed.”

When searching for the error details, it says that admin needs to add [assembly:AllowPartiallyTrustedCallers] to AssemblyInfo.cs.

SOLUTION

You need to activate the web part in your site collection!

Activating a Bamboo Site Collection Feature

Troubleshooting Conditions for Columns of Type Number

Issue:

You are using the Conditional Branch widget to check if a column called Favorite Number is blank. Favorite Number is a column of type Number.

You add a Conditional Branch widget to your workflow and configure it like this:

You find that regardless of whether a number is entered in the column or not, the workflow always travels down the False side of the branch. In other words, the workflow always thinks the column is not empty.

Resolution:

Number columns are actually never empty. A number column that appears to be empty actually has a value of 0 (zero). So instead of checking if that column is empty, check if it is equal to zero.

Troubleshooting Community Central Timer Jobs

You can troubleshoot these issues related to Community Central timer jobs:

Statistics Web Parts such as Top Rated, Most Viewed, and Top Experts do not display current data.
The Site Members list does not indicate new activity even after five minutes.
The timer jobs do not display on the Job Definitions page or have failed to run.

Follow these steps to troubleshoot the above issues:

Step	Action	Description
1.	Verify that the timer jobs are running for each Web application that you have created.	Go to Central Administration > Monitoring > Timer Jobs and click Check job status. Locate both timer jobs under History. You will see both timer jobs:
2.	AFTER the Bamboo Community Central: Master Timer Job and Bamboo Community Central: Update Site Information timer job have both completed with a Status of Succeeded, manually run both of them.	Perform these steps for both timer jobs: In Central Administration, click Monitoring. In the Timer Jobs section, click Review job definitions. Locate and click the name of the timer job. On the Edit Timer Job page, click Run Now at the bottom of the page.
3.	If a timer job is not running, it is not listed on the Timer Job Status page under Running.	If the timer job failed or did not initialize, it displays on the Timer Job Status page, but the Status is Failed and the initialization is 0%. To fix this, you must deactivate and then reactivate the timer job. Alternatively, you can start and stop the SharePoint 2010 Timer service. To deactivate and reactivate a timer job: Navigate to Central Administration > Application Management and click Manage web applications. Click to select the desired Web application, and then click Manage Features on the Web Applications ribbon. Click Deactivate next to the timer job and click Activate, then click OK.

See also:

Start and stop timer jobs

Troubleshooting Alert Plus Event Handlers

The alert that sends an email when a column value changes uses an Event Handler. This handler is created on the event list when the alert is created. If this event handler is missing or corrupted, our Support team may advise you to go to the Support tab of your Alert Plus web part. On the Support tab, click View to see the Event Handlers as shown in the screen shot below.

The Event Handlers section provides diagnostic information for Alert Plus event configuration. If you are working with Bamboo Support to resolve an Alert Plus issue, you may be directed to provide results from this section to Support during the troubleshooting process.

Troubleshooting Alert Plus Using the Support Page

Overview of the Alert Plus Web Part

To access the Support page, click the Support link from the toolbar of the Alert Plus web part. This page includes options for testing the most common issues for Alert Plus and e-mail server functionality.

Alert Plus Registration

The Alert Plus Registration section tests that the site containing the Alert Plus Web Part is successfully registered so the Alert Plus Standard Timer Jobs know to check for alerts on it. When you access the Support page, a message is displayed telling you if the current site is registered. To check the registration for other sites, enter the absolute or relative path to the site and click Check Registration.

IMPORTANT: If you upgraded Alert Plus from version 2.8 or earlier, the site is re-registered with Alert Plus when you view the Web Part after upgrading (a step in the upgrade instructions). If a site shows as not registered when you check its registration, visit the Alert Plus Web Part page in that site to register it.

Alert Plus Event Handlers

Click View to see the event receivers/handlers used by Alert Plus. Specifically review the Reg. Info column to see the
registered events for each alert. There should not be any events listed in this column unless the Alert Event is A specific column in the list changes or An item in the list is deleted.

Disabling an alert will remove the Event Receiver(s) from the alert list. Enabling an alert will add the Event Receiver(s) to the alert list.

Registration Information

From the Registration Info box, click View to view the XML code for the Web Part registration. This information is helpful to our Support staff if you experience a problem with Alert Plus.

Alert Plus E-mail Support

Click Send Email to test the configured e-mail settings for Alert Plus and display the results in the Test Result box.

Test Result

The Test Result box shows the results from the Alert Plus E-mail Support test. The results are cleared each time the Web Part Page is loaded, or you can click Clear to clear the results.

You will also receive an email if your email server test is successful.

Troubleshooting World Clock & Weather

Whenever you see this error:

error: Create list location :: there are multiple root elements . Line 2, position 2

Check the other web parts on your page and either remove the World Clock and Weather web part or another web part that might be in conflict. We have often seen scenarios where customers will customize pages or web parts and when we they upgrade World Clock and Weather to a new release, errors will occur. One thing you can do is use the web parts maintenance page within SharePoint to see all the web parts that are on a particular page. There might be conflicts with different versions of JQuery or JavaScript.

See this topic for further details: Page hangs or does not open.

Troubleshoot Problems with Deploying Farm Solutions

Troubleshoot Problems with Deploying Farm SolutionsTop

This topic applies to:

WSS 3.0 and MOSS 2007
SharePoint Foundation 2010/2013 and SharePoint Server 2010/2013/2016

Several issues and their corresponding solutions are described below. Click the link to jump to the appropriate issue.

Issue 1: Copying or Removing Assemblies
Issue 2: Deployment Fails or Times Out
Issue 3: Copying a File Failed
Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps
Issue 5: Cannot Find a Certain File

Issue 1: Copying or Removing Assemblies

With SharePoint 2010 and 2013, we sometimes see failures when trying to copy assemblies to the Global Assembly Cache (GAC) or remove assemblies or other files from the bin or 14 or 15 hive during solution retraction and/or deployment.

Resolution:

Restart the SharePoint 2010/2013 Administration service on all of the Web Front End servers (all servers on the farm where the Foundation Web Application service is running).
Restart the SharePoint 2010/2013/2016 Timer service as well.

NOTE: The SharePoint Administration service carries out the actual removing and adding of files during deployment. Restarting the service works most of the time because the service should release the handle on a file. However, if the Administration service does not release the handle on the file, then deployment can fail. Restarting the timer service on SharePoint 2010/2013 will restart all SharePoint 2010/2013 timer jobs and you will need to delay installation for a while, until all of those jobs have had a chance to complete.

Remove the solution.
Reinstall the solution.

For more information, see:
http://msdn.microsoft.com/en-us/library/aa544500.aspx
Top

Issue 2: Deployment Fails or Times Out

Deployment fails, and the reason is not clear from the error shown in installation feedback (or just shows time out errors), or the Bamboo GUI installer appears to stop in the middle of the deployment, and eventually times out.

The Timer Job Definitions in Central Administration may show one or more persistent “one time” timer jobs listed.

Manual installations using stsadm also fails to complete the installation.

Resolution:

Delete the one-time timer jobs listed in the timer job definition list. Restart the SharePoint 2010/2013 Timer service on each server in the farm running the Foundation Web Application service.
Try the installation again.
Any solutions that show up in on the Solution Management page in Central Administration with a status of “undeployed” or “error” need to be either deployed manually in Solution Management, or removed, if you are going to run the Bamboo GUI installer. For more information, see Installation stops at the Repair Remove or Install screen
Run the stsadm installation using the -local rather than the -immediate parameter for stsadm -deploysolution. This will not invoke the timer service. As stated in this Technet article:

-local “Deploys the solution synchronously on the local computer only. The timer service is not used.”

You will have to run the deploysolution with the -local parameter on each server running the Windows SharePoint Services Web Application service or Foundation Web Application service.
For more information about deploysolution, see:
Deploysolution: Stsadm operation (Office SharePoint Server)

For more information about which server is running the Windows SharePoint Services Web Application Service, look in Central Administration:
– on SP 2007 in Operations > Servers in Farm
– on SP 2010 in System Settings > Manage Servers in this Farm

Clear the SharePoint Configuration cache. The Web Front End servers may be out of sync. For more information and instructions see Clear the SharePoint Configuration Cache for Timer Jobs.

If you experience issues with WSS and MOSS timer jobs failing to complete are receiving errors trying to run psconfig, clearing the configuration cache on the farm is a possible method for resolving the issue. The config cache is where we cache configuration information (stored in the config database) on each server in the farm. Caching the data on each server prevents us from having to make SQL calls to pull this information from the configuration database. Sometimes this data can become corrupted and needs to be cleared out and rebuilt. If you only see a single server having issues, only clear the config cache on that server, you do not need to clear the cache on the entire farm.

To clear the cache a single server, follow the steps below on just the problem server.

Stop the OWSTIMER service on ALL of the MOSS servers in the farm.
On the Index server, navigate to:

Server 2003 location: Drive:Documents and SettingsAll UsersApplication DataMicrosoftSharePointConfigGUID and delete all the XML files from the directory.
Server 2008 location: Drive:ProgramDataMicrosoftSharePointConfigGUID and delete all the XML files from the directory.
Delete all the XML file in the directory.

NOTE: ONLY THE XML FILES, NOT THE .INI FILE.

Open the cache.ini with Notepad and reset the number to 1. Save and close the file.
Start the OWSTIMER service on the Index server and wait for XML files to begin to reappear in the directory.
After you see XML files appearing on the Index server, repeat steps 2, 3 & 4 on each query server, waiting for XML files to appear before moving to subsequent servers.
After all of the query servers have all been cleared and new .xml files have been generated, proceed to the WFE and Application servers in the farm, following steps 2, 3, 4 and 5 for each remaining server.
Top

Issue 3: Copying a File Failed

This is the error message that you get: “Copying of this file failed. This operation uses the SharePoint Administration service (spadmin), which could not be contacted. If the service is stopped or disabled, start it and try the operation again.”

Resolution:

For instructions and more information, see this MSDN article.
Top

Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps

This is the error message that you see: “This solution contains resources scoped for a Web application and must be deployed to one or more Web applications.”

Resolution:

Usually this can be resolved by running the Bamboo GUI installer, removing the product, and then reinstalling it.

We have also found that if the solution is showing up in the Solution Management page as installed but not deployed, you can try to run a manual deployment using stsadm.

See Best Practices for Installing Bamboo Products

Also see MSDN Issues Deploying SharePoint Solution Packages
Top

Issue 5: Cannot Find a Certain File

After an apparently successful deployment, you see errors about not being able to find file(s) when attempting to view products on a page.

Resolution:

Be sure to exclude directories such as %systemroot%Program FilesCommon FilesMicrosoft SharedWeb Server Extensions from file level antivirus scanning, or you may find that files that were deployed in that directory will be removed when the antivirus scan runs.

For more information, see this TechNet article.
Top

Top Rated Blogs

The Top Rated list in the Blogs Home page lists the posts in the entire community with the highest ratings. Click a post title to read it.

Readers rate posts by clicking on the rating field when reading the post. Ratings are provided by Bamboo’s Rating web part.

NOTE: Individual blog sites also include a Top Rated list. In individual sites, the list is filtered to show only posts in that blog site.

See also:

Top Navigation

The top of every Community Central page includes navigation to the main sections of the Community Central Home site. The top navigation is configured using Bamboo SharePoint Navigators, and includes links to the Community Central Home page, the Forums Home page, and the Blogs Home page. Click a navigation link to go to that area of the site.

The top navigation is shared with all pages in the Community Central Home site. To customize the top navigation to change link names, add or remove links, and even include links to sites outside Community Central, follow the instructions below.

NOTE: Navigation changes will apply to all pages in the Community Central Home site, but not pages in individual forum and blog sites. Top navigation must be changed separately for each site. For details, see Customizing the Forum Site Top Navigation and Customizing the Blog Site Top Navigation.

Step	Action	Results
1.	In a Community Central Home site page, go to Settings > Community Central Control Panel. In the Community Central General Settings section, click Manage top navigation menu.
2.	Make the desired change to the navigation menu: To change the name of an existing menu option, select it and click Edit Item. Change the Menu Title and click Save. To change the destination link of an existing menu option, select it and click Edit Item. Change the URL and click Save. To add a new menu option, click Add new item. Enter a Menu Title, URL, and a Sort Order to define where the new item will be displayed in the menu. Click Save.	SharePoint 2010 SharePoint 2013
3.	The changes you make to the top navigation menu will be applied immediately to the Community Central Home site pages.

The main parts of the home page on Community Central are described below; each section is described in each of the individual topics linked below.

See also:

Top Experts in Forums

The Top Experts list contains users with the most verified answers.

Verified Answers are posts that forum users or Moderators have marked as the answer to a forum topic. Top Experts can be viewed are those users who consistently provide the most valuable content for Community Central forums.

The Top Experts list is filtered for the current forum, so a user may be a “Top Expert” in one forum but not in another.

See also:

Overview of User Display

Toolkits System Requirements

System requirements for individual products in Bamboo Toolkits may vary by product. Be sure to review the system requirements for each product before installing it. All Bamboo Toolkits have the following minimum system requirements:

SharePoint 2007 (WSS and MOSS)

Operating System	Microsoft Windows Server 2003 or 2008
Server	Microsoft Windows SharePoint Service 3.0 OR Microsoft Office SharePoint Server 2007 with Service Pack 2 Microsoft .NET Framework 2.0 or higher
Browser	Microsoft Internet Explorer 7 or higher

SharePoint 2010 (Foundation and Server)

Operating System	Microsoft Windows Server 2008
Server	Microsoft SharePoint Foundation 2010 OR Microsoft SharePoint Server 2010
Browser	Microsoft Internet Explorer 8 or higher

SharePoint 2013 (Foundation and Server)

Operating System	64-bit edition of Windows Server 2008 R2 Service Pack 1 OR 64-bit edition of Windows Server 2012 Standard or Datacenter
Server	Microsoft SharePoint Foundation 2013 OR Microsoft SharePoint Server 2013
Browser	Microsoft Internet Explorer 8 or higher

Add items to TTM’s Timesheet Resources list

TTM Configuration Overview	Time Tracking checklist

A Time Tracking and Management (TTM) site includes a Timesheet Resources list. This list is one of the resource data-source options available when configuring TTM, and is used to identify the users who will be able to submit time in TTM timesheets.

When using the Timesheet Resources list as the resource data-source keep in mind:

You must specify a Timesheet Manager for each resource. Users who do not have a Timesheet Manager will not be able to enter time.
You can quickly add users to the Timesheet Resources list using the User Profile Import tool.
The User Profile Import tool was added in TTM 2.5
You can use the Timesheet Resources list as the resource data-source even if PM Central is the data-source for tasks.
- The PM Central project tasks assigner to a user in the Timesheets Resources list will automatically be added to the user’s timesheet.
- This configuration is useful is only specific users in your PM Central ERP need to enter time.

Entering Resources in the Timesheet Resources list:

Step

Description

From the TTM site, access Site Contents

OR

use the direct link in the Time Tracking configuration checklist

Click on the Timesheet Resources list.

Click the Add new item link and complete fields as described in the table below.

Timesheet Resources list

NOTE: The column order displayed in the list view differs from the form

Column Name	Description
Department	Use the drop down selector to associate the resource with a department for reporting purposes NOTE: The options associated with this field can be be modified.
Timesheet User	Identify the SharePoint user that will be able to submit time in TTM (required)
Primary Timesheet Manager	Enter an individual user who can approve timesheets submitted by the resource. (required) If you imported this resource into the Timesheet Resources list from SharePoint using the User Profiles Import tool, the Manager from the user’s SharePoint profile is automatically entered as the Primary Timesheet Manager. You can use this account or you can change the value to a different account.
Secondary Timesheet Manager	If you want to name a backup person who can approve timesheets if the Primary Timesheet Manager is unavailable, enter a name in the Secondary Timesheet Manager field. Either manager can approve timesheets.
Maximum Unit	Enter the percentage of the timesheet period that this resource is available to work on tasks. For example: For example, if a part-time resource is only allowed to work 20 hours of a 40-hour week, enter 50%. If this field is blank, TTM will assume a Maximum Unit of 100%. Maximum Unit is taken into account for working hours validation, but is ignored if overtime is allowed.
Allow Overtime	To allow this resource to work more than the standard number of hours in the timesheet period, select this option. If overtime is allowed, validation for the maximum number of hours allowed per day or per pay period will be ignored..
Cost Codes	Select the costs codes that the resource can use, if you are tracking costs as well as time in TTM. If an individual has their own entry in the Timesheet Resources list, and is a member of a group resource, cost codes for both entries will be available for the resource. NOTE:The cost codes must have previously been created in the Cost Codes list
Resource ID	This optional field lets you associate an ID reference with the user. The Timesheet Entry Web Part can be configured to display this entry.

Create an entry for each user or group who needs to enter time in the TTM site.

To mark this item as complete in the Time Tracking configuration checklist, click the Mark as Complete button for this item
More information on using the checklist is available here

TTM Configuration Overview	Time Tracking checklist

Tree View

The Tree View displays list, library, discussion and wiki items, as well as site navigation, in a hierarchical structure allowing the user to navigate to the information much like the navigational structure of Windows ExplorerTM. This tree view structure allows users to quickly view the content structure of the list, library, discussion or wiki and visually determine the fastest way to locate an item.

Highlights	Release Notes	Complementary Products

Install	Permissions	License	Permissions
System Requirements Installing for the first time… Upgrading to a new version… Migrating to a new SharePoint version… Troubleshooting the install…		Overview of Licensing Trials… Activating once you purchase… Moving… Troubleshooting…
Configure	Permissions	Work With	Permissions
Overview of Configuration Tool Pane How To… Troubleshooting…		Overview of User Display How to… Troubleshooting…

Click here if you would rather see a complete list
of all topics for this product.

Click on the shopping bag or here to download a trial of the product or to purchase it.

Timesheet data is missing after changing the Timesheet Tasks Data Source

This topic applies to:

Time Tracking and Management R1.0
SharePoint Foundation 2010 and SharePoint Server 2010

What you see happening:

Timesheet data is missing from saved and submitted timesheets after the data source for timesheet tasks is changed from a Bamboo List Rollup to a SharePoint Tasks list, or vice versa. All timesheets created using the original data source are affected, and no longer display time that was entered for any administrative or project task. The status of timesheets that were already saved, submitted, approved or rejected now says “Not Created”. Reports in the Report Center do not display any data for the affected time periods.

For example:

Time has been entered for two different time periods as shown in the first examples below:
After these timesheets have been saved, the Timesheet Tasks Data Source list is changed. For example:

Original configuration was built from a List Rollup Schema:

And subsequently changed to a SharePoint List:

And now, the timesheets for the reporting periods no longer include the hours that were saved in them:

Cause:

If the Timesheet Tasks Data Source setting in the Time Entry Web Part is changed from its previous value (Bamboo List Rollup or SharePoint List), all timesheets created using the original task list are no longer visible in My Timesheets, Timesheet Approval, and Report Center views and reports. Users must re-enter time in affected timesheets.

Resolution:

If you need to recreate data for affected timesheets, take the following steps:

In the new task list, create the same tasks that were in the original task list.
In the Timesheet Entry page, re-enter time for the tasks in each affected reporting period.
Submit the timesheets for approval again and have the timesheet manager approve or reject them as normal.

NOTE: This process must be repeated for all timesheets that were saved or submitted using the original task list data source.

Change the appearance of the time entry grid display in TTM

TTM Configuration Overview	Timesheet Entry Configuration Overview

The Timesheet Entry Web Part is the display interface that users most commonly interact with. There are two skin options available to allow you to quickly modify the apppearance of this Web Part on the page.

Keep in mind:

The two skin options affect the grid display of the Web Part
Grey is the default skin
The Neptune skin became available in TTM 2.0

To change the grid display of the Timesheet Entry Web Part:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Step	Description
1.	From the Timesheet Entry configuration screen, click the Look and Feel button under Preferences in the navigation tool pane.
2.	Click Change skin under the General Settings header Grey (default) Neptune
5.	Click here for information on modifying the Web Parts Language Settings (optional)

TTM Configuration Overview	Timesheet Entry Configuration Overview

Use a SharePoint list as the Tasks data source in TTM

TTM Configuration Overview	Timesheet Entry Configuration Overview

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the tasks that will be displayed in the Timesheet Entry Web Part. This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should use. There are two task data-source options available:

Bamboo List Rollup
SharePoint Tasks list (default setting)
- You can use the local Timesheet Tasks list (default)
- or, a generic SharePoint Tasks list

When configuring the Timesheet Entry Web Part to use a SharePoint list as the task data source keep in mind:

The Timesheet Tasks list that comes with TTM includes fields not available in an out-of-the-box SharePoint Tasks list.
If you want to show tasks from multiple task lists you will need to use Bamboo List Rollup as the Web Part’s task data-source.

To configure Timesheet Entry to display items from a SharePoint Tasks list:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Action

Result

From the Timesheet Entry configuration screen, click the SharePoint List button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the SharePoint list and library button available.

Image of the Navigation Pane with the SharePoint list and library button available.

NOTE: You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type

The SharePoint List Settings screen will be displayed on the right side of the configuration pop-up and allow you to scroll through the configuration options associated with the data source.

By default the Timesheet Entry Web Part uses the Timesheet Tasks list as the tasks data-source. If you will use this list, skip to step 5 for additional information on configuring the Web Part.

To use a generic SharePoint tasks list as the tasks data-source, enter URL to the site that contains the list, then click the green arrow.

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL.

IMPORTANT: Although you can enter a URL for another Site Collection, be careful about going across Web Applications. You may have issues if the other web app has a significantly different security setup.

Select the desired SharePoint tasks list from the SharePoint List drop down.

Map columns from the schema to the timesheet columns shown on the left.

If you use the default Timesheet Tasks list, this mapping is completed automatically.

Timesheet Tasks Column Name	Description
Task Name	The task name will be displayed in the timesheet.
Project Name	If you are assigned to multiple tasks in the same project, those tasks will be grouped in your timesheet under the same project name based on the value of this column
Start Date	The start date for the task. The task will be included on timesheets starting on this date
End Date	The end date, or due date, for the task. The task will be included on timesheets starting on the task Start Date and ending with the Due Date.
Assigned To	Map this column to the task list column that includes the SharePoint user account assigned to the task. The task will be included only on this user’s timesheet. NOTE: Time Tracking and Management supports multiple users assigned to a task.
Planned Work	If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work.
Billing Category	If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here.
Copy Actual Work to the PM Central Tasks list	This button is not available with this data-source

Configuration tool pane You have now configured the Web Part to use a generic SharePoint task list as the tasks data-source.

Click these links for additional Web Part configuration topics:

Administrative Time (optional)
Timesheet Resources Data Source (required)
Column Display Configuration (optional)
Look and Feel (optional)
Language Settings (optional)
You will need to populate the configured tasks list with content before the items will display in the Web Part.
Information on populating the Timesheet Tasks list is available here

TTM Configuration Overview	Timesheet Entry Configuration Overview

Configure TTM’s Timesheet Entry Web Part’s resource data source

TTM Configuration Overview	Timesheet Entry Configuration Overview

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the resources that will be able to use TTM to submit timesheets. This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should select.

There are two resource data-source options available:

The local Timesheet Resources list (default setting)
or, PM Central’s Enterprise Resource Pool (ERP).

When configuring the Timesheet Entry Web Part’s resource data-source keep in mind:

The selected data-source must contain an entry for each user who needs to enter time into TTM
Regardless of the data-source, each user must be configured with a Timesheet Manager.
You can use the local Timesheet Resources list even if you have configured the Timesheet Entry web part to use PM Central as the data source for tasks.
- PM Central project tasks assigned to a user in the Timesheet Resources list will automatically be added to his or her timesheet. You may want to use this configuration if only specific users in your PM Central ERP need to enter timesheets.

Configure the Timesheet Entry Web Part’s resource data source:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Action

Result

From the Timesheet Entry configuration screen, click the Timesheet Resources button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the Bamboo button available.

Image of the Navigation Pane with the Bamboo button available.

The Timesheet Resources screen will be displayed on the right side of the configuration pop-up

By default the Timesheet Entry Web Part uses the Timesheet Resources list as the resources data-source. If you will use this list, go to step 5 for additional information on configuring the Web Part.

Information on using the Timesheet Resources list is available here

To use a PM Central ERP as the resource data-source, click the Resource List from Project Management Central radio button

Enter the URL of the PM Central portfolio site, and click the green arrow

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL.

IMPORTANT: The PM Central site needs to be located in the same site collection as the TTM site for application integration to be supported.

The following fields will be automatically mapped to the appropriate field in the PM Central Enterprise Resource Pool (ERP)

Timesheet Resources Column Name	Description
Timesheet Resource	The column that contains the SharePoint user or group who will be entering time in the timesheet.
Timesheet Manage	The primary timesheet manager for the Timesheet Resource user. The timesheet manager can approve that user’s timesheet.
Secondary Timesheet Manager	The secondary timesheet manager who can approve timesheets when the primary Timesheet Manager is unavailable.
Department	The department the Timesheet Resource is a member of. This column is required if you want to view reports of time entered by department.
Standard Rate	The labor rate for the resource. This column is required to use the cost tracking features of TTM if you want to use labor rates from PM Central instead of TTM.
Allow Overtime	If you enforce Working Hours on timesheets in TTM, select the Yes/No column that indicates whether a resource is allowed to work overtime.
Maximum Unit	The maximum percentage of available working hours the resource is allowed to work on tasks. For example, if a part-time resource is only allowed to work 20 hours of a 40-hour week, the resource’s maximum unit is 50%.

Configuration tool pane You have now configured resource data-source for the Timesheet Entry Web Part.

Click these links for additional Web Part configuration topics:

TTM Configuration Overview	Timesheet Entry Configuration Overview

Use a Bamboo List Rollup as the Tasks data source in TTM

TTM Configuration Overview	Timesheet Entry Configuration Overview

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the tasks that will be displayed in the Timesheet Entry Web Part.
This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should use.
There are two task data-source options available:

Bamboo List Rollup
- You can use a custom created rollup
- or, you can reference an existing PM Central tasks rollup
SharePoint list (default)

When configuring the Timesheet Entry Web Part to use a Bamboo List Rollup as the task data-source keep in mind:

Using a Bamboo List Rollup Schema lets you display tasks from multiple SharePoint tasks lists.
If you are using a custom rollup, you will need to create the schema before configuring the Timesheet Entry Web Part.
Additional information on using TTM with PM Central is available here

To configure Timesheet Entry to display data from a Bamboo List Rollup:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Action

Result

From the Timesheet Entry configuration screen, click the Bamboo List Rollup button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the Bamboo button available.

NOTE:You will only be able to select this button if Bamboo List Rollup is selected as the Data Source Type

The Bamboo List Rollup screen will be displayed on the right side of the configuration pop-up and allow you to scroll through the configuration options associated with the data-source.

Enter the site where the Bamboo List Rollup Schema is located.

If using a custom rollup enter the URL where the List Rollup Schema Designer is found
To use PM Central tasks, enter the PM Central portfolio site URL.

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL.

IMPORTANT: If connecting to PM Central, the site must be in the same site collection as TTM for application integration to be supported.

Click the green arrow to load available List Rollup Schemas in the site,
then pick the desired schema list from the Select Schema drop down.

If you entered a PM Central portfolio site, select the Tasks – All Tasks rollup to include all tasks in all project sites on resource timesheets.
Otherwise..
Map columns from the schema to the timesheet columns shown on the left.

Timesheet Tasks Column Name	Description
Task Name	The task name will be displayed in the timesheet.
Project Name	If you are assigned to multiple tasks in the same project, those tasks will be grouped in your timesheet under the same project name based on the value of this column
Start Date	The start date for the task. The task will be included on timesheets starting on this date
End Date	The end date, or due date, for the task. The task will be included on timesheets starting on the task Start Date and ending with the Due Date.
Assigned To	Map this column to the task list column that includes the SharePoint user account assigned to the task. The task will be included only on this user’s timesheet. NOTE: Time Tracking and Management supports multiple users assigned to a task.
Planned Work	If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work. In a PM Central tasks list, this is the Work column.
Billing Category	If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here. PM Central task lists do not have this column, so leave it blank.
Copy Actual Work to the PM Central Tasks list	If you selected a PM Central task rollup, you can copy Actual Work for a task back to the PM Central Tasks list. This allows you to view cumulative work performed on a task through the current date in PM Central. NOTES: 1. Actual Work is copied to PM Central when a Timesheet Manager approves a timesheet. 2. To view this information, add the Actual Work (Time Entry) column to the Task Master Web Part in the Tasks tab for each project.

Configuration tool pane You have now configured the Web Part to use a Bamboo List Rollup as the tasks data-source.

Click these links for additional Web Part configuration topics:

Administrative Time (optional)
Timesheet Resources Data Source (required)
Column Display Configuration (optional)
Look and Feel (optional)
Language Settings (optional)

TTM Configuration Overview	Timesheet Entry Configuration Overview

TTM Administrative Time data-source options

TTM Configuration Overview	Timesheet Entry Configuration Overview

Administrative Time lets you track employee’s categorized non project hours, such as vacation or sick time, or time spent on administrative tasks such as support or maintenance activities in the Time Tracking and Management (TTM) timesheet.

Keep in mind:

The Timesheet Entry Web Part is configured by default to reference the local Administrative Time list that is created with the TTM site. This list contains the following default items:
- Administrative
- Sick
- Vacation
By default, tasks in the identified Administrative Tasks list will be included on the timesheets of all users.
Changing the Timesheet Entry Web Part’s default configuration to reference a custom list is optional

To configure Timesheet Entry to use a custom Administrative Time list:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Action

Result

From the Timesheet Entry configuration screen, click the Administrative Time List button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane

The configuration screen will be displayed on the right side of the pop-up window

By default the Timesheet Entry Web Part uses the local Administrative Time list as the data source. If you will use this list, skip to step 5 for additional information on configuring the Web Part.

Information on editing the categories associated with the Administrative Time list is available here

Enter the site where the custom list is located, then click the green arrow

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL.

Administrative list configuration screen

Pick the custom list from the Select Administrative Time drop down selector.

Map columns from the list to the columns shown on the left.

Administrative Time column name	Description
Task Name	The task name will be displayed in the timesheet.
Billing Category	If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here.
Project Name	The name all administrative time will be grouped under in the timesheet.
Assigned To	Map this column to the task list column that includes the SharePoint user account assigned to the task. If a user is assigned the task will only be displayed on this user’s timesheet.
Billable	Select the Yes/No column that indicates whether an administrative task is billable.
Planned Work	If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work.

Configuration tool pane You have now configured the Web Part to use a custom list as the Administrative Tasks data source.

Click these links for additional Web Part configuration topics:

Timesheet Resources Data Source (required)
Column Display Configuration (optional)
Look and Feel (optional)
Language Settings (optional)

TTM Configuration Overview	Timesheet Entry Configuration Overview

Time Tracking & Management

Time Tracking & Management provides a central location for team members to report and track their time, and for timesheet managers to review and approve timesheets as well as create informative reports.

Highlights	Release Notes	Complementary Products

Install	Permissions	License	Permissions
System Requirements Installing for the first time… Upgrading to a new version… Migrating to a new SharePoint version… Troubleshooting the install…		Overview of Licensing Trials… Activating once you purchase… Moving… Troubleshooting…
Configure	Permissions	Work With	Permissions
Overview of TTM Configuration How To… Troubleshooting…		Overview of User Display How To… Troubleshooting…

Click here if you would rather see a complete list
of all topics for this product.

Click on the shopping bag or here to download a trial of the product or to purchase it.

Discussion Board Plus Thread View

Discussion Board Plus provides a default view for the topic list (Forum view) and two different views for discussion threads. Click on a view name for more details about each view.

Thread view provides the same features as Flat view, with one difference: In Thread view, posts are displayed in a nested view.

NOTE: Thread View available in SharePoint 2010 only at this time.

Replies to a parent post are listed as child posts.

A Verified Answer is listed immediately after the original post, no matter when it was originally posted.

As with Flat view, the original post in the thread will always be listed at the top.

Return to: Using Views in Discussion Board Plus

There is no list configured

When you open a page and you see this error:

This error means that the Cross List web part was added to the page, but has not been configured to work with any lists in your site. Make a note of the page you are on (its address/URL) and contact your site admin to let him/her know that the web part needs to be configured by someone with the permission level of at least Designer in your site. You can also point out that instructions for configuring can be found here.

The search request was unable to connect to the Search Service

Issue:

You searched by entering search criteria in the Search in all columns for box. When you click the Search button, you see the error shown.

Resolution:

This error is because the out-of-the-box Search Service in your SharePoint farm hasn’t been configured yet. If you try the same search using the out-of-the-box SharePoint Search, you will see a similar error message.

Because the Search in all columns for features uses the SharePoint Search, it will not work properly if the SharePoint Search is not configured.

The product did not install

Verify each of the following, make any necessary corrections, and try the installation again:

You are installing the product on the correct server in the farm, as listed in the Setup program. See Location of Install Files for more information.
The installation account has the correct permissions, as listed in the Setup program. See Required Installation Permissions for more information.
You are following the Recommendations for a successful intstall.
You are following any specific instructions provided in the Installing the Product section of the Online Documentation for your product.

The Value of the Token Does Not Appear in the Email Message

Issue

You configured the Email message sent for your alert to include the values from several different columns in your alert list. When users receive the Email, some of the information they expect to see is missing.

Background

In Alert Plus v4.x and higher, you might see Emails with missing information if your alert is configured to alert on a list view.

A current limitation of Alert Plus is that columns defined as Site Columns are not displayed in the Email message.

Resolution

In Alert Plus version 4.x and higher, when you alert on a list view, the columns included as tokens must be included in the list view. If they are not, modify the list view to make sure those columns are included.

Unfortunately, there is no current resolution for the display of Site Columns in Alert Plus Emai messages.

The Page Navigation doesn’t appear when displaying map data in SP2013

Issue:

navigation issue.png You are displaying data in Virtual Map View v10.9.42.2013 using the Bing map provider. You have configured the map to display locations in groups of 15.

no page nav.png When you view the map, you see the first 15 locations, but you don’t see any way to go to the next page of locations. Page navigation should appear next to the Navigation drop down in the lower left corner of the page.

Resolution.

address column not configured.png Although the locations are displayed, the Page Navigation will not be displayed if a column hasn’t been configured for each of the geocoding parameters. For example, the screen shot here shows no column selected for Address. When this is the case, no Page Navigation will be displayed.

To display the Page Navigation, be sure a column is configured for Address, City, State/Province, and Country/Region.

NOTE: The columns configured for each geocoding parameter do NOT need to contain data. The column values may be blank.

The Last Run Status Column is Blank

Issue

You installed Alert Plus, added the web part to a page, and created a few alerts. The problem is that nobody receives the email messages. When you check Alert Status, you see that the Last Run Status and Last Run Date columns are blank. What’s wrong?

Resolution

This typically occurs when the Alert Plus Timer Jobs haven’t been installed, deployed, and/or activated. To check if they are present on the farm, go to Central Administration and perform the following checks:

Check	Action
Job Definitions	In Central Administration, click Monitoring > Review Job Definitions in the Timer Job section. In the list of definitions, you should see the following Bamboo Alert Plus jobs (with the exception of the Custom Timer Job). Make sure they are deployed to the web application where you configured your alerts.
Alert Schedule	If the standard timer jobs are job definitions on your farm, check to see if the alert you are having trouble with is running under a custom schedule. If so, a custom timer job should have been created for it (see an example above – the job called Bamboo Alert Plus Custom Timer Job – Daily at 05:00:00… is a job created for a custom schedule). Custom Jobs are created by the Bamboo Alert Plus Maintenance Job (before Alert Plus R4.x, they were created by the Bamboo Alert Plus As Soon As Possible Timer Job). Make sure that job has run since you created your new custom-scheduled alert. By default, it runs every 30 minutes, but the schedule may have been altered by a System Administrator.
Farm Solutions	If you do not see the Alert Plus Job Definitions, go to Central Administration > System Settings > Manage Farm Solutions. Check for the following solutions: bamboo.alertplus.mastertimerjob.wsp (no longer there in R4.x, has been merged with bamboo.alertplus.wsp) bamboo.alertplus.wsp bamboo.alertsubscriberwebpart.wsp (no longer there in R4.x, has been merged with bamboo.alertplus.wsp) Make sure they are successfully deployed to the appropriate web application in your farm. If they are there, but not deployed to the web application you need, deploy them to the appropriate web application. Click the solution name link, and on the Solution Properties page, click Deploy Solution. If you do not see the solutions, especially the bamboo.alertplus.mastertimerjob.wsp, re-run the Alert Plus installation.
Web App Feature	If the farm solutions are there and successfully deployed, go to Central Administration > Manage web applications. Click the web application you are using and when the ribbon appears, click Manage Features. A list of features will be displayed. Bamboo Alert Plus Timer Job should be listed if the solution was deployed successfully to the web application. Make sure Bamboo Alert Plus Timer Job is Active. If it’s active, but the timers jobs aren’t there, try deactivating it and then reactivating.

The Rollup is Missing Data From One List

Issues:

You created a rollup that gets all the Tasks in your site collection. You did not configure a filter for the rollup. There is a list called Important Tasks in the top level site that has tasks in it, but none from that list are shown in the rollup.

Resolution:

To troubleshoot and resolve this issue, follow these steps:

Step	Action
1.	Check the List Rollup Schema Design Support Page. It reports that the Column type comparison failed for the Assigned To column in the list called Important Tasks. Further, it reports `Expect column type = [User], but the actual column type is [UserMulti].`
2.	Check the configuration of the Assigned To column in the master list of the rollup. Verify that Allow multiple selections is set to No.
3.	Check the configuration of the Assigned To column in the Important Tasks list. See that Allow multiple selections is set to Yes.
4.	To resolve, change the configuration of the Assigned To column in the Important Tasks list to match the configuration in the master list for the rollup.

The concept

This is the concept.

The Installation/Setup program hangs

This sometimes happens when a component is partially installed.

Check the Farm Solutions to see if one has an Error status. Be sure to check the Bamboo.Telerik.Config solution as it has been known to cause this problem. If you see an error, follow these steps to retract and remove it.

Step	Action	Result
1.	Access the Manage Farm Solutions page in Central Administration by clicking System Settings > Manage Farm Solutions. NOTE: If you are using WSSv3/MOSS, click Operations > Solutions Management to get to this page.	The solutions installed on the farm are listed.
2.	Find the solution with the error, typically it is Bamboo.Telerik.Config. Click it.	Details about the deployement of that solution are shown.
3.	On the Deployment details page, choose to retract the solution by clicking the Retract link.	Details about the retraction are shown.
4.	On the page displayed, choose to retract from All content Web applications and click OK.	Once a solution is completely retracted, it can be removed from the farm.
5.	Click Remove to remove the solution from the farm.
6.	Re-attempt your install. Refer to How to run the Installation-Setup Program for more information.

Easy Reference Lookup List

Using Lookups in Workflow Studio

Easy Ref.png The Easy Reference lookup list contains common values related to the workflow and the SharePoint environment. Just like the other lookup types, Conductor retrieves Easy Reference lookups when the workflow reaches the widget. An example of an Easy Reference lookup is the workflow initiator, which would appear as {Reference:Initiator} in the widget property field.

IMPORTANT: Item and List Easy References are not valid for site workflows.

A list of Easy Reference lookups is provided in the table below:

Easy Reference Name	Description
Current Date	The date at that point in the workflow. Example: 2/5/2014
Current Time	The time at that point in the workflow. Example: 1:52 PM
Current Item Document URL ^{3, 4, 5}	The full URL for the document that the workflow was started on. Example: http://conductor2010/sites/corp/Shared Documents/Q2Roadmap.docx
Current Item Title ^{3, 4}	The title of the list item or document. Example: Q2Roadmap.docx
Current Task Assigned By ^{3, 4}	The display name of the user who started the workflow. Example: Mary Smith
Current Task Comments ^{3, 4}	The comments or feedback entered in the task form Description field when a task is reassigned or a change is requested. Example: Please revise section 2.
Current Task Description ^{3, 4}	The description entered in the Task Description field of the widget properties. Example: Projected Roadmap for Second Quarter 2014
Current Task Due Date ^{3, 4}	The date that is entered in the Due Date field or calculated by the Days Until Due field in the widget properties. Example: 12/19/2014
Current Task Start Date ^{3, 4}	The date that the current task in the workflow was assigned. Example: 12/16/2014
Current Task Title ^{3, 4}	The title of the current task that is entered in the Task Title field of the widget properties, or the default task title assigned by Workflow Conductor. Example: Please Review Q2Roadmap.docx
Current Task URL ^{3, 4}	The item URL of the current workflow task. Example: http://conductor2010/sites/corp/Shared Documents/Workflow20Tasks/DispForm.aspx?ID=3
Date and Time Started ¹	The date and time the workflow was started. Example: 10/5/2010 1:52 PM
Initiator	The account name of the user who started the workflow. Example: DOMAINmjones
Initiator Display Name	The display name of the user who started the workflow. Example:Mary Jones
Initiator Manager	The account name of the manager (configured in Active Directory) of the user who started the workflow. Example: DOMAINjsmith
Initiator Manager Display Name	The display name of the manager (configured in Active Directory) of the user who started the workflow. Example: John Smith
Item URL	The full URL to the DispForm.aspx for the current item. Example: http://conductor2007/sites/corp/hr/Shared20Documents/Forms/DispForm.aspx?ID=1
Item URL (Relative) ¹	The relative URL to the DispForm.aspx for the current item. Example: /sites/corp/hr/Shared20Documents/Forms/DispForm.aspx?ID=1
Item has attachment	Returns True or False
List ID	The GUID of the current list. Example: 4fda55e8-e11b-46a3-acd0-ad83e5f082f4
List Name	The Name of the current list, as configured in List Settings > Title, description, and navigation. Example: Shared Documents
List URL (Absolute) ¹	The full URL to the current list. Example: http://conductor2007/sites/corp/hr/Shared20Documents
List URL (Relative) ¹	The relative URL to the current list. Example: /sites/corp/hr/Shared20Documents
Site Collection URL (Absolute) ¹	The full URL to the root of the current site collection. Example: http://conductor2013/sites/corp
Site Collection URL (Relative) ¹	The relative URL to the root of the current site collection. Example: /sites/corp
Site Name	The Title of the current site, as configured in Site Settings > Title, description, and icon. Example: Human Resources
Site URL ¹	The full URL to the current site. Example: http://conductor2013/sites/corp/hr
Start Date	The date the workflow was started. Example: 10/5/2010
Start Time ²	The time the workflow was started. Example: 1:52 PM
Workflow Description ¹	The workflow Description, as configured in Conductor Studio. Example: A list of all Easy Reference lookups
Workflow History List URL	http://conductor2007/sites/corp/hr/Lists/ Workflow20History. Example: http://conductor2007/sites/corp/hr/Lists/ Workflow20History
Workflow History List Name ¹	The Name of the workflow history list. Example:Workflow History
Workflow Instance ID	The ID of the current instance of the workflow. Example: cda85707-bda3-4e1d-b188-cdf7a6806756
Workflow Name ¹	The workflow Title, as configured in Conductor Studio. Example: Sample – Easy Reference List
Workflow Status URL	The full URL to the SharePoint Workflow Status page for the current workflow instance. Example: http://conductor2007/sites/corp/hr/_layouts/WrkStat.aspx?WorkflowInstanceID= cda85707-bda3-4e1d-b188-cdf7a6806756
Workflow Task List Name ¹	The Name of the workflow task list. Example: Workflow Tasks
Workflow Task List URL ¹	The full URL to the workflow task list. Example: http://conductor2013/sites/corp/hr/Lists/ Workflow20Tasks
Workflow Title	The Name assigned to the workflow when it is associated to the list, as configured in List Settings > Workflow settings. Example: Easy Reference List

¹ Added or updated in Workflow Conductor 1.5
² Added or updated in Workflow Conductor 1.5.1
³ Added or updated in Workflow Conductor 2.1
⁴ This Easy Reference is only available for the email subjects or bodies in the Request Approval, Request Feedback, Collect Data From User, and Custom User Task form widgets.
⁵ This Easy Reference is only available for items within a document library.

See also:

Improving Data Viewer’s page load time

Configuration Infographic	Overview of Configuration Screens

Icon

To improve the performance of your Data-Viewer, consider some of these options:

Option	Comment
Turn on Asynchronous Page Load	See Overview of the Data Viewer Configuration Parameters for more information.
Minimize the number of items displayed per page	See Data Display Options for more information.
Only show the columns you really need to show	Getting data and formatting it takes processing time on the server and also the client PC. It’s easy to add all columns to the Data-Viewer display when configuring it. Not only will this typically add a horizontal scroll bar to the display, it also adds to page load time. It’s best to include just the columns that end users absolutely need to see. You can always also: include the Title column with a link to the item or the Action Menu so users can open the form to see everything for a particular item include the interactive option to allow end users to add more columns to the display as they need
Minimize the display of columns that require formatting	The Data-Viewer load time process that takes the longest is formatting the data. Not all data types require formatting; for example, Single Line Text columns do not require formatting. If you can minimize the data that requires formatting, your page will load faster. Columns that require formatting and take the longest to process are: Date Time People and Group If you need to display a Date Time column and want to improve performance, you could add a calculated column to your list and display it instead of the Date Time column. The formula below is an example that stores a date value in a text column: `=TEXT([Due Date],"mm/dd/yyyy")` If this calculated column is stored as TEXT, it requires no formatting when displayed. Including it in the Data-Viewer display rather than the Date Time column will improve performance. NOTE: Date values stored as text are sorted as TEXT, so create your formula appropriately if you plan to enable interactive sorting for your end users.
Minimize the other things on the page	If you have several web parts on the page, they will all need to be loaded before any are ready to be used. Use navigation links to help users get to separate pages rather than putting everything on one page.

Configuration Infographic	Overview of Configuration Screens

The Bamboo Wiki Publisher Settings do not appear in my Library Settings

If you don’t see the Bamboo Wiki Publisher Settings in the General Settings area of your Wiki Library, follow these steps to troubleshoot:

Step	Action
1.	Go to the top site of the site collection where you are trying to configure the Wiki Publisher and click Site Actions > Site Settings. NOTE: You must be a Site Collection Administrator to see these settings. In the Site Collection Administration section, click Site collection features.
2.	Make sure the Bamboo SharePoint Wiki Publisher site collection feature is active.
3.	If you don’t see the Bamboo SharePoint Wiki Publisher site collection feature in the list, go to SharePoint Central Administration > System Settings > Manage Farm Solutions.
4.	Make sure the farm solution called bamboo.spwiki.wsp is deployed successfully to the web application where your site collection resides.

The Bamboo Web License Manager does not show up in Central Administration. How do I fix that?

The Manage My License Keys link is only displayed in SharePoint Central Administration if the Bamboo Web License Manager Web application feature has been installed and activated.

During the installation of the Bamboo Web License Manager, on the Deployment Targets step, the option to automatically activate features is enabled by default. If this checkbox was deselected, the Bamboo Web License Manager feature will not be activated automatically after it is installed and you will need to activate it manually by following the steps below.

Step	Action
1.	Access SharePoint Central Administration as a member of the SharePoint Farm Administrators group.
2.	On the Central Administration home page, select Manage web applications in the Application Management section.
3.	In the Web Applications Management page, click the SharePoint Central Administration v4 web application.
4.	Notice that the Web Applications ribbon appears. Click the option Manage Features in the ribbon. The available features are listed.
5.	Locate Bamboo Web License Manager feature and click Activate.

The Bamboo Way

Bamboo Way We believe that collaboration is an essential part of smarter, more effective businesses, and that SharePoint represents the future of collaboration.

But SharePoint alone is not the answer. That’s why we’ve spent over ten years developing the kinds of innovative enhancements and solutions needed for SharePoint to reach its full potential. Building on familiar tools is a proven way to ease people into new technologies. If you prefer to take gradual steps, adding functionality in bits and pieces, Bamboo Solutions makes it easy for you. Start with specific functions you want to automate, and work with them one at a time. When you’re ready, you can extend your capabilities with fully-loaded applications that provide an entire suite of capabilities. Such an approach represents collaboration at its best, and results in a better adoption rate for most companies.

Of course, collaboration doesn’t happen overnight. It’s a process, and it takes more than just great software. That’s why we also offer the industry-leading Services including:

Training
Design and Configuration
Support
Bamboo Solutions Support YouTube channel
and continuously improving this online documentation to provide you the help you need when you need it

While the products we provide facilitate enterprise collaboration, the support, training and services you get from Bamboo Solutions make it work. You gain experience from ours. Your support needs are packaged for you and “anytime training” is available through webinars. You can also “play in our sandbox” and experiment with various applications at no charge.

No matter who you are, or what your collaboration goals entail, if you work with SharePoint, Bamboo Solutions is dedicated to helping you by enhancing your SharePoint experience the best way, The Bamboo Way!

test using a template

Contact Card
Name	Homer Simpson
Title	Worker
Phone	703-964-2002
Some basic data: lives in Springfield father to Bart, Lisa, and Maggie

A Configured Field Does Not Appear in my Custom UI

Issue

When creating a custom UI you added several columns to the layout. All but one appear. Why doesn’t the last one appear?

Resolution

Make sure that you have selected the columns you would like to display in the Search Criteria Configuration page.

By default, only the selected columns will appear in the Field Control list in the HTML Editor (shown here).

However, it is possible to edit the HTML and add columns that may not be on the list. If an extra column is added to the layout and it is not in the Search Configuration, it will not appear on the custom search criteria layout.

Test Home Page

image of Bamboo Way The links under “Browse by Type” take you to a landing page containing all the products within that category. If you prefer to go directly to a specific product, you have that option available under “Browse by Product Name” below. A third alternative is to use the Search tool in the upper right corner of the page. Learn more about our documentation.

BROWSE BY PRODUCT TYPE
Alerts	Calendars	Data Management	Knowledge Management	List Enhancements
Project Management	Social	User & Site Administration	Visual Presentation	Workflow

BROWSE BY PRODUCT NAME
Administration Toolkit	Alerts Administrator	Alert Plus	Bamboo Premier	Bamboo Select	Bulk Export	Bulk Import	Calendar Plus
Calendar Plus App	Chart Plus	Column Level Security	Community Central	Community Management Suite	Cross List	Cross Site	Custom Identifier Column
Data-Viewer	Discussion Board Plus	Essentials Suite	File Share Library	Filters Collection	Grants Management	Group Email	Group Redirect
Hello	In/Out Schedule Board	Knowledge Base	Knowledge Management Suite	KPI Column	List Forms Toolkit	List Consolidator	List Print
List Rollup	List Rotator	List Search (Advanced)	List Search (Simple)	Lookup Selector Column	Mini Calendar	My Alerts Organizer	Navigators
Password Change	Password Expiration	Password Management Toolkit	Password Reset	Project Management Central	PM Central Mobile	Project Management Suite	Poll
Project Portfolio Dashboard	Rating Column	Rich Text Column	Site Creation Plus	SQL View	Task Master	Team Calendar	Time Tracking and Management
Tree View	User Account Setup	User Directory	User Manager for Sites	User Profile Plus	User Profile Sync	User Redirect	User Registration Accelerator
Validator Column	Video Library	Virtual Map View	Visual Indicator Column	Wiki Publisher	Workflow Conductor	World Clock and Weather

Click here for a list view of the help topics.

Templates

Templates allow users to save, edit, and re-use common article formats.

To save a template, open the “New Article” page and create the template in the “Article Text” box. Then click “Save Template” to open a prompt to name your template. Your saved template will generally be available to all other authors, depending on how your administrator has set up permissions. To open a saved template, simply select the template name from the “Select Template” dropdown menu under “Article text.”

Advanced

Templates are stored under Site Contents > Bamboo KB Template. You can view, sort, edit, and delete templates directly from this list.

Users cannot overwrite templates from the text editor. If you would like to revise a template, we recommend loading it in the “New Article” prompt, editing it, and saving it as a new template, for the most robust editing options. Editing directly in the list does not offer as many formatting options. Administrators can delete old copies and rename new ones in the list settings.

PM Central template features

Getting started with PM Central

PM Central come with three site templates that provide differing project management capabilities:

PMC Standard/Full templates
PMC Lite templates
PMC Stand-alone template

Feature	Description	Standard/Full Template	Lite Template	Standalone Template
Portfolio site	A top site summary level
Department sites	Optional sites that display a filtered view of the Portfolio based on user specified criteria
Enterprise Resource Pool and Resource Management	The Enterprise Resource Pool (ERP) is a centralized list of users who are available to work on projects associated with the Portfolio. The associated Resource Center provides comprehensive resource reporting based on user task assignments
Report Center	Pre-defined reports to provide additional information about the management of the portfolio
Timeline Gantt Display of all active projects	Displays the project timelines and associated milestones
Project Summary Dashboards	Aggregated display of Project Health information at the portfolio site, and applicable department sites
Predefined Alerts	Pre-defined alerts that notify users of tasks and/or issue assignments that are coming due, or are overdue. Note: Alerts must be enabled by the Portfolio Administrator.
MS Project Integration (2010 & 2013)	Works with the Bamboo MS Project Add In to provide an integration point with PM Central
Capture Baselines	Ability to baseline the project, tasks, and costs for improved schedule management.
Enhanced schedule and cost tracking	Additional schedule and cost tracking views that display Cost and Schedule Key Performance Indicators

The Bamboo Technical Library™

The Bamboo Technical Library™ can help you achieve better SharePoint solution-building results. With Bamboo’s entire set of products for SharePoint 2007, SharePoint 2010, and SharePoint 2013 at your disposal, you can quickly create application prototypes and test working pre-production solutions.

Solution integrators can use the The Bamboo Technical Library™ to create proven, stable, no-code customer solutions. Businesses of all sizes can use the The Bamboo Technical Library™ to validate employee productivity gains. Organizations can use it to allow non-developers and groups outside of IT to test “proof-of-concept” solutions before making heavy project investments.

TechLib The TechLib™ Subscription includes full single-server, non-production licenses to all Bamboo Web Parts, Accelerators, and Applications (such as SharePoint Project Management Central). It also includes a license to Bamboo’s Workflow Conductor™. Product licenses are valid for one year from the date of purchase and can be easily extended for multiple years. This helps you to make the most of Bamboo products by allowing you to test drive them without the hassle of expiring trials. The The Bamboo Technical Library™ also includes a Basic Support Contract, access to online tutorials and technical resources, utilities, Bamboo Labs, and early access to product updates and new releases. You’ll find that creating applications for SharePoint has never been easier!

The The Bamboo Technical Library™ includes:

50+ Web Parts and Components
10+ Solution Accelerators
SharePoint Project Management Central™
Workflow Conductor™

Log in to My Bamboo and click the Bamboo TechLib™ link on the Subscriptions tab for a complete list of products included with your subscription.

Task Master Working Hours Settings

Return to Configuration Overview

By default, Task Master uses a 24-hour day, 7-day week, 365-day calendar to schedule tasks. Nights, weekends and holidays are not excluded in task schedule calculations, but they can be. If you want to define specific workdays, exclude holidays, or enforce working hours for tasks, you can configure these settings in the Task Master tool pane. The workdays and working hours you select are designated as the only time that tasks can be worked on. Task schedule calculations will only include the days and times you specify in the tool pane settings.

NOTE: In Task Master 3.5 and above for SharePoint 2010/2013, you have the option to exclude lunch breaks.

The following settings can be configured in the Task Master tool pane. Click a setting to learn more.

Configure Task Master Workdays – The days of the week tasks can be worked on.
Configure Task Master Working Hours – The hours of the day tasks can be worked on.
Configure Task Master Holiday List – A Calendar list that contains holidays that tasks are not worked on.

Additional information about working hours can also be found on these topics:

Return to Task Master Schedule and Calculation Settings

Task Master View Settings

Return to Configuration Overview

Click on a category name below for details about the options available in the View Settings section of the Task Master web part Settings.

To edit Task Master web part Settings, edit the web part properties and click the Task Master web part Settings button in the Web Part tool pane.

Task Master Task Assignments

Return to Configuration Overview

You can calculate task assignments based on three options:

Start Date and Due Date (the default option)
Start Date and Work
Start Date and Duration

These options give you more flexibility when assigning tasks and building schedules. They are located in the tool pane under Dependency Settings.

Use the following table to decide which option to choose.

Task Type	If Duration is modified	If Work is modified	If Assignment Units is modified
Fixed Work Task	Assignment Units is recalculated	Duration is recalculated	Duration is recalculated
Fixed Duration Task	Work is recalculated	Assignment Units is recalculated	Work is recalculated

Calculate resources method: In Task Master (Release 3.5 and above), you can choose how task resources are calculated when resources are added or removed from an existing task. These options give you more flexibility when assigning tasks and building schedules. They are located in the tool pane under Dependency Settings.

Task Master Schedule and Calculation Settings

Return to Configuration Overview

Click on a category name below for details about the options available in the Schedule and Calculation Settings section of the Task Master web part settings.

To edit Task Master web part Settings, edit the web part properties and click the Task Master web part settings button in the web part tool pane.

Task Master Progress Bar Settings

Return to Task Master View Settings

Use these settings to configure the progress bar for tasks in the Gantt chart.

Select progress bar color: Enter in the Hex color number or select a color from the drop-down list.
Select Percent Complete Column: Select your column to be displayed. The only columns available in this drop-down list are the Number data-type columns from the list you selected earlier, such as % Complete or Assignment Units.

Task Master Preferences

Return to Configuration Overview

Click on a category name below for details about the options available in the Preferences section of the Web Part Settings. To edit Task Master Web Part Settings, edit the Web Part properties and click the Task Master Web Part Settings button in the Web Part tool pane.

Step	Action	Result
1.	Show Go to List	When selected, the Go to List button is displayed in the Task Master web part. Go to List opens the task list in a SharePoint list view.
2.	Show Legends	Allows you to show or hide the legend at the bottom of the Task Master web part. The legend defines the color codes used for items displayed in the Gantt view.
3.	Show Critical Path	When selected, includes an option in the Task Master web part to highlight tasks that are in the critical path. See: How to Show the Critical Path.
4.	Show Grid or Show Gantt	Select whether the Task Master web part displays the task grid, the Gantt chart, or both. NOTE: You must select at least one.
5.	Allow Insert Task	When selected, allows users to insert new tasks above or below existing ones directly in the task grid. When Insert Task is enabled, an Insert Task icon is displayed next to each task in the task list so that users can click the Insert Task icon. NOTE: Notice this option is disabled. To enable this option, you must deselect the option Save changes to my task list every time a change is made in the Gantt chart in the Dependency Settings section. See Task Master Schedule and Calculation Settings for further clarification.
6.	Show Delete Items	When selected, the Delete Item button is displayed in the Task Master web part. To delete one or more tasks, select the radio button next to the task(s) and click Delete Item in the toolbar menu. Click OK in the prompt to delete the selected task(s) and its subtasks.
7.	Automatically expand level	By default this field is set to 0, which means that all of the summary task groups in your task list will be collapsed when you first access Task Master. If you set this field to 1, the summary task groups will be expanded and will show the first level of tasks under the summary task. To view tasks under a first-level task, click the + to expand that level. You can set the level to work with as many levels as you introduce in your task list.
8.	Duration and Work	Choose how your calculated duration and work are displayed: by days, hours or minutes. After adding a new task, click the Recalculate button to calculate the duration and work for the new task.
9.	Total slack is displayed in	A Total Slack of zero indicates the task is a critical task, meaning that the amount of time a task finish date can be delayed without affecting the project finish date.
10.	WBS Level Format Settings	Configure these settings to format the display properties for a Work Breakdown Structure (WBS) level. For each summary task group, X represents the WBS level for that task and corresponds to the Task Master outline structure. In the example above, Initiation Phase with a WBS of 1 is at level 1 (X), while Contractor Labor Hours with a WBS of 1.2.2.1 is at level 4 (X.X.X.X). Formatting WBS levels does not require that you show the WBS column or maintain the WBS structure. More detailed description can be found here.

To configure the Approval Center Web Part:

Symptom:

Resolution:

Two Community Central Timer Jobs

PROBLEM

SOLUTION

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Alert Plus Event Handlers

Alert Plus E-mail Support

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Issue 1: Copying or Removing Assemblies

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Issue 2: Deployment Fails or Times Out

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Issue 3: Copying a File Failed

Resolution:

Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps

Resolution:

Issue 5: Cannot Find a Certain File

Resolution:

Entering Resources in the Timesheet Resources list:

Install

Permissions

License

Permissions

Configure

Permissions

Work With

Permissions

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Resolution:

To change the grid display of the Timesheet Entry Web Part:

To configure Timesheet Entry to display items from a SharePoint Tasks list:

Configure the Timesheet Entry Web Part’s resource data source:

To configure Timesheet Entry to display data from a Bamboo List Rollup:

To configure Timesheet Entry to use a custom Administrative Time list:

Install

Permissions

License

Permissions

Configure

Permissions

Work With

Permissions

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Resolution:

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To improve the performance of your Data-Viewer, consider some of these options:

Issue

Resolution

Advanced