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Microsoft Office SharePoint Server 2007 Gurus > Kanav's Infosite | MOSS | EPM
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07/09/2009
After you add one or more KPI types to the KPI list, you can display the KPI list on My Site, a team site, or any other SharePoint page. In addition, the KPI list is available for use by anyone in your organization who has permissions to access it. You can use one or all of the KPIs that appear on the list.
To display the KPIs, you edit the Web page where you want to display the KPI list and add a KPI Web Part. To display the entire KPI list, use the KPI List Web Part. To show only one of the KPIs from the list, use the KPI Details Web Part.
Add a Web Part to a page
- On the page where you want to add the KPI, click Site Actions, and then select Edit Page.
- In the zone in which you want to add the KPI, click Add a Web Part.
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In the Add Web Parts dialog box, in the All Web Parts section, under Dashboard, do one of the following.
- To insert the entire KPI list, select Key Performance Indicators.
- To choose one KPI from the KPI list, select KPI Details.
- Click Add.
Labels: EPM, MOPS 2007, MOSS 2007, Project Server 2007
The MOSS 2007 out-of-the-box workflows include:
- Approval: Routes a document for approval. Approvers can approve or reject the document, reassign the approval task, or request changes to the document.
- Collect Feedback: Routes a document for review. Reviewers can provide feedback, which is compiled and sent to the document owner when the workflow has completed.
- Collect Signatures: Gathers signatures needed to complete an Office document. This workflow can be started only from within an Office client.
- Disposition Approval: Manages document expiration and retention by allowing participants to decide whether to retain or delete expired documents.
- Group Approval: Similar to the Approval workflow, but uses a designated document library and offers a personalized view of the approval process(es) in which a user is participating. This workflow provides a hierarchical organization chart from which to select the approvers and allows the approvers to use a stamp control instead of a signature. This solution was designed specifically for East Asian Markets.
- Translation Management: Manages document translation by creating copies of the document to be translated and assigning translation tasks to translators.
- Issue Tracking: Manages the issue tracking process by creating tasks for Active issues assigned to users who own to a given issue. When the task related to an issue is complete hence resolving the issue, the creator of the issue is assigned a review task so that the issue can be closed.
There is a drawback to open a Document Library in Windows Explorer view and move multiple documents to other folders/libraries because the document’s properties get updated in the process (Date/Time, Modified, Modified By). This also applies to copying list data in data sheet view from one list to another.
To move the contents of a Library or List and preserve the item’s metadata/property values within the same site collection:
- Create a blank destination List or Document Library.
- You don’t have to worry about recreating custom fields. Move process will create the necessary.
- Site Actions > Site Settings >> Go to the ‘Site Content and Structure’ page.
- Navigate to your source List or Document Library and mark all the items that you would like to have moved.
- Then click on Actions >> Move
- You’ll then be prompted with a pop-up that will let you navigate to your destination List or Document Library.
- After you select the destination, press the OK button.
By this method, all of the document properties/metadata while moving list items or documents from one location to another should be preserved. 06/03/2009
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Thanks
Kanav Gupta
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