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Posts Tagged ‘Project Server’

#ProjectServer and #SharePoint 2013 September 2014 Cumulative Update #PS2013 #SP2013 #MSProject

September 11, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

The Office 2013 September 2014 Cumulative Updates are now available, please see the links below:

http://bit.ly/1xOLFtM

Project Server 2013 September 2014 Server Roll up package:
http://bit.ly/1xOLFcY

Project Server 2013 September 2014 CU:
http://bit.ly/1xOLFd2

Project 2013 September 2014 CU:
http://bit.ly/1xOLFK3

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://bit.ly/1lR8IgK or Service Pack 1: http://bit.ly/1snYFTh if installing the September 2014 CU.

As always, test these updates on a replica test environment before deploying to production.

Categories: Paul Mather, Work Tags:

#Microsoft #ProjectOnline Reporting Pack #MSProject #SharePointOnline #Office365 #PPM #Excel #BI #Data

September 5, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

I have recently created a reporting pack / report starter pack for Project Online. These can be downloaded from the Microsoft Gallery link below:

http://bit.ly/1Cxa6vr

Currently there are only 5 reports in the zip file but I will be regularly updating the existing reports and create additional reports. The reports will only use the intrinsic Project Online fields so will works for all deployments, the only requirement will be to repoint / update the data connections with the correct Project Online PWA URL – this is covered on this post.

The reports included so far can be seen below, the data isn’t great as it in my test data but you get the idea!

Issue Report:

This report will show all of the issues in the PWA site collection, you can filter by the Enterprise Project Type:

image

Risk Report:

This report will show all of the risks in the PWA site collection, you can filter by the Enterprise Project Type:

image

Portfolio Dashboard:

This report will display general information for the projects in the portfolio, this includes how the projects are split between EPTs, project costs, project work, issues and risk count then a detail table below. The data can be filtered by the Enterprise Project Type:

image

image

Project Highlight Report:

This Power View report displays general project related information including cost, work, %complete. It also includes milestones and marked tasks from the project plan as well as active issues and risks.

image

Project Dashboard:

This dashboard report displays general project related information including cost, work, %complete and  issue / risk information. It also includes milestones and marked tasks from the project plan.

image

image

These are the first 5 reports, others will follow in the future. When updates / change or additional reports are added I will update the zip file on the Microsoft Gallery but also blog about them too.

To get started with these reports once they are downloaded, see the steps below for one example report, in the example below we use the IssueDashboard file. The steps will need to be repeated for all reports / connections. Before you carry out the steps below, please ensure that your target PWA tenant has some data to populate all of the tables and charts in each Excel file, otherwise Excel will remove the tables or charts etc. If it is a new tenant, make sure you have some projects in there with work and cost including baselines, ensure there are milestones / marked tasks and ensure there are risks and issues for the associated projects.

  1. Open the Excel file in Excel 2013 and enable any connections if Excel prompts. When Excel prompts to login in, cancel this.
  2. Click Data > Connections and select Enterprise Project Type Slicer:
  3. image
  4. Click Properties then the Definition tab
  5. image
  6. The connection will be “http://bit.ly/1pw7S5m”, this part of the connection needs to be updated for your PWA URL. There are two places in the connection string it needs to be updated, the Data Source property and the Base Url property. You can see both in the screen shot above where it has cpssalesonlinedemo2 and below I have updated this to Paulmather in both locations:
  7. image
  8. Click OK
  9. At this point Excel might prompt you to login in to your Office 365 PWA tenant – the your credentials if you have access to PWA and the ODATA Reporting Service, alternatively use an account that has admin access to PWA.
  10. clip_image002
  11. Repeat the same steps for the Issues Data connection.
  12. Refresh the data if required and you should see the dashboard update with your data.
  13. An additional step might be required if you want the Excel work book to automatically refresh on open and that is to enable the option “Refresh data when opening the file” on the Usage tab for each connection:
  14. image
  15. Now the file can be saved to your Project Online PWA instance so that users can view this file via the web using Excel Services.
  16. Repeat these steps for all Excel files in the Report Pack download. Please note some reports have more than 2 data connections, you will need to update them all.

Hope you find these useful, look out for more reports / updates in the future.

Categories: Paul Mather, Work Tags:

#ProjectServer and #SharePoint 2010 / 2013 August 2014 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

August 13, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

The Office 2013 August 2014 Cumulative Updates are now available, please see the links below:

http://bit.ly/XgNLCx

Project Server 2013 August 2014 Server Roll up package:
**** No Project Server 2013 server roll up packages for August 2014 ***

Project Server 2013 August 2014 CU:
http://bit.ly/1sRzDJk

Project 2013 August 2014 CU:
http://bit.ly/XgNMpY

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://bit.ly/1lR8IgK if installing the August 2014 CU.

The Office 2010 August 2014 Cumulative Updates are now available, please see the links below:

http://bit.ly/XgNMq1

Project Server 2010 August 2014 Server Roll up package:
**** No Project Server 2010 packages for August 2014 ***

Project Server 2010 August 2014 CU:
**** No Project Server 2010 packages for August 2014 ***

Project 2010 August 2014 CU:
http://bit.ly/1sRzCoR
Remember SP1 or SP2 is a pre-requisite for the Office 2010 August 2014 CUs.

As always, test these updates on a replica test environment before deploying to production.

Categories: Paul Mather, Work Tags:

#ProjectOnline data via #ODATA and #SSIS in #SQL database table delta sync example #BI #Office365

August 11, 2014 Leave a comment
Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

Microsoft recently released some great documentation and an example SSIS package on only pulling down the changes from Project Online to your custom SQL database – this will improve the efficiency of your Project Online SSIS packages. I recommend you take a look if you haven’t already:

http://bit.ly/1svfgF2

http://bit.ly/1svffBe

For a walkthrough of an example SSIS package for Project Online see:

http://bit.ly/1jIsq9V

Or a great example from Martin here:

http://bit.ly/1svfgF6

Categories: Paul Mather, Work Tags:

#ProjectServer / #ProjectOnline custom PWA homepage #PS2013 #PS2010 #SharePoint #HTML #MSProject

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

This post covers an example landing page for PWA using HTML and an image. Firstly select your chosen image and add on containers, other images, text etc. – anything you want really to define the image hotspots. These hotspots will become links. See my example below:

Image for PWA homepage example

This was a picture taken from a recent trip to Venice Smile

Upload the image to the PWA site collection.

Once you have the chosen / updated image you need to create the hotspots or image maps.There are plenty of tools available or online sites that do this. I have used the following site:

http://bit.ly/1rGlz4T 

Upload your chosen image then add the image maps as shown below:

image

Once all the maps are added update the other properties such as Href, Alt and the target.

Scroll down and you will see the code, copy and past this into notepad or your favourite HTML editor:

image

Now you need to update the HMTL to add the image reference and tag the map to the image, see the first line:

image

Navigate to you PWA homepage and add a script editor or content editor web part then paste the HTML code in:

image

I used a script editor web part in this example.

Now the image will be loaded to PWA with clickable links on the image maps Smile

image

This was just an example so I didn’t spend much time on the image but with a creative mind you could really liven up your PWA homepage, Project Sites or any SharePoint landing page etc.

Categories: Paul Mather, Work Tags:

#ProjectServer2013 RollUp Formula field Calculation Issue #PS2013 #ProjectServer

OK this post is actually about sharing an issue i came across lately, with the hope to get a fix through any of the coming CUs. And the hope is high, with the recent news of getting scheduled CU more frequently now :)

Out of lot of improvements we are enjoying with Project Server 2013, one of them is having a scheduling capabilities built within  PWA, and now PWA schedule webpart do all the formula processing as well without open/publish the same project from Ms Project. Unlike its predecessor, where any formula field requires MS Project push to get populated, and hence we had dependency to Ms Project even in the presence of web client and it was nightmare sometimes to explain to end user that why they need to buy more Ms Projects licenses to cope up with web based client limitations.

But recently i found that ‘Task level number type roll up formula field, if copied to Project level number type formula field – doesnt work’ :(

Now let me try to illustrate above through an example to make it more clearer:
And before i start, note that my server is patched with SP1 (re-released) + Jul 2014 CU.

1. Create a task level number type field, lets name it: %Weight
2. Create a task level number type formula field, with roll up Sum calculation for summary rows:

           Lets name it:  %WeightedProgress = ([% Complete] * [%Weight]) / 100

Here %complete is a default field, and %Progress will be manually updated by users.

3. Create a project level number type formula field:

          Lets Name it %ProjectProgress =  %WeightedProgress

As you can see, i am only copying data of task level formula field to project level field in order to show the data in project center.

Using PWA web scheduler:

1. I have entered %Weight for following 2 tasks, %Weighted Progress is 0 for each task because %Complete is 0, and hence at project level roll up value is also 0.

2. Update %Complete of first task with 50%, and %Weighted Progress will be calculated using formula and became 10 at task level and Project roll up level. Publish project.

 3. Open Project Center and observe % Weighted Progress, its showing 0 which was the task roll up at project level before we have made any changes.

4. Open project, and update %Complete of 2nd task with 50% and that will change %Weighted Progress value to 25. Publish project.

5. Open Project Center, and observe %Weighted Progress, its showing 10 which was the task roll up at project level before we have made change to 2nd task.

By now you may have learnt that its following a unique pattern while updating project level custom field. That its showing you previous value at project center level once you publish your project, although at Project level it updates at the same time.

So the first time when at Project level it was 0, in Project Center it was appearing blank.
Second time when at Project level it was 10, in Project Center it was appearing 0.
Third time when at Project level it was 25, in Project Center it was appearing 10.

Lets update our project plan one more time to assure our conclusion.

6. Open project, and update %Complete of Task A with 100% and that will change %Weighted Progress value to 35. Publish project.

7. Open Project Center, and observe %Weighted Progress, its showing 25 which was the task roll up at project level before we have made change to Task A.

So Fourth time when at Project level it was 35, in Project Center it was appearing 25.

I hope an issue is clear, now a workaround to this is to open/publish using Ms Project and everything will work like a charm, just like old times (Project Server 2010).

Though its not workable in my current scenario because not all the end user have Ms Project on their PCs.

With the hope that we get fix to this issue soon :), see ya next time.

via All about Enterprise Project Management (EPM) http://bit.ly/UKyRCk

Khurram Jamshed
The author of the blog has an extensive experience of working as an EPM Consultant. Currently he is located in Dubai, UAE and working for Microsoft partner organization as Project Server specialist. He has a thorough experience of providing Project Management technical/functional consultancy to all sort of organizations. He is a certified PMP, a Project Server MCITP, and also received a MS community contributor award 2011.

This article has been cross posted from khurramjamshed.blogspot.com/ (original article)

Getting started with #ProjectOnline Round up #PS2013 #Office365 #Project #PPM #SharePointOnline #PM #SP2013

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

Hopefully some of you would have seen that I finished the final post on the “Getting started with Project Online” series last week. I realised that there were quite a few posts (9 altogether) so thought some sort of summary would be beneficial for all. Below you will find a summary for all the posts I created in the series with links to each post.

Part 1 – Project Online creation
http://bit.ly/1iXYneH
This post focused how to create the Project Online instance on the Office 365 tenant

Part 2 – Project Online permission mode and Enterprise Custom fields
http://bit.ly/1fF6miS
This post focused what to do first after creating the Project Online tenant, it starts with the permission mode then moves on the Enterprise Custom fields

Part 3 – Project Professional Enterprise Global
http://bit.ly/1aIV2ea
This post focused on creating Project Professional Enterprise Global views

Part 4 – Project Web App (PWA) views
http://bit.ly/1jGgmqo
This post focused on creating PWA views

Part 5 – EPTs and PDPs
http://bit.ly/1aCeU8q
This post focused on what Enterprise Project Types (EPT) and Project Detail Pages (PDP) are and how to create them

Part 6 – Project plan and project site templates
http://bit.ly/1bPjJWB
This post focused on how to create plan templates as well as custom project site templates

Part 7 – Adding resources / data to Project Online
http://bit.ly/LHGQfq
This post focused on how to populate the resource pool and creating projects in Project Online

Part 8 – Using Project Web App for viewing / editing data
http://bit.ly/OuohNu
This post focused on the different areas in the Project Web App where you can view and edit data

Part 9 – Reporting / ODATA
http://bit.ly/1nNTWra
This post focused mainly on the ODATA feed and how to create efficient ODATA queries for use in Excel

Hopefully you have found this series interesting and I hope that you are getting the most out of your Project Online and Office 365 tenants. Smile

For help and advice don’t forget the Project TechNet forums for any Project, Project Online or Project Server related query:

http://bit.ly/1r37huO 

Or speak with a Project and Portfolio Management certified partner:

http://bit.ly/Wxyn3O

Categories: Paul Mather, Work Tags:
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