#Project-on-a-page for #Microsoft #ProjectOnline #PS2013 #JavaScript #jQuery #Office365 #SharePoint

October 26, 2014 at 4:24 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Reporting | 2 Comments
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This script will display project information including project level data, milestones, issues and risks on one page on the associated Project Site in Project Online. The script can be downloaded from the script gallery below:

https://gallery.technet.microsoft.com/scriptcenter/Online-Server-on-a-page-1b1f14f5 

To get the script to work you will need to download the following jQuery library: jquery-2.1.1.min.js – jQuery download Another version of this library may work but this was the one I used / tested with. Upload this library to your PWA site collection then update the script file with the correct location. I uploaded this file to the site collection document library as you can see in the code below:

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Also notice the reference to the two references to the Data tables CSS and JS files. I just referenced the hosted files but you could download these and host them yourself – if hosting the data table files yourself you will need more than just the two files reference here.

Worth noting, the script will also work for Project Server On-prem but the milestone query will need to be updated to use JSOM REST (/api/ProjectServer/) as the ProjectData ODATA feed has a bug with filtering for boolean fields. The query will need to be updated to use the REST fields – these are named different to the ODATA equivalents.

In this example i had the jQuery library and the “Projectonapage on project site.js” file uploaded the site collection documents library but in reality you would probably load both of these somewhere else in the PWA site collection but the choice is yours. I then created a page on my Project Site just in the Shared Documents library but again, create the page where you like within your Project Site. On the page I add a content editor web part and reference my “Projectonapage on project site” JavaScript file. I also added a link on the Project Site quick launch to my new page. The output can be seen below.

When the page loads the dialog box below will display until all the data has been loaded:

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Once loaded, the page will contain the project data:

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This only uses intrinsic fields so should work for any Project Online environment but do test it thoroughly first. You might want to improve the error handling etc. before deploying to a production environment.

#ProjectOnline performance and scale improvements #Office365 #MSProject #PS2013

October 21, 2014 at 5:30 pm | Posted in Administration, Functionality, Information | Leave a comment
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Project Online is continuing to go from strength to strength with improvement changes and features being introduced frequently. An example of this is detailed in the link below:

http://blogs.office.com/2014/10/21/performance-scale-improvements-project-online/

This is the type of benefit you get when using a service hosted and maintained by Microsoft!

#Microsoft #ProjectOnline Reporting Pack v2 #MSProject #SharePointOnline #Office365 #PPM #Excel #BI #Data

October 19, 2014 at 7:05 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Reporting | 1 Comment
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Following on from my recently released Project Online Reporting Pack, I have since added a new report to the pack – a milestone variance chart. This report is detailed in this post. For screenshots of the other reports and deployment steps, see:

http://pwmather.wordpress.com/2014/09/05/microsoft-projectonline-reporting-pack-msproject-sharepointonline-office365-ppm-excel-bi-data/

The v2 Project Online Reporting pack with the 6 reports can be downloaded here:

https://gallery.technet.microsoft.com/Online-Reporting-Pack-431f075e

Milestone Variance Report:

This report will show all of the marked milestones for the projects in the portfolio, you can filter by the Enterprise Project Type:

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Look out for more reports / updates in the future.

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

October 16, 2014 at 9:14 am | Posted in Administration, Configuration, CU, Fixes, Functionality | Leave a comment
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The Office 2013 October 2014 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/kb/3004228

Project Server 2013 October 2014 Server Roll up package:
**** No Project Server 2013 server roll up packages for October 2014, see http://blogs.technet.com/b/stefan_gossner/archive/2014/10/14/october-2014-cu-for-sharepoint-2013-has-been-released.aspx ***

Project Server 2013 October 2014 CU:
https://support.microsoft.com/kb/2889959

Project 2013 October 2014 CU:
http://support.microsoft.com/kb/2889957

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://support.microsoft.com/kb/2768001 if installing the October 2014 CU.

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

http://support2.microsoft.com/kb/3004223

Project Server 2010 October 2014 Server Roll up package:
**** No Project Server 2010 packages for October 2014, see http://blogs.technet.com/b/stefan_gossner/archive/2014/10/14/october-2014-cu-for-sharepoint-2010-has-been-released.aspx ***

Project Server 2010 October 2014 CU:
http://support2.microsoft.com/kb/2899485 & http://support2.microsoft.com/kb/2880539

Project 2010 October 2014 CU:
http://support2.microsoft.com/kb/2899488
Remember SP1 or SP2 is a pre-requisite for the Office 2010 October 2014 CUs.

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

New Milestone Gantt #App for #ProjectOnline & #ProjectServer #PS2013 #Office365 #Project #PMO #BI

October 11, 2014 at 8:16 pm | Posted in Add-on, Administration, App, Customisation, Functionality, Information, Installation, Reporting | Leave a comment
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CPS’ 4th SharePoint hosted app has been released into the App store. The app is called the “Milestone Gantt” app. The app can be downloaded here:

https://store.office.com/milestone-gantt-WA104379079.aspx

This app displays project milestones on a Gantt style chart, see the screen shots below:

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The app has configuration options to enable the Project Web App administrators to configure the settings to meet the organisations requirements.

For more details see the user guide here.

For more CPS apps see the link below:

https://store.office.com/corporate-project-solutions-limited-PN104172071.aspx

Free #ProjectOnline /ProjectServer advice sessions @ #ProjChallenge #PPM #Microsoft #Project #PMOT

September 29, 2014 at 4:45 pm | Posted in Administration, Functionality, Information, Personal | Leave a comment
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Just a quick email to let you know that I will be at Project Challenge in October 2014 at Olympia, London. I will be there over the two days and available for free 20 minute sessions where general advice can been given for common business or technical issues relating to the Microsoft PPM toolset.

For details see the following link:

http://www.cps.co.uk/Who-Are-We/News/Pages/CPS-Invite-you-to-free-‘Ask-the-Expert-Sessions’-at-Project-Challenge.aspx

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

September 11, 2014 at 4:27 pm | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
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The Office 2013 September 2014 Cumulative Updates are now available, please see the links below:

http://support.microsoft.com/kb/2995905

Project Server 2013 September 2014 Server Roll up package:
http://support.microsoft.com/kb/2883072

Project Server 2013 September 2014 CU:
http://support.microsoft.com/kb/2889856

Project 2013 September 2014 CU:
http://support.microsoft.com/kb/2889883

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://support.microsoft.com/kb/2768001 or Service Pack 1: http://support.microsoft.com/kb/2880553 if installing the September 2014 CU.

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

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

September 5, 2014 at 9:43 am | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Reporting | 4 Comments
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I have recently created a reporting pack / report starter pack for Project Online. These can be downloaded from the Microsoft Gallery link below:

http://gallery.technet.microsoft.com/Online-Reporting-Pack-431f075e

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:

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Risk Report:

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

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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:

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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.

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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.

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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
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  6. The connection will be “https://cpssalesonlinedemo2.sharepoint.com/sites/pwa”, 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:
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  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.
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  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.

Remember to get Project Online ODATA Excel based reports to refresh the data in Excel Web App you will need to enable the feature detailed here:

http://office.microsoft.com/en-gb/office365-project-online-help/grant-reporting-access-in-project-online-HA104021109.aspx

*** New Report Added 2014/10/19 ***

http://pwmather.wordpress.com/2014/10/19/microsoft-projectonline-reporting-pack-v2-msproject-sharepointonline-office365-ppm-excel-bi-data/

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

August 13, 2014 at 9:34 am | Posted in Administration, Configuration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2013 August 2014 Cumulative Updates are now available, please see the links below:

http://support.microsoft.com/kb/2989078

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://support.microsoft.com/kb/2883083

Project 2013 August 2014 CU:
http://support.microsoft.com/kb/2883080

Also worth noting, if you haven’t done so already, install the March 2013 Public update: http://support.microsoft.com/kb/2768001 if installing the August 2014 CU.

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

http://support.microsoft.com/kb/2987238

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://support.microsoft.com/kb/2883021
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.

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

August 11, 2014 at 6:49 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, T-SQL | Leave a comment
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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://msdn.microsoft.com/en-us/library/office/dn794163(v=office.15).aspx

http://www.microsoft.com/en-us/download/details.aspx?id=43736

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

http://pwmather.wordpress.com/2014/03/26/projectonline-data-via-odata-and-ssis-in-sql-database-table-on-premise-msproject-sharepointonline-bi-ssrs-office365-cloud/

Or a great example from Martin here:

http://nearbaseline.com/blog/2014/04/project-site-custom-list-reporting-using-ssis-odata-connector/

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