Getting started with #ProjectOnline #Portfolio Analysis Part 1 #PS2013 #Office365 #Project #PPM #PMOT

September 1, 2015 at 7:16 pm | Posted in Administration, Functionality, Information, Configuration | Leave a comment
Tags: , , , ,

Following on from a very popular series of blog posts on “Getting Started with Project Online” I have decided to extend that with another Getting Started series of posts for two areas I didn’t cover in the original getting started series found here: https://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/

The first mini getting started series will cover the Portfolio Strategy / analysis functionality then we will do the same for Project Workflow.

The Portfolio Strategy feature enables you to align projects with defined business drivers and objectives, the tool can then prioritise the projects based on how they fit with the business driver prioritisation. Further analysis can be done based on cost / resource constraints to work out the projects to run for the best strategic value. A detailed white paper for Project Server 2010 can be found here: Portfolio strategy with Project Server 2010 (white paper). The feature is the same in Project Online. This post will give a quick getting started intro to this feature.

For the purpose of this post I have a vanilla PWA instance with very little data. I have created a new Project Level custom field called “Budgeted Cost” and a new Resource level look up table field called “Primary Skill” – these will be used later. I have also created three very simple projects with values for “Budgeted Cost” and assigned resources to the tasks – these resources also have Primary Skills tagged against them. The projects contain some over allocations to show the resource analysis part. The projects I have are:

image

Here are the resources:

image

Now I can get get on with configuring the Portfolio Analysis part. Firstly I will create 5 business drivers. First I need to enable the Strategy links on the quick launch menu, click Edit Links on the left hand quick launch menu:

image

Check the check box for Strategy and the three links below the Strategy heading:

image

Click Save & Close from the ribbon menu. Now you should see these links appear on the quick launch menu:

image

Now we can see the Strategy links we can set up the drivers. To do this click on the Driver Library link and you will see the following:

image

Click the New button on the ribbon menu and complete the form for the first driver:

image

Complete each of the fields as required – only the Name is a mandatory field. Once you have created your drivers the Driver Library screen will look like this:

image

As you can see I have created the following drivers:

  • Increase Market Share
  • Increase Sales
  • Decrease Internal Costs
  • Improve Staff Morale

Now the drivers need to be prioritised, click the Drive Prioritization link on the quick launch menu and you will see the page below:

image

Click the New button on the ribbon and complete the form:

image

Click the button on the bottom right corner of the page to “Prioritize Drivers” and you will see the page to rate the drivers against each other:

image

In the example above I clicked the arrow in the “Select a Rating” box and choose how “Decrease Internal Costs” rates against the other drivers like below:

image

Once the first driver is completed it will look like this:

image

Click the Next Driver button in the bottom right corner to set the ratings for the next driver. Repeat this process until you get to the final driver then click the Review Priorities button in the bottom right corner. You will then see the driver priority as below:

image

What is key here is that the rating has been consistent, expand the Consistency Ratio option:

image

This should be at least 80%, the higher the better. You can create multiple driver prioritisations for different scenarios etc.

The next part is the analysis but before we look at that we will jump back to the Project Center and edit each project to set the impact of each project against the drivers, this is done on the Strategic Impact PDP as seen below for one of the example projects:

image

This was done for the 3 example projects I have created.

Now that is set up the next part is to create an analysis but that will be covered in Part 2 that will follow.

#ProjectServer and #SharePoint 2010 / 2013 August 2015 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

August 11, 2015 at 6:54 pm | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
Tags: , , , , , , ,

The Office 2013 August 2015 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3083805

Project Server 2013 August 2015 Server Roll up package:
https://support.microsoft.com/en-gb/kb/3055005

Project Server 2013 August 2015 CU:
https://support.microsoft.com/en-gb/kb/3055018

Project 2013 August 2015 CU:
https://support.microsoft.com/en-gb/kb/3055022

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the August 2015 CU.

The Office 2010 August 2015 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3083805

Project Server 2010 August 2015 Server Roll up package:
https://support.microsoft.com/en-gb/kb/3055038

Project Server 2010 August 2015 CU:
https://support.microsoft.com/en-gb/kb/3055046

Project 2010 August 2015 CU:
https://support.microsoft.com/en-gb/kb/3055050

SP2 is a pre-requisite for the Office 2010 August 2015 CUs.

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

#ProjectOnline reporting using #PowerBI Part2 #BI #Office365 #Reports #PPM #PMOT

August 7, 2015 at 4:01 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Reporting | Leave a comment
Tags: , , , , ,

This is the second post for the Project Online reporting with Power BI intro I created earlier this week. If you missed it, a link to the post can be found below:

https://pwmather.wordpress.com/2015/08/04/projectonline-reporting-using-powerbi-part1-bi-office365-reports-ppm-pmot/

In this post we will look at creating new reports using the Power BI Desktop tool then adding these to Power BI.

Firstly if you haven’t already, download the Power BI Desktop: https://powerbi.microsoft.com/desktop.

Once launched you will see a getting started type page:

image

Close this and you will see a blank canvas:

image

The first thing we need to do is get the data, to do this click the Get Data button on the ribbon then OData feed:

image

In the  next window, paste in your Project Online OData feed, in this example I am using:

https://cpsppmdemo4.sharepoint.com/sites/PWA2PSMODE/_api/ProjectData/Projects

image

Click OK and you will see your data:

image

At this point you can click OK to load the data but I would Edit the data to only select the fields you want. So in this example I will click the Edit button to load the query editor. The Query editor is very similar to the Power Query editor you see in Excel:

image

I only want certain columns so I will select the columns I want then remove the others. To select the columns just click the first one and hold down the Ctrl key then click the rest:

image

Or use the Choose Columns button on the ribbon:

image

Once all selected, click the Remove Columns > Remove Other Columns:

image

Notice in the Query Settings pane you see the Applied Steps, so you can easily undo a step if required:

image 

That is the project data loaded, now I want to load the task data. In the Query Editor click New Source > OData feed:

image

Paste in the URL for the Tasks feed:

image

Click OK to add the new source. I then selected the columns I wanted and named the query:

image

There is also an advanced editor that I used to filter out the summary tasks by modifying the URL:

image

The advanced editor can be used to type the code to manipulate the data but use the UI where possible.

Now we have two individual datasets / queries, we need to merge the queries to create the join, click the Merge Queries button:

image

Chose the columns and table to join then the join type:

image

Click OK.

Once you are happy with the data click Close & Load > Close & Load:

image

This will load the dataset to the report, see the fields pane:

image

Then add your visualisations on, the first one I added is the Treemap:

image

Then drag the fields to the visualisation settings on the pane, in this example I use Project Name for the group property and % complete in the values property:

image

Add the other visualisations you need, the example I created looks like this:

image

I then added another page to visualise some task information:

image

A very basic report but that gives you the idea how easy it is to create visualisations of your Project Online data using the Power BI Desktop.

The next stage is to add this to Power BI. To do this I can either publish the report using the Publish button or from the Power BI site, upload the file. For this example I clicked the Publish button:

image

The report will then be available in Power BI. The manual way from the Power BI portal site is to click the Get Data button:

image

Then chose the type of data, for this example I will use Files:

image

Then click local file:

image

Locate the Power BI file (or can be Excel etc. but this was a Power BI file) and add the file:

image

Once loaded, Power BI will create the dataset, the report and create a dashboard with a link to the report (note, I removed everything from my Power BI portal so that is was clean for the screen shots :))

image

Clicking the link under the Reports heading will load my report:

image

Clicking on an element from a visualisation will filter the data in the other visualisations:

image

The first thing to do is set up the dataset to refresh, to do this click the ellipsis next to the dataset then click Schedule Refresh button on the fly out menu:

image

Expand Manage Data Sources:

image

Enter the credentials for both sources, click the Edit Credentials link, select the oAuth2 for the Authentication Method and click Sign in:

image

Enter the credentials for the Project Online tenant and click sign in. Repeat for the other data source.

Now expand the Schedule Refresh section and turn on the “Keep your data up-to-date”:

image

Click Apply. The data sources will update Daily now but you can also update it on demand using the Refresh Now option:

image

When the data is refreshing you will see a spinning icon next to the dataset:

image

Now lets look at the dashboard. I will create a new Dashboard called “Dashboard Example” using the + button next to the Dashboards heading:

image

Once created you will see a blank canvas:

image

Now I can pin visualisations to this dashboard. To start with access the report previous loaded, hover over a visualisation and click the pin icon:

image

Navigate back to the dashboard and you will see the visualisation:

image

Repeat this process until you have the dashboard you need, for example:

image

You can also create new visualisations from the dashboard using the natural language query “Ask a question…” field, start typing a question about the data, for example “show project work” will create a visualisation for the total project work in the dashboard:

image

This visualisation can then be pined using the pin too. You can also change the default visualisation for the data returned using the visualisation pane, see the example below for a different query:

image

Once finished, the visualisations can be been seen on the dashboard:

image

The properties of the tiles can be edited using the pencil icon:

image

This loads the Tile detail pane:

image

Clicking on a visualisation that was added from a report will navigate you to that report directly.

You can then share your dashboard out to other people in your organisation using the Share Dashboard option, this loads the following window:

image

Enter the email addresses and click Share.

This is just touching the surface of what you can do with Power BI, take a look today – it will be your favourite reporting tool!

#ProjectOnline reporting using PowerBI Part1 #BI #Office365 #Reports #PPM #PMOT

August 4, 2015 at 6:01 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Reporting | 1 Comment
Tags: , , , , ,

Since Power BI 2.0 was released a week or so ago I thought it was time I created a blog post on Power BI and show off some of the cool functionality Power BI has to offer. In this first blog post we will take a look around Power BI and see what it has to offer and include some useful links to help you get started.

So firstly, what is Power BI? In short Power BI is a cloud reporting tool that enables you to create great visualisations for your data. I won’t go into details here as there is plenty of information available – a good place to start is here: https://powerbi.microsoft.com/tour

On my Power BI instance I have created some example reports and a report dashboard already as you can see below:

image

Displayed above is my example Report Dashboard displaying various visualisations for % complete, Work and Cost.

The first thing you need to do before you can create the dashboards is get the data available in Power BI. You can do this by clicking the Get Data button. This will load the screen below:

image

In my example I selected the Files option and loaded up a file that contained my data. This could be an Excel file, CSV file, Power BI Desktop file etc. As I wanted to see my Project Online data here I chose a file I had already created earlier using Power BI Desktop that displayed my Project Online data – more on Power BI Desktop in a later post when we look at creating a new report and dashboard.

Once the report file is added you will see it appear under the Datasets heading on the left navigation pane and under the Reports heading:

image 

Clicking on the link under the dataset enables you to create new report:

image

Clicking the ellipsis allows you to refresh the data or schedule a refresh. This functionality will depend on the data source you use in the file – for Project Online OData, both of these work:

image

Firstly you will need to click the schedule refresh option, expand Manage Data Sources:

image

Click Edit Credentials then chose oAuth2 and click sign in then enter the credentials for a user that had access to the OData API.

Clicking on the link under the Reports heading displays the report file I uploaded as a data source (created in Power BI Desktop but could be Excel etc.):

image

From the report you can add visualisations to the dashboard using the “Pin Visual” pin option. This becomes visible when you hover over a visualisation on the report:

image

You can create many different data sources, reports and dashboards. From the dashboard you can click a visualisation and it will drill down to the report itself. In this example if I click on my % complete treemap visualisation on the dashboard it will load the source report:

Clicking the treemap:

image

Loads the source report:

image

From the dashboard I can also create new visualisations and pin those, to do this I can use the natural language search – use the “Ask a question about the data on the dashboard” field:

image

For example, I might want to see a count of projects for each project owner, so I start typing “count of projectname by ProjectOwnerName”:

image

You can see Power BI already started to get the data and create a visualisation that matched the data type. Once I had finished typing my query it gave me this:

image

You can then change the visualisation using the options on the right hand pane, in this example I switched it to a multi row card:

image

I can then use the pin to pin the visualisation to my dashboard:

image

Clicking the pin will give you a notification and add the visualisation to the dashboard:

image

Now if I look at my dashboard I can see it has added the new visualisation at the bottom:

image

Next up I will walkthrough creating a new report using Power BI Desktop and load that to Power BI.

In the meantime here are some useful links for Power BI:

Power BI site: https://powerbi.microsoft.com/

Power BI overview: https://support.office.com/en-US/article/Power-BI-Overview-and-Learning-02730e00-5c8c-4fe4-9d77-46b955b71467 

Support: https://support.powerbi.com/

Power BI blog: http://blogs.msdn.com/b/powerbi/

Different approach to #Project team collaboration, what about #Office365 Groups? #ProjectOnline #PPM #PMO

July 24, 2015 at 2:54 pm | Posted in Administration, App, Configuration, Customisation, Functionality, Information | Leave a comment
Tags: , , , ,

Inspired by my colleague Alan Eardley’s recent webinar on Office 365 groups, I thought it might be good to blog about this from a project perspective.

For many types of projects, team collaboration is very important. There are many different options currently to support team collaboration. The default one being the project site in a Microsoft PPM environment. Other options include email distribution groups, shared mailboxes, Yammer etc. The latest option to consider is Office 365 groups, this feature was released towards the end of last year in Office 365. A good intro video on Office 365 groups can be found here: www.youtube.com/watch?v=t3OLvYXepvE

Groups are managed via the Outlook Web App on your Office 365 tenant, you will see the Groups section below the folders in the left pane:

image

Clicking the blue + symbol next to the Groups heading or the “Create group” link will load a pane of the right hand side:

image

Give the group and a description. The Group ID will be generated automatically from the name you enter but can be modified if required.

image

Then choose the privacy level, typically you would probably only want the project team members or a subset of the project team to have access so in this example it will be set to Private.

image

I have also enabled the subscribe option so that members receive group conversations and calendar events in their inboxes.

Then click the Create button at the top of the pane and the group will be created:

image

Next I need to add the members to the group:

image

For this example I have only added a generic CPS user account, once all the users have been selected click the Add button at the top of the pane and you will see an adding members message:

image

Your group is then created:

image

The group name, description and image can easily be edited by clicking the edit icon on the group image or the edit group option on the ellipsis menu.

image

You can also let people outside of the organisation email the group too – these appear as normal conversations in the group. Once the changes are made click save. In this example I clicked discard then you can view the group / updates to the group.

From here members can easily start new conversations:

image

Easily reply or like a message:

image

Members can navigate to the group calendar, notebook or file share:

image

Easily create meetings in the group calendar and invite the group members:

image

image

Each group has a dedicated OneDrive site to share documents:

image

Keep in mind that if the group is deleted the documents will be lost so key documents probably want to be stored in the project site / document management portal.

You can then add a link on the Project Site to the Office 365 group if needed:

image

Take a look and see what you think.

#ProjectServer and #SharePoint 2010 / 2013 July 2015 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

July 15, 2015 at 8:57 pm | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
Tags: , , , , , , ,

The Office 2013 July 2015 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3077012

Project Server 2013 July 2015 Server Roll up package:
https://support.microsoft.com/en-gb/kb/3054933

Project Server 2013 July 2015 CU:
https://support.microsoft.com/en-gb/kb/3054952

Project 2013 July 2015 CU:
https://support.microsoft.com/en-gb/kb/3054956

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the July 2015 CU.

The Office 2010 July 2015 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3077012

Project Server 2010 July 2015 Server Roll up package:
https://support.microsoft.com/en-gb/kb/3054972

Project Server 2010 July 2015 CU:
https://support.microsoft.com/en-gb/kb/3054982

Project 2010 July 2015 CU:
https://support.microsoft.com/en-gb/kb/3054985

SP2 is a pre-requisite for the Office 2010 July 2015 CUs.

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

#ProjectServer #PS2010 / #PS2013 delete #Project site using #PowerShell #SP2013 #SP2010

June 26, 2015 at 9:13 am | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, PowerShell | Leave a comment
Tags: , , , , , , ,

Following on from a post / script I created a year or so ago to bulk create project sites, there have been requests to be able to bulk delete projects sites. I have been reluctant to do that as i am always cautious when “bulk” deleting! The script i have created reads the list of projects from a text file so that the user running the script knows exactly what project sites they are going to be delete. The script can be downloaded from the Microsoft Script gallery below:

https://gallery.technet.microsoft.com/projectserver/Delete-Server-Sites-9c3d3e95

The text file will need to be created with a list of projects names from your PWA instance – ONLY INCLUDE project names for the project sites you want to delete – all site data (lists, documents etc.) will be deleted as the site will be deleted! The only scenario I would really use a script like this is if I wanted to delete all of my project sites, if I only needed to remove a handful I would do it manually via the UI. The example text file can be seen below:

image

Update the location of the text file and text file name for the Get-Content command.

The web service proxy URLs will need to be updated for your PWA instance, replace the http://vm753/pwa with the correct URL.

image

The script can be seen running and deleting sites below:

From the PowerShell ISE:

image

All data from the project sites will be lost so please use this with care and only enter project names in the text file for projects sites and project site data you no longer need.

Run the script with a PWA administrator account.

Fully test this script on a test / non-production PWA instance before running on any production environment. As a precaution, take full database backups (PWA and SharePoint Content) before running the script on the production environment so that you can roll back if needed.

The script is provided "As is" with no warranties etc.

#Project virtual conference: call for speakers now open #ProjectOnline #ProjectServer #PPM #ProjectVConf

June 24, 2015 at 12:07 pm | Posted in Information | Leave a comment
Tags: , , , , , ,

Following on from my post the other week regarding the announcment of the Project Virtual Conference, post here: https://pwmather.wordpress.com/2015/06/08/announcing-project-virtual-conference-for-microsoft-msproject-projectonline-and-projectserver-ppm-projectvconf/, the call for speakers is now open:

http://projectvirtualconference.com/call-for-speakers/

If you are interested in speaking at this event, please do submit your sessions before 24th July.

#ProjectOnline / #ProjectServer 2013 update Owner label on PDP #JavaScript #jQuery

June 12, 2015 at 3:41 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information | Leave a comment
Tags: , , , , ,

A quick post to support a very simple script to change the Owner display label on a Project Detail Page page. Quite often clients request to change the Owner to something else such as Project Manager. The script can be downloaded from the script gallery below:

http://gallery.technet.microsoft.com/Online-Server-update-Owner-7ef2671a

This code will replace “Owner” with “Project Manager” but can easily be updated.

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 style library as you can see in the code below:

image

Alternatively you can reference a CDN if preferred.

Once the script is downloaded, upload this to the PWA site collection, in this example it was uploaded to the shared documents library. Select the PDP that has the Owner field displayed, then reference the uploaded script using the content editor web part:

image

In this example it is the Project Information PDP.

Once loaded, Owner will display as Project Manager:

image

This is a very simple script but do test this before rolling out to production etc.

The script is provided “As is” with no warranties etc.

#ProjectServer and #SharePoint 2010 / 2013 June 2015 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

June 9, 2015 at 7:55 pm | Posted in Administration, Configuration, CU, Fixes, Functionality, Information, Installation | Leave a comment
Tags: , , , , , , ,

The Office 2013 June 2015 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3068507

Project Server 2013 June 2015 Server Roll up package:
https://support.microsoft.com/en-us/kb/3054865

Project Server 2013 June 2015 CU:
https://support.microsoft.com/en-us/kb/3054869

Project 2013 June 2015 CU:
https://support.microsoft.com/en-us/kb/3054830

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the June 2015 CU.

The Office 2010 June 2015 Cumulative Updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3068507

Project Server 2010 June 2015 Server Roll up package:
https://support.microsoft.com/en-us/kb/3054877

Project Server 2010 June 2015 CU:
https://support.microsoft.com/en-us/kb/3054887

Project 2010 June 2015 CU:
https://support.microsoft.com/en-us/kb/3017816

SP2 is a pre-requisite for the Office 2010 June 2015 CUs.

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

Next Page »

Blog at WordPress.com. | The Pool Theme.
Entries and comments feeds.

Follow

Get every new post delivered to your Inbox.

Join 842 other followers