#ProjectOnline Project Ideas list view with Project GUID #Office365 #SharePoint #JavaScript #jQuery

July 22, 2016 at 9:14 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Reporting | Leave a comment
Tags: , , , , , ,

For those of you that are familiar with the project ideas lists in Microsoft’s PPM PWA application you might want to skip this first paragraph. Any list you create in the PWA site collection at the top level you will see a button Create Projects, if you are not familiar with this feature take a look at this blog post: https://pwmather.wordpress.com/2012/12/13/creating-and-adding-projects-to-projectserver-2013-ps2013-sp2013-office365-part-1/.

The purpose of this post isn’t to revisit that feature, this post covers getting access to some of the data on that list that is hidden from the views and creating an enhanced view for the Project Ideas type list.

If you look at the view details, you can see below the columns I can add to this view:

image

Yet if I look at the columns available on this list using the REST API I see a few more, a key one being MSPWAPROJUID as seen below:

image

This column gets updated with the Project GUID when you create a project from the list. As this is a hidden column it can’t be added to any views which is a shame as that would be very useful. I thought ok, simple, I will just update the field hidden property false then add it to the view. Whilst that change is very simple with a few lines of code this appears to break the column getting updated with the Project GUID so I don’t recommend doing that currently. If I found a way to get this working I will create a post. So as that didn’t work that lead me on to the next idea, lets build my own view on a page. This can be seen below:

image

I have made the Item Title clickable to open the list item in a new window and where an idea item has been converted into a project, the Project GUID is a clickable link to the view the project. This opens the schedule Project Detail Page. The columns are sortable, by default it is sorted by Item ID, to change this use the arrows in the table column heading. As you can see, I don’t have much data on my test system and only one idea has been created into a project.

I have made the code available on the Microsoft code gallery, it can be downloaded here: https://gallery.technet.microsoft.com/Display-Online-ideas-list-c59c8cc7

To get the script to work for your PWA instance in Project Online you will need to update the listName variable to set the correct list title for your project ideas list:

image

Replace ProjectIdeas with the correct title. Save the JavaScript file in a document library in the PWA site collection then create a web part page in the PWA site collection, for example I created the page and uploaded the script to the Shared Documents library:

image

On the new web page page I added a content editor web part and linked to the JavaScript file:

image

Click Apply then OK and the data should load if the listName variable is correct. You can then add a link to the new page from the PWA quick launch if needed.

A nice simple solution that provides more functionality than the standard SharePoint view.

#ProjectOnline Resource Engagements update #Office365 #MSProject

July 22, 2016 at 5:17 pm | Posted in Administration, Configuration, Functionality, Information | Leave a comment
Tags: , ,

Just a quick post to left you know about an update to the Resource Engagements feature activation. When this was released around a year ago in Project Online, it was stated that all Project Online instances would have the feature enabled by September 2016 with the resource plan data migrated. There has been an update to, this date has been delayed for now, see the comment below from the article:

“The feature will no longer be automatically activated on September 22, 2016.”

https://support.office.com/en-us/article/FAQ-Resource-engagements-are-replacing-the-old-resource-plans-5ddd3242-4858-4e57-a8c1-2b20c06d959a

#ProjectServer and #SharePoint 2010 / 2013 / 2016 July 2016 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

July 12, 2016 at 7:53 pm | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
Tags: , , , , , , , , ,

The Office 2016 July 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3173835

Project 2016 July 2016 update:
https://support.microsoft.com/en-gb/kb/3115284

SharePoint Server 2016 July 2016 update – Project Server 2016 fixes: 
https://support.microsoft.com/en-gb/kb/3115299 & https://support.microsoft.com/en-gb/kb/3115304

The Office 2013 July 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3173835

Project Server 2013 July 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3115291

Project Server 2013 July 2016 update:
https://support.microsoft.com/en-gb/kb/3115295

Project 2013 July 2016 update:
https://support.microsoft.com/en-gb/kb/3115264

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 2016 CU.

The Office 2010 July 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3173835

Project Server 2010 July 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3115316

Project Server 2010 July 2016 update:
< no update this month>

Project 2010 July 2016 update:
< no update this month>

SP2 is a pre-requisite for the Office 2010 July 2016 updates.

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

Access #ProjectOnline #Project sites using #PowerShell and #SharePoint CSOM #Office365

July 8, 2016 at 8:26 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, PowerShell | Leave a comment
Tags: , , , , ,

This PowerShell script will use the Project Reporting OData API to get a list of all the Project Sites in the PWA Site Collection linked to a project. It will then access each of those project sites to enable you to easily update / review the site if needed. This example just lists all of the list titles for each site but can be used as a starting script for modifying a particular list or adding a new list on all project sites etc. This could be used to help rollout changes to existing Project Sites, the code here will help you get connected and access each Project Site object using CSOM. You could even use this example to get the project site URLs then use the approach I blogged about the other month with the PnP PowerShell to month the sites. The example is for Project Online but could easily be updated for Project Server 2013 / 2016.

The user running the script will need to update the source PWA instance URL, username and password. The account will need access to the OData API in PWA and access to all of the project sites.

This script example can be downloaded here: https://gallery.technet.microsoft.com/Access-all-Online-Projects-568c7c59

To get the script to work you will need to reference the DLL as seen in the image below:

image

This can be installed from the SharePoint Online Client components / management shell. I used the dll from the SharePoint Online Management Shell in this example.

Please note, this has only been tested in PowerShell 3.0 and might not work in other versions. If you have any issues try this in PowerShell 3.0.

The good thing about using the OData API to return the list of Project Site URLs is that if you have certain sites for each Enterprise Project Type you could easily filter the OData query to only return the project site URLs for the correct Enterprise Project Type.

Once the variables have been updated correctly, placeholder values seen below:

image

Save and run the PowerShell script (fully test on a non-production PWA site collection before Production), firstly this example will give you a count of project sites:

image

Then for each of those sites it will list all of the SharePoint lists on each site:

image

As mentioned, this just lists all of the lists so probably isn’t that useful unless you wanted to check each Project Site had the correct lists. The script could be modified to update those project sites or lists fairly easily depending on what the changes were. All I would say is that if you are looking to update / make changes to the project sites, fully test your modified script on a non-production PWA instance first as you could cause a lot of damage if you weren’t careful!

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

#ProjectServer and #SharePoint 2010 / 2013 / 2016 June 2016 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

June 17, 2016 at 7:04 am | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
Tags: , , , , , , , , ,

The Office 2016 June 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3166910

Project 2016 June 2016 update:
https://support.microsoft.com/en-gb/kb/3115149

SharePoint Server 2016 June2016 update – Project Server 2016 fixes:
https://support.microsoft.com/en-gb/kb/3115184 & https://support.microsoft.com/en-gb/kb/3115181

The Office 2013 June 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3166910

Project Server 2013 June 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3115172

Project Server 2013 June 2016 update:
https://support.microsoft.com/en-gb/kb/3115179

Project 2013 June 2016 update:
https://support.microsoft.com/en-gb/kb/3115164

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 2016 CU.

The Office 2010 June 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3166910

Project Server 2010 June 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3115242

Project Server 2010 June 2016 update:
< no update this month>

Project 2010 June 2016 update:
< no update this month>

SP2 is a pre-requisite for the Office 2010 June 2016 updates.

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

#Microsoft #Office365 #Planner goes GA #taskmanagement /#workmanagement /#teamwork part 2

June 10, 2016 at 2:57 pm | Posted in Administration, Functionality, Information | Leave a comment
Tags: , ,

This is part 2 for the Microsoft Planner overview, for those of you that missed the first part a link can be seen below:

https://pwmather.wordpress.com/2016/06/09/office365-planner-goes-ga-taskmanagement-workmanagement-teamwork/

In this post we will look at creating a new plan in Planner with some tasks and assignments. From the Planner hub, click New Plan from the left navigation pane:

image

Complete the new plan form as below:

image

The form will validate the plan name, email address (used for conversations / discussions), enable the plan to be visible to all the members of the organisation or private – private means only members added to the plan can see it and finally give the plan a description. Click Create Plan and Planner will go off and create your plan:

image

Once completed you will see your plan:

image

At this point the plan can be updated with tasks and team members but other options such as conversations and calendars will take a bit longer to be available as this is waiting for the Office 365 group to be created:

image

Whilst that is provisioning I will create 5 tasks for my plan using the add task option:

image

I will also set a Due Date:

image

Then click Add Task. Repeat this process for the required tasks or activities:

image

Now I will switch to the Buckets view:

image

Here I will create some new Buckets to group my tasks:

image

Now I will move all of my tasks into the buckets by dragging the task cards to the correct bucket:

image

Now I need to add the team members to my plan using the Add Members functionality in the top right corner:

image

Type the name of the user then you can select the correct user to add:

image

The team members are now added:

image

I can now assign the tasks to the team members, to do this click on the task card to load the task detail pop up:

image

Click the Assign button and select the team member:

image

At this point I’ve also added a description to the task so the user CPS knows what is required and also as the Office 365 group is now set up I have started a conversation about an issue I have with the current app:

image

Notice the email notification too for the new comment. Repeat this for all tasks as required:

image

Switching to the Assigned To view you can easily see who has what assigned:

image

The next thing to do would be to set start dates for the tasks if needed, this is done on the task details popup:

image

Repeat this for all tasks as required. I also set some labels for keys tasks:

image

These are then visible to the right of the task card:

image

You can also add attachments to the tasks, when you first try to do this the storage might not yet be available as seen below:

image

Once this is available you can attached a file already in the OneDrive site for this plan or upload a file:

image

As this is a new plan I need to upload a file:

image

This uploads the file to the OneDrive storage that is created as part of the Office 365 group for this plan. I’ve set the document to be the preview on the task card to get a nice visual on the card:

image

I’ve done this for a few tasks:

image

Planner will take one image / the first page from the uploaded document and use that as a preview.

Also I want to set a new logo for my plan to replace the red square with PM. To do this I navigate to the Group page for my plan by clicking the Conversations link:

image

This loads:

image

From here I can edit the Group settings including the logo, just click the current logo and the group properties pane will appear:

image

Change the logo as required. This might take a while to sync with Planner but once it has completed you will see the updated logo:

image

That is the basic plan set up and ready for the team members to start work on the tasks and join in any conversations for the tasks. On the planner hub page the project can be added as a favourite to get quick visibility of the plan status:

image

Planner data can be accessed and edited programmatically using the Graph API, this is currently only in Beta, see the reference link below for details:

https://graph.microsoft.io/en-us/docs/api-reference/beta/resources/task

That’s it for the Microsoft Planner overview, look out for more posts on Planner in the future.

#Office365 #Planner goes GA #taskmanagement /#workmanagement /#teamwork

June 9, 2016 at 11:25 am | Posted in Administration, Functionality, Information | Leave a comment
Tags: , ,

This week marked the start of Office 365 Planner being generally available, the official post can be see here: https://blogs.office.com/2016/06/06/microsoft-planner-ready-for-showtime/

In this post I will give a quick overview of Planner then in the second post I will cover using planner with creating new plans, tasks and assignments.

Firstly, what is Planner. Microsoft Office 365 Planner is Microsoft’s new task or work management tool for managing plans and tasks with task boards using drag and drop in an intuitive, modern interface. This tool is great for managing teams with tasks or buckets of work using a simple but effective interface. For this post we will look at Planner on my Microsoft Office Demo tenant as this contains some example plans already. When accessing Planner the users see the Planner Hub:

image

This view shows all of the plans available in Planner. The user has the ability to tag plans as favourites to move them to the favourites section. This is done by hovering over a plan and clicking the ellipsis then clicking “Add to favorites”:

image

That project will then move to the favourites section, to remove a project from favourites click “Remove from favorites”:

image

When plans are added to the favourites section the task status is visible in a doughnut chart and a legend with a count of tasks in each status.

image

Clicking anywhere on the Online Marketing plan card will take you to the plan’s board:

image

There are different views available on the board that group the tasks differently, this can be changed in the top right corner:

image

The different views or groupings display the tasks either by Buckets:

image

Buckets are away of tagging or grouping tasks that are related in some way for example an event or work package.

Assigned to:

image

This view shows tasks grouped by assigned to, a useful view to see which tasks are not assigned to a team member.

Progress:

image

The progress grouping is useful for seeing the status of the tasks.

Back on the Buckets view it is easy to create a new bucket by clicking “Add new bucket” and type a name:

image

Tasks can then be added to that bucket by drag and drop or clicking the task and opening the task details view then using the bucket dropdown menu in the top left corner:

image

Tasks can have labels set such as the red urgent label on the Media Outlets task, this is very useful for flagging / highlighting tasks:

image

As well as the board views there is a Chart view, click Charts next to Boards and the chart page will load for that plan:

image

Notice the Task pane on the right, by default there is No grouping set, clicking on the doughnut or legend on the Status card will update the Task pane view:

image

In this example I clicked the Late segment on the doughnut, the Tasks pane then set a group by of Due Date and scrolls to bring the late tasks in view.

Clicking a team member in the Members views will then add a filter to the Tasks pane to show only that team members tasks:

image

Each Plan that gets created creates a group in Office 365, this is used for the plans collaboration. The plan can have documents that can be attached to tasks, team members can comment on tasks, the plan can have a calendar and also a OneNote notebook, this is provided by the Office 365 Groups functionality and accessible using the ellipsis menu:

image

To navigate back to the planner hub use the left navigation pane. You will also see a useful view here called My tasks, that will show a view for all of your own tasks:

image

This defaults to a progress grouping but can be grouped by plan too:

image

Planner also provide full notifications via emails to the team members.

There are some great features in development on the roadmap for Planner:

image

That’s it for this post, in the next post we will look at creating a new plan with a team and tasks. Some additional links for Planner can be seen below:

Microsoft Planner for Admins: https://support.office.com/en-US/article/Microsoft-Planner-for-admins-9652e4c7-48e3-4dad-9e71-0c783ec3d0f8

Common Support Issues for Planner: https://blogs.msdn.microsoft.com/brismith/2016/06/06/microsoft-plannera-few-common-support-answers/ & https://blogs.msdn.microsoft.com/brismith/2016/06/07/microsoft-planner-another-look-as-msolsettingsand-a-couple-more-answers/

CPS’ PS+ solution is an Award Winner at the #Microsoft Partner Awards #WPC16 for #PPM #ProjectOnline / #ProjectServer

May 31, 2016 at 5:24 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Installation | Leave a comment
Tags: , , , ,

I am pleased to announce that CPS’ PS+ solution was an Award Winner in the recent Microsoft Partner of the Year Awards 2016 in the Project and Portfolio Management Competency.

PS+ logo

http://projectserverplus.com/project-and-portfolio-management-award-winner-2016/

http://www.cps.co.uk/blog/cps-named-microsoft-project-portfolio-management-award-winner-2016/

For a full list of winners and finalists see:

https://partner.microsoft.com/en-GB/WPC/awards

Great work to all the partners that received awards.

#ProjectOnline #OData reporting API updated to remove #HTML tags #Office365 #BI #Excel #PowerBI

May 30, 2016 at 6:36 pm | Posted in Administration, Configuration, Customisation, Functionality, Information, Reporting | Leave a comment
Tags: , , , ,

Recently you might have noticed that the Project Online OData reporting API has been updated to remove the HTML tags, I tweeted about this last week. So before this changed the data would have look like this:

image

Notice the HTML tags such as   and </li></ul></ul></ul> in the StatusSummary field. In the PDP the data looks like this in the Status Summary multiline text field:

image

If you are still seeing HTML tags for projects these will be updated once edited and saved, After making a change to a project custom field and clicking Save on a PDP (this does a Project Summary Publish too) for this example project I then see the following in the OData feed:

image

As you can see the HTML tags are now removed from the StatusSummary field. So now in your Excel or Power BI reports you will no longer have to either use VBA in Excel to remove these or use a similar Power Query function in Excel or Power BI as detailed here.

The only down side to this change is if you use a report that can render the HTML tags to maintain the formatting set in the multiline project level custom fields on the PDP this will be lost. For example, for PS+ we use a Reporting add-in that maintains the multiline custom field formatting as seen below:

image

After the update this formatting is lost as expected making the data harder to read:

image

All is not lost though, if you want to maintain this formatting just using CSOM / JSOM or REST to get the data for the multiline project custom fields. In the example below using the REST (/_api/ProjectServer) API you can see that the HTML tags are still available:

image

Here the fields are referenced using the Internal Name rather than the Name, for example Custom_x005f_4d0daaaba6ade21193f900155d153dd4. So you will need to update any custom add-ins / reporting tools to get the multiline custom field data from these API’s if you wish to maintain the formatting.

Extract #ProjectOnline or #ProjectServer 2013 / 2016 Timesheet data #PowerShell #Office365

May 17, 2016 at 4:32 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, PowerShell, Reporting | Leave a comment
Tags: , , , , ,

This PowerShell script will use the Project Reporting OData API to extract the timesheet data between the given start and end dates. The user running the script specifies the source PWA instance URL, Username and password. They then enter the start and finish dates in yyyy-mm-dd format and run. The data will then be displayed in the console and output to a CSV file.

This script example can be downloaded here: https://gallery.technet.microsoft.com/Extract-Online-or-Server-c1cba361

To get the script to work you will need to reference the DLL as seen in the image below:

image

This can be installed from the SharePoint Online Client components / management shell. I used the dll from the SharePoint Online Management Shell in this example.

Please note, this has only been tested in PowerShell 3.0 and might not work in other versions. If you have any issues try this in PowerShell 3.0.

Firstly it will prompt for the source PWA URL:

image

Then the username and password:

image

Then the start and finish dates in yyyy-mm-dd format:

image

The script will output the data to the console:

image

It will also create a CSV file in the same folder that the PowerShell script is run from:

image

The CSV file:

image

This was only run against a test PWA instance in Project Online and only my account had timesheet data for the given period, it will return all of the timesheet data for all resources for the given start and finish dates.

This example requires the user to enter the environment details when running but it could easily be updated to hard code these then the PowerShell script could be scheduled to run weekly or monthly etc. The start and finish dates could be made dynamic too.

Whilst this only reads data, as always, this script is provided as is with no warranties etc. use at your own risk and test on a test environment before using on a production environment.

Next Page »

Create a free website or blog at WordPress.com. | The Pool Theme.
Entries and comments feeds.

Follow

Get every new post delivered to your Inbox.

Join 1,086 other followers