Getting started with #ProjectOnline Part 4 #PS2013 #Office365 #Project #PPM #SharePointOnline #PM

January 23, 2014 at 11:00 pm | Posted in Administration, Configuration, Functionality, Information | 4 Comments
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This is part 4 for the getting started with Project Online series. In the last post we looked at configuring the Enterprise Global:

https://pwmather.wordpress.com/2014/01/21/getting-started-with-projectonline-part-3-ps2013-office365-project-ppm-sharepointonline-pm/

In this post we will move back to PWA and continue with the configuration there. Next up are the PWA views, these are configured on the PWA Settings page. To access this page, click the cog menu and click PWA Settings:

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Now click Manage Views under the Look and Feel heading:

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You will see many preconfigured views here:

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Above are the Project views, below are all of the view types that have preconfigured views:

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As you can see there are quite a few different types of views in PWA, these are for different areas or functionality in Project Server. A summary for each view can be seen below:

View Type

Description

Project This type of view is used to view the tasks, assignments and resource details for a particular project. The views are found in the Project Detail Page, these are accessed after clicking the project from the Project Center.
Project Center This type of view is used to view the project information in the Project Center.
Resource Assignments This type of view is used to view information about specific resource assignments . These are accessed from the Resource Center in the resource assignments page.
Resource Center This type of view is used to view resource information in the Resource Center.
My Work This type of view is used by the team members to view and update their assignments.
Resource Plan This type of view is used to build resource plans for projects.
Team Tasks This type of view is used by team members to view tasks that their team is assigned to.
Team Builder This type of view is used to build the team for a project.
Timesheet This type of view is used by team members to complete their timesheets to report time against projects or admin time.
Portfolio Analyses This type of view is used to view project proposals and review which best align to the organisations strategic goals.
Portfolio Analysis Project Selection This type of view is used to approve the proposals as projects.

For the purpose of this post we will create one Project view, one Project Center view and Resource Center view. Each view type has different settings and fields available, for example task level or assignment level fields are not available in a Project Center view. To create a new view we can either start with a blank view or copy an existing view, for the Project view we will copy the Task Summary view. To do this, select the Task Summary view:

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The Copy View button is now enabled, click this button and a pop up will appear with a field to type the new view name, by default it will have “Copy of Tasks Summary”, update this with the name of the new view:

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Click OK to create the new view, this new view will appear on the grid. Click the new view to load the edit view page:

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Scroll down to the fields section and select a new field from the available fields, for the purpose of this post I am going to select the RAG Planned Work field that was created in post 2 and add this to the view.

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Save the view. Now we will create a new Project Center view, click the New View button and select Project Center from the view type menu:

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Type a name in the Name field and add a description if required. In the field section add the required fields, for the purpose of this post I will be adding the 3 custom project level fields created in post 2:

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You have the option to set the field width and give the field a custom title / label.

Scroll down the the format view section and set the required options. For this example I have set the grouping format to Views, the group by to Programme and sort by to Project Name:

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Now save the view. The third view we will create is a Resource Center view, click New View again and select Resource Center from the type menu and give the view a name:

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Add in the required fields, in this example I will add some of the default fields plus the Employee Contract Type custom field created in post 2:

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Scroll down to the Filter section and click the filter button, this will load a pop up for the custom filter:

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Add the filter required, in this example it will be where the resources are full time:

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Notice the filter is validate. Click OK and save the new view. That is it for the PWA views in this post but that should be enough to get you started. Next up we continue with other Project Online configuration to help you get the most out of your new environment.

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  1. […] views can be configured for this page, we covered this in part 4, we created a new Project Center view called “Project Status by Programme”. To switch to this […]


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