A simple way to have Tasks, Risks and Issues in #Projectfortheweb using custom fields in the Project Office UI #ProjectManagement #WorkManagement #TaskManagement #PPM #Microsoft365 #PowerPlatform

The Project for the web interface is used to manage the tasks in your projects. Other project artefacts such as Risks and Issues are not fully available* in the modern engaging Project Office UI found at – https://project.microsoft.com/. You can of course use the Power Platform’s Power Apps, either Canvas or Model-driven apps, to build an app for your users to manage all of the project artefacts needed by your organization. Details on Power Apps can be found here: https://docs.microsoft.com/en-us/powerapps/powerapps-overview It it also possible to use the Project Accelerator which is a Model-driven app solution, this supports many features such as Programs, Risks, Issues, Changes etc. Details on the Project Accelerator from Microsoft can be found here: https://techcommunity.microsoft.com/t5/project-blog/introducing-the-project-accelerator/ba-p/2201000 & https://github.com/OfficeDev/Project-Accelerator 

*I mentioned that Risks and Issues are not fully available in the Project Office UI, the purpose of this blog post is to highlight a very simple way to use the Project Office UI to also include your Risks and Issues, plus the logs as needed. See my sample project below:

Here I’ve created a new custom field called “Type”, this field is a choice field with the following choices:

Other choice values could be added as needed:

Add this field to the Grid view and tag each row as required. I’ve also created summary tasks for each type too as seen below for my new Announcements type:

You can then make use of other custom fields as needed such as creating a “Due Date” field:

This can be seen on the Grid view below:

All custom fields can also be accessed on the task detail panels like below:

Other features in Project for the web such as Notes and Checklists can also be used to help support managing Risks, Issues and other logs.

This isn’t a perfect solution for managing Risks and Issues but for some this might be an option as users typically prefer the Project Office UI.