#ProjectOnline time phased data rollup for #OData reporting #PPM #PMOT #BI #Excel #PowerBI

November 17, 2017 at 11:44 am | Posted in Administration, Configuration, Functionality, Information, Reporting | Leave a comment
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Recently it was announced that it would be possible to rollup some of the data in the time phased feeds for Project Online, the support documentation can be found here: https://support.office.com/en-us/article/Configure-rollup-of-timephased-reporting-data-in-Project-Online-da8487fe-899e-4510-a264-e2ebc948928c

Currently today in Project Online, the time phased data is stored in the Reporting schema at the day level. For some organisations, this is too granular and they end up having to aggregate the data for reports to weekly / monthly etc. For those customers, having the data at the day level isn’t convenient as storage / performance improvements can be gained from having the data stored at source pre-aggregated. With this change, that will now be possible.

I believe this feature will start rolling out in the next week or two but let’s have a quick look at the options. From the PWA Settings menu you will see a new option under Enterprise Data for Reporting as seen below:

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This shows the following page:

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As this new feature has been rolled out to an existing PWA site, this defaults to Daily but new PWA sites created once this feature is rolled out to the tenant will have this setting set to Never.

Let’s look at the impact on the data using my simple project plan that has a task with a duration of 5 days:

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Using the TaskTimephasedDataSet you can see the data below for Task 2:

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As expected, there are 5 days displaying work. I will now change the setting to Weekly:

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For this change to take effect I will need to publish all of my projects but for the purpose of this blog post I will just publish my test project. Refreshing my Excel data, you can see I have two rows as the task spans two weeks:

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The hours are aggregated on the first day of the week as defined by the PWA site regional settings:

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Now I will increase the task duration to 50 days to span a few months and set the reporting to monthly then publish my test project. Updated project:

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Updated to Monthly:

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Updated Excel report:

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As you can see the hours are now aggregated on the first day of the month. You can also base this on the fiscal periods defined in PWA.

The feeds that are impacted by this change are:

  • AssignmentBaselineTimephasedDataSet
  • AssignmentTimephasedDataSet
  • TaskBaselineTimephasedDataSet
  • TaskTimephasedDataSet

Once available in your tenant, set the time phased data reporting setting as defined by your reporting requirements and publish all of the projects. I would recommend you did this on a non-production PWA instance first as you might need to update you reports, apps etc. that consume date from those four feeds. Also remember to set this up for new PWA instances created once this feature is live as they will be set to Never.

Keep an eye out for this feature reaching your tenant soon.

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#ProjectServer and #SharePoint 2013 / 2016 November 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

November 16, 2017 at 9:20 am | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
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The Office 2016 November 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4051890

Project 2016 November 2017 update:
https://support.microsoft.com/en-us/kb/4011227

SharePoint Server 2016 / Project Server 2016 November 2017 update: 
https://support.microsoft.com/en-us/kb/4011243 & https://support.microsoft.com/en-us/kb/4011244

The Office 2013 November 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4051890

Project Server 2013 November 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4011249

Project Server 2013 November 2017 update:
https://support.microsoft.com/en-us/kb/4011257

Project 2013 November 2017 update:
https://support.microsoft.com/en-us/kb/4011235

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the November 2017 CU for 2013.

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

#ProjectOnline #PPM #PowerBI Report Pack v2 #BI #Reporting #PowerQuery #DAX #Office365

October 31, 2017 at 12:39 pm | Posted in Add-on, Administration, Customisation, Functionality, Information, Reporting | 2 Comments
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Back in January this year I published my first Power BI report pack for Project Online, the post can be found here: https://pwmather.wordpress.com/2017/01/03/projectonline-ppm-powerbi-report-pack-bi-reporting-powerquery-dax-office365/ I have now published the second version of my report pack for Project Online. This version can be download from the link below:

https://gallery.technet.microsoft.com/Online-Power-BI-Report-abcb3c3b

This report pack consists of 8 reports for Project Online, these reports can be seen below:

Portfolio Report page:

image

Issues Report page:

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Risks Report page:

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Project Report page:

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Resource Demand Report page:

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Resource Report page:

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Timesheet Summary Report page:

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Timesheet Detail Report page:

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These reports only use default intrinsic fields so it should work for all Project Online deployments.

Once downloaded, the report pack data sources will need to be updated to point to your target Project Online PWA instance. To do this you will need the Power BI desktop tool which is a free download here: https://powerbi.microsoft.com/en-us/desktop

Open the downloaded PWMatherProjectOnlinePowerBIReportPackv2.pbit template file in Power BI Desktop and follow the steps below to point the data sources to your Project Online PWA instance:

 

  • In the parameter window that opens, enter the full Project Online PWA URL
  • Click Load
  • The data will now start to load and you will be prompted to connect
  • On the OData feed window, click Organizational account and click Sign in and enter credentials as required
  • Click Connect
  • On the Privacy levels window set the privacy as required
  • Click Save
  • The data will load – this may take a few minutes depending on the dataset size in Project Online
  • Access the Project Report page and select a project from the project filter
  • Save the report

This file can either be emailed around to colleagues with details on how to update the credentials to their own or what would be better is to publish the report to your Power BI workspace can create an organisational content pack that others can add to their Power BI workspace. If the Power BI organisational content pack is the chosen option, you might want to create a Dashboard first. See a previous blog post on this: https://pwmather.wordpress.com/2017/02/10/projectonline-ppm-powerbi-report-pack-publish-bi-reporting-powerquery-dax-office365/

Enjoy, I hope you like it Smile

#Agile now available in #MSProject #Kanban #Scrum #Sprints #Tasks

October 25, 2017 at 7:57 am | Posted in Administration, Configuration, Customisation, Functionality, Information | Leave a comment
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Agile is now available in Microsoft Project! This is available on the following build version or later: 8625.2055 Click-to-Run. This build version is available on the Insider – formerly Insider Fast or Monthly Channel (Targeted) – formerly Insider Slow. This post is an intro to the new features. On the New menu you will see three new projects as highlighted below:

image

The three new project types are:

  • Scrum Project
  • Kanban Project
  • Waterfall Project

Firstly, “Waterfall Project” is the traditional type of project that is the same as using “Blank Project”. When creating either of these you will notice some new views in Project:

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These views are available regardless of the project type selected. I can insert the new Board Status and Sprint fields in to the default Gantt Chart view:

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Switching views, I can then see these test tasks on the associated board views:

image

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Both of these provide the ability to add new tasks as well as drag and drop capabilities to move tasks to different columns / statuses. On the board view you can add / update the columns / buckets, once updated here the Board Status column in the table views will have the updated values. Regardless of the view, you can use the Format tab option on the Task Boards Tools ribbon to change the columns:

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More on these in when we look at the new project types.

Creating a Scrum Project or a Kanban Project gives you some other functionality. Starting with a Scrum Project (purely because it is first in the list) we can see the new project below:

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The Scrum Project defaults to open with the Sprint Planning Board as the active view. On the ribbon you will also notice there is an Agile Tools Scrum tab as well as the previously seen Task Board Tools Format tab.

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The Planning button enables you to switch between the two Sprint Planning views:

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The Sprint button enables you to switch between the two Current Sprint views:

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The All button enables you to switch to the Agile Tasks view which is a filtered tabular view that only shows tasks that are tagged as Agile = Yes.

Adjust allows you to manage the sprints. This creates three automatically for you:

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By default the sprints are generated using the project finish date but you can change to manage this via a custom date if needed:

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The Agile button enables you to change your project to a different Agile methodology:

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Switching between Scrum / Kanban / None just changes the options you have on the ribbon. Changing to None will remove all the Agile options ribbon but you can use the Project tab to change your project back to an Agile methodology:

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Tasks can be moved to different sprints or status using the board view with drag and drop or just the familiar drop down menus on the table views.

Switching to Kanban, the options change to enable you to switch backlog views:

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When creating a new Kanban project, the default view is the Backlog Board.

The All button enables you to switch to the Agile Tasks view which is a filtered tabular view that only shows tasks that are tagged as Agile = Yes. Then you have the same Agile button too.

There are also new default Agile reports:

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Here is the Agile – Task Status report as an example:

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This new feature is a client side feature only, this capability is not available in PWA. All of the new fields in Project such as Agile, Sprint and Board Status are in Project only.

If you are looking to use an Agile methodology to manage your projects in Microsoft Project, take a look at this new feature as it allows you to manage a single project using a combination of methodologies if you wish.

#ProjectServer and #SharePoint 2013 / 2016 October 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

October 19, 2017 at 1:32 pm | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
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The Office 2016 October 2017 updates and cumulative updates are now available – post a bit later than normal, please see the links below:

https://support.microsoft.com/en-us/kb/4043461

Project 2016 October 2017 update:
https://support.microsoft.com/en-us/kb/4011141

SharePoint Server 2016 / Project Server 2016 October 2017 update: 
https://support.microsoft.com/en-us/kb/4011217 & https://support.microsoft.com/en-us/kb/4011161

The Office 2013 October 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4043461

Project Server 2013 October 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4011175

Project Server 2013 October 2017 update:
https://support.microsoft.com/en-us/kb/4011182

Project 2013 October 2017 update:
https://support.microsoft.com/en-us/kb/4011156

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the October 2017 CU for 2013.

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

#ProjectOnline #PowerBI content pack 2 available #BI #Office365 #PPM update

October 19, 2017 at 11:56 am | Posted in Add-on, Administration, Customisation, Functionality, Information, Reporting | 1 Comment
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Following on from my previous blog post regarding the updated Project Online Power BI content pack from Microsoft –  see below if you missed it:

https://pwmather.wordpress.com/2017/09/26/projectonline-powerbi-content-pack-2-available-bi-office365-ppm/

That was shortly removed from the Power BI service and hasn’t been updated there yet but the template file has since been made available to download from GitHub:

https://github.com/OfficeDev/Project-Power-BI-Content-Packs

You can now have the default reports provided here and extend to your own requirements for example a quick change would be to change the currency symbol used if you are not using US dollars:

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Another change you might want to do, is make this report pack support non-English PWA site collections. This can be done by editing all of the queries in the Query Editor, use the Advanced Editor and update the code: OData.Feed(#”PWA Site URL” & “/_api/ProjectData”), to OData.Feed(#”PWA Site URL” & “/_api/ProjectData/[en-US]“), This will ensure all of the properties exist and the reports work.

Make the changes as required then publish to your own organisation.

#SharePoint item count from all lists on all sub webs in SharePoint / #ProjectOnline #PPM #PowerShell

September 28, 2017 at 11:29 am | Posted in Add-on, Administration, Customisation, Functionality, Information, PowerShell, Reporting | Leave a comment
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This is a supporting blog post for an example PowerShell script I quickly wrote for Microsoft’s Office 365 SharePoint Online. It was created after a query was posted on the Project Online TechNet forums asking how to easily check what sub sites were being used in PWA.

The code sample can be downloaded from here: https://gallery.technet.microsoft.com/Get-item-count-from-all-026a6db2

To get the script to work, there will need to be some environment variables set and a DLL available, these are detailed below.

Update the environment details:

image

Add the SharePoint Online / PWA URL, username and password for an account that is a site collection admin on the target site collection.

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.

Below you can see the output from the PowerShell ISE when running against my test SharePoint / Project Online site collection:

SNAGHTML9ae65556

There are probably easier ways to view this information but I thought I would just try with a simple PowerShell script.

#ProjectOnline #PowerBI content pack 2 available #BI #Office365 #PPM

September 26, 2017 at 4:14 pm | Posted in Add-on, Administration, Customisation, Functionality, Information, Reporting | 5 Comments
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2 years ago Microsoft released the first Project Online Power BI Content Pack, this week they have released another updated Project Online content pack! This is available now. For details on how to get the content pack see my original post below:

https://pwmather.wordpress.com/2015/11/18/projectonline-powerbi-content-pack-available-bi-office365-ppm/

The steps are the same to get the new Project Online Content pack. This is version 2.3 as seen below:

image

Once the data is imported access the Report and Dashboard from the Power BI App > My Workspace navigation. I have set this up against our sales demo instance for Project Online. There are default reports for:

Portfolio Dashboard:image

Portfolio Timeline:image

Portfolio Costs:image

Portfolio Milestones:image

Portfolio Risks:image

Portfolio Issues:image

Resource Availability:image

Resource Overview:image

Resource Assignments:image

Resource Details – you will need to select a resource from the Resource Name filter:image

Resource Demand Forecast:image

Project Status – you will need to select a project from the Project filter:image

Project Risks & Issues – you will need to select a resource from the Project filter:image

Report Dashboard:image

Together with this content pack and the example report pack I built earlier this year, there are plenty of examples of reports to make Project Online reporting a simple task! A link to my report pack can be seen below:

https://pwmather.wordpress.com/2017/01/03/projectonline-ppm-powerbi-report-pack-bi-reporting-powerquery-dax-office365/

#ProjectServer and #SharePoint 2013 / 2016 September 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

September 13, 2017 at 9:24 pm | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Leave a comment
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The Office 2016 September 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4040279

Project 2016 September 2017 update:
https://support.microsoft.com/en-us/kb/4011101

SharePoint Server 2016 / Project Server 2016 September 2017 update: 
https://support.microsoft.com/en-us/kb/4011127 & https://support.microsoft.com/en-us/kb/4011112

The Office 2013 September 2017 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4040279

Project Server 2013 September 2017 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4011115

Project Server 2013 September 2017 update:
https://support.microsoft.com/en-us/kb/4011118

Project 2013 September 2017 update:
https://support.microsoft.com/en-us/kb/4011109

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the September 2017 CU for 2013.

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

Link #ProjectOnline tasks to #Planner #Microsoft365 #PPM #PMOT #MSProject

August 29, 2017 at 4:04 pm | Posted in Administration, Functionality, Information | Leave a comment
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In the latest release of Project Online Desktop Client, depending on the release channel that you are on, you might have noticed the new Planner button in the Task ribbon:

image

My Office version is on the Office Insider Fast channel so that I get the latest changes first but this will typically be controlled by your IT admins so you might need to wait a while until this feature reaches the Office release channel that you are on.

Hovering over the new button provides the details for this feature:

image

This feature allows you to create a hyperlink to the linked Planner Plan from the Planner icon in the indicators column. It could be that you have a bucket type task (sprint etc.) in the Project Online project then the detail tasks / activities might be in the linked Planner plan.

Select a task in the project then click the Planner button and a side pane will launch:

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Click the “Link to existing Planner plan..” link then you will be able to type the name of the Office 365 Group that contains the Planner plan:

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Start typing name of the group then select the correct group, in this example I have one called Pauls Test Plan:

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Notice how it also states that it will add the resources assigned to the task into the group. Click the Create Link button:

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It then shows that this task is now linked to that Planner plan:

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You then get the hyperlink directly to the linked Planner Plan using the Planner icon in the indicators column or using the link in the Link to plan pane.

You can only link one task from the project plan to one Planner plan, if you try and link another task to the same Planner plan you will see this alert:

image

The resources added to the linked task didn’t get added to the group as suggested but as this feature is only in the Office Insider builds that might come when this is released in the other release channels. ***Update – this feature does work providing the PWA Resource email address matches the O365 user principle name. I believe other options are being explored***

For release details, see the article here: https://support.office.com/en-us/article/What-s-new-in-Project-2016-111bcaf9-bc27-4c15-80e6-85e726307520?ui=en-US&rs=en-US&ad=US#Audience=Office_Insiders

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