Getting started with #ProjectOnline development #Office365 #ProjectServer #JavaScript #PowerShell #dotNET

April 26, 2016 at 7:55 am | Posted in Administration, Functionality, Add-on, Customisation, Information, Configuration, App, .Net | Leave a comment
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Just a quick post to highlight a new code sample that has been added to the Project Online code samples on GitHub found here: https://github.com/OfficeDev/O365-Project-Online-.Net-Samples

The projTool tool has been created / updated to use CSOM instead of the PSI, Brian Smith has a great walkthrough for getting started with this tool on the link below:

https://blogs.msdn.microsoft.com/brismith/2016/04/26/project-development-samples-projtoolv2/

On the GitHub samples you will find other examples for JSOM, CSOM and REST. A great place to start with Project Online development. You will also find some simple code samples / solution starters on the link below for Project Online / Project Server:

https://gallery.technet.microsoft.com/site/search?f%5B0%5D.Type=User&f%5B0%5D.Value=PWMather

#Office365 #Project Portfolio Dashboard add-in for #ProjectOnline #ProjectServer #BI #PPM

April 22, 2016 at 4:33 pm | Posted in Add-on, Administration, App, Customisation, Functionality, Information, Reporting | Leave a comment
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In this post we will look at the recently released Office 365 Project Portfolio Dashboard for Project Online / Project Server 2013 / 2016, see the announcement below:

https://blogs.office.com/2016/04/19/new-office-365-project-portfolio-dashboard-apps-are-live/

A directly link the the SharePoint add-in can be found here: https://store.office.com/en-us/WA104380116.aspx

I have loaded this on to one of our demo instances to take a look:

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The add-in is accessed from the PWA site contents menu:

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Worth noting is that the users will need to be a member of one of the following SharePoint groups for the Portfolio Dashboard to work when in the SharePoint permission mode:

Administrators for Project Web App
Portfolio Managers for Project Web App
Portfolio Viewers for Project Web App

When in the Project permission mode the users will need access to “Access Project Server Reporting Service” permission and be added to one of the SharePoint permission groups above.

When the add-in is first loaded it will load the data and cache it – it will tell you it is doing this. Then in the top right corner it will display the details for when the data in that dashboard was last updated / loaded:

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You can then refresh the data as required and it will update to indicate the refresh has started:

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Depending on the amount of data this might take some time.

The default dashboard is “This year’s projects”, there are 6 dashboards included by default, these are available in the Dashboard tab on the ribbon:

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Each show different data. Each dashboard has different sections or pages, for example on This Year’s Projects I can view Projects:

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Or Tasks:

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Or Resources:

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Or Content:

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Some of the tables in the views have multiple views or sheets, for example the Resources shows Work by default but can view Issues, Risks or Availability:

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In most pages you can either drill down or click though, for example from the Overview page on the table at the bottom I can click the project name to drill down to more detail for that project:

From:

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To:

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Clicking the task name will load the schedule PDP in a different tab.Clicking a risk or issue will load the list item in a different tab.

Notice the left navigation updates to show you where you are with more options. For example I can go from the project dashboard view to an Executive view:

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I can then go back to the overall dashboard view by using the navigation section.

For each dashboard you can filter the data using the Filter tab:

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The options tab will give you the ability to change the settings for the dashboard:

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On the Dashboard tab you also have the ability to create your own dashboard using the create button, that will display a new tab on the ribbon:

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Firstly give it a name and description.

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Then select the projects to include:

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Depending on the field type you will get different options to select, for example selecting a date field will give you this:

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Then chose the layout for each section and the components on each:

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Update each section as required then set any filters you want available:

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Once completed click OK and the new dashboard will be available on the Dashboard menu for all users:

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Download it today and take a look!

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

April 12, 2016 at 6:39 pm | Posted in Administration, CU, Fixes, Functionality, Information | 1 Comment
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The Office 2016 April 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3150264

Project 2016 April 2016 update:
https://support.microsoft.com/en-gb/kb/3114973

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

https://support.microsoft.com/en-gb/kb/3150264

Project Server 2013 April 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3114936

Project Server 2013 April 2016 update:
https://support.microsoft.com/en-gb/kb/3114950

Project 2013 April 2016 update:
https://support.microsoft.com/en-gb/kb/3114954

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the April 2016 CU.

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

https://support.microsoft.com/en-gb/kb/3150264

Project Server 2010 April 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3114992

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

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

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

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

#ProjectOnline Project Detail Pages issue with new look document libraries #SharePoint #O365

April 7, 2016 at 6:58 pm | Posted in Administration, Configuration, Customisation, Fixes, Functionality, Information | 1 Comment
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Recently you may have noticed the banner below on a document library in SharePoint / Project Online stating “Document Libraries are getting a new look!” with a link to check it out:

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After clicking this link, the document libraries look like this:

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You can change to different views such as the grid view:

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You can easily change the columns displayed using the ellipsis on the right hand side:

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Create new documents:

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All looks good… but how do I create a new Project Detail Page now? Well there are two options (there may be others too):

1: Click the “Return to classic SharePoint” link in the bottom left corner then create the PDP’s as normal

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Or:

2: Edit the library settings by clicking the settings cog > library settings:

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Click Advanced Settings and Allow management of content types:

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Click OK and you will see the “Project Detail Page” content type:

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Now go back to the library and you will see the New menu now shows the Project Detail Pages:

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#Office365: quickly see which #SharePoint sites are #ProjectOnline sites #PowerShell

April 5, 2016 at 11:44 am | Posted in Administration, Configuration, Customisation, Functionality, Information, PowerShell | Leave a comment
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In Office 365 from the SharePoint admin center it is not possible to quickly see which site collections are PWA site collections. The only way currently to check in the UI is the select a site collection then click the Project Web App button on the Site Collections ribbon and see if the Remove and Settings options are enabled:

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If you select a normal SharePoint site collection these two options are disabled:

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As you can imagine, if you have many site collections this could be quite a slow process. There is a simple and quick answer to this, PowerShell. Using the SharePoint Online Management Shell you can access the properties of the site collections, details on the SharePoint Online Management Shell can be seen below:

https://support.office.com/en-us/article/Introduction-to-the-SharePoint-Online-Management-Shell-c16941c3-19b4-4710-8056-34c034493429

I have used the PowerShell ISE to create and run the script, to use the ISE you will need to firstly install the SharePoint Online Management Shell on your machine then import the module using the command below:

Import-Module Microsoft.Online.SharePoint.PowerShell -DisableNameChecking

Once loaded, a simple PowerShell script can easily identify the PWA site collections:

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There is a –Filter parameter for the Get-SPOSite command but it doesn’t allow you to filter on the Template property so I created a simple foreach loop and did the filter there.

Or if you want to see all of the site collections and the templates used to create the sites see the script below:

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In both examples just update the site collection admin site URL and the global administrator username for the Connect-SPOService command.

**** There is a caveat to this approach (thanks to Brian Smith for letting me know), if you have a normal SharePoint site then enable PWA on the site after it is created these sites will not show as a PWA site in this script. In that scenario the PWA site is a sub site and the Get-SPOSite only gets the root site collections. I guess you could look at using CSOM / REST to get all sites. ****

If would be good to get this information visible in the view from the SharePoint Admin Center, someone has already suggested this on the Office 365 uservoice, see the link below if you want to vote:

https://office365.uservoice.com/forums/273493-office-365-admin/suggestions/9374838-enable-split-view-in-sharepoint-admin-center-to-di

#ProjectServer 2016 is RTM #SharePoint #PS2016 #SP2016 #Office2016 #PPM

March 18, 2016 at 4:54 pm | Posted in Administration, Functionality, Information, Installation | Leave a comment
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A quick post to highlight some great news this week, Project Server 2016 RTM has been released, the announcement is here:

https://blogs.office.com/2016/03/14/sharepoint-2016-rtm-and-the-future-of-sharepoint-event/

To view what is new for Project Server 2016 see the MSDN link below:

https://msdn.microsoft.com/en-us/library/ff631142(v=office.16).aspx

Some great reasons there for those clients still using the on-premise software to upgrade from earlier versions of Project Server.

To view what has been deprecated or removed in Project Server 2016 see the link below:

https://technet.microsoft.com/en-us/library/mt422816(v=office.16).aspx

To find all of the Project Sever 2016 documentation start here:

https://technet.microsoft.com/en-us/library/cc303399(v=office.16).aspx

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

March 9, 2016 at 11:25 am | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2016 March 2016 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-gb/kb/3143491

Project 2016 March 2016 update:
https://support.microsoft.com/en-gb/kb/3114865

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

https://support.microsoft.com/en-gb/kb/3143491

Project Server 2013 March 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3114823

Project Server 2013 March 2016 update:
https://support.microsoft.com/en-gb/kb/3114836

Project 2013 March 2016 update:
https://support.microsoft.com/en-gb/kb/3114843

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the March 2016 CU.

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

https://support.microsoft.com/en-gb/kb/3143491

Project Server 2010 March 2016 CU Server Roll up package:
https://support.microsoft.com/en-gb/kb/3114876

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

Project 2010 March 2016 update:
https://support.microsoft.com/en-gb/kb/3114891

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

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

#ProjectOnline Resource Engagements now include #email reminders #PPM #Office365

February 12, 2016 at 9:19 pm | Posted in Administration, Configuration, Customisation, Functionality, Information | 2 Comments
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The recently released (September / October 2015) Resource Engagement feature in Project Online now has email reminder capability for pending resource requests. If you missed the posts on the Resource Engagement feature they can be found here:

https://pwmather.wordpress.com/2015/10/15/projectonline-resource-managements-feature-ppm-pmot-pmo-office365-office2016-ps2016-part-1/

https://pwmather.wordpress.com/2015/10/29/projectonline-resource-management-feature-ppm-pmot-pmo-office365-office2016-ps2016-part-2/

This post highlights the new email reminder capability. Recently Microsoft also enabled email alerts and notifications in Project Online, the Resource Engagements email alerts can now be included. See the steps below.

Once the Notification Email Settings is enabled on the PWA site collection as seen below (PWA Settings > Additional Server Settings):

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In the resource centre you will then see a new button:

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There are 3 options on this button:

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To add resources for email reminders, select them in the resource centre grid then click Request Reminders > Subscribe to selected resources. An alert will pop up to advise you the subscriptions have been updated:

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Now the resources have been added you need to enable the email alerts and the frequency. Navigate to PWA Settings > Manage My Resources’ Alerts and Reminders > My Resource Requests:

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Check the check box and choose the frequency:

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That’s it, you will now get email reminders for pending resource requests.

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

February 11, 2016 at 8:02 pm | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
Tags: , , , , , , , , ,

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

https://support.microsoft.com/en-us/kb/3137471

Project 2016 February 2016 update:
https://support.microsoft.com/en-us/kb/3114714

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

https://support.microsoft.com/en-us/kb/3137471

Project Server 2013 February 2016 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3114723

Project Server 2013 February 2016 update:
https://support.microsoft.com/en-us/kb/3114737

Project 2013 February 2016 update:
https://support.microsoft.com/en-us/kb/3114739

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the February 2016 CU.

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

https://support.microsoft.com/en-us/kb/3137471

Project Server 2010 February 2016 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3114754

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

Project 2010 February 2016 update:
https://support.microsoft.com/en-us/kb/3114568

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

For details, see the post below: https://blogs.technet.microsoft.com/projectsupport/2016/02/10/project-server-2010-2013-and-2016-february-2016-pu-announcement/

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

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

February 9, 2016 at 1:09 am | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Workflow | 2 Comments
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Following on from a very popular series of posts on getting started with Project Online, Microsoft’s Office 365 PPM cloud offering, round up found here. I started a mini series towards the end of last year where I covered getting started with the Portfolio Analysis functionality, part 1 here and part 2 here. I mentioned here that I would also do the same for workflow. I have finally got around to creating the workflow version – sorry for the delay, it has been a busy few months.

In this series of posts I will touch on some of the workflow capabilities that are available for Project Online and show you how to getting started.

For the purpose of this post I have already configured a project ideas type list in my PWA site collection, the portfolio strategy / analysis piece, some enterprise project types and have some custom fields.

The first post in this series will look at creating a project from the project ideas list. The workflow will assign a task to a SharePoint group for the approval, once approved a project will be created in Project Online using the correct Enterprise Project Type.

The project ideas list on my test environment looks like this:

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Very simple, with a couple of SharePoint fields. I have mapped these fields to Project Online custom fields:

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This is so that the metadata captured from the idea is copied over to custom field when the project is created.

I have also created some new Enterprise Project Types in this test environment:

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Some of these will be used in later posts for this getting started series.

We will now look at creating an approval workflow for this ProjectIdeas list. Launch SharePoint Designer 2013 and open the target PWA site.

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Click Workflow from Navigation pane:

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Click List Workflow then choose the list:

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Complete the details as required:

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Click OK.

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Now you can start creating the workflow in the designer. For this example I will firstly insert two more stages using the Stage button:

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Then rename the stages:

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Starting with the Initiated stage, click where is states “Start typing…” and more options will be enabled in the ribbon:

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Click the Action button and scroll down to the “Assign a task” action and click:

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Now click this user:

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In the dialog box that appears complete the details, for the Participant I selected the Administrators group:

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For the task title I used the string builder and added the following with a lookup to the item:

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For the description I used the string builder to create the following:

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Once the details are completed:

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Click OK.

Now click in the transition to stage section:

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Using the condition ribbon menu button, select if any value equals value:

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Now click the first value:

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Then click the fx button:

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In the box that appears set the following:

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Click OK.

Click the second value and choose Approved:

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Now select the Insert go-to under the If and select Go to a stage on the Action menu:

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Click a stage and select Approved:

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Do the same for Else but select the Rejected stage:

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In the Approved stage I will insert a parallel block:

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In this parallel block I will insert four If conditions:

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The If conditions are then configured like below:

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The action for each If will be “Create Project from Current Item”:

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Then you can choose the Enterprise Project Type:

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Set this up to match to correct EPTs:

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I then added two further actions:

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To send ad email and to set a field on the list.

The email was configured as below:

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The workflow then set the Approval Date field to Today:

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The transition to stage was then update to end the workflow:

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The final stage to configure is the Reject stage, in this stage we just send and email to the user that created the item then end the workflow:

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Once completed, save the workflow and check for any errors.

Using the navigation bar, click the workflow name:

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Then set the start options for the workflow:

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Once you are happy with it publish the workflow to the list.

Back in SharePoint, if we look at the Workflow settings for the list we should see the workflow name:

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Now if I create a new item on the list the workflow will fire and create a task for one of the administrators to approve, the item shows as in the initiated stage:

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As a PWA administrator I would receive a email notifying me that I had a task assigned, I could then approve that item or reject it. In this example I will approve it:

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When the workflow fires the item will update to Approved, a project will get created in Project Online, an email will be sent to the user who created the idea and the Approval Date will be set on the list item.

The updated project idea item can be seen below:

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The project can be seen below in the project center with the correct Enterprise Project Type:

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The data from the Project Ideas list has been copied to the correct Project Custom fields:

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That’s it for the simple project ideas list workflow – there is lots more that can be done but hopefully that gives you a good idea on how to get started. Next up we will take a look at getting started with the project life cycle workflow and progress a project through various stages and phases.

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