Getting Starting with #ProjectOnline and #PowerApps #PVC18 presentation links #PPM #PMOT #Apps #Office365 #MSProject

June 14, 2018 at 7:59 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Mobile | 1 Comment
Tags: , , ,

Last week I had the pleasure of presenting at the awesome Project Virtual Conference 2018. During my session I referenced existing blog posts and code samples that I had previously published on my blog. As promised in the presentation, here is a blog post containing all of the relevant links to help get you started using PowerApps for Project Online. A link to my session is here: http://projectvirtualconference.com/sessions/getting-started-with-project-online-and-powerapps/

Firstly here is a link to the official PowerApps site: https://powerapps.microsoft.com/en-us/build-powerapps/

The first example app we looked at was a navigation PowerApp for Project Online, this made use of the SharePoint Online connector in PowerApps. As discussed, you would need a process to get the required Project Online data into the target SharePoint list for this approach. Here a link to an example solution starter PowerShell script that will do just that: https://pwmather.wordpress.com/2018/03/01/projectonline-powershell-to-keep-ppm-data-in-sync-on-sharepoint-list-pmot-o365/

Once the data is available, here are the two links that walkthrough creating this example navigation app:

Part 1: https://pwmather.wordpress.com/2018/02/21/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-part1/

Part 2: https://pwmather.wordpress.com/2018/02/24/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-sharepoint-part2/

The next example PowerApp we looked at in the presentation made use of the Project Online connector in PowerApps to give examples of using some of the actions available in the connector. This works directly with Project Online so does not require any background process to get data into SharePoint. As mentioned in the presentation, the properties available are fairly limited, hence for the navigation app I had to get the data from Project Online into SharePoint list first as I needed the Project Site URL which is not in the Project data set in the Project Online connector for PowerApps. This example app did make use of the Project Online connector in PowerApps: https://docs.microsoft.com/en-us/connectors/projectonline/

Here are the three links that walkthrough creating this example app:

Part 1: https://pwmather.wordpress.com/2018/03/14/projectonline-powerapps-using-the-project-online-connector-ppm-apps-msproject-o365-part1/

Part 2: https://pwmather.wordpress.com/2018/04/11/projectonline-powerapps-using-the-project-online-connector-ppm-apps-msproject-o365-part2/

Part 3: https://pwmather.wordpress.com/2018/04/26/projectonline-powerapps-using-the-project-online-connector-ppm-apps-msproject-o365-part3/

As mentioned in the presentation, you can create a PowerApp that make use of both the SharePoint connector and Project Online or any number of connectors available for PowerApps – there are lots!

PowerApps are a great way to build business applications without having to write any code!

Advertisements

#ProjectOnline #PowerApps using the Project Online Connector #PPM #Apps #MSProject #O365 Part3

April 26, 2018 at 10:01 pm | Posted in Add-on, Administration, Configuration, Functionality, Information | 1 Comment
Tags: , , , ,

In part three of this series of blog posts we will look at using the CreateProject action from the Project Online PowerApps Connector. For those of you that missed part 1, here is a link: https://pwmather.wordpress.com/2018/03/14/projectonline-powerapps-using-the-project-online-connector-ppm-apps-msproject-o365-part1/ and part 2: https://pwmather.wordpress.com/2018/04/11/projectonline-powerapps-using-the-project-online-connector-ppm-apps-msproject-o365-part2/

The CreateProject action is: ProjectOnline.CreateProject({“PWASiteURL”}, {“ProjectName”},{Optional parameters}). As you can see, there is the PWA Site as one required parameter and the Project Name as the other. There are also optional parameters for description and start date as documented here. In this post we will add a new page to our example PowerApp to provide inputs to the parameters for the CreateProject action. Add a new blank screen to the PowerApp, in this example I called the new page NewProject:

image

Next I added a label to the page to add “Create a new project:” then two text input boxes, one for the Project Name and one for the Project Description. The two text input box properties were updated to remove the default text and add hint text as seen below for the Project Name input box:

image

Next a date picker was added to select the project start date along with two buttons, one to create the project and one to cancel / navigate back to the homepage. The button text was updated as required and the back button OnSelect property updated to navigate to the Projects page:

image

The create button action for OnSelect would be ProjectOnline.CreateProject(“PWAURL”, TextInput1.Text,{Description: TextInput2.Text, Start: DatePicker1.SelectedDate}) as seen below:

SNAGHTML1164f9e

Update the control references such as TextInput1 as required. That is the minimum needed to create a new project but really there should be checks to ensure the name is set as that is a required parameter and also do things like clear the inputs once the project is created / navigate back the homepage automatically. Below is a simple example to ensure the project name input is not blank. Firstly add a new label with the text “Project Name is empty” then add a X icon:

image

Now select both of those elements from the left menu and group them together:

image

Now set the group visible property to Off:

image

Select the X icon and update the OnSelect action to UpdateContext({alert:false}):

image

Select the grouping then select the Visible property and change the value from false to alert:

image

Now click the Create button as the OnSelect action needs to be updated to If(IsBlank(TextInput1.Text),UpdateContext({alert:true}),ProjectOnline.CreateProject(“PWAURL”, TextInput1.Text,{Description: TextInput2.Text, Start: DatePicker1.SelectedDate})) as seen below:

SNAGHTML12b8166

Update the control references such as TextInput1 as required. Now if the Project Name input, in my example TextInput1, is empty the alert will be displayed with the X to close the alert:

image

The final part of this app is to add a button / icon from the home screen to be able to create a new project by navigating to the NewProject screen:

image

That’s it for now but hopefully enough to get you started with the Project Online Connector for PowerApps, there are more actions available for this connector and so much more you can do with PowerApps! Look out for more Project Online related PowerApps blog posts in the future.

#ProjectOnline #PowerApps using the Project Online Connector #PPM #Apps #MSProject #O365 Part2

April 11, 2018 at 12:20 pm | Posted in Add-on, Administration, App, Configuration, Customisation | 2 Comments
Tags: , , , ,

In part two of this series of blog posts we will look at using the ListTasks action from the Project Online PowerApps Connector. For those of you that missed part 1, here is a link: https://pwmather.wordpress.com/2018/03/14/projectonline-powerapps-using-the-project-online-connector-ppm-apps-msproject-o365-part1/

The ListTasks action is: ProjectOnline.ListTasks("{ProjectGUID}","{"PWASiteURL}).value

As you can see we need to pass in two parameters here, the Project GUID and the PWA Site URL. As this requires the Project GUID, we will use the PowerApp we started with in part 1 and pass in the Project GUID from the first screen. Add another screen to your PowerApp, in this example I have just added a blank screen and renamed it to Tasks:

image

Now add a data table to this new screen:

image

With the new data table selected, click the Advanced option in the right pane:

image

Now on the advanced settings pane, in DATA > Items enter:

ProjectOnline.ListTasks(Gallery2.Selected.Id,https://tenant.sharepoint.com/sites/pwa).value

Update the query as required, for example update to the correct gallery name and update to the correct PWA URL.

SNAGHTML2fcefca

Click “Choose the fields you want to add from the customization pane”, in this example I have selected Name and PercentComplete:

SNAGHTML2fefd2e

Now I will add a label at the top of the screen to display the Project Name. With the label added to the screen, select the label and click the advanced setting pane:

image

In DATA > Text starting typing the name of your gallery added to the first screen, select it then type “.” then click selected then “.” then click Name:

image

Now the project name for the first project in the gallery will display:

image

You could look to include an option here to add new tasks if you wanted, the action to use would be: https://docs.microsoft.com/en-us/connectors/projectonline/#creates-new-task

Now we need to add in a control to be able to navigate back to the projects screen, I have just added a left arrow icon then updated the OnSelect property in the advanced settings pane to navigate to the projects screen:

image

Now on the Projects screen we need to update the next icon on the gallery to navigate to the Tasks screen, select the icon and update the OnSelect property on the advanced pane:

image

Now you have an app that will display a list of all projects directly from Project Online, then access the tasks from that selected project.

Next up we will look at create new projects in Project Online using the CreateProject action.

#ProjectOnline #PowerApps using the Project Online Connector #PPM #Apps #MSProject #O365 Part1

March 14, 2018 at 10:39 pm | Posted in Add-on, Administration, App, Configuration, Customisation | 2 Comments
Tags: , , , ,

I recently published two articles on creating a navigation type app for Project Online using PowerApps, here is a screen shot of the project details screen from that example app:

SNAGHTML28370a07

For those of you that missed those posts, the links are below:

https://pwmather.wordpress.com/2018/02/21/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-part1/

https://pwmather.wordpress.com/2018/02/24/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-sharepoint-part2/

That particular example used a SharePoint list as the data source as there were certain properties I needed such as the Project Site URL that are not available in the native Project Online connector for PowerApps. I also stored project images in that source SharePoint list and displayed those in my example app. I used a custom process to populate the SharePoint list with the Project Online data and kept that data in sync. In this series of blog posts we will look at how to use the native Project Online PowerApps connector: https://docs.microsoft.com/en-us/connectors/projectonline/.

This connector allows us to perform certain actions in PowerApps such as read the list of Projects directly from the PWA site collection: https://docs.microsoft.com/en-us/connectors/projectonline/#List_projects or creating a new project: https://docs.microsoft.com/en-us/connectors/projectonline/#Creates_new_project for example.

This series of blog posts wont build a full PowerApp using this connector but it will show snippets on how to use some of the Project Online PowerApps connector functions.

The first one we will look at is displaying a list of projects in PowerApps using the list projects function.

This series of posts assume that you have set up a Project Online Connection to Project Online:

SNAGHTML6a9d36

If you haven’t set up a Project Online connection yet, it is very simple, just click the + New Connection link and find Project Online then add.

Using the PowerApps studio, either desktop or web, we will start with a blank app:

SNAGHTML6d726e

The first thing to do is to add the Project Online data source, click “connect to data”. This will load all of your connections you have added to PowerApps / Flow, select the Project Online connection:

SNAGHTML6edae8

Then close the Data window. Now decide on the visual that you need to display the projects, I inserted a gallery:

image

Then set the layout to just Title as I only will just display the project name for the purpose of this blog post:

image

Click Advanced on the Gallery settings pane and you will notice it states “CustomGallerySample” in the DATA > Items field. Update this to:

ProjectOnline.ListProjects("{PWASiteURL}").value

SNAGHTML7a47c5

Now you can select a property to display on the gallery, in this example I will select Name:

SNAGHTML7d85ba

Now all of your projects will appear in the gallery directly from Project Online:

SNAGHTML9f2a46

In the next post we will look at how to use the ListTasks function in the Project Online PowerApps connector.

#ProjectOnline #PowerShell to keep #PPM data in sync on #SharePoint list #PMOT #O365

March 1, 2018 at 1:38 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information | 1 Comment
Tags: , , , , ,

Following on from my two PowerApps posts on creating an example Project Online PowerApps app, I thought I would publish the example PowerShell script that I used to populate and update my SharePoint list in the Project Web App site collection. For those that missed my Project Online PowerApps posts, please find the links below:

https://pwmather.wordpress.com/2018/02/21/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-part1/

https://pwmather.wordpress.com/2018/02/24/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-sharepoint-part2/

The script sample can be downloaded from the Microsoft Script Gallery here: https://gallery.technet.microsoft.com/Keep-Online-data-in-sync-06a1bf8d

This PowerShell script will use the Project Reporting OData API to get all of the published projects in the Project Online PWA Site Collection, then for each project it will then create or update a list item on the specified SharePoint list. If the project has already been created on the SharePoint list on a previous run, the items will be updated rather than creating a new item.The user setting up the script will need to make some changes to the script, this is covered in the blog post.

The account used will need access to the OData API in PWA and contribute access to the target SharePoint list. The SharePoint list will also need to be created beforehand with the required columns.

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.

Firstly decide what project level fields you want to include in your PowerApp / SharePoint list, this will determine the list column requirements. Then create the SharePoint list in the PWA site collection with the required columns, for this example I created a list called ProjectData with the columns below:

image

Title is used for my Project Names in this example. You will then need to update the list item update / creation part of the sample script to map to the correct SharePoint column names you created and the project fields:

image

Also ensure 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) to ensure the data is captured correctly in the target SharePoint list. This script could be run manually on demand or on schedule using a scheduled task if running on a server or a scheduled Azure Function or other methods. This script could also be updated to work based on the project publish event using a combination of Flow / Logic App and an Azure Function based on previous examples I have blogged: https://pwmather.wordpress.com/2017/08/01/running-projectonline-powershell-in-azure-using-azurefunctions-ppm-cloud-flow-logicapp-part2/

Whilst the purpose of this script was to enable us to get the data into a SharePoint list and keep the data in sync for our PowerApp, it can be used for other purposes. For example, you could use this example script to modified the last script I published for HTLM fields to update existing items rather than creating new items each run. Do keep in mind that this SharePoint list would not be security trimmed like a Project Center view though, so you might want to restrict access to the SharePoint list depending on your data / security policies for your PPM data.

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

#ProjectOnline #PowerApps example #Office365 #PPM #PMOT #Apps #MSProject #SharePoint Part2

February 24, 2018 at 10:17 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Mobile | 2 Comments
Tags: , , , , ,

In part 2 of this series we look at continuing with the example PowerApp for Project Online for project details and project navigation. For those of you that missed part 1, a link to the post can be found below:

https://pwmather.wordpress.com/2018/02/21/projectonline-powerapps-example-office365-ppm-pmot-apps-msproject-part1/

In part 2 we will update the detail screen to display the data we want and include links to PWA for the associated project. If you are following, open the app you started in part 1:

image

Using the tree view on the left, click DetailScreen1 to load the detail screen or click the chevron next to a project from the browse screen:

SNAGHTMLad72abf

Firstly I updated the screen label to “Project Details” and deleted the delete and edit icons:

SNAGHTMLadf40c1

Next two buttons were added to the top bar, one for the Site and one for the Tasks. The Site button will launch DataCardValue8 which in my case is the Project Site URL as seen below:

SNAGHTMLaf5ceae

The Tasks button will launch the Project Schedule PDP but concatenating the PWA URL for the schedule PDP (or whatever PDP you want to link to) then using the ProjectID, in my case DataCardValue2, from the detail screen for the projuid URL parameter:

SNAGHTMLafa7b75

The buttons were added to the screen using the insert menu:

image

As you can see, there are lots of options on the insert ribbon! Other quick links could easily be added such as Issues, Risks, New Risk etc. That is it for the detail view, we have some project details and two buttons that link out to PWA for the associated project:

SNAGHTMLb051b8d

Just for fun I also added a new screen in for a chart. I inserted a bar chart and created a project count by progress chart:

image

For the Items, I entered the following formula to count the number of projects Completed, Not Starter or In Progress:

image

The formula is below for my data, ProjectData is the name of my SharePoint list and Progress is the column on my SharePoint list that contains the % complete value for each project:

Table(
    {Column: "Completed", Value: CountIf(ProjectData, Progress = 100)
    },
    {Column: "Not Started", Value: CountIf(ProjectData, Progress = 0)
    },
    {Column: "In Progress", Value: CountIf(ProjectData, Progress <> 0 && Progress <> 100)
    }
)

Then set the item colours:

image

I then added the back arrow to navigate back to the main browse screen:

image

The final change was to add an icon to the main browse screen that enabled navigation to the chart screen:

image

To preview your app in PowerApps, press F5:

Main screen: list of projects with search and sort using project name, link for each project to project detail screen, access to chart screen, refresh the data and link to create a new project in Project Online

image

Details screen: project details with button links to the project site or schedule PDP in Project Online PWA and a back button to the main screen

SNAGHTMLb7913d8

Chart screen: bar chart display project count by progress for Completed, Not Started and In Progress with a back button to the main screen

image

Once you are happy with your app you can share it to your organisation. Before you do, access the App Settings view and give it a name, set the icon and description:

image 

Then click Save and save it to your organisations PowerApps environment then share the app:

SNAGHTMLb8e0f8c

For details on Saving, publishing and sharing your apps see the links here: https://docs.microsoft.com/en-us/powerapps/save-publish-app & https://docs.microsoft.com/en-us/powerapps/share-app Users can then access your app using the browser, PowerApps Studio or the PowerApps mobile app!

Hopefully that has given you enough to get started or given you some ideas for Project Online PowerApps. There are so many features to PowerApps, they are very powerful! For getting started guides on PowerApps start here: https://docs.microsoft.com/en-us/powerapps/getting-started

Have fun!

#ProjectOnline #PowerApps example #Office365 #PPM #PMOT #Apps #MSProject Part1

February 21, 2018 at 11:47 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Mobile | 3 Comments
Tags: , , , ,

PowerApps aren’t a new feature in Office 365 but not one that I have blogged about before, mainly due to the lack of native support for Project Online, but I have created apps before using PowerApps  – it’s an awesome application! PowerApps provide a great way for users to create powerful business apps without writing code. You can use the same connectors that have use for Flow etc. so there is great support for SharePoint Online but no so much for Project Online. There is a connector in preview but it doesn’t return the properties I needed for this example. To get around this, the easiest approach is to have your Project Online data in a SharePoint list, I have covered a few examples with code samples before:

https://pwmather.wordpress.com/2018/01/27/projectonline-project-level-html-fields-to-a-sharepoint-list-powershell-ppm-office365/

https://pwmather.wordpress.com/2016/08/26/projectonline-data-capture-snapshot-capability-with-powershell-sharepoint-office365-ppm-bi/

In this series of posts, we will create a simple navigation type app for Project Online using PowerApps. In part 1 we look at getting started and creating / updating the browse / home screen. To do this we will need the Project Online data in a SharePoint list using a similar process as the examples above. This post assumes you already have your Project Online data available in a SharePoint Online list and a process to keep this updated as your Project Online changes, similar to the list below:

SNAGHTML6eb4d2

Access PowerApps from the Office 365 app launcher:

image

This will launch PowerApps:

image

If you haven’t used SharePoint Online in Flow or PowerApps before, firstly you will need to click Connections > New Connections > Type SharePoint in the Search bar and add the SharePoint connection:

image

Once you have the connection you can create the app. To create the PowerApp you can either use the web based PowerApps Studio that can be accessed on the Apps page:

image

Or there is an App available in the Microsoft Store:

image

For the purpose of this blog post I will be using the Windows 10 App but the steps are the same.

Once the App launches, you can Open existing apps:

image

Or create a new one, click the New button:

image

From here you can create an app starting with your data, start from a blank canvas or start from a template. The templates options will present you with template previews to select from:

image

For the purpose of the this blog post and to keep the blog post shorter, we will start with our SharePoint data, if this is your first PowerApp this might be the best option to start with until you’re familiar with PowerApps:

image

Type the URL of the site that contains the list:

SNAGHTML787fc7

Press Go then select the correct list and press Connect, in this example it is ProjectData:

image

PowerApps will then build a working app for you based on the data in your SharePoint list:

image

Once finished, home / browse screen is displayed:

image

Clicking the chevron for a project loads the detail screen:

image

That might be good enough for some scenarios – pretty awesome given it was a click of a button! As mentioned, we will look to make a navigation type app that displays some high level project information so we will make some minor tweaks to the base app PowerApps kindly created for us.

Clicking on different areas on the canvas will enable different settings or you can click the elements using the left hand tree view. The first item we will change is the ProjectData label which by default takes the source list name. This property is the LblAppName1:

image

Moving down the screen, we want to change the search feature so that the search box and sorting work on the Project Name. To do this, select BrowseGallery1 from the left hand tree view, then click Advanced, finally update the Data items. Replace ComplianceAssetId with Title as seen below in two places:

image

The search box and sort icon will now work on the Project Name – in our case this is Title on the source SharePoint list.

Next up we want to see Project Name and Project Owner on the project summary section. Using the left hand tree view, click Title1 then access the Advanced menu. In the DATA section under the Text property, update this to “ThisItem.Title”:

image

Notice the Project Name now appears. Repeat for Subtitle1 and select a different project property or multiple properties, I will set the Project Owner and % complete:

image

I will also change the Body1 property to display the Project Start and Finish Dates:

image

The final change for the browse screen in part 1 of this blog post is to change the IconNewItem1, this is the + symbol in the top right corner. In the default app, this will load the edit screen to create a new list item, for this example we will point this to load the create project page in Project Online. Select the IconNewItem1 from the left hand tree view, replace the OnSelect “NewForm(EditForm1;Navigate(EditScreen1, None) with Launch(https://PWASiteURL/_layouts/15/PWA/Wizards/CreateProject.aspx) and update the tooltip as seen below:

SNAGHTMLb94801

The browse screen should look something like this now:

image

With the ability to search and sort on Project Name:

image

Worth noting is that this project data will not be security trimmed etc.

We have barely touched the surface of PowerApps but that is it for Part 1. In Part 2 we look at updating the detail view and adding in links to navigate to the project in PWA.

Blog at WordPress.com.
Entries and comments feeds.