#ProjectOnline Supporting Projects and Programs Part 3 #PPM #MSProject #Office365 #PMOT #PMO #SharePoint #PowerBI

October 1, 2018 at 6:27 pm | Posted in Administration, Configuration, Customisation, Functionality, Information, Reporting | Leave a comment
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In part 3 of this mini series of blog posts we will look at a basic report example to support projects and programs making use of the configuration changes in part 1 and 2. For those of you that missed part 1, see the post here: https://pwmather.wordpress.com/2018/09/19/projectonline-supporting-projects-and-programs-part-1-ppm-msproject-office365-pmot-pmo/ and part 2 here: https://pwmather.wordpress.com/2018/09/21/projectonline-supporting-projects-and-programs-part-2-ppm-msproject-office365-pmot-pmo-sharepoint/

Now that we have done some very simple configuration changes in PWA and the Project Sites and then populated some example test data in the PWA instance we can look at example reports. We won’t cover creating these reports from start to end as this isn’t the purpose of the post, it is purely to highlight how to make use of the configuration changes to give to the program level reporting. These reports are also not engaging or showing casing Power BI, so you will want to create much better looking reports as these are just used to show examples of the data!

Firstly, lets look at the Project Center so you get an idea of the Project data I have in this test instance:

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Notice I have two projects tagged and 1_Program projects but one in each program. These are the projects that will provide the data in the first page of my Program report:

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The slicer is using the Program custom field:

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To limit the data on this page, I have added page filter using the Project Plan Type field and filtered to “1_Program” projects:

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So this page shows data for the project tagged with “1_Program” in the Project Plan Type field and in this case, the project tagged with “IT Transformation” which in my data set is the “IT Change Program” project. I don’t have much data on this page but this is just to show the data is for the program level project.

The next two pages show similar details for the program, one shows the details and the other shows some charts (just to add some colour!) but they both work the same way in filtering data that is only relevant at the program level:

image

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On these pages there are no page level filters set, the tasks, risks and issues visualisations all have a filter applied to only display tasks, risks or issues that are requiring attention at the program level. On the tasks visuals we are using the task level “Escalation Level” field and filtering to only include tasks tagged with “1_Program”:

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On the risks and issues visuals, we do the the same but use the “Category” field and filter to only include risks or issues tagged with “1_Program”:

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This provides quick access to data relevant to the program. As we can see, these are very simple examples but the concept can be applied to larger datasets with more fields and data but the first page / report example will only work providing you one have 1 project plan per “program” value tagged with “1_Program” in the “Project Plan Type” Project level field.

That’s it for this short series – I hope that you found it useful!

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#ProjectOnline Supporting Projects and Programs Part 2 #PPM #MSProject #Office365 #PMOT #PMO #SharePoint

September 21, 2018 at 9:00 pm | Posted in Administration, Configuration, Customisation, Functionality, Information, Reporting | 1 Comment
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In part 2 of this mini series of blog posts we will look at the configuration on the Project Sites to support projects and programs. For those of you that missed part 1, see the post here: https://pwmather.wordpress.com/2018/09/19/projectonline-supporting-projects-and-programs-part-1-ppm-msproject-office365-pmot-pmo/ 

As the Project Site are SharePoint sites, this also has many configuration options but this needs to be considered careful based on your reporting requirements. Whilst all of the data in SharePoint is accessible for reporting not all data on the Issues and Risks lists is available in the Project Online OData Reporting API. Only the data from default list columns Microsoft include on the Issues and Risks are included in the Project Online OData Reporting API. Other data from custom columns on the lists is accessible but only via the SharePoint list REST APIs but this can be tricky to report on for a cross project report. Here is an example for accessing this data in Power BI reports: https://pwmather.wordpress.com/2016/01/05/want-to-query-cross-project-site-sharepoint-lists-in-projectonline-projectserver-powerbi-powerquery-bi-office365-excel-ppm/ As we want to keep this as simple as possible, we will ensure the data we need in synchronised to the Project Online OData API. The Category column on the Issues and Risks lists is the ideal default column to use for our requirements. By default this contains the following values:

(1) Category1
(2) Category2
(3) Category3

We will update these values for the Category columns to match the lookup table values we created for the Project Plan Type and Escalation Level PWA custom fields:

1_Program
2_Project

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This is done on each list, for example access the Risks list, click the List tab then List Settings. Scroll down the page to the columns and click the Category column and update the values. Repeat for the Issues list then repeat for the other project sites. You need to be careful updating some of the default Issues and Risks columns as you can break the synchronisation processes to the Project Online reporting schema which the OData Reporting API uses. If you do break this sync, you will see queue errors in the PWA Manage Queue page. Changing just the choice values as I have will be fine and not cause sync issues but fully test changes to ensure the data syncs as expected with no queue errors. As the Issues and Risks use a list content type, these change need to be made in the site template so new project sites get new values and manually or via code in the existing project sites but that is beyond the scope of this post but here is a post that might help get you started: https://pwmather.wordpress.com/2016/07/08/access-projectonline-project-sites-using-powershell-and-sharepoint-csom-office365/ or https://pwmather.wordpress.com/2016/05/04/projectonline-projectserver-project-site-provisioning-using-office365-pnp-remote-provisioning-sharepoint-powershell/ When updating existing project site lists, you will need to consider existing data on those lists as they might be using values you are wanting to remove.

Now our project sites have the correct Category values for Issues and Risks, we can tagged the items as needed as seen below on an example project:

Issues:

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Risks:

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You could also update the Risks and Issues view to and views that filter to just Program or Project or group by Category etc. Now the project sites are updated, when Issues and Risks are created these can be tagged with the correct category to make these visible in Program level reports.

In the final part of this blog post series we will look at using this data in example Power BI reports.

#ProjectOnline Supporting Projects and Programs Part 1 #PPM #MSProject #Office365 #PMOT #PMO

September 19, 2018 at 7:57 pm | Posted in Administration, Configuration, Customisation, Functionality, Information, Reporting | 2 Comments
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Microsoft’s Office 365 PPM tool, known as Project Online is a very flexible tool in that it is fully configurable to support your organisations PPM requirements. An intro to some of the configuration options can be found in my getting started guide I wrote a few years back: https://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/ 

In this mini series of blog posts we will look at an option for supporting a simple project hierarchy of projects and programmes – known as programs across the pond. Due to the flexibility Project Online offers, there are several ways this can be done – there is no right or wrong way. The right way is the way that works for your organisation. In this example we will use custom fields to support projects and programmes, these will be at the project level, task level and also the issues and risks lists. But you could do this with Enterprise Project Types (EPTs) with different project site templates and custom fields but for the purpose of this blog post we will just use the fields and all projects are under that same EPT. In this series of posts we will look at the minimum required PWA configuration, the SharePoint configuration and then finish off with some simple example reports making use of the configuration changes we implement.

Firstly we will look at the PWA custom fields then the Project Site columns. In PWA navigate to PWA Settings > Enterprise Custom Fields and Lookup Tables. I created a new lookup table to hold the following values to determine the level, I called this Project Plan Type:

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I created another lookup table called Program to list the programs used in the organisation:

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As you can see, I just created two test / example program values just for the purpose of this blog post. Next I created two project level custom fields, one call Program linking to the Program lookup table and one called Project Plan Type linking to the Project Plan Type lookup table:

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These are used to tag the projects with the correct project type and associate the projects to the correct program.

I also created a task level field called Escalation Level and linked that to the Project Plan Type lookup table:

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This task level field is used to escalate / highlight tasks or milestones from the project plans up to the program level if needed.

These are the only fields I need to add to support my simple project / program scenario.

Next up I will configure a Project Center view to support my projects and programs, in PWA Settings navigate to Manage Views and create the new view/s as required. In this example, I copied the default Summary view, called it Programs. I then edited this new Programs view to include the two new project level fields – Program and Project Plan Type. I then added a grouping to group by Program then by Project Plan Type and sort by Project Plan Type:

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Which results in – these are just test projects for the purpose of this blog post:

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This view enables us to easily see the project and program data as well as aggregate the data to the summary grouping rows where applicable.

I then updated the Task Summary Project view to include the new Escalation Level field so that this new field can be used in PWA. It could also be added to an Enterprise Global view so that it was available by default in a Project Desktop client view/s. The updated view can be seen here:

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Next, ensure the two new Project level fields are present on a Project Detail Page (PDP) so that users can set the values as needed.

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We are now able to capture the schedule data required to support this simple scenario for projects and programs. The details for each project are managed as normal in the “2_Project” type projects, any tasks or milestones that need escalating to the program would be tagged correctly and viewed in reports. Program level activities are managed in the “1_Program” type project, all of the program level summary details such a Status Summary as seen on the PDP image above are added to the program project. In the next post we will look at how we can support this on the Issues and Risks lists on the Project Sites.

New #ProjectOnline #Project Home #Office365 #PPM #UI #UX #MSProject #FabricUI

August 20, 2018 at 7:29 pm | Posted in Administration, App, Functionality, Information | 3 Comments
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Recently you may or may not have seen that Project Online has a new Project Home page to improve access and navigation to the projects that you need access to. Those of you that navigate directly to your Project Online PWA URL probably won’t have noticed the new feature, those of you that use the Project app from the app Office 365 app launcher / waffle might have seen this if your Office 365 tenant has been updated.

Access Project from the Office 365 App Launcher:

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Or from the office.com site (click Explore all your apps):

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This feature is currently rolling out, at the time of writing clicking the Project app on my tenants just directed me to the default /sites/PWA site as it always has done since Project Online was launched. Whilst this feature rolls out fully you can still try and access the new Project Home by navigating directly to https://project.microsoft.com if this has reached your tenant yet. If the feature hasn’t rolled out to your tenant yet, you might see a message stating that you don’t have access to this page.

On one of my demo tenants I can access this:

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When you first access the Project Home app, you will see the placeholders for the projects if you have no data there, you have a favourites sections and a Recent section. Here is the page after accessing a few projects on my demo system:

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I have 4 projects in my recent list as seen above. You can hover over the project row in the Recent list to add a project as a favorite using the star icon or click the ellipsis to see a menu and use the the Add to favorite menu option:

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This then pushes the projects to the favorites section:

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You can then click the ellipsis on the card to remove a project as a favorite:

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Clicking the project card or project name row in the recent list will navigate you to the project detail page (PDP) – the last PDP you accessed just like it does from the Project Center page as this uses the projectdrilldown.aspx page which will load the last PDP you accessed for that project.

The recent project list will contain projects from multiple Project Web App (PWA) instances on the same Office 365 tenant to give you that central Project Home page for all projects you accessed. By default you will see 8 projects on the recent list ordered by the last accessed time, once you reach more than 8 project, you have the Show more control:

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This will then display the next 8 projects, keep pressing Show more until all are displayed, you then see a Show less control:

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You have the same feature on the favorites section too:

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Also on this page you can use the Create New > Project feature:

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This will launch the Create a new project wizard page on the default PWA instance on the tenant – the default instance is /sites/PWA:

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You also have the ability to navigate to the the default PWA instance (_sites/PWA) homepage using the “Go to Project Web App –>” link:

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Or the Project link on the top nav bar:

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On the settings cog you have the license information:

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This loads a license page that displays the licenses for the 3rd party software packages / libraries used in Project Home.

Great to see a new look and feel for Project making use of the Office Fabric UI React components.

#ProjectServer and #SharePoint 2013 / 2016 June 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

June 14, 2018 at 7:33 pm | Posted in Administration, Configuration, CU, Fixes, Functionality, Information | Comments Off on #ProjectServer and #SharePoint 2013 / 2016 June 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject
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The Office 2016 June 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4299875

Project 2016 June 2018 update:
https://support.microsoft.com/en-us/kb/4022164

SharePoint Server 2016 / Project Server 2016 June 2018 update: 
https://support.microsoft.com/en-us/kb/4022173 & https://support.microsoft.com/en-us/kb/4022178

The Office 2013 June 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4299875

Project Server 2013 June 2018 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4022185

Project Server 2013 June 2018 update:
https://support.microsoft.com/en-us/kb/4022192

Project 2013 June 2018 update:
https://support.microsoft.com/en-us/kb/4022171

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the June 2018 CU for 2013.

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

#ProjectServer and #SharePoint 2013 / 2016 May 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

May 11, 2018 at 10:06 am | Posted in Administration, Configuration, CU, Fixes, Functionality, Information, Installation | Comments Off on #ProjectServer and #SharePoint 2013 / 2016 May 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject
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The Office 2016 May 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4133083

Project 2016 May 2018 update:
https://support.microsoft.com/en-us/kb/4018373

SharePoint Server 2016 / Project Server 2016 May 2018 update: 
https://support.microsoft.com/en-us/kb/4018386 & https://support.microsoft.com/en-us/kb/4018381

The Office 2013 May 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4133083

Project Server 2013 May 2018 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4018395

Project Server 2013 May 2018 update:
https://support.microsoft.com/en-us/kb/4022130

Project 2013 May 2018 update:
https://support.microsoft.com/en-us/kb/4018379

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the May 2018 CU for 2013.

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

#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
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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:

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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:

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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:

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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:

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

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Now set the group visible property to Off:

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

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

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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:

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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:

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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
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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:

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Now add a data table to this new screen:

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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:

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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:

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

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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:

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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.

#ProjectServer and #SharePoint 2013 / 2016 April 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

April 11, 2018 at 6:26 am | Posted in Administration, Configuration, CU, Customisation, Fixes, Functionality, Information, Installation | Comments Off on #ProjectServer and #SharePoint 2013 / 2016 April 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject
Tags: , , , , , , ,

The Office 2016 April 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4098622

Project 2016 April 2018 update:
https://support.microsoft.com/en-us/kb/4018320

SharePoint Server 2016 / Project Server 2016 April 2018 update: 
https://support.microsoft.com/en-us/kb/4018340 & https://support.microsoft.com/en-us/kb/4018336

The Office 2013 April 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4098622

Project Server 2013 April 2018 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4018346

Project Server 2013 April 2018 update:
https://support.microsoft.com/en-us/kb/4018352

Project 2013 April 2018 update:
https://support.microsoft.com/en-us/kb/4018335

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 2018 CU for 2013.

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

#ProjectServer and #SharePoint 2013 / 2016 March 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

March 16, 2018 at 6:22 pm | Posted in Administration, CU, Fixes, Functionality, Information, Installation | Comments Off on #ProjectServer and #SharePoint 2013 / 2016 March 2018 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject
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The Office 2016 March 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4090988

Project 2016 March 2018 update:
https://support.microsoft.com/en-us/kb/4011734

SharePoint Server 2016 / Project Server 2016 March 2018 update: 
https://support.microsoft.com/en-us/kb/4018293 & https://support.microsoft.com/en-us/kb/4011687

The Office 2013 March 2018 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/4090988

Project Server 2013 March 2018 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/4018301

Project Server 2013 March 2018 update:
https://support.microsoft.com/en-us/kb/4018305

Project 2013 March 2018 update:
https://support.microsoft.com/en-us/kb/4018292

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 2018 CU for 2013.

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

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