A Project approval by Artifact Solution

Posted By Posted by: EPM Partners on February 20, 2017

Recently, as I gather key requirements for Project Online implementations a trend has been in approving projects based on company template and predefined artifacts. Some of the artifacts include executive summaries for project financial approvals, or a project brief for a steering committee and technical endorsement. Regardless, the artifact represents the project per type of

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Permission for Workflow Task List

Posted By Posted by: Irfan Rizvi on November 25, 2016

Commonly, in most of the PPM implementations, you will come across requirements for configuring workflows which will have some kind of Task assignment such as Approvals associated with it. These tasks are stored in a Workflow Tasks List that is configured with the definition of the Workflow. All the tasks created during the execution of

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How to convert an Excel formula from SSRS report

Posted By Posted by: Ahmed Taee on October 25, 2016

In your report, create a field that will be a formula field when the report is exported to Excel. In the example below, the cell underneath Results column header will be the summation of First Value plus Second Value.   The expression content will be “=C3+D3”   Run the report and export it to Excel   To convert

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SharePoint List Workflow Failing when creating Project from List Item

Posted By Posted by: Irfan Rizvi on October 19, 2016

Commonly, you will come across requirements in PPM solutions where organizations will maintain an Idea or Pre Project Lists. And after some approval or filtering process these Ideas will be converted to Projects in Project Server. We normally handle these requirements using SharePoint list workflow. On Project Server there is a special action in SPD

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To integrate, or not to integrate data (in Project Server or Project Online)

Posted By Posted by: EPM Partners on September 29, 2016

When is it a good idea to follow through data integration ideas with Project Server or with Project Online? Almost every client I’ve worked with brings this topic up after adopting the tool set. Is this a good idea? It depends. In this blog, I will share my rule of thumb to help you make

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Unable to edit PDP fields even if Project is in Edit mode and checked out to you

Posted By Posted by: Irfan Rizvi on September 23, 2016

I recently came across this scenario during testing. For this specific customer there is a stage in project governance workflow, where portfolio manager updates certain fields on the Project information PDP. When I logged in as the test portfolio manager, I was able to click Edit in the ribbon but the fields were locked on

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Project Server 2013 permissions synchronization explained

Posted By Posted by: Peter Williams on August 23, 2016

This blog attempts to explain the synchronization of SharePoint group membership/permissions for Project Server 2013. This ONLY applies when Project Server Permissions mode is enabled. Project Server to Project Web App Site Permission Synchronization Note: The statements made in this section are only applicable if the “Enable Project Web App Sync” option is turned on

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Sharing a SharePoint site with AD Group using ADFS/SSO

Posted By Posted by: Peter Williams on July 27, 2016

Over the years EPM Partners have configured our SharePoint farms to support ADFS (SSO) authentication for some of our clients. Recently, a client use Project Online but have their SSRS reports hosted on our SharePoint servers hosted on Microsoft’s Azure platform (which is akin to on-premise environment). Their Project Online uses SSO against their own Active Directory. Obviously,

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Project Online and Project Server – Reporting Enhancements

Posted By Posted by: Khurram Jamshed on December 10, 2015

Reporting is an integral factor to any successful PPM deployment, and Microsoft is continuously investing in reporting capabilities, making it bigger and better. In this blog post, I will bring together few recent updates to reporting options that can help get the best out of Project (online and on-premises) data, and will share links to

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