How to Create a Query for Lookup Tables in Row Number Order

Posted By Posted by: EPM Partners on March 4, 2015

For your reporting needs, you may want to display values from a Lookup Table exactly in the order they are saved in PWA. Within PWA, this setting is controlled using “Display order for lookup table” option on Edit Lookup Table Page.     However, this sort order is not available in Reporting Database. Following query

Read More


Blog Posted In Blog Posted In: How to, Reporting
Blog Posted In 

How to Create a Colour Coded Calendar in Microsoft Project

Posted By Posted by: Dan Stopher on September 30, 2014

I recently had a client request a calendar that auto colour coded appointments based on a category. I was really happy with the outcome and that it’s a useful tool that they are now using. The below image is from the PoC sample site.       To top it off I also wrote a neat

Read More


Blog Posted In Blog Posted In: How to
Blog Posted In 

Project Online – SSIS OData Replication – Lessons Learned

Posted By Posted by: EPM Partners on September 24, 2014

I recently had the chance to work on an SSIS Package in Windows Azure environment which periodically retrieved the Project online data via OData connector and stored over an Azure SQL Database for SSRS based reporting. Here are some of my takeaways from this exercise. Learning Resources The article to get you started is: MSDN

Read More


Blog Posted In Blog Posted In: How to, Reporting
Blog Posted In 

Working With [Status Date] Field in Microsoft Project Formulas

Posted By Posted by: EPM Partners on July 3, 2014

The “[Status Date]” field in MS Project, often used by Project Managers to place a “stake in the ground” for progress tracking, can prove very useful in date-related formulas. A common scenario is to focus on a fortnight planning window when maintaining your project schedule. A Project Manager will set the “[Status Date]” (via Project

Read More


Blog Posted In Blog Posted In: How to, Project Client
Blog Posted In 

How to Make PDP Read Only for Certain Users or Groups

Posted By Posted by: EPM Partners on June 15, 2014

Requirement There is a particular PDP (say, financial information) which should only be editable by a PMO and the rest (including PM) should see it as read-only mode.   Solution There were a few solutions available on other blogs (see alternative solutions section below) but i wanted to have a simpler solution. It’s relatively easy

Read More


Blog Posted In Blog Posted In: How to
Blog Posted In 

How to Link a List Item to a Document Library Document

Posted By Posted by: Dan Stopher on June 5, 2014

At EPM Partners we help organisations get the most from their Project Server solutions and we frequently configure custom lists on the project site. For example an organisation may wish to record Project Requirements in a site list. SharePoint makes it easy to create such a list to store this sort of data, however often

Read More


Blog Posted In Blog Posted In: How to, Project Server
Blog Posted In 

How to Set an Active Users Report

Posted By Posted by: EPM Partners on April 29, 2014

Environment: Project Server 2010, SQL Server 2008 R2, Business Intelligence Development Studio (BIDS) Background: A client requested a report requirement to find out the users that had connected/accessed the system in the last 12 months or had not accessed the system for more than 12 months. Solution: Follow the below steps to develop the SSRS report. Please

Read More


Blog Posted In Blog Posted In: How to, Project Server
Blog Posted In 

How to Edit or Access Your Schedule in Project Server

Posted By Posted by: EPM Partners on April 17, 2014

  Environment: Project Server 2010/2013 Solution: Choose one of the below options:   Option 1 – Using Project Web App Log on with user PM/Admin credentials to Project Web App > Projects > Click on the Project Name > Click on the Schedule PDP > Click on Task Tab > Click on Edit > In Microsoft Project Note: If

Read More


Blog Posted In Blog Posted In: How to, Project Server
Blog Posted In