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
Posted by: Khurram Jamshed on January 14, 2015
I was recently creating a project hand-over process for a PMO and after performing the required PMO activities, the project was to be handed over to the Project Manager for execution. The process comprised a list of activities that Project Managers have to perform to accept the project from the PMO so that he/she can
Posted by: Laith Adel on October 1, 2014
Tracking project and/or portfolio progress, and forecasting future performance are the cornerstones of all project management methodologies. While the reporting requirement itself is common and generic in nature, every organisation has specific PM practices which demand unique reporting that will result in the requirement for custom-developed Project Server reports. To meet this need, Project Online
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
Posted by: Peter Williams on September 17, 2014
Due to a schedule having many deliverables, it isn’t possible to select some of the deliverables to edit. For example, after clicking on the Manage Deliverables button (Task toolbar >> Deliverables >> Manage Deliverable) in the sample schedule shown below, despite the schedule having over 50 deliverables, only 26 are listed in the pane. The
Posted by: Dan Stopher on September 3, 2014
Microsoft’s decision to embrace the cloud has been a game changer resulting in many more organisations being able to embrace Microsoft’s’ Project and Portfolio Management (PPM) solution suite and realise the related benefits. However, new terms have caused confusion with some of my clients so I have put together a simple explanation of key terms.
Posted by: EPM Partners on August 28, 2014
We’ve all had the situation where our SSRS report fails when the SharePoint list query is looking for fields that either do not exist or have different names in previous versions of the list. Sometimes, this is due to having different versions of the same SharePoint list are active across a project portfolio. Here’s a workaround for
Posted by: EPM Partners on August 20, 2014
Below is a reusable pattern for the design of Project Server 2013 / SharePoint Designer 2013 based approval workflows. This applies also to Microsoft Project Online. It covers the maintenance of Steps, Actions and Conditions in the preparation of a multi-stage approval workflow, including workflow status and history list updates and branching logic. Documenting workflow
Posted by: EPM Partners on July 24, 2014
Requirement Display a Project specific data on a Project Site using an SSRS Report. Solution SSRS Reports can be displayed on a SharePoint web part page using Report Viewer Control. The Challenge was to populate the parameter with a Project Name so that only the Project specific data gets loaded into the SSRS Report. Our
