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

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Project Hand Over Best Practices for PMO’s to Project Managers

Posted By 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

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Reporting in Project Online

Posted By 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

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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

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How to View all Deliverables in Microsoft Project Professional

Posted By 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

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Introducing The Project Clan – A Guide to Differentiate Between Project, Project Online, Project Professional for Office 365 and Other Similar Terms

Posted By 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.

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My SSRS Report is Failing – A Fix For Those Missing or Inconsistent Field Names in a SharePoint List Query

Posted By 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

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How to Create a High-Level Project Server 2013 Workflow Design Pattern

Posted By 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

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