#ProjectOnline / #ProjectServer #Project Site Finder #JavaScript #jQuery #Office365 #SharePoint

This script will enable the users to quick find and navigate to the Project Site for a particular project. This is useful if you have many projects in the instance. The script can be downloaded from the script gallery below:

https://gallery.technet.microsoft.com/Server-Online-Finder-56968921

To get the script to work you will need to download the following jQuery library: jquery-2.1.1.min.js – jQuery download Another version of this library may work but this was the one I used / tested with. Upload this library to your PWA site collection then update the script file with the correct location. I uploaded this file to the site collection document library as you can see in the code below:

This example script does use the ProjectData API, so users will need access to that for this to work.

Once the script is downloaded, upload this to the PWA site collection, in this example it was uploaded to the site collection documents library. Choose where you want to script to be accessed, in this example I have placed it on the PWA homepage using a content editor web part:

The content link in my example is: /sites/pwa/SiteCollectionDocuments/Project Site Finder.js

Once loaded, the page will look like this:

The user can then type in part of the project name and click “Find Project”:

The Project Site ULR column will contain the associated project site URL with a clickable hyperlink that will open the project site in a new window / new tab.

This only uses intrinsic fields so should work for any Project Online environment but do test it thoroughly first. You might want to improve the error handling etc. before deploying to a production environment. Also remember this does require the user to have access to the ProjectData API for this to work.

The script is provided "As is" with no warranties etc.

#Project-on-a-page for #Microsoft #ProjectOnline #PS2013 #JavaScript #jQuery #Office365 #SharePoint

This script will display project information including project level data, milestones, issues and risks on one page on the associated Project Site in Project Online. The script can be downloaded from the script gallery below:

https://gallery.technet.microsoft.com/scriptcenter/Online-Server-on-a-page-1b1f14f5 

To get the script to work you will need to download the following jQuery library: jquery-2.1.1.min.js – jQuery download Another version of this library may work but this was the one I used / tested with. Upload this library to your PWA site collection then update the script file with the correct location. I uploaded this file to the site collection document library as you can see in the code below:

Also notice the reference to the two references to the Data tables CSS and JS files. I just referenced the hosted files but you could download these and host them yourself – if hosting the data table files yourself you will need more than just the two files reference here.

Worth noting, the script will also work for Project Server On-prem but the milestone query will need to be updated to use JSOM REST (/api/ProjectServer/) as the ProjectData ODATA feed has a bug with filtering for boolean fields. The query will need to be updated to use the REST fields – these are named different to the ODATA equivalents.

In this example i had the jQuery library and the “Projectonapage on project site.js” file uploaded the site collection documents library but in reality you would probably load both of these somewhere else in the PWA site collection but the choice is yours. I then created a page on my Project Site just in the Shared Documents library but again, create the page where you like within your Project Site. On the page I add a content editor web part and reference my “Projectonapage on project site” JavaScript file. I also added a link on the Project Site quick launch to my new page. The output can be seen below.

When the page loads the dialog box below will display until all the data has been loaded:

Once loaded, the page will contain the project data:

This only uses intrinsic fields so should work for any Project Online environment but do test it thoroughly first. You might want to improve the error handling etc. before deploying to a production environment.

#Microsoft #ProjectOnline Reporting Pack v2 #MSProject #SharePointOnline #Office365 #PPM #Excel #BI #Data

Following on from my recently released Project Online Reporting Pack, I have since added a new report to the pack – a milestone variance chart. This report is detailed in this post. For screenshots of the other reports and deployment steps, see:

http://pwmather.wordpress.com/2014/09/05/microsoft-projectonline-reporting-pack-msproject-sharepointonline-office365-ppm-excel-bi-data/

The v2 Project Online Reporting pack with the 6 reports can be downloaded here:

https://gallery.technet.microsoft.com/Online-Reporting-Pack-431f075e

Milestone Variance Report:

This report will show all of the marked milestones for the projects in the portfolio, you can filter by the Enterprise Project Type:

Look out for more reports / updates in the future.

New Milestone Gantt #App for #ProjectOnline & #ProjectServer #PS2013 #Office365 #Project #PMO #BI

CPS’ 4th SharePoint hosted app has been released into the App store. The app is called the “Milestone Gantt” app. The app can be downloaded here:

https://store.office.com/milestone-gantt-WA104379079.aspx

This app displays project milestones on a Gantt style chart, see the screen shots below:

The app has configuration options to enable the Project Web App administrators to configure the settings to meet the organisations requirements.

For more details see the user guide here.

For more CPS apps see the link below:

https://store.office.com/corporate-project-solutions-limited-PN104172071.aspx

#Microsoft #ProjectOnline Reporting Pack #MSProject #SharePointOnline #Office365 #PPM #Excel #BI #Data

I have recently created a reporting pack / report starter pack for Project Online. These can be downloaded from the Microsoft Gallery link below:

http://gallery.technet.microsoft.com/Online-Reporting-Pack-431f075e

Currently there are only 5 reports in the zip file but I will be regularly updating the existing reports and create additional reports. The reports will only use the intrinsic Project Online fields so will works for all deployments, the only requirement will be to repoint / update the data connections with the correct Project Online PWA URL – this is covered on this post.

The reports included so far can be seen below, the data isn’t great as it in my test data but you get the idea!

Issue Report:

This report will show all of the issues in the PWA site collection, you can filter by the Enterprise Project Type:

Risk Report:

This report will show all of the risks in the PWA site collection, you can filter by the Enterprise Project Type:

Portfolio Dashboard:

This report will display general information for the projects in the portfolio, this includes how the projects are split between EPTs, project costs, project work, issues and risk count then a detail table below. The data can be filtered by the Enterprise Project Type:

Project Highlight Report:

This Power View report displays general project related information including cost, work, %complete. It also includes milestones and marked tasks from the project plan as well as active issues and risks.

Project Dashboard:

This dashboard report displays general project related information including cost, work, %complete and  issue / risk information. It also includes milestones and marked tasks from the project plan.

These are the first 5 reports, others will follow in the future. When updates / change or additional reports are added I will update the zip file on the Microsoft Gallery but also blog about them too.

To get started with these reports once they are downloaded, see the steps below for one example report, in the example below we use the IssueDashboard file. The steps will need to be repeated for all reports / connections. Before you carry out the steps below, please ensure that your target PWA tenant has some data to populate all of the tables and charts in each Excel file, otherwise Excel will remove the tables or charts etc. If it is a new tenant, make sure you have some projects in there with work and cost including baselines, ensure there are milestones / marked tasks and ensure there are risks and issues for the associated projects.

1. Open the Excel file in Excel 2013 and enable any connections if Excel prompts. When Excel prompts to login in, cancel this.
2. Click Data > Connections and select Enterprise Project Type Slicer:
3. 
4. Click Properties then the Definition tab
5. 
6. The connection will be “https://cpssalesonlinedemo2.sharepoint.com/sites/pwa”, this part of the connection needs to be updated for your PWA URL. There are two places in the connection string it needs to be updated, the Data Source property and the Base Url property. You can see both in the screen shot above where it has cpssalesonlinedemo2 and below I have updated this to Paulmather in both locations:
7. 
8. Click OK
9. At this point Excel might prompt you to login in to your Office 365 PWA tenant – the your credentials if you have access to PWA and the ODATA Reporting Service, alternatively use an account that has admin access to PWA.
10. 
11. Repeat the same steps for the Issues Data connection.
12. Refresh the data if required and you should see the dashboard update with your data.
13. An additional step might be required if you want the Excel work book to automatically refresh on open and that is to enable the option “Refresh data when opening the file” on the Usage tab for each connection:
14. 
15. Now the file can be saved to your Project Online PWA instance so that users can view this file via the web using Excel Services.
16. Repeat these steps for all Excel files in the Report Pack download. Please note some reports have more than 2 data connections, you will need to update them all.

Hope you find these useful, look out for more reports / updates in the future.

#ProjectServer / #ProjectOnline custom PWA homepage #PS2013 #PS2010 #SharePoint #HTML #MSProject

This post covers an example landing page for PWA using HTML and an image. Firstly select your chosen image and add on containers, other images, text etc. – anything you want really to define the image hotspots. These hotspots will become links. See my example below:

This was a picture taken from a recent trip to Venice

Upload the image to the PWA site collection.

Once you have the chosen / updated image you need to create the hotspots or image maps.There are plenty of tools available or online sites that do this. I have used the following site:

http://www.maschek.hu/imagemap/imgmap 

Upload your chosen image then add the image maps as shown below:

Once all the maps are added update the other properties such as Href, Alt and the target.

Scroll down and you will see the code, copy and past this into notepad or your favourite HTML editor:

Now you need to update the HMTL to add the image reference and tag the map to the image, see the first line:

Navigate to you PWA homepage and add a script editor or content editor web part then paste the HTML code in:

I used a script editor web part in this example.

Now the image will be loaded to PWA with clickable links on the image maps

This was just an example so I didn’t spend much time on the image but with a creative mind you could really liven up your PWA homepage, Project Sites or any SharePoint landing page etc.

Getting started with #ProjectOnline Round up #PS2013 #Office365 #Project #PPM #SharePointOnline #PM #SP2013

Hopefully some of you would have seen that I finished the final post on the “Getting started with Project Online” series last week. I realised that there were quite a few posts (9 altogether) so thought some sort of summary would be beneficial for all. Below you will find a summary for all the posts I created in the series with links to each post.

Part 1 – Project Online creation
http://pwmather.wordpress.com/2014/01/16/getting-started-with-projectonline-part-1-ps2013-office365-project-ppm-sharepointonline-pm/
This post focused how to create the Project Online instance on the Office 365 tenant

Part 2 – Project Online permission mode and Enterprise Custom fields
http://pwmather.wordpress.com/2014/01/17/getting-started-with-projectonline-part-2-ps2013-office365-project-ppm-sharepointonline-pm/
This post focused what to do first after creating the Project Online tenant, it starts with the permission mode then moves on the Enterprise Custom fields

Part 3 – Project Professional Enterprise Global
http://pwmather.wordpress.com/2014/01/21/getting-started-with-projectonline-part-3-ps2013-office365-project-ppm-sharepointonline-pm/
This post focused on creating Project Professional Enterprise Global views

Part 4 – Project Web App (PWA) views
http://pwmather.wordpress.com/2014/01/23/getting-started-with-projectonline-part-4-ps2013-office365-project-ppm-sharepointonline-pm/
This post focused on creating PWA views

Part 5 – EPTs and PDPs
http://pwmather.wordpress.com/2014/01/27/getting-started-with-projectonline-part-5-ps2013-office365-project-ppm-sharepointonline-pm/
This post focused on what Enterprise Project Types (EPT) and Project Detail Pages (PDP) are and how to create them

Part 6 – Project plan and project site templates
http://pwmather.wordpress.com/2014/02/02/getting-started-with-projectonline-part-6-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
This post focused on how to create plan templates as well as custom project site templates

Part 7 – Adding resources / data to Project Online
http://pwmather.wordpress.com/2014/02/03/getting-started-with-projectonline-part-7-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
This post focused on how to populate the resource pool and creating projects in Project Online

Part 8 – Using Project Web App for viewing / editing data
http://pwmather.wordpress.com/2014/02/24/getting-started-with-projectonline-part-8-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
This post focused on the different areas in the Project Web App where you can view and edit data

Part 9 – Reporting / ODATA
http://pwmather.wordpress.com/2014/07/17/getting-started-with-projectonline-part-9-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
This post focused mainly on the ODATA feed and how to create efficient ODATA queries for use in Excel

Hopefully you have found this series interesting and I hope that you are getting the most out of your Project Online and Office 365 tenants.

For help and advice don’t forget the Project TechNet forums for any Project, Project Online or Project Server related query:

http://social.technet.microsoft.com/Forums/projectserver/en-US/home?category=project 

Or speak with a Project and Portfolio Management certified partner:

http://pinpoint.microsoft.com/en-GB/companies/search?q=Project

Supporting post for #ProjectServer 2013/ #ProjectOnline project fields displayed on project site #JavaScript #jQuery

As mentioned when I published the JavaScript code that displays project level information on the project site, here is the supporting blog post. The quick post that references the script is below:

http://pwmather.wordpress.com/2014/06/02/projectserver-2013-projectonline-project-fields-displayed-on-project-site-javascript-jquery/

The script can be downloaded from the Microsoft Script Gallery below:

http://gallery.technet.microsoft.com/scriptcenter/Server-Information-ab10fd63

Firstly, as with the other JavaScript files I have published you will need jQuery:

jquery-1.8.3.min.js – jQuery download

A later version of this library may work but this was the one I used / tested with.

Upload this library to your PWA site collection then update the script file with the correct location. I uploaded this file to the site assets library as you can see in the code below:

Like the Project Milestone JavaScript file I wrote, you will also notice the reference to the default SharePoint JS files and the two references to the Data tables CSS and JS files. I just referenced the hosted files but you could download these and host them yourself – if hosting the data table files yourself you will need more than just the two files reference here. For a production environment I would probably recommend downloading and hosting the jQuery data tables locally.

Once the script has been downloaded you will notice that I have used 6 default project level fields and 2 custom fields. The two custom fields are Programme and RAGPMStatus. These can be seen on the select below:

Programme and RAGPMStatus are custom to my test environment but I added these to show that default and custom project level fields can easily be added. To get the script to work you can either add these fields to your configuration – probably fine for a test environment, or modify the script to remove the custom fields or add your own. Here I will assume you want to add 2 of your own project level custom fields. Below are parts of the script that will need to be modified to accept your own 2 project level custom fields. For simplicity we will assume that the two new fields are Project Location and Project RAG. Project RAG is associated to a lookup table with the following 3 values: Green, Amber, Red.

Starting from the top of the script file here are all the places you will need to modify to get the two new fields in the code.

• In the table, update the two column headers, replace Programme with Project Location and replace RAG Status with Project RAG.
• Update the select query, replace Programme with ProjectLocation and replace RAGPMStatus with ProjectRAG.
• On the first if statement replace Programme with ProjectLocation and replace RAGPMStatus with ProjectRAG.
• In the data table processing section, replace Programme with ProjectLocation and replace RAGPMStatus with ProjectRAG for the aoColumns parameter
• In the data table processing section for the aoColumnDefs parameter update the fnCreatedCell if statement with the correct lookup table values for the Project RAG field. So in this example replace On schedule [Green] with Green and Slipping but can mitigate [Amber] with Amber. You might also want to change the cell and font colors.

Once updated, add the script to your PWA site collection, I uploaded this to the Style Library. Then add a content editor web part to the project site and reference the uploaded project information JS file. If you want this to be on all project sites then you would need to create a new project site template with the JS file added.

Once added to a project site the project information will be visible for that project:

Increase the width of a #ProjectServer text field on a PDP #PS2013 #ProjectOnline #JavaScript #jQuery #SharePoint

While working on a client site today the client wanted to increase the input box for a single line of text field on the PDP to help when typing data / viewing what you have already typed. As the box is quite small the text at the start of the box disappears as you type. See below:

Text entered:

“This is a new comment in a single line of text field. As I type the text disappears from view making it difficult to review”

One option is to increase the width of the input box. You can do this with JavaScript / jQuery. The jQuery to do this is below. As you can see you will need the input box id.

1 <script type="text/javascript" src="/PWA/SiteAssets/jquery-1.8.3.min.js"></script>
2 <script> 
3  $(document).ready(function(){
4 $("#idCF_41396333-22dd-e311-9430-00155d15d1fe").width(750);
5 });
6 </script>

To get the ID, use the browser dev tools and select the correct element:

In the highlighted html you will see a property called ID, shown below in bold:

<input name="ctl00$ctl40$g_e2fda013_167b_4aa4_96c8_3c3437803054$ctl00$pfp_Repeater$ctl24$idCF_41396333-22dd-e311-9430-00155d15d1fe" title="Test Single Lint of Text" id="idCF_41396333-22dd-e311-9430-00155d15d1fe" type="text" size="50" maxlength="255" GUID="41396333-22dd-e311-9430-00155d15d1fe"/>

Copy the ID value and update the script below with the correct ID:

<script type="text/javascript" src="/PWA/SiteAssets/jquery-1.8.3.min.js"></script>

<script>

$(document).ready(function(){

$("#idCF_41396333-22dd-e311-9430-00155d15d1fe").width(750);

});

</script>

Add to the script to the correct PDP either using a script editor web part directly or save the js file, upload to PWA and reference the file using a content editor web part. The script will also need access to the jQuery library. Once complete you will see the wider input box:

#ProjectServer #project milestones on the project site #ProjectOnline #PS2013 #SharePoint #JavaScript #jQuery #SP2013 #Office365

This is another script I have written and published yesterday. It will display any project milestones on the associated project site. This JavaScript file can be downloaded from the Microsoft Script gallery:

http://gallery.technet.microsoft.com/scriptcenter/Server-Milestones-f8be71b8

To get the script to work you will need to download the following jQuery library:

jquery-1.8.3.min.js – jQuery download

A later version of this library may work but this was the one I used / tested with.

Upload this library to your PWA site collection then update the script file with the correct location. I uploaded this file to the site assets library as you can see in the code below:

Also notice the reference to the default SharePoint JS files and the two references to the Data tables CSS and JS files. I just referenced the hosted files but you could download these and host them yourself – if hosting the data table files yourself you will need more than just the two files reference here.

Add the script to your PWA site collection, I uploaded this to the Style Library. Then add a content editor web part to the project site and reference the uploaded project milestones JS file. If you want this to be on all project sites then you would need to create a new project site template.

Once added to a project site the milestones will be visible for that project:

The table can be sorted using the controls on the table.

If no milestones exist in the associated project then the table displays the default no data available message:

Create a milestone in that project and you will see that appear on the associated project site after publishing:

A nice simple script to allow your users to see project milestones on the Project Site. Download today and try it