Sometimes a visit in the app store of Microsoft is like a visit to the candy shop… without paying. Today is such a day, because Microsoft introduced the Office 365 Project Portfolio Dashboard for Project Online and Project Server, which is absolutely free.
For whom is it suitable?
If we speak in Project Server roles: Portfolio Managers and Portfolio Viewers.
What is it for?
It is not a tool to select the projects, which are in line with the strategy of the company. However, it is an app to monitor and control project portfolios.
How do you get it up and running?
1) Go to your Project Online PWA and ‘Add an app’:
2) Enter WA104380116 in the search field and select the ‘Office 365 Project Portfolio Dashboard’:
You may switch to the SharePoint App Store.
3) Download and trust the app:
4) Be patient, it needs to be installed and configured in the background. Et voilà, the app is active and can be executed:
What options do you have to customize it?
You can configure new dashboards with the existing tables and charts. Furthermore, you have a lot of filtering options which expand the possiblilities to rearrange portfolio views.
Which default sections are included?
- Project Cost vs. Baseline Cost
- Project Cost by EPT (Enterprise Project Type)
- Table with Projects, % complete, key performance indicators and variance values to the project baseline
- Top projects with finish and cost variance
- top projects by work variance
- Tables about finish/cost/work variance
- Top projects with work in the past
- Slipping tasks, work/cost overruns, missed deadlines
- Tables about slipping tasks, work/cost overruns, missed deadlines and work in the past
- Top resources by demand
- Top Resources with issues
- Tables about work, issues, risks and availability
- Top projects with risks and issues
- Top resources with risks and issues
- Top projects with deliverables
- Tables about issues, risks and deliverables
Go to Site Settings -> Site Permissions to grant respective users access to the dashboards, they need to be in the Group of Administrators, Portfolio Managers or Portfolio Viewers. Same as with OData it is a all or nothing choice: Either all project data is visible, or none.
As you may have seen in the screenshots, there are still some bugs to fix. Unfortunately, work and cost values are not shown correctly at the moment – at least for tenants with regional/currency settings other than English. I’ll keep you updated if there’s a fix available.
However, if the starting issues are solved, the dashboards can be used without far reaching BI skills, which is really nice for the business. Choosing the right reports is a matter of horses for courses, but hey… IT’S FREE and a try won’t hurt 😉by