Monday, August 14, 2017

Updating the Status Manager, the sleight of hand

The status manager is the resource who is to receive status updates for a task, from any resource assigned to this task. The Status Manager (task field) is described in this page from Microsoft support.

Known limitation
Microsoft Project has a limitation that prevents a schedule owner from setting a task’s status manager to anyone except himself or herself. Hence, if you want to assign another person as the Status Manager to a task within your project plan, you need to ask him/her to edit the schedule in Microsoft Project and assign himself or herself as the Status Manager.

Sunday, July 30, 2017

The beginner's guide for Project Server/Project Online reporting using oData

Starting with a definition: OData is a REST-based protocol for querying and updating data and is built on standardized technologies such as HTTP, Atom/XML, and JSON. It is different from other REST-based web services in that it provides a uniform way to describe both the data and the data model.”
Source: webopedia.com

Applied to Project Server (2013 +) or Project Online, ProjectData is the OData service, implemented with the OData V3 libraries, which allow to query project data.

You can access the ProjectData service through a Project Web App URL. The XML structure of the EDM is available from the http://<pwa_site>/_api/ProjectData/$metadata.

Wednesday, February 22, 2017

The final note on managing Master projects and subprojects with Project Server (and Project online)

This article will describe all the necessary information required to understand how to manage master projects and subprojects within Project Server. Note that the approach is similar with project Online.
For the illustration, I will use a team of 4 persons:
  • Jane Doe, project manager
  • Jeremy Cottino, project manager
  • John Doe, team member
  • Yan Yellow, team member

And I will use the delegation feature to illustrate what other users will see when using the tool.

Create a new master project

Wednesday, November 16, 2016

Presenting Office 365 Planner

So, what is Office 365 Planner?

Announced by Office 365 Team, on September 22, 2015, Office 365 Planner (originally codenamed Highlander) is presented as a tool which:
“offers people a simple and highly visual way to organize teamwork. Planner makes it easy for your team to create new plans, organize and assign tasks, share files (using Office 365 Groups), chat about what you’re working on, and get updates on progress.”
Office 365 Planner is available for the following O365 plans:
  • Office 365 Enterprise E1, E3, E4, E5,
  • Office 365 Education E3, E4,
  • Office 365 Business Essentials
  • Office 365 Business Premium
Microsoft positioned Planner between applications such as Wunderlist (acquired on June 2, 2015) for task management and PPM applications (Project Server or Project Online).

Illustration from Microsoft Mechanics YouTube channel

Tuesday, July 26, 2016

How to change the SharePoint title bar text

One of the most frequent question I’m asked, is, if it’s possible to change the SharePoint title bar text, being on SharePoint or Project Server.


Wednesday, July 6, 2016

How to remove (blank) values in an Excel Pivot Table

You can call it perfectionism, but I hate when my reports are not looking good. One of the most irritating element are those (blank) text you may have on your Excel pivot tables.

Wednesday, February 24, 2016

Managing risks and issues with Project Server 2013 (or Project Online)

As part of your projects’ management, you will most probably have to manage risks and issues.
The goal of this article is to show how risks and issues (but also documents or deliverables) can be managed within Project Server 2013 (or Project Online) and linked with Projects, Tasks or any other assets.
Before we start, let see how the Project Management Institute (PMI) defines issue and risk:
Issue: A point or matter in question or in dispute, or a point or matter that is not settled and is under discussion or over which there are opposing views or disagreements.
Risk: An uncertain event or condition that, if it occurs, has a positive or negative effect on one or more project objectives.
Project Management Institute. (2013). A guide to the project management body of knowledge (PMBOK® guide) – Fifth Edition.

In fewer words, risks might occur and we need to manage this eventuality, where issues are events that are already happening and we need to manage consequences.

My project
For the demo, we will use a simple project called [Related items project], that has the following schedule.