Il est bien plus beau de savoir quelque chose de tout que de savoir tout d'une chose. [Blaise Pascal]

Implement your corporate Risk and Issue Management methodology in Project Online

80 comments
Project Online (or Project Server) should be configured, not to say customized, in a way that it supports your business principles and procedures around Project Management. It should reflect your (probably tailor made) Project Management methodology. The first thing you generally do is to configure your way of doing project plans, by creating your own Enterprise Custom Fields and Lookup Tables that would be used together with your custom views.
Moving forward, your Project Management methodology might contain a method to manage risks and issues. This post is about configuring your own Project Online instance to match your Risk and Issue Management methodology. I choose the Issue list as an example but the same applies to Risks or Documents. Note that identical approach can be used for any custom features such as change requests, decisions log, assumptions and constraints…

Approach
The implementation relies on the usage of SharePoint Content Types. You can find more information on this topic reading: Introduction to Content Types on MSDN. Content Types, being centrally managed, can be easily updated to reflect your methodology changes, and those changes can be applied to any existing Project Site (avoiding to ask you poor dev team to manually update all project site lists after any changes).
The trick is to update the existing Risk or Issue Content Types (or create your own), understanding that Project Online relies on some fields of those content types. It means that you should never delete any of the existing fields. If you remove some fields (aka the trap of the beginner), the publish process may throw an error. Even for SharePoint dev superheroes, it’s very complex to recreate those fields (it’s not just a story of recreating the fields with the same names). You cannot delete fields, but you can create new ones or hide some of the existing.
If you are not familiar with this, here is a step by step procedure to create your own Issue Content Type and use it in Project Online.

Implementation
As we said, we need to keep existing fields. The easiest way to do it is to start from an existing Project Site.
Create a new Project that provision a Project Site (using one of your EPT). Once the site is provisioned, you can delete the project (not the site of course) to keep your projects database clean.

The first step is to activate management of Content Types (on the Issue list). Go on the List Settings and click on Advanced Settings.


Note that other options can also be tweaked as you want (example below for the item versioning, which can be activated or not). You may also consider using approval workflow to manage your items.


Back to the list settings, you will see the Content Types section displayed.


 At this stage you have 2 options to proceed, update the existing content type (the option described below) or create your own content type, and hide the usage of the default one.
Before being able to add a new metadata (column) to your Content Type, you need to create them as Site Columns. Go to Site Settings page, under Web Designer Galleries click on Site columns.


Then click on Create, set the name and properties of this columns, add it to a custom group you have created (easier to find custom columns later) and click OK.
Back to the Content Type information page, click on Add from existing site or list columns.


Select the column(s) you want to add (good to have them grouped) and click OK.


As explained in the approach section, you should never remove “unnecessary” column. However, you can hide them.
Click on the column you want to hide, on the Change Content Type Column page, click on Hidden (Will not appear in forms).


On the end user side, it’s like the column does not exist, but for Project Online it does and it can be used normally during the Publish event.
Other tweaks you can do, update an existing column; that’s often the case with Category. Click on Edit column:


Add your own categories, update the description to stick to your corporate methodology.


You can set the column order to define how they will be displayed in the forms (Create/update):



Finally, create or update your views to display needed custom fields.


And, if you have created a new Content Type, you might want to hide the default one, click on Change new button order and default content type, and make the default content type not visible.


Additional note
I am working in the sport industry and we deliver similar events each season. I admit that from a pure project management perspective, this should not be considered as projects. Anyway, we have investigating the opportunity to use a central list of risks (or issues) that could reside at the root of the Project Web App, which will contain all risks (or issues) from all events instead of being located at event level (i.e. Project Site). We foresee some benefits like cross event (project) risks, or risks that could last longer than the event itself (e.g. corporate consequences derived from an event cause). Reporting will also be easier and most probably queries more performant. In such case, the page “Issues and Risks” should be recreated.

80 comments :

  1. Amazing article. Your blog helped me to improve myself in many ways thanks for sharing this kind of wonderful informative blogs in live. I have bookmarked more article from this website. Such a nice blog you are providing ! Kindly Visit Us @ Tours and Travels in Madurai | Best Travels in Madurai | Madurai Travels

    ReplyDelete
    Replies
    1. IEEE Project Domain management in software engineering is distinct from traditional project deveopment in that software projects have a unique lifecycle process that requires multiple rounds of testing, updating, and faculty feedback. A IEEE Domain project Final Year Projects for CSE system development life cycle is essentially a phased project model that defines the organizational constraints of a large-scale systems project. The methods used in a IEEE DOmain Project systems development life cycle strategy Project Centers in Chennai For CSE provide clearly defined phases of work to plan, design, test, deploy, and maintain information systems.


      This is enough for me. I want to write software that anyone can use, and virtually everyone who has an internet connected device with a screen can use apps written in JavaScript. JavaScript Training in Chennai JavaScript was used for little more than mouse hover animations and little calculations to make static websites feel more interactive. Let’s assume 90% of all websites using JavaScript use it in a trivial way. That still leaves 150 million substantial JavaScript Training in Chennai JavaScript applications.

      Delete
  2. Winning PMP accreditation is an interest in your vocation. You should do a great deal of study and preparing to become familiar with all the data expected to procure this unique affirmation.Winning PMP accreditation is an interest in your vocation. You should do a great deal of study and preparing to become familiar with all the data expected to procure this unique affirmation.ExcelR PMP Certification

    ReplyDelete
  3. This comment has been removed by the author.

    ReplyDelete
  4. Thanks for the nice blog. It was very useful for me. I'm happy I found this blog. Thank you for sharing with us,I too always learn something new from your post.
    ExcelR pmp certification

    ReplyDelete
  5. I’m curious to find out what blog platform you have been utilizing? I’m experiencing some small security problems with my latest blog and I’d like to find something more risk-free. Do you have any solutions? Audio visual in Orlando

    ReplyDelete
  6. This is actually the kind of information I have been trying to find. Thank you for writing this information. agen bola online indonesia

    ReplyDelete
  7. The five key parts in a powerful execution the board procedure, refered to prior, will go far in helping the director or boss oversee execution viably.
    Six Sigma

    ReplyDelete
  8. Attend The PMP Training in Bangalore From ExcelR. Practical PMP Training in Bangalore Sessions With Assured Placement Support From Experienced Faculty. ExcelR Offers The PMP Training in Bangalore.
    ExcelR PMP Training in Bangalore
    Data Science Interview Questions

    ReplyDelete
  9. Awesome blog. I enjoyed reading your articles. This is truly a great read for me. I have bookmarked it and I am looking forward to reading new articles. Keep up the good work!
    data analytics courses in hyderabad
    data science courses
    business analytics course

    ReplyDelete
  10. Thank you so much for sharing this worth able content with us. The concept taken here will be useful for my future programs and i will surely implement them in my study. Keep blogging article like this.
    Project Management

    ReplyDelete
  11. Everybody understands that they should backup, but getting the right way can be confusing. remote work templates

    ReplyDelete
  12. As software testing beginnner I had questions like "what is test basis in software testing?". Got my answer from cania consulting group and they are amazing with their articles. Highly recommend to check them out.

    ReplyDelete
  13. I am impressed. I don't think Ive met anyone who knows as much about this subject as you do. You are truly well informed and very intelligent. You wrote something that people could understand and made the subject intriguing for everyone. Really, great blog you have got here. stakeholder management

    ReplyDelete
  14. It is perfect time to make some plans for the future and it is time to be happy. I’ve read this post and if I could I desire to suggest you few interesting things or tips. Perhaps you could write next articles referring to this article. I want to read more things about it!

    PMP Course in Malaysia

    ReplyDelete
  15. I am impressed by the information that you have on this blog. It shows how well you understand this subject.
    data analytics course
    data science course
    big data course
    big data course
    360DigiTMG

    ReplyDelete
  16. Wow what a Great Information about World Day its exceptionally pleasant educational post. a debt of gratitude is in order for the post.
    data science course in malaysia

    ReplyDelete
  17. You make so many great points here that I read your article a couple of times. Your views are in accordance with my own for the most part. This is great content for your readers. Kinder Produkte

    ReplyDelete
  18. I'm constantly searching on the internet for posts that will help me. Too much is clearly to learn about this. I believe you created good quality items in Functions also. Keep working, congrats! Aegean College

    ReplyDelete
  19. 360DigiTMG GunturJuly 9, 2020 at 5:13 AM

    I will really appreciate the writer's choice for choosing this excellent article appropriate to my matter.

    data science course in guntur

    ReplyDelete
  20. Nice post! This is a very nice blog that I will definitively come back to more times this year! Thanks for informative post. PM interview

    ReplyDelete
  21. This is my first visit to your blog! We are a team of volunteers and new initiatives in the same niche. Blog gave us useful information to work. You have done an amazing job!
    PMP Certification Training in Bangalore

    ReplyDelete
  22. Really nice and interesting post. I was looking for this kind of information and enjoyed reading this one.
    data science course in guwahati

    ReplyDelete
  23. This comment has been removed by the author.

    ReplyDelete
  24. The great service in this blog and the nice technology is visible in this blog. I am really very happy for the nice approach is visible in this blog and thank you very much for using the nice technology in this blog
    Best Project Management Software

    ReplyDelete
  25. I have read all the comments and suggestions posted by the visitors for this article are very fine,We will wait for your next article so only.Thanks! 5 things CNN

    ReplyDelete
  26. I was surfing the Internet for information and came across your blog. I am impressed by the information you have on this blog. It shows how well you understand this subject. skor bola

    ReplyDelete
  27. The idea behind the creation of these two new regions was to foment revenues in tourism, mining, agriculture and communications, while at the same time aiming to empower the regions and decentralize power from the capital. detectives in spain for Companys

    ReplyDelete
  28. The idea behind the creation of these two new regions was to foment revenues in tourism, mining, agriculture and communications, while at the same time aiming to empower the regions and decentralize power from the capitalFXGM

    ReplyDelete
  29. If you are a health-conscious employer, then you know that your fit employees are more productive, that fitness lowers healthcare costs, and that if you could put all of your employees on wellness programs then you would boost your bottom line. Corporate Wellness Programs

    ReplyDelete
  30. "Very good article with very useful information. Visit our websitedata science training in Hyderabad
    "

    ReplyDelete
  31. I've read this post and if I could I desire to suggest you some interesting things or suggestions. Perhaps you could write next articles referring to this article. I want to read more things about it!
    data science courses

    ReplyDelete
  32. This is an excellent post I seen thanks to share it. It is really what I wanted to see hope in future you will continue for sharing such a excellent post.
    ethical hacking course training in Hyderabad

    ReplyDelete
  33. All his outdated and college pals were welcomed. I was welcomed in light of the fact that he and I were at the University together. I preferred the spot they leased for facilitating the occasion, a spot close to Sorbonne in the Latin Quarters. The spot was a microcosm of Parisian culture and ethos. Generally significant, it was viable with birthday man, Mike's scholarly twisted of psyche and tastes. The slam was magnificent. We made cheerful and amused ourselves through the night.https://partypros.ie/virtual-events/

    ReplyDelete
  34. Have you been thinking about how business oversee throughout the years prior to the super PCs began to grow out including the much generally utilized and favored dominate? Best Animation Software

    ReplyDelete
  35. nice post, keep up with this interesting work. It really is good to know that this topic is being covered also on this web site so cheers for taking time to discuss this! test bank

    ReplyDelete
  36. Health Experts have proven that regular exercise coupled with a good diet allow you to live longer and healthier. In this busy day and age, not everyone has the time to go to the gym - resulting to a lot of overweight people that desperately need to exercise. A healthy alternative is for you to Buy Home Gym Equipments that you can store in your own home or even at your office. Here are some tips when buying home gym equipment.

    First, know your fitness goals and keep these goals in mind when you are buying home gym equipment. One of the biggest mistakes that people make is buying the biggest or trendiest fitness machine simply because they like how it looks. More often than not, these end up gathering dust in your storage rooms or garage because you never end up using them. It is important to take note of what particular type of physical activity you want or enjoy doing before you buy your exercise machine. If you are looking to loose a few pounds and you enjoy walking or hiking, a treadmill is the best option for you. If you are looking to tone your lower body while burning calories a stationary bike is your obvious choice. Similarly, Special Equipments for Core Strength Exercises, Strength Training Weight Vests, Core Strength & Abdominal Trainers, Home Cardio Training, Strength Training Power Cages, Strength Training Racks & More.

    Second, set aside a budget before Buying Home Gym Equipments. Quality exercise machines do not come cheap. They are constantly exposed to wear and tear when they are used properly. So, pick machines that are built to last and have passed quality certifications to get the most out of your money. If you are operating on a tight budget, think about investing in several weights, We can Provide you High Quality Home Gym Equipments at Very Low Prices for your Complete Uses: Core Strength Exercises, Strength Training Weight Vests, Core Strength & Abdominal Trainers, Home Cardio Training, Strength Training Power Cages, Strength Training Racks & More.

    Its the Right Time to Buy Home Gym Equipments for you at Very Low Prices.

    ReplyDelete
  37. I like to recommend exclusively fine plus efficient information and facts, hence notice it: try what he says

    ReplyDelete
  38. Giving a will to the international site likesend parcel to qatar, a courier is a sole solution that you can use to deliver as unique estate document. Ensure that you pick reliable courier services for making courier to place for your will.

    ReplyDelete
  39. We are really grateful for your blog post. You will find a lot of approaches after visiting your post. Great work cheap corporate notebook printing

    ReplyDelete
  40. howdy, your websites are really good. I appreciate your work. truck parts

    ReplyDelete
  41. You made such an interesting piece to read, buy klonopin online giving every subject enlightenment for us to gain knowledge.

    ReplyDelete
  42. I just got to this amazing site not long ago. I was actually captured with the piece of resources you have got here. Big thumbs up for making such wonderful blog page! targetcrypto

    ReplyDelete
  43. When you use a genuine service, you will be able to provide instructions, share materials and choose the formatting style. پروژه ستین

    ReplyDelete
  44. Great job for publishing such a beneficial web site. Your web log isn’t only useful but it is additionally really creative too. Presenter Academy

    ReplyDelete
  45. Truly, this article is really one of the very best in the history of articles. I am a antique ’Article’ collector and I sometimes read some new articles if I find them interesting. And I found this one pretty fascinating and it should go into my collection. Very good work!
    pmp certification in bangalore

    ReplyDelete
  46. Nice post. I was checking constantly this blog and I’m impressed! Extremely useful info specially the last part I care for such information a lot. I was seeking this certain info for a long time. Thank you and good luck. 스포츠중계

    ReplyDelete
  47. You have performed a great job on this article. It’s very precise and highly qualitative. You have even managed to make it readable and easy to read. You have some real writing talent. Thank you so much. Spunlace Nonwoven for Wet Wipes

    ReplyDelete
  48. Hello I am so delighted I located your blog, I really located you by mistake, while I was watching on google for something else, Anyways I am here now and could just like to say thank for a tremendous post and a all round entertaining website. Please do keep up the great work. neak oknha chenzhi

    ReplyDelete
  49. I really appreciate the kind of topics you post here. Thanks for sharing us a great information that is actually helpful. Good day! prince group cambodia

    ReplyDelete
  50. Great job here on _______ I read a lot of blog posts, but I never heard a topic like this. I Love this topic you made about the blogger's bucket list. Very resourceful. 안전놀이터

    ReplyDelete
  51. Attractive, post. I just stumbled upon your weblog and wanted to say that I have liked browsing your blog posts. After all, I will surely subscribe to your feed, and I hope you will write again soon! BizOp

    ReplyDelete
  52. The next time I read a blog, I hope that it doesnt disappoint me as much as this one. I mean, I know it was my choice to read, but I actually thought you have something interesting to say. All I hear is a bunch of whining about something that you could fix if you werent too busy looking for attention. the latest

    ReplyDelete
  53. This is a truly good site post. Not too many people would actually, the way you just did. I am really impressed that there is so much information about this subject that have been uncovered and you’ve done your best, with so much class. If wanted to know more about green smoke reviews, than by all means come in and check our stuff. 먹튀사이트

    ReplyDelete
  54. An fascinating discussion is value comment. I think that it is best to write extra on this matter, it won’t be a taboo topic however generally people are not enough to talk on such topics. To the next. Cheers pii-email

    ReplyDelete
  55. Keep up the good work , I read few posts on this web site and I conceive that your blog is very interesting and has sets of fantastic information. 토토커뮤니티

    ReplyDelete
  56. Merely a smiling visitant here to share the love (:, btw outstanding style. joker888

    ReplyDelete
  57. Merely a smiling visitant here to share the love (:, btw outstanding style. 토토사이트

    ReplyDelete
  58. You have outdone yourself this time. It is probably the best, most short step by step guide that I have ever seen. 안전놀이터

    ReplyDelete
  59. I'm glad I found this web site, I couldn't find any knowledge on this matter prior to.Also operate a site and if you are ever interested in doing some visitor writing for me if possible feel free to let me know, im always look for people to check out my web site. 대전스웨디시

    ReplyDelete
  60. From the moment, the client completes an order request, the relaxation is withinside the arms of the purchasing agent. What the agent(s) do may be summarized withinside the following steps:Shipping from China to Us

    ReplyDelete
  61. Your work is very good and I appreciate you and hopping for some more informative posts. Thank you for sharing great information to us. https://westasianetwork.com/

    ReplyDelete
  62. I have a similar interest this is my page read everything carefully and let me know what you think. https://visualaidscentre.com/service/eyes-specialist-delhi/

    ReplyDelete
  63. Liposuction is possible in almost any area of the body. Many of our patients opt to target more than one area of the body during their liposuction procedure because we offer discounts for multiple target areas. find more information

    ReplyDelete
  64. RSJ is at the top of our game when it comes to tax-minimization strategies for asset growth, protection and transfer. We have always known that something was missing from traditional estate planning for high-net-worth families. Business Advisory

    ReplyDelete
  65. You should on a central level unmatched nearby well-performing material, which reasons that see it: https://zetamatic.com/downloads/checkout-address-autofill-for-woocommerce-pro/

    ReplyDelete
  66. The whole set-up takes under 20 minutes; you are a great idea to expose the event to the world post making the structure live on your event site. web-based reserved seating software

    ReplyDelete
  67. There are likewise blazing red lights which signal a stop sign, and 4-way blazing red lights which are utilized at high velocity or clogged traffic region 4-way stops. Traffic to work

    ReplyDelete
  68. Succeed! It could be one of the most useful blogs we have ever come across on the subject. Excellent info! I’m also an expert in this topic so I can understand your effort very well. Thanks for the huge help. 바둑이

    ReplyDelete
  69. Excellent post. I was always checking this blog, and I’m impressed! Extremely useful info specially the last part, I care for such information a lot. I was exploring this particular info for a long time. Thanks to this blog my exploration has ended. etoro anmeldelse

    ReplyDelete
  70. This content is simply exciting and creative. I have been deciding on a institutional move and this has helped me with one aspect. 토토사이트

    ReplyDelete
  71. This is such a great resource that you are providing and you give it away for free. I love seeing blog that understand the value of providing a quality resource for free. Visa-Perniagaan-India

    ReplyDelete
  72. Positive site, where did u come up with the information on this posting?I have read a few of the articles on your website now, and I really like your style. Thanks a million and please keep up the effective work. 토토사이트

    ReplyDelete