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

87 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.

87 comments :

  1. 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
  2. This comment has been removed by the author.

    ReplyDelete
  3. 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
  4. This is actually the kind of information I have been trying to find. Thank you for writing this information. agen bola online indonesia

    ReplyDelete
  5. 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
  6. 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
  7. Everybody understands that they should backup, but getting the right way can be confusing. remote work templates

    ReplyDelete
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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
  13. 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
  14. This comment has been removed by the author.

    ReplyDelete
  15. 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
  16. 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
  17. 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
  18. 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
  19. 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
  20. "Very good article with very useful information. Visit our websitedata science training in Hyderabad
    "

    ReplyDelete
  21. 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
  22. 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
  23. I like to recommend exclusively fine plus efficient information and facts, hence notice it: try what he says

    ReplyDelete
  24. 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
  25. 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
  26. howdy, your websites are really good. I appreciate your work. truck parts

    ReplyDelete
  27. 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
  28. 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
  29. 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
  30. 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
  31. 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
  32. 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
  33. 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
  34. 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
  35. 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
  36. 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
  37. 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
  38. 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
  39. 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
  40. 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
  41. 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
  42. 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
  43. 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
  44. 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
  45. 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
  46. 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
  47. 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
  48. Nice post mate, keep up the great work, just shared this with my friendz 승인전화없는 토토사이트

    ReplyDelete
  49. Your articles are inventive. I am looking forward to reading the plethora of articles that you have linked here. Thumbs up! 승인전화없는 토토사이트

    ReplyDelete
  50. I would like to thank you for the efforts you have made in writing this article. I am hoping the same best work from you in the future as well. In fact your creative writing abilities has inspired me to start my own Blog Engine blog now. Really the blogging is spreading its wings rapidly. Your write up is a fine example of it. Vakantiehuis Limburg Belgie

    ReplyDelete
  51. I have express a few of the articles on your website now, and I really like your style of blogging. I added it to my favorite’s blog site list and will be checking back soon… Webdesign

    ReplyDelete
  52. Excellent article. Very interesting to read. I really love to read such a nice article. Thanks! keep rocking. 먹튀사이트

    ReplyDelete
  53. It is a fantastic post – immense clear and easy to understand. I am also holding out for the sharks too that made me laugh. 오피

    ReplyDelete
  54. We have sell some products of different custom boxes.it is very useful and very low price please visits this site thanks and please share this post with your friends. 먹튀검증

    ReplyDelete
  55. I am very much pleased with the contents you have mentioned. I wanted to thank you for this great article. Eddie Listorti

    ReplyDelete
  56. Positive site, where did u come up with the information on this posting? I'm pleased I discovered it though, ill be checking back soon to find out what additional posts you include. Marcia Backstrom Dolls

    ReplyDelete
  57. Your blog is so good and informative for me. You’re doing a great job Man,Keep it up.
    Sleeve Packaging Boxes

    ReplyDelete
  58. Your blog is so good and informative for me. You’re doing a great job Man,Keep it up.
    Ribbon Tie Card Gift Bag

    ReplyDelete
  59. Positive site, where did u come up with the information on this posting? I'm pleased I discovered it though, ill be checking back soon to find out what additional posts you include. د کاناډا بیړنۍ ویزه

    ReplyDelete
  60. buy twitch followers The diner town games are one of the most successful online flash game series around. With a massive 6 Diner dash games and another 16 spins off's on top of that.

    ReplyDelete
  61. https://www.visualaidscentre.com/service/eyes-specialist-delhi/ The best games of the DS get a lot of the attention, but what about the worst ones? The DS is home to quite a few real stinkers, and it's high time they get the recognition they deserve. Here is our list of the 10 worst DS games:

    ReplyDelete
  62. https://dynamichealthstaff.com/nursing-jobs-in-qatar If you will look at the list of the people who have achieved success in the SEO career, then you will find that the SEO profession is feasible. Some famous SEOs from high ranking companies are Rob from Blackwood Productions, Jill Wahlen from High Rankings, Rand Fishkin from SEO Moz and many others.

    ReplyDelete
  63. https://www.buyyoutubesubscribers.in/2022/01/10/which-youtuber-has-most-subscribers/ Hosting can get expensive. And video hosting can be even more expensive. I have paid as much as $75 per month for video hosting. Was it worth it? Not really. Since then I have always been interested in figuring out ways to lower the cost, but maintain the high streaming quality of say an Amazon S3 account. Not an easy task. But now I have figured out a way to get YouTube to take care of that nasty hosting bill for me.

    ReplyDelete
  64. https://onohosting.com YouTube's rapid rise in popularity can be seen around the world as one of the fastest online marketing tools to successfully grow a business. Regardless of what type of business you are in, the online benefits are amazing. So what can you do to harness this excellent online opportunity?

    ReplyDelete
  65. https://hostinglelo.in The price of games do not come cheap in an unstable economy especially when it is a mega-hit title released from a well-known company. These are some handpicked strategies gamers can use without resorting to starvation or breaking bank accounts.

    ReplyDelete
  66. I’ve read some good stuff here. Definitely worth bookmarking for revisiting. I surprise how much effort you put to create such a great informative website. singapore best management training

    ReplyDelete
  67. Hello There. I found your blog using msn. This is an extremely well written article. I will be sure to bookmark it and return to read more of your useful information. Thanks for the post. I’ll certainly comeback. best singapore management training

    ReplyDelete
  68. Nice to be visiting your blog again, it has been months for me. Well this article that i've been waited for so long. I need this article to complete my assignment in the college, and it has same topic with your article. Thanks, great share. management training in singapore

    ReplyDelete
  69. I found your this post while searching for some related information on blog search...Its a good post..keep posting and update the information. http://cegos5.jigsy.com/entries/general/corporate-training-singapore-how-to-make-the-most-of-this-type-of-training

    ReplyDelete
  70. UFABET สมัคร แทงบอล บาคาร่าออนไลน์ ครบในเว็บเดียว แทงขั้นต่า 10 บาท เว็บตรงไม่ผ่านเย่นต์ ฝาก-ถอนไม่มีขั้นต่า แจกเครดิตฟรีทุกวัน UFABET เว็บตรง

    ReplyDelete
  71. EMS events and Tours offer the cheapest Pakistan tour packages at fairly reasonable prices to explore and visit the fascinating regions of Pakistan. Most experienced travel and Tour Company in Pakistan. EMS offers top-notch Pakistan tour packages at affordable rates.
    Visit emseventsandtours.com!

    ReplyDelete
  72. สำหรับผู้ที่ชื่นชอบภาพยนตร์ และผู้ชมทุกท่าน ที่ชื่นชอบ หนังออนไลน์ ซีรีย์ที่ชื่นชอบในการรับชมภาพยนตร์ ซีรีย์ ดูซีรีย์ออนไลน์ อัพเดทใหม่ตลอดทั้งเดือน

    ReplyDelete
  73. At the point when investment is managed appropriately, different regions will likewise show great execution.
    ex-ponent.com

    ReplyDelete

Note: Only a member of this blog may post a comment.