Forum Discussion

pauleast's avatar
pauleast
Copper Contributor
Dec 05, 2019

Historic RAG

Hi Does anyone know a simple way to collect historic RAG statuses etc. from Project Online? We want to show month on month changes to statuses however all reporting is 'live' - help!:)   Thanks  ...
Naaser's avatar
Naaser
Copper Contributor
Dec 05, 2019

pauleast 

Hi,

This might not be a solution for you but as we had the same use case I made following process as a workaround and thought to share it with you in case it helps:

1. A custom list in Project Site (SharePoint) created.

2. on each reporting round (weekly or monthly, etc) a new item created. We have status commentary beside the RAG status for each project.

3. in reporting solution (in our case: Power BI) we pull all the items from that custom list and then we can review history of RAG changes.

 

PS: as you rightfully mentioned currently the RAG field in Project Online doesn't keep the history.

 

Regards,

Naser

  • pauleast's avatar
    pauleast
    Copper Contributor
    Dec 09, 2019

    Hi Naaser 

    Is that automated? We have 50+ projects to monitor do you use a single line for each project each month? 

    Thanks

    Paul

    • Naaser's avatar
      Naaser
      Copper Contributor
      Dec 09, 2019

      pauleast 

      Hi Paul,

      The status of each project is independent, therefore we have each project has its own list of status and RAG list which get updated with the its project manager on weekly basis.

      Also remember that project site (SharePoint site) is dedicated to each project in Project Online environment.

      I am not sure what do you mean with automation; the updates are done by project managers manually and the report is automatically populated in Power BI. This is overall project health which is based on all aspects of the projects. we have other RAGs like cost or schedule and etc. which is rule based.

      Regards,

      Naser