Forum Discussion
MS Project Online adding field to 'Master' Risk List
My company is currently working on our implementation of Risk Management within the PMO and Project Online. We want to add a field to the risk form asking if a buffer has been created within the project plan.
I've gone into a project and the risk site there and added that field like I usually would for Project Intake, however, this seems to just be on a per-project level and not our enterprise as a whole. Is there a 'Master' Risk Form somewhere? If I'm on the main Project Page and select Site Settings > Site Libraries and Lists, I don't see anything for Risk like I do for Intake or Project Details.
4 Replies
Hello jhyoung09 ,
The Risks and Issues are configured differently to how you configure Enterprise Custom Fields in PWA. If you are using the out of the box Risks and Issues lists, these use list content types which are local to the list. Typically if you customise the Risks and Issues lists, I'd recommend creating site collection content types, creating your new Risk fields there then adding that to the Risk list in the site you use to create a new template then saving a new template and adding that to the EPT. New projects / site created after that point will get the changes but you'd need to manually or in code roll out the changes to the existing sites.
Here is a guide I created on getting started with Project Online, here is the post that covers the Project Site templates: https://pwmather.wordpress.com/2014/02/02/getting-started-with-projectonline-part-6-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
As mentioned, you can also roll these out in bulk using code, here is an example (it's an old post so things might have changed!): https://pwmather.wordpress.com/2016/05/04/projectonline-projectserver-project-site-provisioning-using-office365-pnp-remote-provisioning-sharepoint-powershell/
PaulPaul_Mather Hello Paul, I realize that this post was years ago - but I'll take a shot. I'd also like to add a field to the built-in PWA Risks module, and need that new field to be available in Power BI for reporting. If I add the new field using the steps in your url, would that data/field flow over to Power BI? (Currently, in Power BI I'm seeing all of the standard Risks/Issues fields from PWA)
Thanks!
Hello SenorSnoopy ,
Custom columns added to the default Issues / Risks lists are only available via the SharePoint APIs, so if you are using those in your reports, rather than the Project Online OData API, you will be able to include those in reports. This post might help https://pwmather.wordpress.com/2020/04/07/want-to-report-on-projectonline-project-site-list-data-example-using-powerautomate-to-push-project-site-sharepoint-list-data-to-azuresqldatabase-powerbi-office365-ppm-lesscodemorepower/
Paul
