Forum Discussion
Project for the Web (P4W) Baselines or Due Dates
Hey All,
Are baselines or due dates planned for P4W? Do we know when they will be added? Is there a workaround in the meantime?
Related question: where does the data for the custom columns live? If we were able to access that information via PowerBI that would solve it for sure. Thanks!!
- I've been searching for a while now about it, and it was on the Roadmap last year for release I think in Q2, but it dissappeared from the roadmap not long after.
We've started to implement a basic solution, adding custom columns on the Task table, and saving the start, finish and effort fields into the columns using a flow that's triggered by the user.
It's far from complete or ideal, but better than nothing.
For your related question, if I'm understanding correctly, all of the data is stored in Dataverse, and you can report on it with the OData API. So if you add a column called Start Baseline, with an internal name of new_startbaseline, then you can get it with this call with a REST API query:
https://<orgid.crm>.dynamics.com/api/data/v9.2/msdyn_projecttasks?$top=10&$select=msdyn_projecttaskid,msdyn_subject,msdyn_start,new_startbase.
In PowerBI it would show as new_startbaseThank you! To clarify, the custom columns when added to a project in Project for the Web. Where does that data live? It does not appear in Dataverse as far as I can tell. In other words, if I added a custom 'Test Date' date column in a project schedule and started adding data, is that information somewhere on the backend in Dataverse? Which table?
- Hi,
I have had a couple of people in my org ask this, I believe because these custom fields do not persist across the whole PftW env, just the project, they do not sit in any dataverse table as these only contain data/fields that is universal across the environment.
- if you are using BI to report, a novel approach in the interim for this would be at the time of creating a schedule or plan, you just create a second snapshot of your initial plan and tag it as a baseline, its easy enough to overlay these two plans for basic reporting
Bjhartline this is now available, as of this week in the tasks tab!
StellaSalom Thank you for the response as i was looking into the baseline option for Project for the Web. I was able to see this feature within P4W and notice that it only captures Start, Finish. Duration, and Effort for the project, is there any functionality to review the baseline dates for the individual tasks by chance? Having this would allow it to be easier to see what task(s) have caused an delay or improvement in the project finish date.
- That is a great question! and I agree it would be a great capability. I don't work for Microsoft, but from what I can tell that functionality doesn't currently exist.
Of note, if you set your baseline and then add a note to it later, it actually wipes out your preset baseline. It looks like a bug that was likely missed in testing. Hopefully, Microsoft is working on fixing that as well.
