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Critical_Chipmunk's avatar
Critical_Chipmunk
Copper Contributor
Oct 27, 2023

Project Portfolio Overview

Hi,

 

We have 4 project managers with Project Plan 3.

Each PM will create and manage multiple projects using Project For The Web.

 

How can we have an overview of all projects across the 4 project managers' projects?

We tried using the Project For The Web PowerBI template, we are unable to have include all projects created by the difference PM.

 

Any advise how to do it?

Thanks.

  • Hello Critical_Chipmunk ,

    The account you use on the Power BI report data source will need to be an admin / or ensure it has access to all project records in the data verse tables.

    Paul

  • Hello Critical_Chipmunk ,

    The account you use on the Power BI report data source will need to be an admin / or ensure it has access to all project records in the data verse tables.

    Paul

    • Critical_Chipmunk's avatar
      Critical_Chipmunk
      Copper Contributor
      noted. i guess the proper way is to assign the permission to the person who is going to build the PowerBI dashboard/report.
  • RodFromm's avatar
    RodFromm
    Steel Contributor

    Critical_Chipmunk another option would be create a new Team and add everyone as Members.  Link the new Teams group to each project and then use the Project app within Teams to display the project. You can also use the Teams group to grant access to the Power BI reports.

    • Critical_Chipmunk's avatar
      Critical_Chipmunk
      Copper Contributor
      hi. i have access to MS Project Roadmap.
      After i created a roadmap, the project appear for me to connect are those project i created.
      I am unable to access all the projects created by the other project managers.
      unless all of their projects add me as an member. Is it the correct procedure for all the other project managers to add me as member to all their projects for me to add their project to roadmap?

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