Forum Discussion

John Passaro's avatar
John Passaro
Copper Contributor
Oct 06, 2021

Using MS Project Reports in Project Online

I am trying to create a status report for each project in our portfolio and am having a tough time determining the best way of doing it. I want to be able to show the following information and/or gi...
Online
Project
Project Server
Reporting
Paul_Mather's avatar
Paul_Mather
MVP
Oct 06, 2021

Hello John Passaro ,

There is quite a bit to cover here in a forum post. The majority of these requirements would be achievable using Project level Enterprise custom fields surfaced on the PDPs using the PWA Basic Info web part. The Milestone stone data would come from the project schedule and the Issues and Risks data would come from the SharePoint lists on the Project Sites. Assuming you were using the default Issues and Risks lists and default fields on those lists, all of this data can easily be reported on using the ProjectData reporting API ({pwaSiteUrl}/_api/ProjectData. Take a look at this getting started series I wrote a few years back - it should help you with all of these queries: https://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/ 

Many thanks

Paul

John Passaro's avatar
John Passaro
Copper Contributor
Oct 06, 2021
Thank you for the information, Paul. What I am trying to do is show all of this information in a PDP, so when a person goes to the Project Details Page, they can select this new PDP (Monthly Status Reports) and it will show all pertinent information. So far, I used the Timeline Webpart to show milestones, used the Basic Info webpart to show specific information about the project, created a few Custom fields to type in what was accomplished on the project for the period, and added the Issues and Risks webparts as well. For the Timeline, webpart, I was able to edit the webpart for the specific Project so it showed that projects milestones, however, it doesn't work the same with the Issues and Risks. I am unable to see the Issues or Risks for a specific project. Do you know how I can get them to appear? Thank you.

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