Dec 05 2019 01:50 AM
Dec 05 2019 01:50 AM
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!:)
Dec 05 2019 02:27 AM
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.
Dec 09 2019 11:20 PM
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.
Dec 11 2019 01:34 AM
Here is a simple solution: https://pwmather.wordpress.com/2018/12/14/projectonline-snapshot-data-to-sharepoint-list-using-msflo...
Dec 18 2019 07:00 AM
Thanks @Paul Mather this does get close, but the information we want to collate is from the lists (same format) on the various project sites that sit are basically subsites to the PWA.
Is there a flow that will extract the same fields from these lists and copy them to another list?
Dec 18 2019 09:57 AM
Hi @pauleast ,
You will find Flow samples either in blogs posts or as templates that will get you so far but you will need to build this flow - for example some of this Flow would be applicable: https://pwmather.wordpress.com/2019/07/11/projectonline-risk-to-issue-escalator-built-using-microsof...
as this reads a list item and creates a new list item using some of the data from the original list item. This article also includes something similar: https://support.microsoft.com/en-gb/help/4467880/how-to-copy-items-between-two-sharepoint-lists-by-u...
Hope that helps
Dec 19 2019 01:28 AM
Thanks @Paul Mather - really helpful. One question is there a way to gather from multiple lists into one list? The lists all sit on the individual project sites. I am trying to find a way round the fact that the PowerBI content pack for PWA only draws from native fields, not custom one.
Dec 19 2019 04:49 AM
Hi @pauleast ,
You could build a process to push the data from all Risks lists etc. into one central list on the PWA site etc. or better still push it to something like Azure SQL DB then report of the SQL Database. There are many example 3rd party tools out there from Project partners that do this. We typically push all of the PWA data into an Azure SQL database (project, tasks, assignment, project site list data etc.) into an Azure SQL database and report from that.
Jan 03 2020 07:30 AM
Here is a very simple field
formula (for a custom task duration field) which gets close to what I think
you want: IIf(ProjDateValue("NA")<>[Actual
As you can see this calculates a variance between Now() and the scheduled
finish date. If the task has an actual finish date, we set this value to a
large negative number.
For the indicators, compare to the value: for example:
- Less than -200 d: Blue circle
- Equal or less than 0: Red circle
- Equal or less than 7d: Yellow circle
- Greater than 7d: Green circle