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Project Server - All Project Deliverables in One View?
Using on-premises Project Server, there is a way to mark a task as a Deliverable in Project (thru Manage/Edit Deliverables button in Project Professional) and Project Server will display those deliverables on the PDP / Project Site page in Project Server. Is there a way to create a view or report which shows all deliverables for all projects that are currently in Project Server? This way, people do not have to go into each individual schedule or PDP to see all upcoming deliverables for the company.
1 Reply
Brett --
Good question. Using the Manage/Edit Deliverables button creates the Deliverable information in the SharePoint Project Site. Thus, if you have multiple deliverables scattered across multiple enterprise projects, those deliverables are also scattered across multiple SharePoint Project Sites. In additionally, one weakness of the built-in Deliverables feature in Microsoft Project (and Project Server/Project Online) is that the Deliverable Start and Finish dates DO NOT move if the project schedule slips. So, you would need to take those two factors into consideration when using the built-in Deliverables feature.
My business partner and I handle Deliverables tracking a bit differently. We use a custom enterprise Task field named Deliverable Type, which contains a lookup table with the different types of deliverables that an organization tracks. Each PM is responsible for marking each of the deliverables in each of their projects, which designates these tasks as producing a specific type of deliverables. Once the project is Published, this deliverable information become reportable in a Power BI report, which can show every task producing a deliverable, across all projects in the portfolio, with the names of the tasks, their current Starte dates, and their current Finish dates. I would recommend you follow a process such as this, instead of attempting to use the built-in Deliverables feature. Hope this helps.
