SOLVED

PWA: Custom Views for individual users / Learning resources

Copper Contributor

Hi PWA newbie here.


I'm currently trying to setup a project online environment in such a way that department heads can conviently access the project/task allocations from members in their group. The resource assignment and capacity planning views in PWA seem well suited for this task but I'm struggling with the fact that everyone would like to have slightly different views/filters etc. to access the data. I'm aware that it's possible to create custom views/filters and also quick links, and I've already done this. However, if I do this from an admin perspective, these new custom views/filters will be visible to everyone.


Now my question: Is it possible for users in the PWA environment to set up their own filters/views that are exclusive to them and can be modified by them?


On a related note: I'm looking for good resources online to dive deeper into the project, but I'm having a hard time finding anything that convinces me. Any suggestions for books, courses, etc?


Thanks in advance!

2 Replies
best response confirmed by Dale Howard (MVP)
Solution

@Marc_Hippler You can do most of what your wanting, but it will require users be licensed and have a certain amount of training.  In our org, we would never license/train department heads.  We created a set of Power BI reports to display this information as the built-in view were lacking.

Thanks for the input. I see the advantage in the PBI reports that no license is required, but configuring them to express the data we want is another layer that we do not have setup yet. I assume it is possible to get overviews over project tasks with gantt views as well as individual resource assignments from there, but setting that up likely requires quite some experience in PBI that we do not have at the moment. I'm aware that there are standard templates for MS project available, but without diving deeper into it, I was not able to arrive at similar views to what the resource assignment tab in PWA could offer. Further input on how to get there (or learning resources) would be highly appreciated.

On the other hand, training for department heads to get the information they want in PWA is something we could achieve right now. So I'm wondering if there are other reasons beside cost/training why you prefer the PBI option.

Thanks!
1 best response

Accepted Solutions
best response confirmed by Dale Howard (MVP)
Solution

@Marc_Hippler You can do most of what your wanting, but it will require users be licensed and have a certain amount of training.  In our org, we would never license/train department heads.  We created a set of Power BI reports to display this information as the built-in view were lacking.

View solution in original post