Jan 26 2022 07:22 PM
Jan 26 2022 07:22 PM
We have a requirement to perform reporting both at the program / portfolio and individual project levels. We wanted to use the Project Center (PWA) for portfolio reports while also pulling those projects (as sub-projects) into a master schedule within MS Project Professional in order to create inter-dependencies and calculate cross-program metrics such as program critical path.
Could someone please explain why projects are hidden from the Project Center after they have been added to a master schedule (read-only)? They are literally invisible and the only way to see them is by going into the master plan, however --- then we lose all the project-level metrics we need. In other words, creating a master schedule eliminates portfolio level reporting by hiding individual projects.
I understand that Microsoft likely built this function into the latest design of PWA in order to avoid redundant data on the backend, but surely, there must be a way to perform reporting both at the portfolio and project level when using master schedules. It's an extremely common practice in Program Management Offices these days.
We have made a requisition for Project Server 2019 and expect an upgrade in the next month or so, but we are trying to get traction with our 2013 version server. Is this a problem that goes away with later versions, or should we be looking at other portfolio reporting tools? It seems like a rather large oversight, from my point of view.
Any insights would be greatly appreciated.
Jan 26 2022 07:36 PM
Jan 27 2022 11:19 AMSolution
Jan 28 2022 06:33 AM
Jan 28 2022 11:54 AM
Feb 07 2022 03:53 PM - edited Feb 07 2022 03:57 PM
@Dale Howard, we followed through with your suggestion and looked into Power BI for Project Server reporting, however paying $50k / user per year is untenable, even for larger organizations --- if you have encountered any BI tools that are reasonably priced that are compatible with Project Server / SharePoint, please let me know. None of the out-of-the-box reports that come with Project Server are relevant to modern PM practices.
As you are probably aware, Project Server was designed without the input of industry leaders or program management SMEs, and even with the UMT acquisition, external reporting solutions are still mandatory. Clearly, Power BI Premium is not that solution for the majority of companies, from what I have heard at the conferences (due to the large function / price gap).
I'll be interested from hearing from other power EPM users regarding their experience with advanced portfolio reporting using Project Server. Hopefully, we will be able to find a viable solution with Excel Reporting Services, though I am doubtful it will be viable without extensive custom dev.