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Summary Task Report or View for Multiple Projects RRS feed

  • Question

  • Hi,

    We have a need to create a Microsoft Project Server 2010 report and/or view.

    Our business need (from a non-technical perspective) is to create a report and/or view that we can use to track high-level status on all of our projects.  The goal would be to find an existing report/view, or to create a report/view that would allow us to see an overview of all projects and their high level progress. 

    Starting with the following raw data that exists in Project Server:

    Project 1

    Task A (summary task)

    Task B

    Task C

    Task D (summary task)

    Project 2

                Task AA (summary task)

                            Task BB

                Task CC (summary task)

    The goal is to have MS Project Server print/display the project and summary tasks; something like this:

    Project 1

                Task A   

                Task D

    Project 2

                Task AA

                Task CC

    We would also like to display some information about planned (baseline?) vs. actual schedule for the project in general, and for each of the summary tasks.

    Ideally (but not required) we would like to be able to access this view/report via Project Web Access.

    Since we are relatively new in our use of Project Serer, we could use some recommendations on how we can best accomplish this goal.

    We would appreciate your thoughts and suggestions.

    Cheers,

    Gary 

    Tuesday, November 5, 2013 10:03 PM

All replies

  • Hi Gary,

    I'd suggest to use OLAP cubes (assignments for instance, timephased or not depending on your needs) through Excel Services. You can find data connexions and sample reports and templates in the BI center of your PWA instance.

    Basically you'll have one or more pivot tables in an Excel file linked to a nightly build OLAP DB through an Office Data Connexion (ODC) file that you can refresh on demand (tab "data" in Excel).

    In Project Server 2010, the OLAP cubes go to tasks levels, meaning that you'll be able to choose the level of the summary tasks you need. Then you have all data of Project Server (ie costs, works, actual, remaining, baselines).

    Hosted in the BI Center, this file will thus be accessible and updatable through PWA.

    Please find information in this link to configure Excel Services.

    http://technet.microsoft.com/en-us/library/ff426869(v=office.14).aspx

    Hope this helps.


    Guillaume Rouyre - MBA, MCP, MCTS

    Sunday, November 10, 2013 4:14 PM
    Moderator