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KPI reports RRS feed

  • Question

  • OK, so here's the story

    I have set up a "Task" custom field called KPI that uses a lookup table. This includes Remedial, Support, Chargeable etc.

    One of our directors would like a report that will show them how much time a certain resource has spent on certain KPIs over a date range. For example, he selects Joe Bloggs and can see that between 10th August and 4th September 2012, Joe Bloggs has spent x hours doing Support, x hours on Remedial work etc.

    I am at a loss as to where to start this one, as we've only been using PWA for a few months.

    If anyone could point me in the right direction I'd be eternally grateful. We do have the BIC set up but I'm unclear as to how to create reports to collate this kind of info.

    Tuesday, September 4, 2012 11:45 AM

Answers

  • Try this workaround:

    1. Goto Server settings | Enterprise custom field definition and lookup tables.

    2. Click on KPI field name so that it opens in edit page. Goto Calculation for assignment rows section and select "Rolldown unless manually specified". Click Save.

    3. Launch Project pro connected to the server. Open the project in which you have tasks with KPI values.

    4. Save and publish the project.

    5. Goto Resource center. Select the desired resource/s. click on Resource Assignments. In Resource assignment page, select the KPI view.

    I hope you see the KPI values. You can group by KPI also.


    Thanks and Regards, Roopkumar Kamat (MCITP)

    • Proposed as answer by Roopkumar Kamat Tuesday, September 11, 2012 3:24 PM
    • Marked as answer by AsherF Wednesday, September 12, 2012 8:42 AM
    Tuesday, September 11, 2012 11:48 AM

All replies

  • Hi there--

    First lets see "out of the box Resource assignment" view report, PWA> Resource center> Select the resources & Click on Resource Assignments where you can get resource, task & actual hours data on a specific task or you can group by on Task level fields. You also have the option to select the date range to get data for a specific period. You may need to add the Task level field in Summary view of Resource assignment under manage views of PWA server settings.

    Another way to write a SSRS report to get the Data from project server reporting database.

    Hope that helps.


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Tuesday, September 4, 2012 12:02 PM
  • Amit,

    Thanks for your reply. I've tried this but for some reason the view is not pulling through the "KPI" field data. It is just left blank. It's still blank after i've republished the projects. See screenshots below.

    Any idea why that might be?

    Thanks again


    • Edited by AsherF Tuesday, September 4, 2012 2:10 PM
    Tuesday, September 4, 2012 1:57 PM
  • Can anyone else help with this?

    Thanks

    Monday, September 10, 2012 8:51 AM
  • You may look for MSP_EpmTask_UserView in your Project Server Reporting Database.

    Build a simple Excel Services Report on top of this View from ProjectServer_Reporting database and I think you will get what you want.


    Abhijeet

    Monday, September 10, 2012 10:47 AM
  • Abhijeet,

    That table doesn't exist in our reporting database.

    Thanks

    Monday, September 10, 2012 11:33 AM
  • AsherF,

    You seem to have a few issues going on here.

      • First, did you set up the custom field with a lookup table?
      • Second, is the value visible in a Project type view?
      • Third, assuming #1 is true, has this field been added to OLAP?  A how much or number aggregation type report fits the OLAP datasource nicely and is likely the easiest way to do this.
      • Fourth, MSP_EpmTask_UserView is a standard view that comes with the Project Server Reporting database. Please verify its existence under Views in SQL Server or you may have some bigger issues.

    Typically, you can create a PivotTable report with Resource Name on the Row and the Time Dimension in the Column and Actual Work/Combined Work in the Summation. I'd throw in slicers for Resource Name, Year and Month. This would yield the report you desire and would provide both an overall view as well as a single resource view.

    Thanks!

    Treb Gatte @tgatte

    Monday, September 10, 2012 12:32 PM
    Moderator
  • Hi Treb,

    Thanks for your suggestions. The custom field uses a lookup table and displays fine when I view it in a project plan. I am not overly sure how to use OLAP. How can I add this?

    As for the view, I was stupidly looking in Tables instead of Views (doh) and it does indeed exist.

    Thanks again

    Monday, September 10, 2012 1:19 PM
  • AsherF,

    Under Server Settings, go to OLAP Database Management. Hopefully, there is an OLAP database already configured. 

    • If so, click to the right of the name so that the row is selected.
    • Click configuration.
    • On the configuration screen, click the dropdown at the top to display Task.
    • Select your custom field from the left and add it to the right column.
    • Click OK.
    • Rebuild the OLAP database.
    • Once the OLAP Database is rebuilt, go to the Business Intelligence Center.
    • Click Templates in the Quick Launch
    • Click the Language folder
    • Click the folder created with the name of the OLAP database.
    • Select the OLAPPortfolioAnalysis template and start creating your PivotTable report.
    • Hopefully, this will have the data you need.

    Thanks!

    Treb Gatte @tgatte

    Monday, September 10, 2012 8:08 PM
    Moderator
  • Thanks again Treb,

    I added the KPI custom field and successfully rebuilt the OLAP cube, but the KPI field isn't appearing as an option to select for the pivot table!

    Thanks

    Tuesday, September 11, 2012 10:18 AM
  • Try this workaround:

    1. Goto Server settings | Enterprise custom field definition and lookup tables.

    2. Click on KPI field name so that it opens in edit page. Goto Calculation for assignment rows section and select "Rolldown unless manually specified". Click Save.

    3. Launch Project pro connected to the server. Open the project in which you have tasks with KPI values.

    4. Save and publish the project.

    5. Goto Resource center. Select the desired resource/s. click on Resource Assignments. In Resource assignment page, select the KPI view.

    I hope you see the KPI values. You can group by KPI also.


    Thanks and Regards, Roopkumar Kamat (MCITP)

    • Proposed as answer by Roopkumar Kamat Tuesday, September 11, 2012 3:24 PM
    • Marked as answer by AsherF Wednesday, September 12, 2012 8:42 AM
    Tuesday, September 11, 2012 11:48 AM
  • Roopkumar,

    That is perfect - that worked

    Thank you! :)

    Wednesday, September 12, 2012 8:45 AM