Business Intelligence for Project Server 2013 and Project … · management, updates for team...

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Business Intelligence for

Project Server 2013 and

Project 2013

Reports – everyone wants

reports. • Whether its status reports for

management, updates for team members,

or presentations for business partners,

project managers are constantly asked for

reports.

• Project managers also need reports to

make quick decisions to keep projects on

track.

Agenda

• Creating and customizing graphical reports in Project 2013

• Selecting the right report type

• Using Microsoft Excel to create reports

• Which tools you can use to create reports in Project Server 2013

• Project Web App reporting improvements in the Business Intelligence (BI) Center

• Changes in the Reporting database

• OData service for online and on-premises access for reporting

MICROSOFT PROJECT

REPORTING

Project Professional 2013

Report Tab

Dashboard Reports

Dashboard Reports

Cost Reports

Resource Reports

Report Tab

Visual Reports

Overall Status Reports

Several Project reports provide a high-level view of projects. Here are a few reports you can use for a high-level status report:

• Project Overview

• Burndown

• Cost Overview

• Work Overview

• Task Status

• Milestone Report

Financial Performance

Reports • Cash Flow graphical report

• Cash Flow visual report

• Earned Value

• Earned Value Over Time

• Cost Overruns

• Resource Cost Overview

• Resource Cost Summary

• Task Cost Overview

• Baseline

• Budget

Task Management

• Critical Tasks

• Critical Tasks Status

• Upcoming Tasks

• Late Tasks

• Slipping Tasks

Resource Management

• Resource Overview

• Overallocated Resources

• Resource Work Summary

• Resource Status

• Resource Work Availability

• Resource Availability

• Resource Remaining Work

MICROSOFT PROJECT 2013

REPORTS DEMO

PROJECT SERVER 2013

REPORTING

Project Server 2013 and

Project Online Based on the same set of features and functionality:

• Project Web App

• Project Sites

• SharePoint Task Lists Sync

• Demand Management/Workflow

• Timesheet and Task Status

• Status Reports

• Authentication and Authorization

• Microsoft Word/Excel

• Business Intelligence*

Licensing Options

https://products.office.com/en-us/project/compare-microsoft-project-management-software

Project Server 2013

Project Server 2013

Architecture

Sh

are

Poin

t

Pro

ject

Event

Receiver

Azure

Workflow

Project Web App Carousel

Reports Library

Project Overview Dashboard

Project Overview

Resource Overview

Resource and Assignment

Planning

Viewing Resource Availability

Project Server 2013 Reporting

Tools

• Excel Services

• SQL Server 2012 Power Pivot for SharePoint 2013

• Power View for SharePoint 2013

• SQL Server Reporting Services (SSRS) 2005 or 2008

• PerformancePoint Services in SharePoint Server 2013

• SharePoint Server 2013 Business Connectivity Services functionality

Sh

are

Poin

t

Pro

ject

OData service

• Accessed via a URL and can be found by

appending /_api/ProjectData to the

location of PWA.

• For example, if my Project Online URL is:

https://contoso.sharepoint.com/sites/pwa

• My OData service can be found at:

https://contoso.sharepoint.com/sites/pwa/_a

pi/ProjectData

Project Server 2013 OData entities

AssignmentBaselines PortfolioAnalysisProjects RiskTaskAssociations

AssignmentBaselineTimephasedDataSet PrioritizationDriverRelations TaskBaselines

Assignments PrioritizationDrivers TaskBaselineTimephasedDataSet

AssignmentTimephasedDataSet Prioritizations Tasks

BusinessDriverDepartments ProjectBaselines TaskTimephasedDataSet

BusinessDrivers Projects TimeSet

CostConstraintScenarios ProjectWorkflowStageDataSet TimesheetClasses

CostScenarioProjects ResourceConstraintScenarios TimesheetLineActualDataSet

Deliverables Resources TimesheetLines

Issues ResourceScenarioProjects TimesheetPeriods

IssueTaskAssociations ResourceTimephasedDataSet Timesheets

PortfolioAnalyses Risks

MICROSOFT PROJECT

SERVER 2013 REPORTS

DEMO

Effectively Using Project

Server 2013

http://aspe-

it.com/courses/managing-projects-

with-microsoft-project-server/

Questions and Answers

Effectively Using Project

Server 2013

• Twitter - @andyhuneycutt

• September – October – November–

December 2015

• @ 12:00 PM EDT | 11:00 am

CDT | 10:00 am MDT | 9:00 am PDT