Tagged: Governance Reports PPM Intake
As part of our project intake/PPM process, I would like to be able to print a one page project over view sheet for each potential project in Project Online. The goal would be to provide this group of pages to our Executive Governance group. I would like to be able to identify which projects to print based on what workflow phase and stage the potential project is in. Does anyone know of a good tool to do this? I was originally thinking I might do it with MS Word and the Mail Merge/Next Record function but I couldn’t figure out how to connect Word to OData in Project Online.
Kristina, not a simple question to answer and you might gwt multiple recommendations. I can give you two options on each end of the scale.
1. Really cool but not what you’re asking for: The Microsoft best practice answer would be to use Power BI and create a dashboard type of online report. The list of projects could be filtered by health, type, owning org; and then select projects from the resulting list. Benefit is that it is much more flexible and presents a lot of options. Down side is that it isn’t a printed report, which sometimes is the first priority.
2. Simple and what you’re asking: For a printed report that can be handed to executives, you might want to take a look at connecting to the data using Excel, filter and select columns as needed, and then export the result in a format that can be used wihin Word. This might be the simplest for you given your use of Word as a preferred solution. You would connect through OData directly to Project Online. There is a lot of information about how to do it, but if you have trouble feel free to respond back to the forum.
Hope that helps…
Thanks for the input.
We do have Power BI up and running with other dashboards, but there is not a good way to get a single page per project type of thing.
I’m not sure I entirely follow your second response. I am able to connect to OData through Excel, but I’m not clear on how you are making the leap to having the data in Word, unless you are saying I would have to manually export the data to Word each time. The other option I was wondering about was whether perhaps such a report could be created with MS Access and whether Access could connect to the OData?
Sorry for the confusion Kristina. My very manual way was to use Excel to get the data, then export that data from Excel in a location / format that can be used with the mail merge in Word (which I’m not familiar with). I did a quick search (you might want to do more) and it doesn’t look like Access connects out of the box, but I did see something about using Cdata’s connector: http://www.cdata.com/drivers/odata/download/odbc/ I do not know anything about his though… Good luck!!