This article will cover segregating projects by status so that it is easy to only see active projects or completed projects etc, although I will cover creating fields and views which will be useful to some. I would like to thank Andre’s Microsoft ECM Blog and specifically, the ‘Archiving completed projects in Project Server 2010 or 2013’ post which covered these steps.
If you’ve found this article then you will likely need to follow the first three sections below to get everything set up as required. Once that’s done though you may use the last section – “Archiving Projects” to archive future projects.
Continue reading “SharePoint/Project Server 2013 – How to Archive Completed Projects”
This is a continuation of ‘How to Create a Project Server Resource Utilization Report – #1 Data Connections‘.
If you followed my last article on this you should now have an Excel file with a data connection to the Project Server which is half the battle, but now we’ve got to set up the Pivot Table to show something useful and we have to style it so that it will provide value at a glance.
This article will cover the full setup for the Pivot Table and getting it styled up to a useable format. Once done you’ll be able to easily extend this to show other useful info such as how much of your companies total resource is assigned to projects and the likes.
Continue reading “How to Create a Project Server Resource Utilization Report – #2 Setting up Pivot Table and Styling”
I’ve recently been doing some work on creating a Resource utilization report based on data taken from Project Server 2013. The requirement was that it should stay up-to-date with project Server and should be able to show at a glance when resources were overbooked.
In this article and potentially a few others I plan to cover every required step from creating the data connection to formatting it all in a useable format, what you will end up with will be a report similar to the report in the image above or below using an OData Query –
Continue reading “How to Create a Project Server Resource Utilization Report – #1 Data Connections”