columns in status reports

[Jon Smith]

When setting up a Status Report in Project Server, is there any way to add
columns within a section? (or call a Sharepoint list that has the
appropriate columns?)

Say we have a deliverables section. We can write a narrative, or paste in
something written in a Word format, but would prefer a formatted set of
columns that tracks the status of an open deliverable, with due date,
anticipated completion date, etc.

Any suggestions are appreciated.

 

[William Raymond]

Hi Jon,

Below is my response from your previous post in pro_and_server...

Another approach would be to create a custom SharePoint list that allows you
to track this more detailed information in each project or for a number of
projects. Just a thought... -Bill

 

[Jon Smith]

I thought of that, but don't know how to call a sharepoint list to embed it
in the status report. Our managers want the details all on one page "a la
traditional Status Report" Do you know how to embed the sharepoint list into
the report?

Hi Jon,

Below is my response from your previous post in pro_and_server...

Another approach would be to create a custom SharePoint list that allows you
to track this more detailed information in each project or for a number of
projects. Just a thought... -Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx

When setting up a Status Report in Project Server, is there any way to add
columns within a section? (or call a Sharepoint list that has the
appropriate columns?)

Say we have a deliverables section. We can write a narrative, or paste in
something written in a Word format, but would prefer a formatted set of
columns that tracks the status of an open deliverable, with due date,
anticipated completion date, etc.

Any suggestions are appreciated.

 

[William Raymond]

Hi Jon,

The approach most folks are taking on this front is to use the SharePoint
list, then create a custom menu item that directs the user to custom SQL
Reporting Services (SRS) reports. If you are open to using this technology,
I think your users will get what they want. It will, of course, not make
use of the out-of-box status reporting functionality but would be pretty
easy to accomplish.

-Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx

I thought of that, but don't know how to call a sharepoint list to embed it
in the status report. Our managers want the details all on one page "a la
traditional Status Report" Do you know how to embed the sharepoint list
into
the report?

Hi Jon,

Below is my response from your previous post in pro_and_server...

Another approach would be to create a custom SharePoint list that allows
you
to track this more detailed information in each project or for a number
of
projects. Just a thought... -Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx

When setting up a Status Report in Project Server, is there any way to
add
columns within a section? (or call a Sharepoint list that has the
appropriate columns?)

Say we have a deliverables section. We can write a narrative, or paste
in
something written in a Word format, but would prefer a formatted set of
columns that tracks the status of an open deliverable, with due date,
anticipated completion date, etc.

Any suggestions are appreciated.

 

[Jon Smith]

I'm open to trying a new approach. I know how to setup custom menus. I'm
unfamiliar with setting up custom SQL Reporting Services reports. Does this
involve using Microsoft's Report Server or another tool? (or is it something
else within Project Server and/or SharePoint?)

r/Jon

Hi Jon,

The approach most folks are taking on this front is to use the SharePoint
list, then create a custom menu item that directs the user to custom SQL
Reporting Services (SRS) reports. If you are open to using this technology,
I think your users will get what they want. It will, of course, not make
use of the out-of-box status reporting functionality but would be pretty
easy to accomplish.

-Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx

I thought of that, but don't know how to call a sharepoint list to embed it
in the status report. Our managers want the details all on one page "a la
traditional Status Report" Do you know how to embed the sharepoint list
into
the report?

Hi Jon,

Below is my response from your previous post in pro_and_server...

Another approach would be to create a custom SharePoint list that allows
you
to track this more detailed information in each project or for a number
of
projects. Just a thought... -Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx


When setting up a Status Report in Project Server, is there any way to
add
columns within a section? (or call a Sharepoint list that has the
appropriate columns?)

Say we have a deliverables section. We can write a narrative, or paste
in
something written in a Word format, but would prefer a formatted set of
columns that tracks the status of an open deliverable, with due date,
anticipated completion date, etc.

Any suggestions are appreciated.

 

[William Raymond]

Hi John,

You can install Microsoft SQL Reporting Services onto any IIS-enabled site
(there is additional licensing if not installed on the SQL Server box -- I
recommend you install on a different box than SQL).

You can then build the reports using Visual Studio. SRS displays the
reports to users via the web. Therefore, you can link the report directly
into PWA with a custom menu. You could also get fancy and make the reports
a web-part (there are instructions for that in the online help of SRS).

-Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx

I'm open to trying a new approach. I know how to setup custom menus. I'm
unfamiliar with setting up custom SQL Reporting Services reports. Does
this
involve using Microsoft's Report Server or another tool? (or is it
something
else within Project Server and/or SharePoint?)

r/Jon

Hi Jon,

The approach most folks are taking on this front is to use the SharePoint
list, then create a custom menu item that directs the user to custom SQL
Reporting Services (SRS) reports. If you are open to using this
technology,
I think your users will get what they want. It will, of course, not make
use of the out-of-box status reporting functionality but would be pretty
easy to accomplish.

-Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx

I thought of that, but don't know how to call a sharepoint list to embed
it
in the status report. Our managers want the details all on one page "a
la
traditional Status Report" Do you know how to embed the sharepoint
list
into
the report?

:

Hi Jon,

Below is my response from your previous post in pro_and_server...

Another approach would be to create a custom SharePoint list that
allows
you
to track this more detailed information in each project or for a
number
of
projects. Just a thought... -Bill

--
William Raymond [MS Project MVP]
(e-mail address removed)
BLOG: http://www.mympa.org/blog.aspx


When setting up a Status Report in Project Server, is there any way
to
add
columns within a section? (or call a Sharepoint list that has the
appropriate columns?)

Say we have a deliverables section. We can write a narrative, or
paste
in
something written in a Word format, but would prefer a formatted set
of
columns that tracks the status of an open deliverable, with due
date,
anticipated completion date, etc.

Any suggestions are appreciated.