Portfolio Analyzer: Active vs. Completed Projects

[cassnjen]

Hello,
We are using Project Server 2003. I'm trying to build a Portfolio
Analyzer view that only considers projects that are of a certain type,
such as Active or Status. I don't want the view to consider projects
that have been flagged as completed or inactive. When I build my view,
all I see is the ability to drop in projects and then pick and choose
which ones to include in the view. This seems very manual. Is there
any way that Project Server 2003 will be able to differentiate one
project from another by itself? Currently we have a custom field that
indicates the type and status of a project. Maybe there's another way
that we should be flagging the projects so that Portfolio Analyzer
will only look at those that are active?
Is this a case where I should use the Portfolio Analyzer Extender?
Thanks a lot for your help!

Michael Cassarino

 

[Ellen]

Are you trying to filter on the type? If so, drag your
type into the area labeled "Drop Filter Fields Here".
Click on the down arrrow and check/uncheck the type you
want to show up in your new PA view. When the users look
at this new view the default projects shown will be those
of the type you checked.

Hope this helps a little....
Ellen

 

[Dale Howard [MVP]]

Michael --

The field that indicates the status of the project needs to be an enterprise
project outline code field, rather than an enteprise project field with a
value list. When you use a custom enterprise project outline code field for
this purpose, it will appear automatically as a dimension in the OLAP cube
and will be available in Portfolio Analyzer views. You can then select only
projects of the status you wish in your custom Portfolio Analyzer views.
Hope this helps.