PS2007, Risks and Issues roll up across programs and projects

[EVPM]

'What's New in Project Server 2007' states: "Program portal supports
cross-project views of issues, risks, and documents"

How do I set up this capability in PS2007? Where can I find guidance on how
to set this up?

Is it possible to enter issues and risks at program and portfolio
level in Project Server 2007? If so, how?

Is it possible to produce a single Risk log that contains all the risks
from all projects, together with the risks that are program and portfolio
level risks?

I have set up a new List and Risk views for one project and saved the views
as templates, but I can't see these views in other projects. How can I use
my views in all projects.

I may be missing the obvious. Could someone please give me the link to some
advanced user Help on setting up PS2007 Issues and Risks.

I have looked through PS2007 SDK, but can't find the guidance I need.

 

[NZ Projects]

Risks and Issues get populated in the OLAP cube, so you can easily write a
SRS report to collate all this information.

 

[EVPM]

Thank you NZ Projects for your reply.

This suggestion doesn't quite meet my need. For two reasons:

1. The main reason is that I need a risk log that includes all my added
fields. That is, the table format with standard and custom fields across the
top and all issues from all projects and program level risks in the rows. If
I had this capability I could then filter, sort and group on my custom
columns to see what I want. I can do this per individual proejct but I don't
know hoe to do it across multiple projects and I don't know how to enter
risks at the program and portfolio level.

2. The OLAp seems to me to require that you base the charts and pivot
tables on data that can be summed (eg cost, exposure, count of risks). I
understand it is not possible to include my calculated fields in the OLAP
cube as dimensions and measures.

Further suggestions to address my issues would be much appreciated.

 

[NZ Projects]

An alternative would be to leverage the workflow components with SharePoint
Office Server, by applying a workflow to each Risk and Issues list which
copies added item to a central risk/issue SharePoint List.

 

[EVPM]

Thank you again NZ Projects. Your quick replies are great.

I am still not clear on how to proceed. I am not an IT dude so some of this
stuff that may be easy for you is not for me.

I am surprised that it is as difficult as your suggestion sounds to me.
Standard risk logs are already provided for individual projects in PS2007.
And I already have my customised risk log applied to one project. And 'Whats
new in PS2007' states that the capability is available. I just can't find
out how to apply it.

I am also haven't found the user guidance for the administrator - other than
the PWA Help which is really limited.

Can you help me any further (when replying, consider me as a person that was
driving tractors in the 1950's!)

 

[Ray McCoppin]

Another way to do this. Is to create a WSS site for the program each project
WSS site would be a child of this program site, when the project is
published it will let you do that. Create a new custom web part page and add
multiple issues web part to the page, displaying in summary mode, point the
url of these web parts to the projects issues list.

Or write or buy a WSS list rollup web part. Like this
http://store.bamboosolutions.com/ps-32-5-list-rollup-web-part.aspx

You could also use the SQL Reporting Services Web part to display a report
that runs against the Reporting database.

Or use the OWC web part to display a OLAP reporting of the olap cube.

There are many ways to do this fairly easy using WSS and Web parts and the
reporting Databse of Project Server 2007.

hope this helps

 

[EVPM]

Hi Ray,

Thank you for this reply. I believe thereis probably a solution in this
response.

Are you able to give me easy step by step instructions on how to set up the
easiest option (I expect it is the first one you provided) in PS2007. Eg ina
format like

1. Server Settings > Project Workspaces > etc

Many thanks, EVPM

 

[EVPM]

Could someone please help me a bit more on on this problem I am having. I
want to be able to get all the risks and issues from all projects and
programs to display in a single Risk log and a single Issues log.

Q1. Do I understand correctly that if I can make a hirearachy of Workspaces
that matches the hierarchy of portfolio, programs and projects, then all the
risks and issues will roll up in a single risk log and single issue log?

Q2 If so, how can I create this?

So far I have made a new project for the Portfolio level and one for a
program. The program is a sub-workspace of the Portfolio. This was easy
because they were both new. How can I make the existing workspaces
sub-workspaces of the new Program workspace?