Report showing all milestones in all active projects

[CBurkhalter]

I need a report that shows milestones by project for every active project in
Project Server. I want to know the project name, the milestone title and due
date (or date that is was accomplished). I would also like to display the
health of the project. Any ideas?

 

[Dale Howard [MVP]]

CBurkhalter --

There is no way to generate a report like this using the default features in
Project Server 2007. The only way to address this reporting need is to
access the data in the Reporting database and generate a custom report using
a tool such as SQL Reporting Services or Crystal Reports. Hope this helps.

 

[Prasanna Adavi, PMP, MCTS]

I think you can do this with a Data Analysis view with a Portfolio Analyzer Cube.

However, here is one another way I can think of. You Could insert all your projects into one Master Project, and set a filter for the view to show only tasks which are Milestones. You could also add another column which shows the project health ( I am assuming you already have this calculated).

Prasanna Adavi, PMP, MCTS
Project Server Consultant



CBurkhalter wrote:

Report showing all milestones in all active projects
02-Nov-09

I need a report that shows milestones by project for every active project in
Project Server. I want to know the project name, the milestone title and due
date (or date that is was accomplished). I would also like to display the
health of the project. Any ideas?

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[Andrew Lavinsky]

Have a developer code up a SSRS report if you have multiple milestones in
each project.

If you have only one milestone (or one significant milestone) in each
project, you can roll the date up to the project level and report on it with
Project Center.

Are you reporting on the same milestone(s) in each project?

-A

 

[CBurkhalter]

Andrew,

Today they are not the same milestones, but it would be easy enough to make
them the same. Would that facilitate being able to report without using a
developer?

Thanks.

 

[Andrew Lavinsky]

Sure, in that case, here's what I do (and modify to match your circumstances).

For all milestones of Type A, let's say that's a federally mandated date
that absolutely can't miss the deadline set:

1) Create a custom task flag field called "Type A Milestone"
2) Create a custom task date field called "Type A Milestone Finish Date,"
use a formula like this: "IIF([Type A Milestone]=Yes,[Finish],ProjDateValue("NA"))
3) Make sure to set the Type A Milestone Finish Date field to roll up to
the project summary task
4) Make a custom project field called "Type A Milestone Finish Date". Make
that project field = the rollup of the task level Type A Milestone Finish
Date

You can use this technique to report whatever data you would like on that
one specific milestone. I'd recomment reporting on Total Slack, as that
will allow you to track where it is against the deadline, and how late it
is. Use graphical indicators to create a red, amber, green report, and you're
off to the races.

The trick is that you would have to repeat this (or combine some of the fields)
for each major milestone in your project. Another option is to just have
the user toggle "Major Milestones" using a custom field, then aggregate the
variance for those, and roll it up using similar techniques.

Then create a Project Center view with the project level fields and you have
a milestone dashboard of sorts.

-A


- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

 

[jimmack]

I don't think you can do it at the Project Center Level. Milestones are at
the task level. You can do it for individual projects pretty easily, but I
don't think there is a way in PWA to display the task-level items at the
Project Center level.