I am creating a proof of concept in Project Server 2013 for a customer. They are already using Sharepoint 2013 for document sharing, collaboration rooms and meeting management in projects. Now they would like to see what PS2013 can
bring to the table. They are very interested in the reporting cabapilities as they are wasting time on a lot of manual updating of Excel spreadsheets, Powerpoint presentations etc. I am still a bit new to the product so there are some things I am struggling
to solve.
One of the requirements is to have a monthly statusreport. In this the report you have your time and costs (which will be derived from them updating necessary fields in Project Pro). They also have some other data which is:
- Capacity [red, yellow, green] (do they have enough capcacity to deliver)?
- Stakeholder engagement [red, yellow, green] (is the project well enough anchored with stakeholders?)
- Risk level [red, yellow, green]
- The Quality level in the project [red, yellow, green]
- Risks (list of the 3-4 most critical risks)
All of this is put in manually in a ppt today and there are no calculation behind the status they put in. It is an overall evaluation by the PM from report to report.
So how to implement this in project server? The built in status report is fine, but I don’t think that will help me here since it only supports sections of multiple text fields. I would also want the statuses to be visible in project center
and in reports. Should a PDP be created where they choose the status in custom fields with lookup tables? Can it be done from the project site?
How do you recommend reporting on these statuses on a monthly basis?
Thanks for your help!