In this view, you would set parameter of “status does not equal to completed.” This will give the project manager and stakeholders a quick view into the status of the project schedule. Active tasks: Another important view would be all open tasks.Those updates will roll up to all the reporting dashboards, and also sync with the MS Project plan next time you open it. The beauty of the sync is that team members only need to worry about updating their work within the SharePoint site. This view is helpful for team members to focus in on their specific work items. My Tasks: this view would have a file where “assigned to equals me (the logged in user).
#Microsoft project online reporting full
All Tasks: this view would have no filter and display the full project tasks list, including all completed and open work items.Our suggested views to start with include: The first thing you will want to do is create some dashboard views to report on the tasks list (project schedule) in various ways. When you have your project site set up the way you want it and you’ve made sure that the project plan is syncing seamlessly between the SharePoint and Project, you then need to set up some reports to keep track of the status of the project. You can also go back to the SharePoint site and ensure tasks and columns are coming in to SharePoint. Start to flesh out your plan in Project, and when you are happy with it, simply click the “Save” button to kick off the sync with your SharePoint team site. Once you have the list opened and mapped to Project, test and validate that it is working with a simple project plan. When you have this set up, you can click on the “Open with MS Project” option and map these fields. A suggested list should include at least the following attributes: Once you have set up your SharePoint team site and added the Project Tasks List, you need to determine what MS Project information you want to report on in the SharePoint site. All SharePoint team sites include a Tasks List that you can you to manage the project schedule. The first thing you need to do is to create a new SharePoint team site, from where will manage your project. This article will cover three key areas for setting up and reporting on your Microsoft Project plan in SharePoint, including: Microsoft Project with SharePoint integration allows project managers to maintain their project schedule with all the heavy lifting in MS Project, while project team members collaborate and work on the project without ever having to leave SharePoint.īut, what is the best way to report on the MS Project plan in SharePoint?
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