Microsoft Project Online – Where did my reports go?!

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Understanding the latest update to Project Online reporting structure

In recent discussions with our clients, we understand that the immediacy that software-as-a-service (SaaS) provides is both a benefit and a challenge. It gives you the opportunity to benefit from the latest and greatest features but it imposes a challenge in that you have little or no time to prepare for the delivery of new features.

 

This is the case with the new library-based reporting structure Microsoft is deploying to Project Online. The new structure addresses one of the most common support questions but it comes at a cost in that your PWA’s BI Center sub-site is no longer the default for reports. The links on your homepage have been updated to point to new reporting libraries, a location that’s more easily discoverable by new and inexperienced users.

 

You have two choices to fix your reporting experience:

1.  Continue to use the same location (simplest solution): You will need to revert the changes made to the homepage’s reporting links to point them to the old location. To do this, follow these instructions under “Continue using your existing BI center site” section
2.  Use the new reporting libraries (recommended future proof solution): This is the best approach as it will ensure that you get the latest features and changes from Microsoft. To do this, follow these instructions under “Use the new Reports library” section.
Unless you have a large number of reports and many users and documents linking to them directly, we recommend that you move your reports and use the new reporting libraries. This is the future-proof solution because, all updates and changes to the reporting solution will assume your reports are in the libraries.

 

We are here to help so comment below with questions, give us a call at: 866.362.3847 or visit us at www.advisicon.com

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Issue and Risk data is not tracked directly in the client tool, rather the assumption is made that the PM will use a tool such as SharePoint, spreadsheets, or some other mechanism to track these values. In the Project Server world (since it’s closely integrated with SharePoint) the assumption is that SharePoint Workspaces will be used for team coordination on individual projects, and Issue and Risk data will be stored there. Read More