Project Online report templates

Hi
I, being a novice, have managed to mess up all the out of box reports that come with Project Online. Is there anyway that I can have these reports reinstated to a pre-messed up state. I promise not to edit the templates again.
Thanks
Alex

Hi Alex
You can provision another PWA instance on your online environment and then copy all the templates from there, however you may need to edit the data connections
Once copied delete the other PWA instance, shouldn't take much time
Thanks | epmXperts | http://epmxperts.wordpress.com

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Project Online Reports - Power Query vs. Power Pivot

Does anyone know offhand if I use PowerQuery to build a data model for Project Online, all users viewing the report in Excel will need to use Fiddler to refresh the data, right? I'm beginning to get the sense that although PowerQuery makes it easier to build
the data model, the report becomes not as useful when being opened in Excel...
Thanks,
Roland

Hello,
I've not heard that before. If you create a PowerQuery (PowerQuery for Excel) report then users will be able refresh the data in the Excel client. You should also be able to schedule the refresh if you have PowerBI on the tenant:
https://support.office.com/en-ie/article/Schedule-data-refresh-for-workbooks-in-Power-BI-for-Office-365-7d6d2816-7fb0-4c5f-a353-d5bd13124985
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
MVP | Downloads

Project online: Rewrite SSRS reports

I need to rewrite SSRS reports in project online. Please let me know the articles/tutorial links that shows how to create various types of project online reports.
Thanks
chakrapani ramachandran

Hi there,
Depending on what data was returned in the SSRS report data sets and the format of the reports you might be able to use Excel and the ODATA feed:
Take a look at the links below for pointers:
http://msdn.microsoft.com/en-us/library/office/jj163015.aspx
http://blogs.office.com/b/project/archive/2012/10/31/reporting-project-server-pwa-odata.aspx
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Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Project Status Report - cProjects 4.0 - Run time error

Under Basic Settings, I go to 'Forms for Printing and for Project Status Reports'. Here, under 'Create PDF-Based Forms', I select the form 'DPR_STATUS_REPORT_AIF' and Activate it. I then get to 'Activate Forms per project type'.I get to 'New Entries' and add 'DPR_STATUS_REPORT_AIF' and also set the 'Active' and 'Status Rpt' checked.
When I get to cProjects front end, I see the 'Project Status Report' template under the 'Status Report' tab. However, when I click on the 'Preview' button, I get to see a dump.
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Can someone please suggest how to get something useful at the click of the preview button?
Thanks.

Hi,
Yes your basis team should tell you more about this. ADS Credential needs to be installed on the java stack of your cProjects Server. For this you will have to send a message to SAP requesting for the ADS Credential. You will then receive a credential file with its password.
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Regards,
Reema.
<i>Pl award all useful answers.</i>

Status Reports - Project Online 2013

Hey folks,
Does Project Online 2013 support Status Reports?
On the PWA > Status Report page, I can not seem to find where I could click to add/ configure a status report.
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Hi,
when you click into a titel line, ribbon will be displayed.
Does that work?
Regards
Barbara
To increase the value of this forum, please mark the replies that helped to solve your issue as answer. If you find answers to questions from other forum participants to be helpful, please mark them as helpful. Your participation will help others to find
an appropriate solution faster. Thanks for your support!

Custom fields with the same name in Project Online

Today I discovered something interesting when creating custom fields in Project Online.
I usually create a certain set of custom fields that are useful to have on both the project and the task level. An example of these is Reportable, which I use to determine which tasks to roll up into reports and also which projects overall to report on.
So I created a project level custom field called Reportable. No problem.
I then created a custom field on the task level called Reportable. And the computer said no!
I then learned that although you could do this in Project Server 2013, you can't in Project Online. You can't have duplicate custom field names, even if they are of different types.
This has led me to use a naming standard, such as Reportable Task and Reportable Project. But I really don't like that as codes are for computers, not us humans. So I hope this changes in the future, but for now you just need to think about how you approach
the fields.
Good luck!
Ryan Darby
National Manager PMO
www.ipmo.com.au
www.projectonline.com.au

Hi Ryan,
I would follow Ben on this..
Just made a test on a Project 2013 instance on-premise and I cannot create a task ECF and a project ECF with the same name. The same test on a Online instance returns the same result: the ECF names must be unique whatever the entity is.
Waiting for Ben's confirmation.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

We couldn't refresh the connection 'OData Assignements Data' Error : While access the project overveiw report in brower and in Excel 2013.

Hello All,
Facing this issue while opening the ProjectOverview report in Browers or in Excel 2013.
Snapshot is attached for furthur reference.
Error in Excel when clicking on Refresh All, it shows the information to retieving the data but after few moments it prompt this error.
Second snapshot occurs while opening the report in browser.
Kindly help.
REGARDS DANISH DANIE

Dear Paul,
1st Query,
Ans: As I'm using Project Server Permission mode and im logged with the user who is the member of admin group and in administrator group 'Access
Project Server Reporting Service' is ticked on. So, the concern regarding permission is resolved.
2nd Query,
Ans: Im unable to find Project Web App Permission for Excel Web App Refresh' feature in site setting
of PWA.
Snapshot is attached when trying to open report in browser.
to resolve this followed below mentioned URL but unsuccessfull result
http://support.microsoft.com/kb/2769345/en-us
Still facing same issue, issue is not resolved kindly help/suggest.
Note: Im using Project Server 2013 not Project Online 2013.

Error opening a Manage Report template with Formulas and Summation

Hi Expert,
My j2ee web application is setup is such a way that when there is NO connectivity to the Crystal Report Server XI, it will use the Crystal Report for Eclipse functionality and opening report templates located in the relative path - This works fine.
But when there is a connectivity to the CMS Server, I have this error when opening a manage report in Crystal Report Server XI that contains formulas and summations. But for other reports like chart and listings no problem.
This code triggers the error:
ReportClientDocument clientDoc = reportAppFactory.openDocument(infoObject,0, java.util.Locale.US);
I found out there's a conflict between CR libraries for Eclipse and libraries for RAS Enterprise Server XI.
How can I solve this issue so that I can support the two scenarios - with or without CMS connectivity, I can still view reports.
Error Stack Trace:
com.crystaldecisions.sdk.occa.managedreports.ras.internal.a: Cannot open report document. - Unable to connect to the server: gdcextrp.RAS.rptappserver. cause:com.crystaldecisions.sdk.occa.report.lib.ReportSDKServerException: Unable to connect to the server: gdcextrp.RAS.rptappserver.-- Error code:-2147467259 Error code name:failed detail:Cannot open report document. - Unable to connect to the server: gdcextrp.RAS.rptappserver. The exception originally thrown was com.crystaldecisions.sdk.occa.report.lib.ReportSDKServerException: Unable to connect to the server: gdcextrp.RAS.rptappserver.-- Error code:-2147467259 Error code name:failed at com.crystaldecisions.sdk.occa.managedreports.ras.internal.RASReportAppFactory.a(Unknown Source) at com.crystaldecisions.sdk.occa.managedreports.ras.internal.RASReportAppFactory.a(Unknown Source) at com.crystaldecisions.sdk.occa.managedreports.ras.internal.RASReportAppFactory.openDocument(Unknown Source) at com.crystaldecisions.sdk.occa.managedreports.ras.internal.RASReportAppFactory.openDocument(Unknown Source)
Hoping for your answers.
Regards,
Rulix Batistil

You must isolate the CR4E and RAS SDK jars using separate classloaders - simplest is have separate apps, if rolling your own class loaders is out of project scope.
They do not work together.
Sincerely,
Ted Ueda

Odata Connection Refresh Error while using excel web app - Project Online 2013

Hello All,
I am trying to work with odata reporting on project online 2013. I am not using MS Excel client, I open any of the available default report in excel online. when i try to refresh data connection from data tab. it's giving me an error
as show below
screen..
I have already enabled "PWA for excel web app refresh" feature.
Following the blog instructions and microsoft support, i have tried to grant permission to
AppId= 00000009-0000-0000-c000-000000000000
And In the Permission Request XML field, copy and paste the following XML:
<AppPermissionRequests>
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Right="Read">
    </AppPermissionRequest>
    <AppPermissionRequest Scope = "http://sharepoint/content/tenant"
Right="FullControl">
    </AppPermissionRequest>
</AppPermissionRequests>
Now, According to the microsoft, it should show Microsoft.Azure.Azureservices as Title but as per below screen shot it shows Power BI Reporting and Analytics..
title.<o:p></o:p>
However, i click on ok button and check that the permission has been granted. i can see Microsoft Power BI reporting and analytics in the app permissions.
I again go to my BI reporting, open my report in excel online and refresh the data connection and nothing changed. It's giving me the same error.
I hope that i am able to narrate my problem. Please tell me, What i am missing here...
sandeep

Ok, why did manually add / update the permission XML? Do you get this error for new Excel based reports? Test creating a new one, example here:
http://pwmather.wordpress.com/2013/08/01/projectserver-projectonline-highlight-report-example-ps2013-sp2013-excel-bi-office/
http://pwmather.wordpress.com/2013/09/16/projectserver-projectonline-example-report-ps2013-sp2013-office365-bi-excel-powerpivot/
http://pwmather.wordpress.com/2014/07/17/getting-started-with-projectonline-part-9-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Header and trailer pages in report templates

Hi:
I wonder how can i make header and trailer pages in the tamplate reports , so that the objects in the template header & footer report would be inherited to the generated reports. I use Oracle reports 6.0.8 and there is no header section, niether Trailer section in the Template Editor, I've read in the reports online help :"You can use the margin and body of the Header and Trailer sections to create a Header and Trailer page as in earlier releases. In future releases, you will be able to add and delete sections.", is there any method i can use to make header&trailer pages in the template.

I have the same question. This is what I found on Metalink.
goal: How To Define A Header/Trailer Section In A Reports Template Definition File (TDF)
fact: Oracle Reports Developer
fix: It is not possible to have a HEADER/TRAILER section in a Reports Template Definition File (TDF). Templates do not need to have a HEADER/TRAILER section, infact there is no sectioning in a template. They just define the visual layout when applied against a report section.
This did not answer my question!

Project Online Time Zone Settings Issues

We just start use Project Online for our project management. We set the SharePoint Online > Site Settings >
Regional Settings to "(UTC +08:00) Kuala Lumpur, Singapore" and we are confirm that our host located either in Singapore or Hong Kong. However, we found that the date and time display in the check-out/in
project message, in the PDP-Workflow Status page, task submission, and the Administration Settings that has time references are different with our timezone.
We sent Service Request to Microsoft Support and we been advised to wait for the next version of Project Online. To avoid the confuse happen to our Project Team, we have to set the Regional Settings back to "(UTC -08:00) Pacific Time (US and
Canada)". However, this is 16 hours different
in our region!
We all know that time is very important in a project management and reporting. We have >30 on-going projects in the Project Online and some of them are estimate to take years to complete.
Therefore, anybody faced this issue and appreciate it if you could give us any advice or sharing any workaround here. Thank you in advance.

Hi Paul,
Is the timezone mismatch only present in the checkout/check-in notification displayed on the PDPs?
Thanks,
Roland
Hi Roland,
I noticed it happen in:-
"Entry Date" and "Completion Date" for PDP - WorkflowStageStatus in the All Workflow Stage list. (if you are using Enterprise Project)
Check-out/Check-in notification displayed in PDP - Schedule, and some columns' datetime value in the Schedule.
Synchronization date and time that displayed in PWA Settings - Manage User Sync Settings. (if you are using Project Permission Mode)
Task Submission date and time.
~Kim

Project Server or Project Online

Since we do not have SharePoint and it's not coming soon, what options do we have for Project Server or Project Online? Will either work without SharePoint?
The biggest need for project management is to allow the staff assigned to tasks to be able to update their portion of the project. More and more of our project managers are using MS Project Professional at their desks. Any recommendations?

Doug:
Project Online/Project Server are SharePoint applications. You cannot have one without the other. If you are not familiar with these technologies, I suggest that you consider at least discussing your direction with a certified partner. It may be that you
can accomplish what you want using Project Pro and SharePoint online with Project Online. You can synchronize an individual Project with a SharePoint task list and users can update their assignments in SharePoint. If you need Enterprise features, cross-project
reporting, resource management and the like, Project Online is the way to go.
Gary Chefetz, MCITP, MCP, MVP msProjectExperts
Project and Project ServerFAQs
Project Server Help BLOG

Calling the CSV Export link in a Report Template

I'm trying to have our "download" link appear on the bottom left rather then the default which is to the far right in Look 4.
When I look at the source code, I can see how look 3 and 4 differ - different HTML table set-up and "align=right" for the link.
Unfortunately, looking at the source gives me the direct source for that specific report file not the command to include the csv export file, so I can't include it in a new report template design.
Is there code I can use to include a CSV link in my report template?
If not, how can I place the report download/csv export into my Nav bar region, or some other region?

Michelle,
Typically you'll find the substitution strings documented in the popup help when clicking on the item label. But this one doesn't seem to be listed there. It's documented in the online help though. Click in the help icon in the upper right corner of your page and search for CSV.
Marc

Report template - How to reference COLNUM in the col template condition?

Hi,
I have a query with 4 columns. based on this query I would like to make a report with a row layout that looks something like this:
| column1 value |
| column2 value | column3 value | column4 value |
I created a report template, four column templates: one for column 1, one for the following columns and one for the las column of the report.
My problem is that when I reference *#COLNUM#* like mod(#COLNUM#,4) = 1 in the Column Template condition fields, then I get *'ORA-06550: line 1, column 34: PLS-00103: Encountered the symbol "#" when expecting one of the following: ( ) - +....'*
Is referencing COLNUM not allowed in the Column Template Condition field?
Tamas
Edited by: Tamas Szecsy on Jul 16, 2011 11:33 PM

Tamas Szecsy wrote:
I have a query with 4 columns. based on this query I would like to make a report with a row layout that looks something like this:
{noformat}| column1 value |{noformat}
{noformat}----------------------------------------------------------------{noformat}
{noformat}| column2 value | column3 value | column4 value |{noformat}
I created a report template, four column templates: one for column 1, one for the following columns and one for the las column of the report.For this you need to create a Named Column (row template), not Generic Columns (column template).
Before Rows
<table class="foo">
Row Template 1
<tr>
<td colspan="3">#1#</td>
</tr>
<tr>
<td>#2#</td>
<td>#3#</td>
<td>#4#</td>
</tr>
After Rows
</table>No conditions.
What about table headers?
My problem is that when I reference *#COLNUM#* like mod(#COLNUM#,4) = 1 in the Column Template condition fields, then I get *'ORA-06550: line 1, column 34: PLS-00103: Encountered the symbol "#" when expecting one of the following: ( ) - +....'*
Is referencing COLNUM not allowed in the Column Template Condition field?I suspect not. Only <tt>#ROWNUM#</tt> is mentioned in the online help for Column/Row Template Expressions. <tt>#COLNUM#</tt> is only indicated in the Column/Row Templates themselves.
(Always post sample layouts using \...\ and/or {noformat }...{noformat } tags to preserve formatting/stop Jive from turning it into something else.)

Problems with HTML in dynamic reports template after upgrade to 3.1

Hi, we just upgraded from APEX 2 to 3.1. W ehave an application that has a report template as follows:
<img src="&P1_LOGO." border="0" alt="Home" />
<div>
<table align="LEFT">
<tr>
<td align="LEFT" width=500><font size="-2"><P>&P1_FROM_ADDRESS.</P></td>
<td align="LEFT" width=175><font size="-2"><P>&P1_REMIT_TO.</P></td>
</tr>
</table>
<BR></BR>
#BOX_BODY#
The item P1_REMIT_TO is set to an address using a PL/SQL computation. It has HTML tags such as <B> and <BR> in it. In 2.0 this displayed fine. In 3.1 it does not interpret the HTML tags, so it sshows up with the HTML tags in the text.
Any idea what may have changed and how to fix this?

Tor,
You're in Tampa huh? Are you a member of the SOUG?
Issues like browser alignment are always easiest to figure out with an example. Post an example app on apex.oracle.com and provide some developer credentials with which we can get in "under the hood".
Regards,
Dan
http://danielmcghan.us/
http://sourceforge.net/projects/tapigen/

Project Online report templates

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