Using oDATA for BI in Project Server 2013

Hi gang,
I am looking to create a BI report that I was able to do quite readily in previous versions of Project Server. I'm trying to create a graph that simply plots resource capacity and work as measures over time, with the resource roles as a filter.
That is it, no more no less. Using Project Server 2013 ON-LINE.
I have successfully connected to the tables using the Data Connection Wizard in Excel to do this. Seems that these are 3 tables I need to get to the data I need--Resource, ResourceTimephasedData, and ResourceTimephasedData.
Fact of the matter is, timephased data tables are causing very very very long delays in populating the Pivot Report that I am looking for. This a fairly new system with hardly any resource and project data in it yet. This approach does not seem
user friendly either. I found it much easier in previous versions. If I do recall, all my data is in one table before.
I am wondering if I am approaching this in the wrong way. Is there another way I should be looking at to get to my data and ultimately my graph?
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Hello,
Unfortunately not, OData if the way forward for reporting in Project Online. Is this still slow for you? When you do get more data in the system I would definitely recommend filtering this as much as possible at the source before Excel etc.
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

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Excel Services for Project Server 2013 - Parameter

I have an
S curve graph project.
Using Excel Services connected to Project
Server 2013. You can pass parameter
by querystring to filter design?
Torres

Hello,
You could add the Excel Services report to a PDP and filter it using a query string filter web part, example below:
http://azlav.umtblog.com/2012/12/05/filtering-excel-webparts-in-office-365-part-2/
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Problem after installation Project Server 2013 CU September 9, 2014

Dear All,
I have some problems after installation
Project Server 2013 CU September 9, 2014 (Hotfix 2883072) on 3 level farm
Before installing CU, I have installed
SP1 for Project Server 2013, installation and configuration was successful.
Then I have installed CU and I have not get any errors during installation process. Then I have restarted servers and in SharePoint health analyzer got an error about patch/installation status
on WFE server.
I checked in Windows installed updates and hotfix is installed. I checked in SharePoint Update and Upgrade history and there were no errors during installation. But when I checked in Manage
Patch Status list I found an information:
Language Pack for SharePoint and Project Server 2013 - Russian
Microsoft Project Server Russian Language Pack 15.0.4420.1017 Installed
Hotfix for Microsoft Project Server 2013 (KB2883072) 64-Bit Edition
15.0.4649.1001 Missing/Required
Microsoft Project Server 2013
Microsoft Project Server English Language Pack 15.0.4571.1502 Installed
Hotfix for Microsoft Project Server 2013 (KB2883072) 64-Bit Edition
15.0.4649.1001 Missing/Required
Service Pack 1 for Microsoft Project Server 2013 (KB2880553) 64-Bit Edition
15.0.4571.1502 Installed
Microsoft Project Server Web Front End Server
15.0.4571.1502 Installed
Hotfix for Microsoft Project Server 2013 (KB2883072) 64-Bit Edition
15.0.4649.1001 Missing/Required
Service Pack 1 for Microsoft Project Server 2013 (KB2880553) 64-Bit Edition
15.0.4571.1502 Installed
If I run installation again I get message that nothing will be updated - no update needed.
Please help, how I can install missed packages?

The problem was solved !
I solve it using two ways:
1. I have installed the hotfix for Project Server - Hotfix for Project Server 2013 October 14, 2014 KB 2889959 (Projectserverwfe-x-none.msp, Projectservermui-Language-Code.msp)
2. using command
Psconfig -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures -cmd installcheck -noinstallcheck
After two actions I was able to run SharePoint Configuration Wizard and upgrade database. Configuration completed successful.

Pull large amounts of data using odata, client API and so takes a long time in project server 2013

We are trying to pull large amounts of data in project server 2013 using both client API and odata calls, but it seem to take a long time. How is this done
In project server 2010 we did this creating SQL views in both the reporting database and for list creating a view in the content database. Our IT dept is saying we can't do this anymore. How does a view in Project database or content database create issues?
As long as we don't add a field in the table. So how's one to do this with creating a view?

Hello,
If you are using Project Server 2013 on premise I would recommend using T-SQL against the dbo. schema in the Project Web Database for your reports, this will be far quicker that the APIs. You can create custom objects in the dbo. schema, see the link below:
https://msdn.microsoft.com/en-us/library/office/ee767687.aspx#pj15_Architecture_DAL
It is not supported to query the SharePoint content database directly with T-SQL or add any custom objects to the content database.
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
MVP | Downloads

Project Server 2013 for Resource Planning & Project Portfolio Management

We are looking to use project server 2013 for resource and project portfolio management. We are an IT department of approximately 600 growing to 1,000 within the next several years.
We would like to us PS2013 to do the following :
Manage Portfolio of Projects
Manage Resources against this Portfolio
Calculate Project Finances using resource roles and rates
I would be grateful to have both comments on experience , both positive and negative.
Thank You

Many teams within organizations are turning to Project Server to help them control resources, deliverables and costs better. It does resource management very well with work & cost resources, baseline costs, material costs, budget costs and
out of the box earned value analysis (EV). The Strategy (portfolio) component is very powerful and it will help you identify project that align to your objects then do what if analysis to find the right mix of projects.
Here are a couple of things you should think about when moving to PS2013:
1) Who will be using the tool? If it is a mix of onsite staff, remote staff, vendors, contractors etc. you may want to think about a hosted solution.
2) Training. Don't assume everyone will just magically 'know' how to use the tool. Train everyone (team members, PMs, Executives) then train them again. It's the only way to truly get the value out of the tool.
3) Who will manage the system? This is not a typical application. The right administrator needs SharePoint, Project Server, SQL Server, MS Project, Analysis Services and SQL Report writing skills. Please note that much of this can
be learned by the right person but DEFINITELY find the right person.
4) Don't start customizing right out of the box. You will get frustrated. Adjust your organization to the tool early on. I know that is easier said than done but you need a realistic approach to get tool acceptance moving early.
5) Use workflows but don't use them right out of the gate. Workflows are great but I suggest you wait until phase 2 or 3 to start aligning them to your business processes.
6) Lastly and most importantly, you must first establish your own business processes THEN align them to the tool. DO NOT assume the tool will create business process for you. You must think about how you are going to initiate a project,
how are you going to track deliverables, how will time sheets be managed, etc. Get to a whiteboard, crack open Visio and start building and establishing your processes now. PS 2013 is pretty flexible and usually will align well with existing business
processes.
And don't forget to hire a good consultant. They can be brought in during key phases of your roll-out to add value, help you avoid risks, and provide you with best practice advice.
Good luck.

Project Server 2013: I am using Project Server Permission Mode and need help with permission assignments?

Hi
Project Server 2013: I am using Project Server Permission Mode and need help with permission assignments?
How can I change Permissions for the individual users to see specific projects or all projects in project center and to see specific quick launch items?
For Example: if i have 4 users, A, B, C and D. what i want is:
User A can see everything and act as a project manager or Admin.
User B can view all projects in project centre but can change the schedule or resource assignment etc.
User C can only act as approver of projects and can view all projects in project centre.
User D can only view specific projects for which permissions are given.
can i have some expert help in sorting and understanding permission modes... as i was playing with project server mode permissions and can't figure out how to apply the above scenario to set of my user.
Thanks in Advance
Cheers
AJ
Ajay Kumar

Hi Ajay,
Please refer to this link for detailed explanations about PS2013 security model.
http://technet.microsoft.com/en-us/library/cc197638(v=office.15).aspx
Actually, it will take a couple of days to explain in detail the security model that is a fundamental and tricky aspect of every PS implementation. But basically, you NEVER set permissions for a single user. You have groups in which your insert users. Groups
define "what users can do". Then you associate groups to a corresponding category. Categories define "what user can see". Thus the association of a group with a category will set "what the user can do on the objects he can see". Then, for more advanced security
level, you can use the RBS that will consist in "branches" in which you'll insert users. Based on those branches, you'll customize categories to fine-tune what user can see (for projects and resources) depending on the RBS branch and level.
I'd advice you to start "playing" in a test environment with the default categories/groups that might probably cover your need.
Concerning your 4 users:
user A : add him to the "administrator" group. Be careful that you're mentionning either project manager or administrator, which are 2 groups/categories with totally different permissions level.
user B : basically can see everything and change everything? it could be in the project manager group, assuming that there are no project visibility restrictions on the category via the RBS.
user C : waht do you mean by "approver"? Workflow approvals? Then it will be the portfolio manager group. Task update or timesheet approval? Then it is another long topic: please refer in the documentation to the "status manager" and "timesheet manager"
concepts. There are not related to the security model. In a few words, the status manager is the owner of the project plan, is defined for each task and approves tasks updates. The timesheet manager is an attribute defined for each resource in its parameters
and approves resource timesheet.
user D : you have to define which permission level must be given to this user. Basically it could be a team member that will see only projects he's in the project team. Note that team member cannot interact with the project plan in another way than submitting
timesheets and/or tasks updates which must be approved.
Once more, those are large and complex subjects that require a deep dive into your business model and tons of tests in a test environment.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

Project Server 2013 licenses in use

Is there any way to retrieve the exact number of PWA and Project Pro licenses in use for a Project Server 2013 instance?
In older versions you had the 'About Project Server' page and for 2010 there was a SQL script. But this script does not work for Project Server 2013.

Thank you Paul! That query works just fine.
I reworked it a bit to suit my needs: take into account DENY and the fact that a PWA CAL is included in the Project Pro license.
My query to list the licenses in use is below:
SELECT
PERM.Username,
CASE WHEN PERM.LogonProDeny = 1 THEN 0 ELSE PERM.LogonProAllow END AS [ProLicense],
CASE WHEN PERM.LogonPwaDeny = 1 THEN 0 ELSE
CASE WHEN PERM.LogonProDeny = 0 AND PERM.LogonProAllow = 1 THEN 0 ELSE PERM.LogonPwaAllow
END
END AS [PwaCal]
FROM (SELECT
RES.RES_NAME as Username,
MAX(LOGON_PRO.WSEC_ALLOW+0) AS LogonProAllow,
MAX(LOGON_PRO.WSEC_DENY+0) AS LogonProDeny,
MAX(LOGON_PWA.WSEC_ALLOW+0) AS LogonPwaAllow,
MAX(LOGON_PWA.WSEC_DENY+0) AS LogonPwaDeny,
CASE WHEN RES.RES_TYPE > 100 THEN 0 ELSE 1 END AS UserIsActive
FROM pub.MSP_RESOURCES AS RES WITH (NOLOCK)
INNER JOIN pub.MSP_WEB_SECURITY_CLAIMS AS SC WITH (NOLOCK) ON SC.ENCODED_CLAIM = RES.WRES_ACCOUNT
LEFT JOIN pub.MSP_WEB_SECURITY_GROUP_MEMBERS AS GM WITH (NOLOCK) ON GM.WRES_GUID = sc.SECURITY_GUID
LEFT JOIN pub.MSP_WEB_SECURITY_SP_CAT_RELATIONS AS CR WITH (NOLOCK) ON CR.WSEC_SP_GUID = GM.WSEC_GRP_GUID AND CR.WSEC_CAT_UID IS NULL
LEFT JOIN pub.MSP_WEB_SECURITY_SP_CAT_PERMISSIONS AS LOGON_PRO WITH (NOLOCK) ON LOGON_PRO.WSEC_REL_UID = CR.WSEC_REL_UID AND LOGON_PRO.WSEC_FEA_ACT_UID = 'D2F88263-31C5-4FF5-BEAE-B98B26C5C116'
LEFT JOIN pub.MSP_WEB_SECURITY_SP_CAT_PERMISSIONS AS LOGON_PWA WITH (NOLOCK) ON LOGON_PWA.WSEC_REL_UID = CR.WSEC_REL_UID AND LOGON_PWA.WSEC_FEA_ACT_UID = '7C40A2C2-FD15-44E3-8FD3-11B3E0A4E441'
WHERE RES.RES_TYPE IN (1,2,101,102)
GROUP BY RES.RES_NAME, RES.RES_TYPE
) PERM
WHERE PERM.UserIsActive = 1

Creating custom Category for Risk & Issue in Project Server 2013

Dear All,
How to Change Risk & Issue Category default as per business requirement when selecting them through drop down or radio button?
I can do only Project wise from project site & then setting changes. But i want to customize it for all projects which are getting published in Project Server 2013. So doing manually every time project wise not making sense & consuming time also.
Kindly help..

I have created custom template but not getting as demonstrated in blog
post from Prasanna specially
end part where Risk, Issue n all content can be seen. In My case only simple 3-4 items can be seen apart from risk, issue etc.
After that i saved this custom template to my
one of EPT in Project Server 2013. But unable to customize my Risk & Issue Category options for all projects. However, i have gone through that post & unable to understand as described in 2010 & i am using 2013 version.
Kindly let me know after saving custom Template
to EPT how to move further to customize these risk & issue categories globally.!!

Error using Line Classifications in Project Server 2013 Timesheets

Background:
I'm working on a Project Server 2013 environment that is using Timesheet Line Classifications. In our environment we are not utilizing the Standard Classification but, we are instead using Billable Onsite, Billable Offsite and Nonbillable.
Issue:
If I have created a timesheet, then I am assigned an additional task and try to add the task to my timesheet using a Line Classification other than standard, I get an error pop-up. As long as I add the Standard line classification first, everything
works fine. If I delete and recreate the timesheet it prepopulates the standard tasks which also resolves the issue.
Questions:
1.) Has anyone else ran across this issue and have a fix?
2.) Is anyone aware of a product fix in a CU or Hotfix to resolve this issue?
Thanks,
Dustin

Dustin - as I understand it Timesheet Line Classifications allow you to
"Duplicate" Timesheet lines for business purposes or accounting reasons. When I first saw this explanation I was at a loss as to the benefit or purpose of this feature, fortunately I work with some smart customers and they soon opened my eyes to the
potential of this feature.
The operative word in the description is "Duplicate". Additional Timesheet line classifications are available but
not in lieu of the Standard Line Classification. As you have experienced if the "Standard" line is added to a Timesheet then an associated Duplicate Line Classification for the same task can be
added to the Timesheet.
To realise your requirement you might just decide what type of work is it you do that is most prevalent and regard that as being "Standard" and then use other line classifications to identify other Billable time - Non Billable Time reporting in a Timesheet
is available by default if it is enabled in Timesheet Settings and Defaults.
As an alternative do your Timesheet compilers decide the classification of the work they are booking time to?
You could consider Task Custom Fields using a lookup table to denote whether work is on-site or off-site with the Calculation for Assignment Rows option set to "Rolldown unless manually specified" - this will associate the task field value with the associated
Assignment. Using Task level fields set by whoever creates the project plan would remove the responsibility for differentiating the work "type" for your Timesheet users.
The querying and reporting of the different classifications of work as recorded in Timesheets would then be possible by virtue of the task field.
Dominic Moss | MAPM Microsoft Certified Technology Specialist | Our Newsletter:
PM News Project Server Specialists
Project Server PRIME | Twitter:
@Twitter | Facebook:
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Wellingtone

Project Server 2013 timesheets not showing up for approval

We're using Project Server 2013 and entering timesheets. I'm a team manager who is set up as the timesheet approver for a few people, including Nicole.
Nicole opens her timesheet and fills it in for the week. She applies time to four Administrative tasks and two project tasks.
Nicole submits her final timesheet for approval. (We have also tried having her save it first, then to the final submission, with the same results.)
I go to my approval screen and see the four Administrative tasks listed as separate lines. I do not see the project tasks.
I select the four Administrative tasks and approve them. They disappear when the screen is submitted.
In previous weeks, and with some other employees, I would immediately see a single line item that said "My Timesheet" for Nicole which I could then approve. But recently this stopped, and I do not see her timesheet.
If Nicole checks the status of the timesheet it says it's submitted to me.
On my Approval page if I go to History, Timesheets this timesheet is not listed under "approved by me" nor is it under "my resources unsubmitted timesheets." It's in limbo.
The only fix is for Nicole to recall the timesheet and resubmit it. Then it shows up on my Approval page.
Any suggestions?
-- Paul

We resolved this. The solution was as follows:
Go to PWA Settings, and under Security choose Manage Groups.
Click the Team Members group.
Scroll to the Categories section, and in the Selected Categories area highlight (select)
My Tasks.
Click the box to allow the permission called Adjust Timesheet which is under the grouping for Resource.
Now don't ask me how or why that works. It's not a setting that intuitively matches what's going on. But it fixed it for us.
By the way, we had a number of other timesheet issues (view failures, etc.) that were all cleared up when we installed the April 2014 Cumulative Update for Project Server 2013, as well as SharePoint 2013 SP1. I highly recommend both.
-- Paul
Paul LoSacco, Web Presence Team, Omnicare

Project Server 2013 Ribbon Customization using a custom action

Is it possible to customize the ribbon in the Project Center through a Solution? Is the only way to add a button to the Ribbon through an app?
I am using Project Server 2013 on Prem and every time I deploy a custom action - button to the ribbon in the Project Center the button becomes greyed out/disabled and says "This control is currently disabled." I haven't been able to find any examples
of how to do this in Project Server 2013 using a solution.
Here is the custom action, I have tried with and without the EnableScript attribute but nothing seems to work:
<?xml version="1.0" encoding="utf-8"?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<CustomAction Id="Ribbon.Library.Actions.AddAButton"
Location="CommandUI.Ribbon">
<CommandUIExtension>
<CommandUIDefinitions>
<CommandUIDefinition
Location="Ribbon.ContextualTabs.ProjectCenter.Home.Editing.Controls._children">
<Button
Id="Ribbon.Library.Share.NewRibbonButton"
Command="NewRibbonButtonCommand"
Image16by16="http://s10.postimage.org/lhar0oijp/U16.png"
Image32by32="http://s17.postimage.org/trf3y2ui3/U32.png"
LabelText="UniqueId"
ToolTipTitle="UniqueId Displayer"
ToolTipDescription="Displays UniqueId for the list item."
TemplateAlias="o2" />
</CommandUIDefinition>
</CommandUIDefinitions>
<CommandUIHandlers>
<CommandUIHandler
EnabledScript="javascript: function ReturnTrue() { return true; } ReturnTrue();"
Command="NewRibbonButtonCommand"
CommandAction="javascript:alert('Hello, world');" />
</CommandUIHandlers>
</CommandUIExtension>
</CustomAction>
</Elements>

Hello,
You can add a new button using a SharePoint feature or via an app. If you haven't see the links below already, take a look. These are for 2010 but would be very similar for 2013:
http://msdn.microsoft.com/en-us/library/office/gg549101(v=office.14).aspx
http://msdn.microsoft.com/en-us/library/office/ff535984(v=office.14).aspx
http://blogs.msdn.com/b/project_programmability/archive/2011/04/08/trials-and-tribulations-in-customizing-the-project-center-ribbon.aspx
http://epmsource.com/2012/01/26/adding-print-capabilities-to-project-detail-pages/
http://epmsource.com/2011/12/07/hiding-disabling-ribbon-items-in-project-server-part-i/
http://epmsource.com/2011/12/13/hiding-disabling-ribbon-items-in-project-server-part-ii/
http://msdn.microsoft.com/en-us/library/office/jj873844(v=office.15).aspx#pj15_StatusingApp_ribbon
Follow
some of those example to get those buttons working / hiding then modify your code.
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Workflow status web part gives error when going back to previous stage (using GO TO) in Project Server 2013 workflow

Hi,
Workflow status web part gives error when going back to previous stage (using GO TO) transition activity in Project Server 2013 workflow.
Please guide how to create a workflow which restarts from a desired stage.

Thanks for your prompt reply....
It gives following error
Workflow Status
This Web Part was unable to load.
Information that may be useful in solving this problem was written to the Unified Logging Service (ULS) log on the Project Web App with the following ID: e95a9c9c-1f68-90d7-0a3e-5951df70fec6
For more information, contact your Project Web App administrator.
what do you mean to restart the Project Server 2013 with different project name, please elaborate....

QueueSubmitTimesheet for other users with impersonation? Project Server 2013

Hello.
In an console application using TimeSheet.asmx on Project Server 2013 I want to call QueueSubmitTimesheet for timesheets that belong to other user.
Is this possible?
Thanks and best regards, Timo

Just start with:
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Using multiple resource cost rates in Project Server 2013

Greetings,
We use Project Server 2013 to manage resources that often perform multiple roles within projects and also have different rates between projects. The Standard Rate from the user's profile is somewhat helpful but, as we all know, it carries over to every
project that the resource is part of.
I have tried opening Project Professional 2013 and using the additional Cost tabs in the user's information to enter different rates in tabs, B, C, D and E (tab A is the default Standard Rate from Project Server).
My experience has been that as soon as I close and check in the project file, this data disappears. Next time I open the file the default rate is available but tabs B-E are blank. This behavior does not occur if I open a stand-alone project
file not connected to Project Server.
I realize that Project is not meant to be a financial management tool and has its limitations but I'm looking for suggestions and would appreciate any feedback.
Thanks
Ray

Dale is right in that an Enterprise Resource can only have its rates (or any details) set by the administrator. Unfortunately you are limited to 5 rates (A-E).
I have done a macro for a client that reads rates for a resource for a project from a database (or Excel) every time the project is opened. So you see the correct rates and calculated costs.
These rates get over-written next time you open the project, hence the need for the macro to update rates every time the project is opened.
Another option in the macro is to zero the rates so a copy can be emailed to clients etc without sensitive rates data.
Rod Gill
Author of the one and only Project VBA Book
www.project-systems.co.nz

Error when create a project in newly Enabled features for Project Web App site collection in Project Server 2013

I Enable the Project Web App site collection features in Project Server 2013 based on
http://technet.microsoft.com/en-us/library/jj200305.aspx
when i try to create a project i get error "GeneralUnhandledException"
Yasser

Also, after you provisioned PWA, are you able to get to the server settings? Did you do any configurations with PWA or using the defaults?
Are you trying to add the project using the FarmAdmin account or did you add yourself as a resource with project manager role?
Cheers!
Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
Website http://www.WhartonComputer.com
Blog http://MyProjectExpert.com contains my field notes and SQL queries

Using oDATA for BI in Project Server 2013

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