Summary
In this video I walk through the steps to create a Project Center view that groups projects by Customer Service. Since I get this question quite often I thought it would be a good idea to create another video on this topic. Steps are as follows:
Create a Custom Lookup Table in Project Web App
- When logged into Project Web App navigate Server Settings.
- In Enterprise Data, select Enterprise Custom Fields and Lookup Tables.
- Scroll to the lower part of the page and in Lookup Tables for Custom Fields, click the New button.
- Enter a Name for the Lookup Table. In my case I chose Services.
- In the Lookup Table section, enter the available values to be selected in the Value column.
- Select the Sort Ascending radio button for Display order for lookup table.
- Click the Save Button.
Create a Custom Field that references the Custom Lookup Table
- Still in Enterprise Custom Fields and Lookup Tables, click the New button under Enterprise Custom Fields.
- Provide a Name for the Custom Field. In my case I selected Customer Service.
- Enter a Description if desired.
- Select an Entity type of Project.
- Select a Type of Text.
- In Custom Attributes, select Lookup Table, then select the Lookup Table you created in previous step.
- Click the Save Button.
Create a Custom Project Center View in Project Online
- Navigate Server Settings, then in the Look and Feel section, click Manage Views.
- Locate the Project Center views, we're going to use a copy of the default Summary view. Therefore, click anywhere in the cell of the Summary view except on the name.
- Click the Copy button.
- Provide a Name for the new view, then click the OK button.
- Now locate your new view in the Project Center area, and click on it's name to open for editing.
- In the Table and Fields section, add the new field you created. If desired, add any other fields you would like to the view. Use the UP and Down buttons to position them from left to right.
- Locate the Grouping section of the view page, then select your newly created custom field for the Group First By.
- Leave all other settings as they are and click the Save button.
Test Solution
Now go ahead and assign a Company Services value for several projects and test your results.
About Microsoft Project Online
Microsoft Project Online is a web-based project and portfolio management solution designed for organizations of all sizes. It provides a comprehensive set of tools to help manage projects, resources, and portfolios from initiation to completion.
Microsoft Project Online Features include:
- Project Online allows users to create and manage tasks, set milestones, and assign resources to tasks in a project plan. It also enables users to track project progress and make adjustments as needed.
- Team members work together on projects, share documents, and talk in real-time using Project Web App.
- Resource, program, and portfolio management PPM: This feature helps organizations manage their resources, including personnel and materials, and optimize their use across multiple projects. It also provides tools for portfolio analysis and project prioritization.
- Microsoft Project Online offers a range of out-of-box reports. These reports help users track project performance and make data-driven decisions.
- Users can customize Microsoft Project Online to meet their specific needs. This includes integrating it with other Microsoft products, such as Microsoft Teams and SharePoint. Providing a complete project management solution.
- Integent's Microsoft Project Training helps teams learn more about Microsoft Project Online. When you include project, there's even more the product can do.
- Those of you using Project Server are in luck, as Integent provides services for this as well.
About Microsoft Project
Microsoft Project is a powerful project management tool. The solution offers a wide range of features to help you plan, manage, and execute projects effectively. MS Project is a popular choice among project managers because of it's comprehensive functionality. The functionality seamlessly integrates with other Microsoft products.
Some key benefits of using Microsoft Project for project management include:
- Comprehensive project planning: Microsoft Project allows you to create detailed project plans, including tasks, dependencies, milestones, and deadlines. You can also assign resources, set priorities, and track progress in real-time.
- With MS Project, you can easily manage and allocate resources to tasks. This ensures that your team members are working on the right tasks at the right time. This helps to optimize resource utilization and prevent overworking or underworking team members.
- Collaboration and communication: Microsoft Project allows you to share project plans and updates with your team members, enabling better collaboration and communication. MS Project also integrates with other Microsoft tools such as Teams and SharePoint. This makes it easy to collaborate on projects in real-time.
- Microsoft Project provides powerful reporting and analytics features. These features allow you to track project progress, identify potential issues, and make data-driven decisions. This helps you to stay on top of your projects and deliver successful outcomes.
- Microsoft Project is a scalable and flexible tool. MS Project is great for projects of any size and complexity. You can easily customize the project to meet the specific needs of your project and team. , ensuring that you have the right tools and features to manage your projects effectively.
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