Default EPM Reports Project Server?

amedexitt
amedexitt used Ask the Experts™
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We have EPM installed on Sharepoint (Project Web Server) and apparently there are no default reports; Does EPM bring default reports, and if so, how do we install them?  If not, does anyone know of any reports that can be added in and from where?
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Depends on what you define as reports.
You have 2 dimension reports which are called views, so you can change the views i.e. in project center or resource center and you can define your own within the administration section.
If you want to enable 3 dimension reports (like Excel pivot tables) you habe to install MS SQL Analysis Services and create a Cube there. As far as the cube is created, you can define 3 dimensional views.

 

Author

Commented:
Bembi-Are there default 2 dimensional reports included when you install EPM into Sharepoint? What type of default reports are included?
Sharepoint is the base of MS Project and provides the general web interface frame. So reports do not have something to do with sharepoint. You can not install MS Project without SharePoint.
If you open MS Project Web-Access, you find a pulldown box in the right upper corner. From this pull down boy you can select different views which come with MS Project Server. The default view is usually Summary.
So, if you see something in MS Project Web-Access, you must have at least one view, this is what you see.
If there is nothing in the pull down box, it usually have something to do with your permission settings.
But if you publish a Project from MS Project Cleint to the server and you are at least the project manager, you should see a lot of different views in this pull down box.

Note, that there is only something visibly, if a project is published. Draft projects are not visible in Web-Access.
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Author

Commented:
Ah, so you are saying that if you design the report in Project, and upload it to the server, that will make it available, correct?

Author

Commented:
Bembi.. I think I have a better understanding of what I'm looking for. If I have a project in Project (Desktop) there is the option for Visual Reports for a bunch of default reports; How do I get those type of reports into Project Web Server?
The reports in MS Project has nothing to do with the reports in MS Project Server / Web Access. The Project Server generates the reports out of the SQL Database, MS Project out of its own data. This is the reason, why you can't upload any report to Project Server and vice versa. But you can create any report on project server including - as I said - 3 dimensional Cubes and make them visible in mS Project. Everything what you see in Project Center or Ressource Center in MS Project is excacly the view of MS Project / Web access (same view - just linked).  Cubes can also taken over directly into MS Excel as Pivot table for further analysis.

This means, if your project server is configured in a right way, there is not really a need for any additional reports.  
But this means on the other hands, that you can not directly make visibal any local created report in MS Project to the public.

Author

Commented:
Bembi, If I want to create a dashboard across the various projects we have to show which are on time, etc how would one go about doing this in Project Web?

I apologize if it's a silly question I just do not know!
You need something like an indicator to determine, what you define as "on time". Such a indicator may be a status date. That means, if your project is in time, all the work what should be done until lets say today, is really done. You can use the percentage complete value to calculate the status date. If a project is 2 Month long, and 50% is done, this means the status date is 1 Month behind the start date. If your project is in time, the status date should be equal to the current date.

But to determine, if a project is in time, the work value and the percentage work complete value is more reliable. In this case, if your project is 2 Month long, the work is linear and 50% of the work is done, then status date is the middle of the duration. To calculate this value is a little bit more complicate as work seldom is really linear. And you need - anyway a reference value from a stored baseplan.

This indicator you can define in Project Server as Enterprise field. You can add a formula to this enterprise field to calculate your indicator.
If you created your indicator, you can add this field to the default summary view, you see in project center.


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