The reporting process is the backbone of project control. It systematizes regular communication within projects. Automated project reports provide a repeatable format for populating reports with data at the push of a button. They enable the efficient support of the entire project life cycle and optimal control of projects.
Standardized reports lay the foundations that provide an overview of the evolution of the reporting data.
It is important to ensure the reporting is in line with the processes and the organization of the individual company: different roles, such as project team, project managers, resource providers / heads of department, portfolio decision-makers or management, also require different reports. Microsoft based technology provides several important tools for the project environment.
Out of the box, the cloud version of Microsoft Project Server – Project Online – provides only two reports in Excel:
Both project and resource reports cannot be filtered or sorted. Equally, both lack of the evolution-over-time perspective. This makes working with them ineffective.
Both reports are not very meaningful and would not be sufficient for most companies.
This is why Microsoft provides additional reports based on Power BI.
Power BI enables the connectivity and visualization of desired data sources with the aid of a Microsoft cloud service. The reports are intuitive, attractive and easy to use. On this basis, Microsoft offers a free report pack with 13 individual reports on Project Online from the Portfolio, Resource and Project areas.
To give you an example, we present two of these reports below.
What is important to know: these free Power BI Reports are based only on the standard fields of an empty Project Online environment (PWA).
This means they do not include any customer-specific enterprise fields for projects or resources.
Neither are there certain key reports relevant to the project life cycle, such as:
The TPG offer presented below removes these limitations.
TPG The Project Group has the ability to complement the customer’s existing Project Online / Project Server environment. Removing limitations and enabling the additional reports is made possible with the TPG Power BI ReportPack. The additions include:
Note for existing customers: Customers who have TPG QuickStart – the turnkey solution for Project Online / Project Server introduction – can acquire the TPG ReportPack with an upgrade package. Please contact us if required.
Greatly enhanced reports for Project Online and Project Server provide the following:
There are two versions of the TPG Power BI ReportPack: “Professional” and “Enterprise”. The two versions differ in terms of scope and data presented.
All reports of the TPG Power BI ReportPacks Professional and Enterprise are easy to export to PowerPoint or PDF at the push of a button. This feature makes it possible to easily share these reports in these formats.
Find a few examples of the reports in the TPG Power BI ReportPack in the Professional version below.
As mentioned above, the TPG ReportPack in the Enterprise version comprises many additional reports.
* To enable the read-out of the report data, the customer receives a runtime version of the integration middleware TPG PSLink (on premise or in the cloud). TPG PSLink is equipped to access the necessary data in SharePoint and edit them for the TPG Power BI Enterprise ReportPack.
It is possible to extend the TPG PSLink license for the subsequent integration of further data sources from other systems.
Find a few examples of the TPG Power BI ReportPack in the Enterprise version below.
TPG is a Microsoft Gold Certified Partner. For many years, we have contributed valuable expertise in reporting in general as well as with Microsoft Project Server / Project Online and Excel in particular. Our three main strengths are:
For years, TPG has been integrating ERP systems (e.g. SAP) with project management systems. Create integrated system reports at the click of a mouse. Data from both systems appear in one report and in the desired format (e.g. PowerPoint or PDF) for easy analysis and sharing.
Create dynamic reports directly in your company PowerPoint template. The required data are automatically pulled from Microsoft Project Server / Project Online, the ERP system or other databases. This works even for interactive PowerPoint slides.
By capturing reports in one system, you can easily compare historical and current data at the click of a mouse. Analyze trends for cost, schedule and resource utilization.
In most cases, customers already use their own reports. Often, they want to keep these as they are. TPG is usually tasked with integrating the information from the newly introduced project management tool, such as Microsoft Project Server / Project Online or Planisware, into the existing reports. We have extensive experience in consulting and technical implementation for this task.
Do you need help with reporting? Please use our contact form, and we will be in touch.