Overview
Project Web App (PWA) is a powerful tool that allows organizations to manage their projects and resources effectively. With the release of Project Server 2013, Microsoft introduced new reporting capabilities that provide valuable insights into project performance. In this article, we will explore how to configure reporting for Project Web App in Project Server 2013.
Why Reporting is Important
Reporting plays a crucial role in project management as it provides stakeholders with the necessary information to make informed decisions. With accurate and timely reports, project managers can identify potential risks, monitor progress, and ensure projects stay on track. By configuring reporting in Project Web App, organizations can harness the power of data to drive successful project outcomes.
Step 1: Enable Reporting
The first step in configuring reporting for Project Web App is to enable the reporting feature. To do this, navigate to the PWA settings page and click on “Manage Reporting” under the “Business Intelligence” section. From here, you can enable the reporting feature and specify the database server where the reporting data will be stored.
Step 2: Configure Data Connections
Once the reporting feature is enabled, you need to configure data connections to connect Project Web App with the reporting database. In the PWA settings page, click on “Manage Data Connections” under the “Business Intelligence” section. Here, you can add a new data connection by specifying the connection string and credentials for the reporting database.
Step 3: Define Reporting Periods
Reporting periods allow you to define the time intervals for which you want to generate reports. In the PWA settings page, click on “Manage Reporting Periods” under the “Business Intelligence” section. Here, you can define the start and end dates for each reporting period, as well as the frequency at which reports should be generated.
Step 4: Customize Reports
Project Server 2013 provides a range of pre-built reports that can be customized to meet your organization’s specific requirements. In the PWA settings page, click on “Manage Reports” under the “Business Intelligence” section. From here, you can select the reports you want to customize and modify various parameters such as filters, fields, and grouping options.
Step 5: Schedule Report Generation
To ensure that reports are generated automatically at predefined intervals, you need to schedule report generation. In the PWA settings page, click on “Manage Report Schedules” under the “Business Intelligence” section. Here, you can specify the reporting period, the reports to be generated, and the recipients who should receive the reports.
Step 6: Publish Reports
Once the reports are generated, you need to publish them so that they are accessible to the relevant stakeholders. In the PWA settings page, click on “Manage Published Reports” under the “Business Intelligence” section. Here, you can select the generated reports and publish them to the appropriate locations, such as a SharePoint document library or a dedicated reporting portal.
Step 7: Monitor Report Usage
Monitoring report usage is essential to evaluate the effectiveness of the reporting system and make any necessary improvements. In the PWA settings page, click on “Manage Report Usage” under the “Business Intelligence” section. Here, you can track the number of times each report has been viewed, the users who have accessed the reports, and other relevant metrics.
Conclusion
Configuring reporting for Project Web App in Project Server 2013 is a straightforward process that enables organizations to gain valuable insights into project performance. By following the steps outlined in this article, you can set up a robust reporting system that empowers stakeholders to make informed decisions and drive successful project outcomes.
Sources:
https://docs.microsoft.com/en-us/previous-versions/office/project-server-2013/ff631142(v=office.15)
