Release Notes for Project Portfolio Dashboard

Release Notes for Project Portfolio Dashboard

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WSSv3/MOSS SharePoint 2010 SharePoint 2013
Release Notes Release Notes Release Notes
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.
Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Bamboo Solutions has also begun releasing Bamboo Apps to the SharePoint Store, for additional details, see the SharePoint Apps & Mobile products page where you can get the latest info about each of our Apps as they release to the Microsoft Store.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Understanding Bamboo Releases:

  • Bamboo offers Trial, Basic and Premium support.
    • Free Trial support expires after 30 days.
    • For more information about Basic and Premium support, please see the Support Plans page.
    • There may be a fee to upgrade from a major version to another.

See Also:

Overview of Project Portfolio Dashboard

Overview of Project Portfolio Dashboard

Many companies are implementing SharePoint for the sole purpose of handling their project management at all levels within their business. While SharePoint out-of-the-box provides quite a bit of functionality to accomplish this goal, it is lacking in its ability to provide project progress measurement. For enterprise MOSS 2007, SharePoint 2010, SharePoint 2013 owners, you can purchase a reporting pack and even purchase MS Project for the enterprise to handle this, but for many companies this is time and cost prohibitive.

The SharePoint Project Portfolio Dashboard provides you with a single view of the progress, health and risk level of the projects in your entire project portfolio. Project Managers can communicate the status of the effort, cost and budget for each project using configurable red/yellow/green indicators, issues meter, bar or pie chart and Gantt view widgets. You can use one or all of these widgets to display your project data in the dashboard as well as the layout for how the widgets are displayed.

Bamboo’s SharePoint Project Portfolio Dashboard is one Web Part that is made up of multiple, customizable widgets. Each widget provides measurement of project progress from various perspectives, including budget, schedule, risk, and overall health. You can show only the widgets that make sense for your project management needs.

The widgets you can choose from are:

Widget Type Description
Gantt View of Active Projects Gantt/Progress Bar Displays a Gantt View with a color-coded progress bar for each project.
Active Projects Budget Bar Chart Shows the Project Original Budget (BAC) vs. Project Current Expense (AC) vs. Estimate at Completion (EAC) in a bar graph.
Active Projects Health View Gantt/Progress Bar Displays a Gantt View with a color-coded progress bar for each project.
Gantt View of Active Projects Red/Yellow/Green Indicator List Show the health of your projects in 6 typical tracking categories (i.e. Overall, Cost, Effort, Schedule, Feedback, Scope) using red/yellow/green indicators.
Active Projects Health View (Calculated) Red/Yellow/Green Indicator List Show the health of your projects in 6 typical tracking categories (i.e. Overall, Cost, Effort, Schedule, Feedback, Scope) using red/yellow/green indicators. The Schedule and Cost categories can be calculated instead of manually indicated.
Types of Active Projects Pie Chart Displays the percentage of projects in each category. You can custom categorize your projects to communicate which department has primary responsibility (i.e. Product, Custom, Marketing, etc.)
Phases of Active Projects Pie Chart Shows the percentage of projects in each phase of the Project lifecycle (i.e. Initiating, Planning, Execution, Controlling, or Closing).
Overall Health of Active Projects Pie Chart Displays the percentage of projects in each of the health statuses of On-track, Delayed, or Stopped.
At Risk Projects Issues Meter Configurable list that displays a red bar meter indicating the degree of risk for specific projects.

All the project data that supplies these widgets is stored in the Project Dashboard List which is automatically installed on the site when you add the Bamboo Project Portfolio Dashboard to a page on the same site.

You can also configure the placement of these widgets inside the Web Part by editing the Web Part’s HTML source code directly. Each widget that you want to show can be configured in the tool pane of the Bamboo Project Portfolio Dashboard. Your SharePoint Project Portfolio Dashboard could look like this:

hw35004.jpg

How to Populate Data in the Project Portfolio Dashboard

How to Populate Data in the Project Portfolio Dashboard

Most organizations have separate sites for each of their projects, but at the very least, they maintain separate summary lists, task lists, issues lists, etc. for each project whether it is on separate sites within a site collection, or just Web Part Pages within a site.

To have your Project Summary List feed Project Portfolio Dashboard automatically, just follow these steps:

Step Action
1. Just add the Bamboo Project Dashboard Data Mapping Web Part to the same page where your Project Portfolio Dashboard is or add it to another page within the same site or site collection.
2.

Review the data in your Project Summary List and determine whether you want to add more choices to the Choice columns in the Project Portfolio Dashboard List so that they are available to you when you are mapping the choice values from your Project Summary List to the choice values in the mapped Project Portfolio Dashboard column.

For instance, if you have a Project Status column in the your Project Summary List where one of the statuses is “Open”, then you can modify the Project Status column in the Project Portfolio Dashboard List to add the “Open” status so you can map it directly or you can choose to just map the “Open” status to an already existing status in the Project Portfolio Dashboard List.

3. Configure the Bamboo Project Dashboard Data Mapping Web Part.

See Configuring the Bamboo Project Dashboard Data Mapping Web Part. You can choose to configure mappings individually for each Project Summary, or configure a single mapping to auto discover similar lists (i.e. Lists with the same name or Lists of the same type, like Tasks, Project Tasks, etc.) within or at the same level as the configured site.