Configuring the Bamboo Project Dashboard Data Mapping Web Part

Configuring the Bamboo Project Dashboard Data Mapping Web Part

The Bamboo Project Portfolio Dashboard comes with the Bamboo Project Dashboard Data Mapping Web Part, which allows you to map your existing project data, residing in one or more SharePoint lists, to the Portfolio Dashboard List for use with the Project Portfolio Dashboard. Each time an item is modified, added or deleted from your Project Summary List(s), that item is also added, updated or deleted in the Portfolio Dashboard List. The Portfolio Dashboard List is updated with any changes you make to your source Project Summary Lists as soon as you save your changes.

This is an optional Web Part. You do not need to use this Web Part if you are already using the Portfolio Dashboard List as your source project list. It is only intended for mapping other SharePoint project lists as data sources to the Portfolio Dashboard List.

You can choose to map just one Project Task List or multiple Project Task Lists to the Portfolio Dashboard List.

You can also add this Web Part to the same page as your Project Portfolio Dashboard while you set up your Portfolio Dashboard List and configure your dashboard, then hide the Web Part when you are done setting up your mappings. Or you can have this Web Part on a separate page within the same site as the Project Portfolio Dashboard.

sa35-2010-datamapping-1.jpg

To create a data mapping:

  1. From the Bamboo Project Dashboard Data Mapping toolbar, click New Item.

sa35-2010-datamapping-2.jpg

  1. Title. Enter in a title for your data mapping, for example: Phoenix Project Tasks Mapping.
  2. Project Site URL. Type in the URL to the project site where your Project Tasks list resides (within the same site collection) and click the green arrow button. The List Name drop-down box is populated with all the lists available for the site URL you just entered. You can enter the current site URL or any subsite URL of the current site. You can use a relative path by entering in “~/” or “./” for the root.
  3. Dashboard List. This is the name of the Portfolio Dashboard List for the current site.
  4. List Name. Select a Project Task List from this drop-down box. The Project Columns drop-down box is populated with the columns from the selected list in the List Name drop-down box.
  5. Mapping Information. Select the Project Columns you want to map from your Project Task List to the Portfolio Dashboard List columns in the Dashboard Columns drop-down box. The Dashboard Columns drop-down box filters the available columns by data type that are compatible with the selected Project Columns data type.
  • You must click sa35-2010-mappingarrow.jpg to the right of the Dashboard Columns drop-down box to add the mapping to the mapping table that appears just below these columns. When you select to map a Choice column to another Choice column, you can map each of the choice values from one column to the other. You can add more choices to the Portfolio Dashboard List choice column, if needed, before you create the mapping so it is available to you while you are creating the mapping. See the screenshot below.

sa35-2010-mapping3.jpg

  • To delete a row from the table, click sa35-2010-mappingarrow-red.jpg. To view or change the value mapping of a Choice column, click the Map button. To close the value mapping area, click the Close Map button.

  • Discovery Mode. Use this mode to automatically discover other Project Task Lists by the List Name or by List Type (i.e. Task List). If you choose to automatically discover lists by name or type, the mapping you set up in the Mapping Information section will be applied to the discovered lists. You must also select an option in the Discovery Search Path section.

  • Discovery Search Path. If you select a Discovery Mode other than None, then you must select where the discovery should take place: In sub-sites (sites under the current site), In sibling sites (sites at the same level as the current site), or both Sibling and Subsites.
  • Click OK.

All of your mappings are displayed in the Web Part list as shown below.

sa35-2010-datamapping.jpg

You can click the Edit icon to edit the mapping or select from the Title column drop-down list to edit the Mapping, copy the Mapping to re-use for another mapping, or delete the mapping. Click Refresh on the toolbar to see any new changes made to the mapping information.

You can also click the column name under the Mapping Information column to edit that column’s properties in its respective list.

Configuring Project Portfolio Dashboard Layout

Configuring Project Portfolio Dashboard Layout

Configuration

sa35-2010-dashlayout.jpg

  • Layout Setting. Click the Source Edit button to edit the HTML directly and place the widgets where you want them within the Web Part.

    sa35-2010-sourceedit.jpg

    • Add Widget. Use the Add Control drop-down menu to select the widget that you want to insert into the HTML for the Web Part. Selecting a widget also displays an example of what the widget looks like under Sample Preview.
    • Insert. Click Insert to insert the selected widget into the Web Part HTML within column tags (i.e. [widget control]

      ). Widgets can only be inserted into a column of a table.
      Wrap Text. Select the Wrap Text check box at the bottom left of the window to wrap the HTML text in the left pane.

    • Save. Click Save to save your changes and close this window.
    • Cancel. Click Cancel to cancel any changes made and close this window.
  • Select a Language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See Customizing the Translation Settings for more information.

NOTE: The translation options for Spanish, French and English are currently all still in English. You must customize the files directly to translate the Web Part user interface to the language you require. See Customizing the Translation Settings for more information.

  • Dashboard Message. Use the rich text editor to title your dashboard, communicate instructions to users, or list the Executive Summary for a single project dashboard.

Usage

  • For project portfolios, your dashboard message may look something like this.

    sa35-2010-dashmessage1.jpg

  • For single project dashboards, your dashboard message may look something like this.

    sa35-2010-dashmessage2.jpg

About the Portfolio Dashboard List

About the Portfolio Dashboard List

This list is automatically created when you add the Project Portfolio Dashboard web part to a page. The list is created on the same site where the web part is added to a page.

Note: If you remove the web part from a page or uninstall the web part completely, the Project Portfolio Dashboard list will not be removed. You must remove it manually.

Any Project Portfolio Dashboard web parts added to a page in a site reference the same Project Portfolio Dashboard List. There is only one list per site.

ConfigListName.jpgYou can change the name of the Project Portfolio Dashboard list, but you must update the Bamboo.ProjectPortfolioDashboardList.xml configuration list with the name of the new list so that the web part points to the correct data source. The list may be located in the following location depending on your SharePoint configuration:

<drive>:InetpubwwwrootwssVirtualDirectories80wpresourcesBamboo.ProjectPortfolioDashboardBamboo.ProjectPortfolioDashBoardList.xml

The Portfolio Dashboard List stores the following data:

Item Column Description Column Type Customizable?
1. Title Name of the project. Single line of text N/A
2. Project Name Name of the project. Single line of text N/A
3. Project Manager Name of Project Manager. People and Groups N/A
4. Project ID ID number to uniquely identify the project. Single line of text N/A
5. Project Status

User can select from these choices as well as add their own.

  • Active
  • Complete
  • Cancelled
  • Pending
Choice Yes
6. Project Type

User can select from these choices as well as add their own.

  • Custom
  • Marketing
  • Product
  • Other
Choice Yes
7. Project Phase

User can select from these choices as well as add their own.

  • Initiating
  • Planning
  • Executing
  • Controlling
  • Closing
Choice Yes
8. Executive Summary User can write a short project charter, report/summary, or list of issues/risks. Multiple lines of text N/A
9. Issue Description Brief description of main issue affecting the overall status of the project. Single line of text N/A
10. Baseline Start Date Baseline Start Date (Only displays Date, not Time.) Date and Time N/A
11. Baseline End Date Baseline End Date (Only displays Date, not Time.) Date and Time N/A
12. Actual Start Date Actual Start Date (Only displays Date, not Time.) Date and Time N/A
13. Actual End Date Actual End Date (Only displays Date, not Time.) Date and Time N/A
14. Forecasted End Date Forecasted End Date (Only displays Date, not Time.) Date and Time N/A
16. Duration Duration of project in number of hours or days. Number N/A
17. Original Project Due Date Original Project Due Date (Only displays Date, not Time.) Date and Time N/A
18. Current Project Due Date Current Project Due Date (Only displays Date, not Time.) Date and Time N/A
19. Project Original Budget (BAC) Total budget for completion of the project Currency N/A
20. Project Current Expense (AC) Actual cost incurred. Currency N/A
21. Project Planned Expense (PV) The estimated value of the planned work. Currency N/A
22. Project Earned Value (EV) The estimated value of the work accomplished. Currency N/A
23. Project Health Overall Status

User can select from these choices as well as add their own.

  • On-track
  • Delayed
  • Stopped
Choice Yes
24. Project Health Schedule Variance Status

User can select from these choices as well as add their own.

  • On-track
  • Early
  • Late
Choice Yes
25. Project Health Effort Variance Status

User can select from these choices as well as add their own.

  • On-track
  • Under
  • Over
Choice Yes
26. Project Health Cost Variance Status

User can select from these choices as well as add their own.

  • On-track
  • Under
  • Over
Choice Yes
27. Project Scope Variance Status

User can select from these choices as well as add their own.

  • On-track
  • Under
  • Over
Choice Yes
28. Project Health Customer Feedback Status

User can select from these choices as well as add their own.

  • Normal
  • Positive
  • Negative
Choice Yes
29. Project Plan Effort Expressed in hours or days. Calculation: [Baseline End Date – Baseline Start Date] Calculated No
30. Project Current Effort Expressed in hours or days. Calculation: [Forecasted End Date – Actual Start Date] Calculated No
31. Cost Variance (CV) Calculation: [CV = EV – AC]. A negative result means the project is over budget; positive result means project is under budget. Calculated No
32. Schedule Variance (SV) Calculation: [SV = EV – PV]. A negative result means the project is behind schedule; positive result means project is ahead of schedule. Calculated No
33. Cost Performance Index (CPI) Calculation: [CPI = EV/AC]. We are getting X dollars for every dollar spent. Calculated No
34. Schedule Performance Index (SPI) Calculation: [SPI = EV/PV]. We are progressing at X% of the rate originally planned. Calculated No
35. Estimate at Completion (EAC) Calculation: [EAC = BAC/CPI]. AS of now, what do we expect the total project to cost? Calculated No
36. Estimate to Complete (ETC) Calculation: [ETC = EAC – AC]. How much more will the project cost? Calculated No
37. Link to Project Site User can enter the URL to the site that contains relative project information. Hyperlink or Picture N/A