FREE e-learning for Microsoft Project for the web
Sign Up
Download PPT: Sensei IQ Brief
Sign Up

Insights

Power BI template for Microsoft Project for
the web

10 mins read /
10 mins read

DOWNLOAD: Power BI Template – Project for the web


By Raphael Santos, Nate Auchter, and Kenneth Steiness

With the launch of the new, reimagined Project for the web, Microsoft has delivered a completely new Power BI template that allows an organization to get a complete view of their portfolio of projects and resources. It contains 9 pages covering these 3 areas:

  • Portfolio reporting: The first 3 pages provide insights into key data across the entire portfolio of projects, with the ability to filter by project progress and project manager. There is also a portfolio timeline and a summary of the key milestones across the entire portfolio.
  • Resource reporting: The next 2 pages focus on understanding how resources are allocated across projects and the amount of work they have, including tasks that are running late or overdue.
  • Task reporting: The last 4 pages drill down to a task level to help identify exceptions, such as overdue and late tasks, and to see the status of the detailed work across projects. The timelines show detailed tasks on projects and a view of the tasks by resource.

Watch this video walkthrough for the complete details of the new Power BI template:

 


Related: FREE Project for the web e-learning


Power BI Reports for Microsoft Project for the web

The following reports are included in the Power BI template.

PORTFOLIO DASHBOARD

The Portfolio Dashboard provides an executive summary of all projects, with the ability to filter on ‘Project Progress’ and ‘Project Manager’. Users can also link back to the schedule in Project for the web.
Project for the web Power BI template Portfolio Dashboard

PORTFOLIO TIMELINE

The Portfolio Timeline shows visually where all the projects fall on a timeline, including their duration and progress to date. Projects are colored by Project Manager, and the tooltip on each bar in the timeline shows additional details.
Project for the web Power BI template Portfolio Timeline

PORTFOLIO MILESTONES

The Portfolio Milestones report summarizes all milestones completed the past 30 days, those still listed to be completed in the past, and milestones planned for the next 30 days. The donut charts show the total count of milestones and how many are on each project, and the table shows each milestone along with which project they are from and what the finish date is.
Project for the web Power BI template Portfolio Milestones

RESOURCE DASHBOARD

The Resource Dashboard allows managers to easily get an overview of where their resources are allocated to projects, including how many tasks they have; how much work is running late or overdue; the total effort completed and remaining by resource; and how many resources are assigned to each project.
Project for the web Power BI template Resource Dashboard

RESOURCE ASSIGNMENTS

The Resource Assignments report allows managers to see the details of the work their people are assigned to. The visuals show the total effort by the resources selected and the effort by project, as well as effort completed and remaining by project manager. The table shows each of the resources selected and expands to show which project they are assigned to, and then expands again to show the detailed tasks.
Project for the web Power BI template Resource Assignments

TASK OVERVIEW

The Task Overview report focuses on the detailed tasks across projects and helps identify exceptions in the portfolio with key performance indicators. The visuals allow for additional filtering on ‘Tasks by Status’, ‘Tasks by Project > Bucket’ (drill-down from project to bucket); and ‘Effort by Project > Bucket’ (drill-down from project to bucket).
Project for the web Power BI template Task Overview

PROJECT TIMELINE

The Project Timeline shows each project with the detailed tasks colored by status. The tooltip provides additional supporting detail about each task.
Project for the web Power BI template Project Timeline

MY WORK

The My Work report focuses on work for one or more individuals. It’s a great way for a team member to see their own work or for managers to see what their teams are working on.
Project for the web Power BI template My Work

MY TIMELINE

The My Timeline report is intended for individual team members to see their personal timeline of work across and within projects.
Project for the web Power BI template My Timeline

What’s Next?

As you you can see, the Project for the web Power BI template provides excellent out of the box reporting. Since Microsoft is providing the source files, you can tailor these reports to the specific needs of your organization.

To get started, download the Power BI template and follow the instructions on how to deploy it (see Connect to Project for the web data through Power BI Desktop).

BONUS: The Power BI template also contains hidden queries for Roadmap data. To learn how to activate these queries and report on Roadmaps, see Enabling Roadmap Data in the Project for the web Power BI Template

 

About Kenneth steiness

CEO, Sensei

Kenneth has worked in the project management and scheduling field for over 25 years and has managed customer engagements in over 13 countries worldwide and throughout the United States. His focus is on process and the discipline of PPM and scheduling whenever he engages with clients to deploy Microsoft Project and Portfolio Management or teaches classes on the subject.
As the founder of Sensei Project Solutions, Kenneth provides strategic direction to the business and is deeply involved with client relationships.
,

About Nate Auchter

MCSE MCT, Director of Products and Solutions, Sensei Project Solutions

Nate is passionate about leveraging Microsoft’s PPM Project and Portfolio Management, Collaboration and Communication tools to help our customers realize the huge benefits that these great tools and platforms have to offer. He is skilled and certified in the Microsoft Power Apps, Project and related technologies. He helps organizations focus on business process automation, demand management, and producing high-quality reports to clearly display the business insights that the new Project can deliver to their organization. Nate is expert at distilling how Microsoft’s suite of products and new features provide value to Sensei’s customers. He has presented at Microsoft Community events all over the west coast, and is an active MPUG member.
,

About Raphael Santos

PMP, Microsoft Project MVP

Raphael Santos, Principal Consultant at Sensei Project Solutions, is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community.

About Sensei project solutions

Sensei Project solutions is a recognized global leader in Microsoft project and portfolio management (PPM) solutions focused on improving the way your team works. Sensei’s unique turn-key PPM Platform in the Microsoft Cloud, Sensei IQ, is designed around your needs and a modern way of working. Sensei IQ helps you make informed decisions by understanding how all work fits together with meaningful insights into projects, resources and programs across your portfolios.

Share on:

Recent Sensei news

5 MIN
How-To, Planner, Program/portfolio management, Project for the web, Project management
10 MIN
Case Study
How-To, Program/portfolio management, Project management, Resource management, Work Management
5 MIN
How-To, Planner, Program/portfolio management, Project for the web, Project management
10 MIN
Case Study

let’s GET
STARTED

Interested in learning more? Fill out this form and we’ll be in touch.

address(Required)
Interested in: