Think EPM

My Ideas, Tips and Tricks about Enterprise Project Portfolio Management using Microsoft technologies

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Where is the default theme in project Online?

  Recently a question came up, where a user changed the Default theme on Project Online (Site Settings >> Change the look), to something else. Then when they wanted to bring back the default theme, it was no where to… Continue Reading →

Check Project Baseline with SharePoint Designer workflow

  Requirement: Generally, almost all stage-gate project processes require the project to be baselined after a certain point in the process, commonly after planning is completed. The idea here is to build in a check, to see whether a baseline… Continue Reading →

Capture a Snapshot of Project Data using SharePoint Designer Workflows in Project Server 2013/Project Online

  A common requirement for PMOs is to be able to capture key Project Level data, as the project moves along in the workflow, and to be able to do a trend analysis as to how the Project Budget has… Continue Reading →

Quick Tip: Use Auto Correct to avoid special characters in Task Names

Ok, lets start-off 2015 blogging with a quick tip.   While it is not a strict “Must-Do”, it is common practice for us Project Server Consultants to try and avoid special characters in various part of the system. Read this… Continue Reading →

Happy New Year 2015!

Regular followers of my blog, know that it has been a while since I have posted anything on my blog, or posted a podcast, or in general anything, anywhere.   The reasons are multifold, not just limited to have a… Continue Reading →

MS TechNet White Paper: 7 Ways to Sustain Adoption of your PPM Solution, Post-Implementation

Just a quick post to announce that  another  white paper of mine is now published on the “From the Trenches” column, on  Project Server TechCenter on Microsoft TechNet. It can be downloaded here:  7 Ways to Sustain Adoption of your… Continue Reading →

Tip: Change the default task mode for new project

This post in not about the default task mode in Project Professional. Here is a Guillarme’s tip about that. When you just start with scheduling in PWA Schedule web part, you will see that the tasks by default are created… Continue Reading →

Tip: Email Subscriptions for Excel Services Reports with #Nintex

It is a common request from senior management and executives that the reports be emailed to them, as attachments, instead of them having to go to a specific link and check it out. This helps them in scenarios like access… Continue Reading →

Back to Basics: Renaming a project correctly in Project Server 2013

I am sure most Project Server users are well versed with the procedures for renaming a project in Project Server. However, this question (or related) comes up pretty regularly in the Project Server Forums, so hopefully this article will serve… Continue Reading →

Download: Project Online and Project Server 2013 Options – A Quick Infograph

A couple of weeks ago, I was presenting Project Online to a group of people, who are more from the SharePoint Community than Microsoft Project. Their knowledge of Project, Project Server was more as users than IT Professionals. Midway through… Continue Reading →

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