Slinger's Thoughts

June 24, 2008

Multiple project budgeting and tracking template modifications

Filed under: SharePoint — Tags: — slingeronline @ 7:19 am

First off, I have not forgotten about this blog.  I’ve been very busy (trying to get Anarchy Online to connect through our corporate firewall, but busy nonetheless.) 

I uploaded Microsoft’s Fab40 template for tracking and budgeting multiple projects.  Nice template.  I also noticed something. The IT site template, is just the multiple project template, the service call template and the knowledge base template all rolled into one.  (Lazy asses.)  Well, I got the project template installed for our dept and it works well.  There is one metric that I would like to measure though, and I don’t know enough about XSL to fix it.  On the dashboard page there are many indicators to show the status of a project, the related tasks, and issues.  The project status will show when several projects are overdue.  This is awesome, except in the nature of our department we work in absolutes.  Any task overdue is a bad thing.  What I would like is a way to track the amount of time that a task is overdue, and display that in the metric.  Basically, if any task is overdue, up to 2 days, then it shows the warning, and then if any task for a project is over 2 days overdue, the danger symbol.  In trying to get that, I’m learning that the dataview webpart is extremely powerful, as long as you can tell it what you specifically need it to display accurately.  I’ll keep working on it, and if I get an answer, I will post the tutorial here for a specific side project I am working on for our dept.  On the other hand, if any of my readers have an answer, or have come across this before, feel free to post the answer here in the comments. 

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2 Comments »

  1. Hello,

    It is pretty easy to do what you are trying to do using SharePoint designer and the DataFormWebPart (just use a calculated column that checks the date difference etc and xslt to choose the image or color for the representative value.) If there is no need to customize the LOOK and FEEL I would just use the out of the box list roll up webpart though.

    If you review my calculated column posts you should understand what I mean for how you can tell how close, how far, or how overdue a project/task is by just calculating the differences in dates.

    Let me know if you need any help,
    Richard

    Comment by Richard Harbridge — July 25, 2008 @ 9:12 am

  2. We like this template too. Just a heads up to let you know our product now supports it. We have a page showing the integration. It takes the drudgery out of loading and updating all those tasks and setting the lookup ids for the projects.

    http://www.teamdirection.com/sharepoint/WorkingWithMultipleProjects.html

    Cheers!

    Comment by John Milan — February 3, 2009 @ 6:52 pm


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