||Rolling up numbers and cost for the whole portfolio
- The account needs to have permissions to update all projects and install custom apps. A Service or Administrator account preferred.
- During the process, none or little activity in the environment. All projects should be checked-in. It is best to perform during night or managed down-time.
||Create an Enterprise Custom Field (ECF) –> Install Bulk Edit –> Update all projects with Bulk Edit with the same value on the ECF –> Add the ECF to a view and group by it
||Use FluentBooks Community Edition. Follow instructions on how to bulk edit here.
The need: Getting the big picture
Views in Project Online are usually grouped by environment-specific fields, like Project Departments in the following:
Project Center – No big picture roll up
While cost, numbers and progress fields roll up to the level of the grouping field specified, I am often asked to roll up values to everything in the view.
The solution: Roll up everything
- To accomplish this, create a Custom Enterprise Field (here: “All”):
Create Enterprise Custom Field
||Single Line of Text
Any Name, Type or Custom Attribute works equally well. It’s important to create the custom field for the Entity Project.
Next, we need to install “Bulk Edit” from the SharePoint App Store:
SharePoint Store – Bulk Edit Install 1
SharePoint Store – Bulk Edit Install 2
Now we can bulk edit all projects to have the same value in our new ECF:
Navigate to Bulk Edit
Bulk Edit – Select Fields
Finally, add the new ECF to the Cost View, for example, in the Project Center and group by it:
Bulk Edit – Fill ECF
Edit Cost View
Et voila! The view shows the highest level of roll-up for all given projects: