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Deploy OnePortfolio into Project Online

  • Updated

Since the Project Online site already exists, the OnePortfolio lists need to be added individually. There are numerous list templates to be uploaded. Majority of the list templates are without content. A few of the list templates have content, or need to have content added. i.e. Years, Expense Types, etc.

Templates

  • Actual Costs

  • Benefits

  • Budgets

  • Capacity

  • Changes

  • Cost Categories

  • Expense Type (Add Content - Capital & Operational)

  • Forecast

  • Initiatives (*Optional/If Using, SP Form in use)

  • Issues

  • Portfolios (SP Forms in use)

  • Requests (*Optional/If Using, SP Forms in use)

  • Resource Plan

  • Resources

  • Risks

  • Roadmap

  • Status Reports

  • Strategic Themes

  • Style Library (Add Content - Portfolios.js)

  • Workflow Tasks

  • Years (Add Content - 2018, 2019, 2020, etc.)

SP Forms

Saved/exported SP forms to be imported to the following lists

  • Portfolios (Separate New, Display, Edit)

  • Requests (New, Display, Edit all the same)

Workflows

Add the following two workflows:

  • Portfolio Approval Workflow (Portfolios List)

  • Create Status Report Workflow (Portfolios List)

Reports

  • Update Queries to new site in the OnePortfolio Main Report & publish to PowerBI

  • Add Content - Report site page with Wicresoft Report Viewer web part - point to published OnePortfolio Main Report - set the page as the home page

Features Purchased/Installed/Activated

Necessary features:

  • Power BI

  • SP Forms

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