Sunday, 1 May 2016

Office 365 - Project Online with Custom Dashboard

A - OBJECTIVE: 

At Project Online, we can customize a dashboard to show:
1. Whether a task is billable
2. Cost estimation for each members in the last 7 days.



B - REQUIREMENT:

The end result should be developed like this dashboard:



C - SOLUTION:

For each project at Project Online, a custom field is added in to track whether the task is billable. In this example, we use the column BL_Billable to find out the keyword Billable



D - SAMPLE:

At the end of the week, only tasks with the keyword Billable are extracted and displayed in the dashboard & cost estimation (in billable hours) is assigned to the member who logged the task:

For example, all tasks (except task #3) are displayed in the dashboard