Planview AdaptiveWork + AgilePlace

O "Elo em falta" - AdaptiveWork Periodic Project Report (PPR)

The "Missing link" - AdaptiveWork Periodic Project Report (PPR)

Publicado em

22 de Junho de 2019

Autor

Jonathan Smith

After today, the AdaptiveWork Periodic Project Report (PPR) + Document Publisher will be much easier for you to use!

Imagine, a “one-click” status report inside of AdaptiveWork that can save you a huge amount of time! This article will teach you tips and tricks to create advanced status reporting automaton on the AdaptiveWork Periodic Project Report (PPR).

O que é o PPR?

The Periodic Project Report (PPR) found in AdaptiveWork, provides Project Managers the ability to distribute status reports in either .doc or .PDF format!

Editora de documentos

Document Publisher lets you dynamically create reports in the Microsoft Word (.docx), PowerPoint (.pptx and .pptm) file formats based on AdaptiveWork data. As a one time set up, you need to create and upload a file template with field mappings, and desired layout and branding. With the Document Publisher, you can create powerful branded reports, executive memos, presentations populated with AdaptiveWork data. You can also output Microsoft Word document into a PDF file which can be emailed or downloaded.

Relatório Periódico do Projecto (PPR)

Gerar um Relatório de Projecto com informação básica do projecto, roteiro, detalhes sobre marcos, tarefas (concluídas, activas e tarefas em risco ou off/track), riscos, pedidos, problemas, bugs e relatórios de folha de tempos.

Editor de documentos vs Editor de slides

AdaptiveWork users may be more familiar with Carizen’s Slide Publisher application, which is similar to Document Publisher in that it is an easy way to merge project data, timeline graphics and even report charts into external documents. But, there are a couple key differences between Slide Publisher and Document Publisher.

Uma diferença chave é que não há opção de carregar diferentes modelos PPT e tê-los seleccionados em tempo de execução para a Editora Slide, embora possam ser carregados múltiplos modelos da Editora Documental e depois seleccionados em tempo de execução.

Algumas diferenças adicionais incluem:

	Editora de slides	Editora de documentos
Exporta dados para...	MS Powerpoint	MS Word ou PDF
Exportação de dados de...	Projectos, Programas, Objectos Personalizados	Projectos, casos
Experiência do utilizador...	Fácil copiar/colar etiquetas, fácil para a maioria dos utilizadores	Utilização menos intuitiva das etiquetas de fusão, não para o utilizador típico

AdaptiveWork Document Publisher and the Periodic Project Report are greats tool for exporting AdaptiveWork to Word/PDF documents for distribution and can provide the foundation to a document creation system that is integrated with your PPM. Some example uses may include:

Pedidos de alteração
Ordens de compra
Facturas
Relatórios de estado (utilizando o PPR)
Portfólio e relatórios financeiros
Or any other document based on data in AdaptiveWork

The links above provide base level documentation on how to use Document Publisher and PPR. Recently I had the opportunity to solve some requests for extracting data for “Custom Fields”, “linked” objects, and “related” items which require more sophisticated use of Document Publisher’s merge tags. In this post I will share an example of each of these more sophisticated configurations. Be sure to review the AdaptiveWork documentation linked above first to gain a base level understanding of how to run the custom macros and manage the table configuration & formatting.

The PPR report is based on AdaptiveWork’s Document Publisher properties. The PPR installation from the Apps Marketplace provides a template that will be stored as a file within the AdaptiveWork Instance. Because of this, the file respects the accessibility rules of certain members in the group. For group members to access the correct PPR report, it must be added as a related item to the associated group.

Campos padrão e personalizados

A referência de campos padrão ou personalizados requer uma única selecção de área para a fórmula do campo onde residir. O exemplo abaixo irá agarrar um campo personalizado com o nome API de "C_Otherinformation" do item Solicitar Trabalho e colocá-lo na área seleccionada.

Example Formula: { !field=EnhancementRequest.C_OtherInformation }

Objectos Ligados

Referencing Linked items is similar to Related items, the primary difference is determining the name of the Link. A quick search in AdaptiveWork’s configuration will yield the information that is required. For this example the Link is Project Customer Link, in order to reference it, you need to use the name “CustomerLink”.

Encontrar o nome da ligação ao utilizador para DP ou PPR

Este tipo de referência requer dois ou mais campos e fórmulas associadas e trará uma linha para cada item que esteja ligado. Podem ser adicionadas colunas adicionais com as fórmulas correspondentes para trazer campos adicionais.

Example Formulas:
Link Identifier: [ !field=Project.CustomerLink !relationfield=Entity !totalrow=False ]
Linked Field Identifier: { !field=CustomerLink.Customer.Name }