Portfolio change request analysis in MS Excel

Contents:

1. Using portfolio change request analysis report in MS Excel
2. Setting up the portfolio change request analysis report in MS Excel
3. Chat

Using portfolio change request analysis report in MS Excel

Analysis of the registry of requests for changes to the server project portfolio in MS Excel is a report that allows project administrators and project office analysts to analyze information on requests for changes to the project portfolio. Project teams record all requests for changes from stakeholders on the MS Project Server server. Analysis of information on change requests is carried out separately in a report in MS Excel.

The document "Portfolio change request analysis" in MS Excel allows you to quickly and conveniently analyze information about requests for changes to the projects of the portfolio and manage them. Project administrators record all requests for changes, and project managers in the registry of requests for projects in MS Share Point. Project office specialists evaluate the quality of work with requests for changes.

1. The project administrator enters information about incoming requests for changes in the registry.
2. The project manager, together with the project team, analyzes the incoming requests and evaluates the degree of their impact on the project deadlines and costs.
3. The project manager coordinates the analysis results with stakeholders and appoints a person responsible for making changes to the project.
4. Responsible team members make the changes assigned to them in the project documents.

Project office specialists analyze the quality of work with requests for changes.

The report uses filters:

• Project - a list of company projects for which there are requests for changes.
• Initiator - a list of initiators of changes in the project.
• Period - a filter that allows you to select changes by deadlines.
• Priority. The "Priority" filter allows you to select the highest priority change requests.
• Impact. The "Impact" filter allows you to select requests with the highest level of impact on the project.
• Status. The "Status" filter selects requests based on their status. "Current" - ​​a change request that is still awaiting processing. "Closed" - a request that has been rejected by the initiator. "Completed" - changes to the request have been made to the project.

Setting up the portfolio change request analysis report in MS Excel

How to get the portfolio change request analysis report in MS Excel

1. Register or log in to the site.
2. Make a payment.
3. Download the report file.

How to customize a report in MS Excel

1. Load MS Excel and log in with your account
2. Open the report in MS Excel
3. Go to the “Data” menu, the “Get data” item and the “Launch Power Query editor” sub-item
4. Change the server address for the table.
5. To do this, click on the “Source” item and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with the address of your server.
6. Go to the “Home” menu item and the “Update preview” sub-item.
7. Go through all the steps and update the column names in the queries
8. In the same “Home” item, click the “Close and Apply” button