1. Getting Started

This customisable Microsoft Power BI App published by Camms will connect to our Camms.Project product and let you view information related to your existing projects and their drilldown information, for your convenience.

View more details on Microsoft's Power BI and its features here.

1.1 Pre-conditions

  • To use this out-of-the-box dashboard offered by Camms through Power BI, you should have already purchased Power BI Desktop from Microsoft and hold a Pro License.
  • To point the dashboard to your own Camms database you should also have purchased Camms.Project [more] and Camms.Connect [more] products offered by Camms.
Note: You are welcome to customise this dashboard to better suit your needs or request Camms to do so on your behalf. For assistance with modifying this dashboard or to make a request for a bespoke dashboard, please contact ReportingHub@cammsgroup.com.

2. Installation

  • STEP 1: Go to Microsoft AppSource using the below link:                                                                                                https://appsource.microsoft.com/en-us/                                                                               
  • Search using the keyword [Camms.Project] in the Microsoft AppSource search bar, which will result in the Camms.Project Portfolio Dashboard. 

         Figure 2.1: Microsoft AppSource Homepage

  • STEP 2: Click on the ‘Get it now’ button. 

            Figure 2.2: Camms.Project Portfolio Dashboard - Search Result Window

  • STEP 3: Add the email that is associated with your Power BI account and click on the ‘Sign In’ button to sign into the Microsoft AppSource. 
             Figure 2.3: Sign into Microsoft AppSource popup box

  • STEP 4:  Fill in your basic information in the required fields and select the checkbox at the bottom. If you have filled in all the required fields marked with a red asterisk mark and ticked the checkbox, the ’Continue’ button will be enabled and let you move forward.
        Figure 2.4: Basic Information popup box

  • STEP 5:  You will now be navigated to your Power BI Portal. Click on the ’Install’ button to install the Camms.Project Portfolio Dashboard to your Organisation’s Power BI Service.
Figure 2.5: Install Power BI App
  • STEP 6: If an update is available to the Power BI Desktop app or the Camms Power BI App, this additional popup will display to update your software. Select the suitable option as below, and click 'Install'.
  • Update the workspace and the app – Select this option to update both the published online Workspaces and Camms Power BI App.
  • Update only workspace content without updating the app – Select this option to update only the published online Workspace content.
  • Install another copy of the app into a new workspace – Select this option to install a different copy of the Camms Power BI App into a new online Workspace.

Figure 2.6: Update software

  • STEP 7: Once the installation is completed, click on the 'Go to app' button in the popup, or click on the new link created in your Power BI Dashboard under the 'Apps' tab.

    Figure 2.7: Click on the 'Go to app' button to open Camms Power BI App

  • STEP 8: Once clicked on the installed Camms Power BI App link, a dashboard with sample data will be displayed. You will require to then connect the dashboard with your organization's data. To do so, click on the link at the top 'Connect your data'.

  • STEP 9: Once clicked on the 'Connect your data' link at the top of the page, a popup window will open to fill in the following details and click 'Next':
    • Camms-Token: Add the non-expiring Camms Power BI token provided to you by our Integration Team
    • Azure-Subscription-key: Add your Azure subscription key details
    • Host: Select between Demo or Live depending on where your Camms database is hosted

  • STEP 10: Once your credentials are validated, select the 'authentication method' (anonymous or basic [for basic enter your username and password]), 'privacy level', and click 'Sign in and continue' to proceed.
  • Once connected successfully, your organization's information will be populated in the Camms Power BI App dashboard.

3. Using the Dashboard

3.1 Dashboard – Overview

The Overview page in the dashboard will display overview details of all portfolios and projects in your organization. The following summary details will be available to be viewed:

  • Overall numbers of: total portfolio count, total project cost, total project income, cost variance, total active risks, total active incidents, total active issues
  • Bar charts to display the number of projects by phase and projects by owner and overall health
  • A heatmap to display projects by division
  • A detailed table to view project details with start and end dates, along with project type, owner, % completion, status, health indicators.

Figure 3.1: Dashboard – Overview

3.1.1 Additional features

The following additional features will be available within all of the dashboard pages:

  • View more details – Hover over each chart segment or a chart to view more details in a tooltip box.
  • Filter details using the following options:
    • Click on a donut chart or bar chart segment, or any record to visually highlight only that part and filter all dashboard details based on the selection for further investigation. 
    • Select from filters provided at the top of the page to filter details displayed in the page. Filter details by portfolio, project phase, or project owner. 

Figure 3.1.1: Dashboard filters

3.2 Dashboard – Schedule

The Schedule page in the dashboard will display project schedule information, displaying the following details:

  • Overall numbers of total portfolio count, overdue tasks, off track projects
  • Project types by status and projects by schedule RAG in bar charts
  • Project schedule displayed in a Gantt chart
Note: The same additional features will apply to the Schedule page too.

Figure 3.2: Dashboard – Schedule

3.3 Dashboard – Budget

The Budget page in the dashboard will display project budget information, displaying the following details:

  • Overall numbers of total expenditure, total income, cost variance
  • Project by budget RAG and project cost flow in bar charts
  • Budget by expenditure budget lines and budget by income budget lines in donut charts
  • Table with details of portfolio and project details, including project owner, budget year and type, annual budget, budget and actual YTD, variance value and %, budget RAG
Note: The same additional features will apply to the Budget page too.

Figure 3.3 Dashboard – Budget

3.4 Dashboard – Risk

The Risk page in the dashboard will display risk details related to projects, displaying the following details:

  • Overall numbers of projects with risks, high & extreme risks, overdue risks
  • Risks by business grouping in a heatmap
  • Risks by inherent rating, risks by residual rating, risks by target rating in donut charts
  • Risks by responsible officer in a bar chart
  • Project risk details in a table with risk title, responsible officer, next review date, risk ratings
Note: The same additional features will apply to the Risk page too.

Figure 3.4 Dashboard – Risk

3.5 Dashboard – Incident

The Incident page in the dashboard will display incident details related to projects, displaying the following details:

  • Overall numbers of projects with incidents, total incidents count, total open incidents, total closed incidents
  • Incidents by status and incidents by type in donut charts
  • Incidents by responsible officer in a bar chart
  • Project risk details in a table with incident title, responsible officer, reported date, status
Note: The same additional features will apply to the Incident page too.

Figure 3.5 Dashboard – Incident

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