Project Detail Pages (PDPs) are used to capture and display relevant information about a project as it advances through various stages of a project lifecycle model.

Throughout the life of a project, the PDPs will be re-visited and updated to reflect changing status, current stage and financial parameters, and to capture on-going progress narrative. Project Detail Pages are also commonly used to provide an end of stage checklist, enabling the project to comply with governance processes in place.

We routinely deliver administrator training as part of any Project Online implementation. This practical hands-on course is targeted at a subset of users that intend to take on the role of Administrator/Super User for Project Online following implementation. We strongly believe our clients should be as self-sufficient managing Project Online on a day-to-day basis as possible, which includes how to create and modify Project Detail Pages. Assuming that knowledge is already in place, in this article I’m going to go a step further and showcase some of the additional functionality Wellingtone can develop to help you enhance the appearance and user experience of your PDPs.

Banners & Headings

Small tweaks with a sizeable impact. Using script we can enhance your PDPs to include an appropriate heading, formatted to align with your organisational branding.

From this:

Enhance PDPs in Microsoft Project Online

To this:

Enhance PDPs in Microsoft Project Online with Wellingtone

Document Upload Functionality

Where Project Detail Pages are used to provide an end of stage checklist, there is often a requirement to provide supporting evidence, usually contained within a separate governance document.

When Project Owners, responsible for updating the PDPs, are required to provide a link to this supporting evidence, Project Online offers several options.

Using out of the box functionality, users can either upload a document directly to a PDP or provide a link to where that document is stored. To enable this feature, the system requires the use of a multi-line text field, named appropriately such as, “Supporting Governance Document”. When the user then clicks in the multi-line text box, they will see the “Insert” tab appear on the ribbon.

Upload a document directly to a PDP in Project Online

From here the user can choose to “Upload File” where they attach the file and choose the Destination Library (note: the destination library will be at the site root level).

Upload file to destination in Project Online

Alternatively, they can select the “Link” option, to provide a hyperlink to a SharePoint site location or an external address. By selecting “From: SharePoint”, the user can then locate the document library for the corresponding Project Site, and link to the document directly (note: this approach assumes the document has been uploaded to the Project Site document library).

Provide a hyperlink to a SharePoint site in Project Online

In addition to the out of the box functionality, Wellingtone has developed a simple solution that renders a list of the documents stored within the corresponding Project Site Document Library from which the user is then able to select from, as illustrated below.

Business case status in Project Online

Business case status in Project Online

Once the document has been selected, and the project saved, users are then able to access the document directly from the PDP – either by clicking the document name to open in the browser or by selecting “Download”.

Download document directly from PDP in Project Online

Note: this approach assumes the document has been uploaded to the Project Site document library.

Replacing Look Up Fields with Dropdowns

Again, using javascript, we’re able to render dropdowns for lookup fields.

Where clients have a significant number of Enterprise Custom Fields on the page, replacing the out of the box lookup field with a dropdown field can increase efficiency – reducing the number of clicks – and improve the overall user experience.

​​​An example of an out of the box lookup field shown here:

Out of the box lookup field in Project Online

Out of the box lookup field in Project Online

Verses the enhanced dropdown example here:

Enhanced dropdown features in Project Online

Enhanced dropdown in Project Online

Multi-level Lookup Fields

When configuring lookup tables in Project Online, the ‘level’ feature allows you to nest different values in a hierarchy.

The example below illustrates how, when selected, an out of the box multi-level lookup field is presented in the PDP:

Multi-level Lookup Fields in Project Online

When a value is selected, in this example, at the lowest level of the hierarchy, the output is displayed as a single string of text:

Output is displayed as a single string of text

Using javascript, Wellingtone has developed an alternative approach. Instead of displaying the nested values under one lookup field, the values for each level of the table are separated into distinct dropdown fields. The benefit of this approach is that the dropdown fields are dynamic, whereby the values displayed at each level in the hierarchy are filtered based on the selection at the previous level, as illustrated below:

Javascript for nested values in Project Online

Javascript for nested values in Project Online

Javascript for nested values in Project Online

Javascript for nested values in Project Online

Javascript for nested values in Project Online

The benefit of dynamic filtering is that this approach ensures data integrity. In this example, if an end-user were to select a Continent in the first dropdown, then they would only see viable options for Countries in the next dropdown. This process continues down through the levels to Region and City. The dropdown options are validated as the user selects each value.

Next Steps

If you would like to discuss how Wellingtone can help you enhance the appearance and user experience of your Project Detail Pages, then please get in touch to speak with one of our Consultants today.

Learn more or arrange a demo

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