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Adil365's avatar
Adil365
Copper Contributor
May 04, 2022

Project for the Web - Project Tasks Custom Fields - Power BI Reporting

Hello,

 

We're able to add custom fields to Project Tasks table in the Project for the Web, which is a great feature.

 

However, according to this documentation (https://support.microsoft.com/en-us/office/create-a-custom-field-in-project-839d206f-b314-48f5-aa06-79140db93b94), it says
"To reuse custom fields [in Project for the Web], create a copy of the project. Custom fields can't currently be used across projects or for PowerBI reports."


It appears we aren't able to use Custom fields for PowerBI Reports.

 

Are there any workarounds for this? Coding, API, power automate, or anything?

Is there anything scheduled in product roadmap to make this feature available?

 

Thanks,

Adil

  • Richiee's avatar
    Richiee
    Copper Contributor

    Paul_Mather , I uploaded the Power BI template for reporting MS Project for the web, I realise that the task overview session is blank. I have refreshed and also download a new template, it is still thesame

     

  • Duncan_Griffin's avatar
    Duncan_Griffin
    Copper Contributor
    Hi

    Whilst you can't use the custom fields, Microsoft have recently added Label's and To-do lists (and are soon to add Priority) as supported custom fields (ie they are avaialable for Reporting in Power BI)). So against each task you can use, Buckets, Labels, To-Do lists and shortly Priority in Project for the web and use in Power BI.

    If you need to add signifantly more data against the tasks and are using Project for the web Power Platform model driven app you can add whatever custom fields, you want to the Project Tasks table (which is where all the tasks from Project for the web are sync'd to). You can use the app or Power Automate to maintain this data and all these modifications are available in Power BI.

    Duncan
  • Hello Adil365 ,

    Unfortunately these custom fields you create here:

     

    Are not available for reporting, they are only available in the Project for the web interface.

    Paul

    • DaveE555's avatar
      DaveE555
      Copper Contributor

      Paul_Mather I see custom fields reported in the (new) history table with an ID assigned for the custom field - I am now on a mission to find the table which has the Name for that ID. Any further ideas where custom field values are actually stored? Maybe the history table is the real answer.

       

      I'm currently attempting to baseline a plan - my most basic approach will be to extract point-in-time task data to excel and incorporate that in a powerbi model for SPI calculation. Pushing to a custom baseline column may also be desirable for my organisation.

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