Table of Contents

Sensei PPM Essentials

Welcome

Thank you for purchasing Sensei PPM Essentials, we hope that it will prove valuable in enhancing the productivity and user experience within Project Online. If at any time you have a problem that is not covered by this guide, please log a support ticket via our support portal:

https://ipmo.zendesk.com

What is it?

Sensei PPM Essentials is a collection of tools that enhances your Project Online experience:

  • Advanced View Filter

    • The Advanced View Filter is a webpart that provides an enhanced way to quickly filter both the Project Center and Resoruce Center views dramatically enhancing ease of use.

  • Project Site List on PDP

    • This webpart is useful for embedding a list from the Project Site into a PDP. This allows the user to interact with Project Site Lists without leaving the PDP page for the project.

  • PowerApp on PDP

    • This webpart is useful for embedding a PowerApp on a PDP page and making it contextually aware of the project that is being displayed.

  • Tabulator

    • When there are many webparts on a PDP page is presented as a long scrollable list. The Tabulator is useful to organise these pages into horizontal tab groups to allow the user to navigate quickly to the content they are interested in.

  • User Picker on PDP

    • Project Online Projects can have custom fields to capture many type of data, however one data type is conspicuously absent -- the Person. It is very useful to be able to define a field on a PDP as being able to accept a person, either for workflow or other reporting purposes. The User Picker On PDP transforms a plain single line of text Project Custom Field into a field that accepts a Person in the same way that users experience with SharePoint people pickers.

Deployment

Pre-flight Checks

When planning the deployment for reWrap there are several requirements that need to be met to ensure a smooth user experience:

  1. Deployment user must have Site Collection Administrator rights to the site collection hosting PWA and any satellite site collections that host project sites for this PWA.

  2. Ensure a Global or Site Collection level App Catalog is available.

    a. For further details about creating a Global App Catalog see here

    b. For further details about creating a Site Collection App Catalog see here

Automated Procedure

Work on the automated deployment of this component is underway and this document will be updated when complete

Manual Procedure

  1. Use a browser to navigate to: https://ppm-essentials.sensei.cloud

  2. You will be prompted to download a file called sensei-ppm-essentials.sppkg. Save this file temporarily on your computer.

  3. Navigate to your App Catalog of choice, (either Global or Site Collection level) and select the Apps for SharePoint option, then press the upload button.

  4. Browse to the sensei-ppm-essentials.sppkg file downloaded earlier.

  5. You will be prompted to trust PPM Essentials as delivered from https://ppm-sessentials.sensei.cloud. Click deploy to continue.

  6. Verify that the package deployed with no errors:

  7. Navigate to the PWA where you would like to utilise the product, navigate to Site Contents, and press Add App

  8. Select "From Your Organisation" and then select the PPM Essentials App

  9. Within a few moments the App will install and deploy the components to the PWA Site

  10. The new webparts can be found in the Sensei group when importing a new webpart

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