This post represents the third post in a series on creating a multiple timeline portfolio report within Visio.
Now that we’ve got this beautiful report, what do we do with it? Well, the obvious answer would be to publish it to SharePoint using Visio Web Services. This not only allows us to surface the data, but it provides an interactive interface so that users may click on projects to review more information in the Shape Data Window.
To publish, simply hit File > Save & Send, and select the option to publish to SharePoint as a Web Drawing.
Note that one of the limitations (I suspect) of the Visio Web Service is that the data will get refreshed, and the shape data and data graphics will be updated on data refresh, but the x,y coordinates of an object will not get automatically recalculated until the Visio report is actually opened in Visio. Once that’s done, the report will recalculate the locations of the projects, and may then be republished to SharePoint.
The report may now be used in a Visio WebPart on a PMO dashboard. The best part, in my opinion, is that users can click on the individual projects and pull up a list of relevant fields directly from Project Server.