Configure Office 365 Project Portfolio Dashboard

The Office 365 Project Portfolio Dashboard app provides a variety of project, task and resource-based reports, including issues/risks/deliverables reporting for Project Online. You can download it from the SharePoint Store for free.

To install Portfolio Dashboard
  1. Under Site settings, click Add an app.

  2. On the Your Apps page, in the left navigation, click SharePoint Store.

  3. In the SharePoint Store, search for Office 365 Project Portfolio Dashboard.

  4. Click Add It, and then click Continue.

  5. Make sure the Add this app to Project Web App check box is selected, and then click Return to site.

  6. Click Trust It.

In order for users to be able to access the Portfolio Dashboard, they must be members of one of the following SharePoint groups in Project Web App:

  • Administrators for Project Web App

  • Portfolio Managers for Project Web App

  • Portfolio Viewers for Project Web App

Note that even if you're using Project Permission Mode, you still need to add users to these SharePoint groups. Project Permission Mode security groups cannot be used to grant access to Office 365 Project Portfolio Dashboard.

See Also

Add users to a group

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