Basics Of Project Server Online And Project Professional 2013 And 2016

In this article, I am going to describe the following points.

  • Project Online Homepage

  • Create new PWA (Project Web Access) account in Project pro

  • Opening a project from project site using Project pro

  • Editing and publishing the project using Project pro.

Project Online Homepage

Project Online homepage is the PWA site default page, it may be your customized page or a default page.
  • We are going to demonstrate how to open PWA site in Project Online Server. You should have PWA site URL, login id, and password.

  • Open the same URL using any of the browsers. It will prompt us to enter user account credentials like Username and password.

  • After login, it will open default page of PWA site. 

Create new PWA (Project Web Access) account in Project pro

Given below are the steps to create Project Server account on Project pro.

  • Open Project Pro Server account. It will open Project Web Account. 

  • Click on "Add" as shown in the below screenshot.

  • Once the PWA is opened, the Computer account will be added by default. So, add new account.
    Click on "Add" now on the account properties
    Enter the Account name, Project Server URL (where your PWA site Url should be copied).
    Below it, we will be getting an option called "set as default account". This means if you are opening Project pro page, it will open with this given account by default.

  • Once all done, click on "OK" and add the same to Project pro. 

  • Now, open Project pro. It will ask us to add the user account and password  for the same.

  • Here, enter your username and click on Next. 

  • It will take some time while searching the account and will prompt us to fill the account type and password to the next page.

  • Select "Keep me signed in", so next time it won’t ask for password. Automatically, it will login to the account using Project Pro.

  • Now, we are done with creating user account. We are logged into created account in Project Pro on our PWA site where all our projects are deployed.

How to open a project from Project site using Project pro

  • Open your project in Project Professional. There are two ways to open a project in Professional - from Project online and from Project on-premises.

  • Log into PWA site and click on "Projects" option in the left pane.

  • Click on the indicator from the Project Center page. It will get opened in Project Pro (make sure that you have installed Project Pro on your local system).

  • If opening first time, here we need to add user account and password to Project Pro and click on OK.

  • Another way is also there to create project account in Project Pro application - Open Project Server account from your system and add your PWA site account on the same.

  • Now, open the Project Pro and open first Project. Click on open and select PWA. The below options will be available.

    Project Web App> Project site URL (it will consist of PWA URL)

Click on "Browse", here we can see new wizard here in directory path of Project online

Next to page, on the dialog box we will get an option to show me the list of all Projects

Click on the same it will open with all project (this option will be available), it will show all projects here.

Select any one project here and click on open.

It will open a project in professional and project details options are available over there.

By default, project will be checked in, so before starting we need to be checked-out to start updating. See below screen shot,

How to edit and publish the project using Project Pro

  • Let’s start with project using Project Pro. Once we have checked out, we can edit the project as per custumer requirement and publish the same.

  • Just for an example, we need to add some files and update the same. I need to update the highlighted ones. Just add new columns and add the field over there.

  • Once all done, we can save or publish this project. If we are saving, it won’t affect the project online site but if we are publishing, it will take effect on your site.

  • After clicking on "Publish", it will take us back to the Project Professional page. Here, we can see or monitor the publishing status of the project.

  • Once sync gets over, we will be getting option to publish project dialog box. Here, it will be asking to create new project site or  if we want to publish directly (in case you don’t want to create site).

  • Click on "Publish" button and wait until project gets published.

  • To verify if the project is published, go back to the Project site online, click on Project Center Page, and filter with last project date.

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