In this article we will see how a project plan can be synchronised with a SharePoint 2013 Tasks List. The need to do so is that the team members can then use the project plan collaboratively and update the task status through the web browser. More on this later.
Step 1: Let's say your plan is ready in Project Professional 2013 as shown below. This is one of the sample plans available from Microsoft Online.
Step 2: Click on "File" -> "Save As" and choose "Sync with SharePoint". You can choose an existing SharePoint Site or decide to create a new SharePoint Site. Once the site is verified and the user is authenticated you can choose the Task List.
Step 3: Choose the Task List for synchronization.
Step 4: You may receive warnings on the resources if the resources in your project plan are not part of the active directory users.
Step 5: We will ignore it for now. Click "OK". You will see that the Project Summary is updated as below in the SharePoint 2013 site.
Step 6: We will now see the Task List. Tasks from the plan are synchronised here. Note that the "Assigned To" column is blank because we do not have the resources as users in SharePoint.
Step 7: You can now edit the task and assign another user.
Jorge TardioPosted Jul 6, 2017, 2:17 PM
I hope Veena is still monitoring this post. I need to sync the tasks from a project server plan (not a project pro plan) with a SharePoint list, AND, the SharePoint list needs to include several of the project server-task level- enterprise custom fields. Can this be done? Thanks!!
Veena SardaPosted Mar 19, 2014, 5:46 AM
Thanks Kaviya
Kaviya BalasubramanianPosted Mar 19, 2014, 5:35 AM
Nice article.