Sync with SharePoint tasks list from Project Professional
OverviewThe Sync with SharePoint feature lets a Project Manager share an .mpp project file with Microsoft SharePoint users. This feature is available to use with SharePoint Server 2013, SharePoint Server 2016, and SharePoint Online through Project Professional 2013, Project Professional 2016, and Project for Office 365. This feature creates a SharePoint Project site, which contains a Project Summary and Timeline, a tasks list, and a Calendar. Synchronizing also saves the .mpp file to the site assets for future editing.
Note The Project Manager must be part of the SharePoint Owners group (or at the least have designer permissions) on the parent site collection where the new or existing site resides.
Synchronization goes the other way as well. If you have a SharePoint tasks list, there's an Open with Project button that opens the plan in Project Professional. This feature lets you use the Project Scheduling Engine to make schedule updates in Project Professional 2013, Project Professional 2016, or Project for Office 365 and then synchronize the static list back to the tasks list on the SharePoint Project site.
Managing a Project Site tasks list in this manner is also known as light-weight project management. Project Server is not required for this functionality; SharePoint Foundation 2013 or SharePoint Foundation 2016 is the minimum requirement for using the Sync to SharePoint feature.
When you use SharePoint Server, you can use the "All My Work in One Place" feature to display all tasks that are specifically assigned to you. From your My site personal tasks list, you can view, organize, and update all your work from this one location. The URL for a SharePoint personal tasks list resembles the following:
Scenarios for using Project Professional with SharePoint Server or SharePoint Online:
- Create a plan in Project, and then sync by using NEW SharePoint Site. A site and tasks list are created
- Create a plan in Project, and then sync by using Existing SharePoint Site. This updates an existing list or creates a new list, depending on your selection.
- In SharePoint when you have tasks in a tasks list, you can use Open with Project to open the plan in Project Professional for editing and then sync back to the existing SharePoint site. The .mpp file is saved to the site assets for future editing.
Sync with a SharePoint tasks list
Because we save the .mpp file to the Project Site's Site Assets, you should not save a local copy of the plan for editing. You will always use Open with Project when you want to use Project to update either the SharePoint tasks list or the .mpp file. These two entities are now linked, and the SharePoint tasks list is considered the "master." Opening the .mpp file from any location other than Site Assets will damage the link and cause issues, such as duplicate tasks on the SharePoint tasks list. You may also receive an error message, which is discussed later in this article.
After you sync a plan to a SharePoint tasks list, the next time you want to update the tasks list just click Save in Project.
Manual vs. Auto scheduled tasks
When you open a SharePoint tasks list in Project Professional for the first time, the tasks will be set to Manual or Auto scheduled, depending on the New tasks created setting in your Project client. You can find this setting on the File menu, by clicking Options and then selecting the Schedule tab.
Currently, a single task cannot contain more than 89 links to other tasks. Project Professional may crash with a larger number of predecessors.
When you try to sync a plan that contains external links to tasks in other plans, you receive an error message that contains the wrong information. The error message should tell you that you cannot sync a plan with external links. Instead this is the message that you receive:
- The Sharepoint site url is invalid
- The Sharepoint site is currently unavailable
- The user does not have full or design permissions in the Sharepoint site
Large number of tasks
SharePoint has a limit of 5000 items in a list, but you will experience severe performance issues with 1000 tasks in a list. Project best practices suggest that 750 is about as large a number as you should include a project plan. A SharePoint list should be even smaller for optimal functionality and usability; for example, 100 tasks in a SharePoint tasks list is a reasonable number to work with.
If there are resources assigned in your plan that are not resources in SharePoint, you receive an message warning you that these resources will not be added to the SharePoint tasks list but that the tasks will sync to the list. This error message resembles the following:
Starting with a SharePoint tasks list
If you, the Project Manager, begin in SharePoint with a tasks list, they can decide at any time that you want to use Project's scheduling engine to calculate a more precise schedule. You can click the Open with Project button from the List ribbon, the Project client will launch as the currently logged on user and you can begin editing.
Open with Project
When the plan opens, the tasks will be either Manually Scheduled or Auto Scheduled based on the value of File>Options > Schedule > New tasks Created. tasks can be added or edited by using any or all features in the Project client and then synced back to the SharePoint tasks list just by clicking Save.
Only the fields that are mapped between the two products will synchronize. The following fields sync between your SharePoint list and Project by default:
Finish (due) date
However, if you want to map more fields to be synced between Project and SharePoint, you can do this on the Info tab on the File menu with in Project. Specifically, open the Map Fields dialog box, and then select the new fields that you want to sync. This way, you can have your team members report on other custom fields, or you can generate reports based on non-default SharePoint columns.
Synchronizing to an existing task list
If you sync to an existing tasks list that has already been linked to another plan (or if the original sync did not copy the .mpp to site assets), you receive the following error message:
Would you like to continue with the synchronization?
If the .mpp file is open in Project at the same time that a user adds or edits task info in the SharePoint tasks list, the next time that the .mpp file is saved, a conflict dialog box is displayed. This dialog box gives the user the following options:
- Keep Microsoft Project version for all of the fields
- Keep SharePoint version for all of the fields
- Choose between SharePoint and Microsoft project versions
tasks can be updated in Outlook, but they cannot be created in Outlook and pushed back into a SharePoint tasks list.
Article ID: 2876901 - Last Review: 05/20/2016 21:05:00 - Revision: 12.0