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Project 2010: Introducing Sync to SharePoint

Project 2010: Introducing Sync to SharePoint

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Hi everyone,

I’m Roberto Reif and today I am excited to introduce a new feature that has been added to Project Professional 2010, the ability to: synchronize a tasks list between Project and SharePoint!!!

A Project Manager (PM) can use all the advanced scheduling capabilities that exist in Project Professional with all the collaborative capabilities that exist in SharePoint.

Users can now publish a project plan from Project to SharePoint and vice versa.  Any changes made in Project / SharePoint can be easily updated into SharePoint / Project with the click of a button.

So how does this work?  Let’s assume a PM creates a simple project plan in Project Professional, as shown below. 

clip_image001

The PM would like to share the plan with his/her team members via SharePoint.  To do this, the PM clicks on the File tab and drills on to Save & Send > Sync with Tasks List (see image below).  After filling out the required fields, the user clicks on Sync, and in a matter of seconds the project plan has been published to SharePoint.

image

 

The SharePoint list will look as follows:

clip_image001[6]

Now the team members can view and modify the data in SharePoint, and the PM can synchronize the updates by clicking on the Sync button.  Tip: After the first sync, the Sync button also appears in the Info tab shown below.

image

 

If the same data is modified both in SharePoint and Project, the PM will be prompted with a conflict resolution dialog next time there is a Sync operation. 

image

A few important things to notice are:

· Summary tasks are supported in the synchronization

· Most custom fields can be synchronized, and can be added via the Manage Fields dialog (click on Manage Fields button shown on the image above in the Info tab)

· This feature only works with SharePoint Foundation and SharePoint Server 2010

· This feature only works when Project Professional is not connected to the server

We encourage you to try it out and let us know what you think.  Be amongst the first to download the Project 2010 Beta . Sign up now at www.microsoft.com/project/2010 and be notified when it’s available!

Update on 5/19/11 - with Project 2010 SP1 you will now be able to synchronize auto scheduled tasks too - http://blogs.msdn.com/b/project/archive/2011/05/18/project-2010-sp1-enhancements-to-sync-to-sharepoint-task-list.aspx

  • May I know how the microsoft project view can be shown in sharepoint 2010in a specfic web page..pls..

  • Helo

    In my case the sync feature was working beautifully.

    However since yesterday it is giving me an error:

    "Unable to write for task "task name" to SharePoint

    Ensure "Task Name" contains valid data and try again.

    I am using SharePoint 2010 and Project 2010. The URL which i provide is also validd

    The list name appears in the SharePoint site but no data/task appears.

    This problem occurs for all projects and all kinds of task.

    I am unable to figure out the solution to this problem.

    Any suggestions.

    Thanks

    Moni

  • I am having the same problem with the sync'd tasks being in a different order. When I change position or add a task in SharePoint and sync it to project, the task seems to be inserted in a random place.  I also created a list in Sharepoint and sync'd it to a new project and the tasks appeared to be sorted randomly in the Project file. Is there a fix for this problem?  It makes using the SharePoint list a lot less useful.

    Thanks  Doug

  • I have the same sad exprience, order of my tasks not synced properly with SharePoint list. It makes this Project and SharePoint sync useless for me.

  • I'm having the same issues tasks not in the correct order, that is if I can get them into Sharepoint, I have tried syncing different files and I just get the summary line, no subtasks.

  • I tried to sync a ms project with sharepoint, I get the following message :

    "Sharepoint only supports finish-to-start predecessors without constraints or lag times Modify the affected predecssor and sync again"

    It is a big plan, why this limitations, thanks in advance

  • Whenever I attempt to sync, I get the following error message:

    "Invalid Predecessor

    SharePoint only supports Finish-to-Start predecessors without constraints or lag times.  Modify the affected predecessor and sync again."

    Do you really have to eliminate all other forms of Predecessors and lag times? Has anyone discovered another way to work around this?

  • Can I assume you need SharePoint 2010 for this to work?

  • " Unable to synchronize the project with the Sharepoint tasks list because the list name contains invalid characters. Modify the list name and synchronize again. Validate list names cannot contain any of the following characters: !.[]' "

    Has anyone been able to get pass this problem? None of my list names has any invalid characters :(

  • Brittany/Salam - This feature only works with Finish to Start predecessors.

    Mike - Yes, you need SharePoint 2010.

  • Martin - the subtasks are there, you just have to drill into each summary to see them. SharePoint task lists don't support hierarchy so at the top level of the list you will only see top level tasks. You'll then need to click on the summary task names to see its subtasks.

  • It's really nice to find a simple, plain English summary of the sync feature in a Microsoft site, instead of links to links to links.

    Can the synchronization be set to be done only one way so that the Project file is not updated with changes from SharePoint?

  • I am not seeing the "Sync with Task List" in Project Professional 2010.  Is there a setting somewhere to invoke this?

  • Carlos - The sync can't only be done one way. You could give people only read-access to the SharePoint list so that way they aren't changing any of the values.

    JimSF5 - Are you connected to Project Server? The command doesn't show up when you are. If not, make sure you are in Project Pro and it is in Save & Send - Sync with Tasks List

  • Yes, I am connected to the Server with Project Professional.  I just created a simple three line schedule, added me as a resource, saved, published the schedule.  The new schedule is available from the browser.  I still do not have a "sync with Task List" command available.  What step am I missing?

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