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.
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.
The SharePoint list will look as follows:
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.
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.
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
I was able to get it to work once, but then I went into Project and added and edited tasks. When I tried to sync again, none of the tasks showed up in the Task web part, but when I went to the Task List, I was able to see the summary tasks, but not the detail tasks beneath them.
Summary tasks in Project map to folders in the SharePoint task list. Click on a summary task to drill in to see the subtasks.
Like BasT, when running the sync between MS Project 2010 and Sharepoint 2010 SP1, if using a WINDOWS 7 client the sync works fine. However, if the user has WINDOWS XP installed the sync starts, task list is built and then the following error is displayed:
'An unknown error has occured, ensure the SP site is running'
Please help. I cant find the tab Sync with Tasks List is this a command that I need to add or not?
Are you using Project Professional 2010? This feature isn’t available in Project Standard 2010 or previous releases. You can see which version you have by going to File – Help.
Looks useful, too bad we don't have the latest version of sharepoint.
The ability to sync the tasks is great. I started the task list in SharePoint and then created the MS Project file from the there.
Is it possible to link and sync the standard SharePoint Project and Milestone values as well? It would be ideal if I could as I have a lot of Projects and Milestones. As reference I'm working with SharePoint Foundation and Project 2010.
I have a Small Business Server (SBS 2011). I would like to have MS Project Professional and MS Visio for 10 users on the network. SBS come standard with Sharepoint Foundation. Is there a way I can deploy these services on SBS, without having MS Project Server?
I think I found a fix.
I realized that when you get "Ensure "task name" contains valid data and try again" happens when the project start date (or a task start date) occurs before the time you are uploading or syncing. If I shift the entire project time ahead of today (or whatever day you do this) upload and sync and then switch it back to the old date and sync again. Everything works just fine.
To shift the entire timeline go go the Project tab and in the Schedule section click move project.
Hope this helps.
My client has Project 2007 and SharePoint 2010 installed - is there a way to synch project tasks to sharepoint site?
Sync to SharePoint only works with Project Pro 2010.