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How to sync from a SharePoint list data to the projects in PWA Project Center? RRS feed

  • Question

  • Dear all,

    I got a requirement from my leader, and after looking and studying a lot of materials in the internet, I haven’t got the answer yet.

    Situation:

    I have a project server 2010 and already created some project plans. Also I have created some business intelligence reports by obtaining the data from Project Server Reporting DB.

    Since it is difficult for everyone to update the resource and task info in the PWA. (We haven’t let the PWA use for everyone.) We thought might be we can just create a simple list, then other users who may not familiar with the PWA can update the work time to every tasks. Obviously, we can achieve this easily. However how to let the list info sync to the project plans in Project Center is a headache for me now.

    I know that we can sync the project plan to task list in SharePoint through using office Project Professional 2010. But, when the project pro connects the server, it doesn’t work anymore. So I wonder if there is another way to solve my concern.

    Any thoughts will be much appreciated!

    Thanks in advance.

    Well, maybe you need extra info; I am waiting here for your reply.

    Skype: abcdedandan


    With great power comes great responsibility.
    Wednesday, November 23, 2011 6:41 AM

Answers

  • Hi there,

    Synchronize a tasks list between Project and SharePoint feature only works when Project Professional is not connected to the server. This is by design.

    If you want to have the project to be on project server & get the updates from Sharepoint tasks liset, It doesn't work in that way. You can only sync the sharepoint task list when It's not connected to project server.

    http://www.microsoft.com/project/en-us/sync-sharepoint.aspx

    It has a limited functionality while you only want to get the updates from sharepoint tasks lists. In addition, syncing with SharePoint works only in Manually Scheduled task mode (Automatically Scheduled tasks will be changed to Manually Scheduled task mode) and with links that are finish-to-start, with no lag time. Also, if you have resource assignments associated with tasks, for them to be accepted into the SharePoint task list, the resources must be set up in SharePoint as users with the exact same name.

    As a process, when you want resource's should update the hours & it should update the project plan which is on project server, the correct way is to use the project server timesheet/task features.

    You can think to have a custom solution by using PSI to get the resource assignments data to be dispalyed on a sharepoint webpart page with functionality to submit.

     


    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Wednesday, November 23, 2011 7:00 AM

All replies

  • Hi there,

    Synchronize a tasks list between Project and SharePoint feature only works when Project Professional is not connected to the server. This is by design.

    If you want to have the project to be on project server & get the updates from Sharepoint tasks liset, It doesn't work in that way. You can only sync the sharepoint task list when It's not connected to project server.

    http://www.microsoft.com/project/en-us/sync-sharepoint.aspx

    It has a limited functionality while you only want to get the updates from sharepoint tasks lists. In addition, syncing with SharePoint works only in Manually Scheduled task mode (Automatically Scheduled tasks will be changed to Manually Scheduled task mode) and with links that are finish-to-start, with no lag time. Also, if you have resource assignments associated with tasks, for them to be accepted into the SharePoint task list, the resources must be set up in SharePoint as users with the exact same name.

    As a process, when you want resource's should update the hours & it should update the project plan which is on project server, the correct way is to use the project server timesheet/task features.

    You can think to have a custom solution by using PSI to get the resource assignments data to be dispalyed on a sharepoint webpart page with functionality to submit.

     


    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Wednesday, November 23, 2011 7:00 AM
  • Hi Amit,

    Thanks for your quick reply, I have got your point. Actually, I have the same thought with you. You just prove my guess is right.

    Well, you gave a advice for my work: 'You can think to have a custom solution by using PSI to get the resource assignments data to be dispalyed on a sharepoint webpart page with functionality to submit.' Thanks again.

    And I want some further explanations. 'PSI' means 'Project Server Interface', am I right? Could you provide some posts or detailed info on it? I want to try my best to solve the issue to achieve our goal finally.

    Sincerely yours,

     


    With great power comes great responsibility.
    Wednesday, November 23, 2011 7:44 AM
  • Hi there,

    The custom solution will be based on yoru requirement to submit time using timesheets or submit task updates.

    For PSI:
    http://msdn.microsoft.com/en-us/library/ee767707.aspx

    For task updates:
    http://msdn.microsoft.com/en-us/library/gg200715.aspx

    For timesheets:
    Create Timesheets with sample code:
    http://msdn.microsoft.com/en-us/library/gg239017.aspx
    Submit timesheets:with sample code
    http://msdn.microsoft.com/en-us/library/gg238927.aspx




    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Wednesday, November 23, 2011 9:34 AM
  • Hi there,

    Thank you very much for your help.

    Anyway, I think I should just let my leader know, it is a little unwise.


    With great power comes great responsibility.
    Wednesday, November 23, 2011 10:50 AM