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Syncing Project and SharePoint 2013

Posted on 2016-07-14
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Last Modified: 2016-07-15
I need to know how to sync from Microsoft Project to SharePoint tasks notes content.

When I try syncing from Project to SharePoint I have two issues.
1) Project tasks notes data does not come through in SharePoint.
2) SharePoint tasks description does not come through to Project.

I don't need both fields to sync, if the notes field data can sync to SharePoint, I can make this work.

Is there a description field in Project that I am missing for a task?
Is there a notes field in SharePoint that I am missing for a task?
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Question by:Shane Hughes
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LVL 12

Expert Comment

by:Dr. Thomas Henkelmann
ID: 41711824
Hi,

the sync from Project Professional to a SharePoint task list is only very basic but it can be configured. Go to File, there is a button "Field mapping" where you can select almost every field from Project and create a new field in the SharePoint task list. Please be aware that this is quite limited because it only syncs the first line of text from the Project notes field. Even if you change the field to RTF later in the SharePoint task list, this doesn't get better.

Hope this works!

Thomas
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Author Comment

by:Shane Hughes
ID: 41712866
I did what you suggested and the data still does not sync from Project to SharePoint. Attached are screenshots of the settings and fields. Any other ideas?
SharePoint-task-edit.PNG
Project-Tasks-has-data-but-does-not-.PNG
Project---I-created-a-custom-field-D.PNG
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LVL 12

Accepted Solution

by:
Dr. Thomas Henkelmann earned 500 total points
ID: 41713000
Hi,

it's not about creating a custom field in Project, but about defining  a field mapping for the saving to SharePoint. I attached a few screen shots that show the steps:
-1 use the SharePoint field mapping
-2 add field button
-3 select field from Project and enter the name of a NEW column in the SharePoint task list

Good luck

Thomas
Save-to-SP-1.png
Save-to-SP-2.png
Save-to-SP-3.png
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Author Closing Comment

by:Shane Hughes
ID: 41713329
Thank you for the help. Everything is working
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