?
Solved

Syncing Project and SharePoint 2013

Posted on 2016-07-14
4
Medium Priority
?
179 Views
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?
0
Comment
Question by:Shane Hughes
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
  • 2
4 Comments
 
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
0
 

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
0
 
LVL 12

Accepted Solution

by:
Dr. Thomas Henkelmann earned 2000 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
0
 

Author Closing Comment

by:Shane Hughes
ID: 41713329
Thank you for the help. Everything is working
0

Featured Post

Enroll in August's Course of the Month

August's CompTIA IT Fundamentals course includes 19 hours of basic computer principle modules and prepares you for the certification exam. It's free for Premium Members, Team Accounts, and Qualified Experts!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

A simple overview of the possibilities of using technology for project management.
Read about why it is more lucrative for an IT company to participate in government projects.
With the power of JIRA, there's an unlimited number of ways you can customize it, use it and benefit from it. With that in mind, there's bound to be things that I wasn't able to cover in this course. With this summary we'll look at some places to go…
Starting up a Project

762 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question