Protiviti / SharePoint Blog

SharePoint Blog

March 05
PM Quick Tips: Sync a Microsoft Project Plan with an Existing SharePoint Site

Project Managers all benefit from simple and less time consuming methods to give stakeholders and team members visibility into a project plan. SharePoint 2013 paired with Microsoft Project Professional provides a quick and sustainable method for achieving this goal. Let’s begin with the project plan.

Create a project plan in Microsoft Project

Create and save a plan using Microsoft Project Professional 2013. An example plan is show below. 

nora35151.PNG

Sync the plan with a SharePoint 2013 task list

First, to sync the plan go to the File Menu and select share. Second, on the next prompt select Sync with SharePoint. Third, determine your “Sync with” selection and select Existing SharePoint Site from the menu. The default setting is to sync with a New SharePoint Site. 

Nora35152.PNG

When you select “Existing SharePoint Site” notice the form changes. Provide the site address (quick tip, copy and paste from your browser) and “Verify” the Site. Once the site is verified, the Tasks List available for sync will be visible as well as the ability to sync through the now visible “Save” button. Select “Tasks” and “Save.” 

Nora35153.PNG

“Save” begins the sync process.

nora35154.PNG

The plan is now displayed within the task list. 

Nora35155.PNG

Update & resync a plan

As things really are, plans do change. To update the plan, return to your project file and make the desired updates. In the example below “Go Live” was changed from one day to five days resulting in a scheduling update for “Post Go Live Support.”

Nora35156.PNG

Return to the project file menu and select “Save.”

Nora35157.PNG

The plan is updated with the changes.

Nora35158.PNG

This is one of several methods for leveraging Microsoft Project and SharePoint. Look for future blog posts with Project Management quick tips.

- Nora

If you're interested in learning more about Project Management for SharePoint, consider attending our SharePoint Project Managment Symposium​ in June.  Nora will be co-presenting at the event. Hope to see you there!  

For free opportunities to earn PDU credit, consider registering for a SharePoint Roundtable​ in your community! ​

About Nora Ten Broeck, PMP, MOS: SharePoint 2013: Nora is a SharePoint enthusiast with interests in engagement management, improved business processes and Nintex. Follow her @NoraTenBroeck

 

 

 



Quick Launch


© Protiviti 2019. All rights reserved.   |   Privacy Policy