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T11/ MS Project - Tutorial: Synchronization of MS project with SharePoint

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Paid Tutorial: An access link will be sent to you after purchase.

In this MS Project tutorial, you will learn how to synchronize your project schedule with a SharePoint List and discover how synchronization works.

To get started, go to the File menu, click Save As, then Synchronize with SharePoint .

You have two options to choose from: sync with a new SharePoint site or with an already existing SharePoint site . In this tutorial, we will opt for an existing site.

Copy and paste your SharePoint site URL into the space provided, and click Verify Site .

After checking, set the name of the list that will be synced and start the sync by tapping Save .

Refresh the SharePoint site page and verify that the new synced list has been created.

All changes made in Project will now be synchronized with SharePoint and vice versa. However, only basic information such as task name, start and end dates, and resources are synced by default. So if you added specific columns, they won't sync.

To sync these columns, go back to Project , select File , then Info , and click Map Fields .

Here, add a field and choose the fields: Category and Project Name which we added especially for this project.

Confirm by clicking OK , then start a new synchronization .

Return to SharePoint to verify synchronization. To display these columns, click on the three dots , then choose Change display , then check the desired columns .

Tap OK to confirm. You will then see that your specific columns are now synchronized and visible in the view.

Changes made to MS Project will automatically sync to SharePoint and vice versa. As an illustration, we are going to modify the description of a task in SharePoint .

Go back to Project and press Ctrl+S to Sync .

And there you have it, the task has been updated in Project.

From now on, to open your project, you must do it from SharePoint . To do this, navigate to List and click Open in Project .

This will open your project in MS Project, with all recent changes synced.

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