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  • T11/ MS Project - Tutoriel : Synchronisation du MS project avec SharePoint - Digital factory
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T11/ MS Project - Tutorial: Synchronization of MS project with SharePoint

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

€19,00
€19,00
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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.

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

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

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

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

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

Any changes you make in Project will now sync to SharePoint and vice versa. However, only basic information like task name, start and finish 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 .

Go back to SharePoint to check the sync. To view these columns, click the three dots , then choose Change view , and then check the desired columns .

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

Changes made in MS Project will be automatically synced to SharePoint and vice versa. For illustration purposes, let's edit a task description in SharePoint .

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

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

Now, to open your project, you need to 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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