Project online integration

has anyone done the project online integration with microsoft dynamics (nav, gp, ax)? would odata interface be good for integration? any experience to share?
thanks,
Jeff

I guess it comes down to the level of integration you are looking at, what are you look at doing?
For Project Online, the options for extension include:
1. Integrate via a Demand Management workflows - using Call web services to call in / push out information to the external system.
2. Build a site workflow in SPD - that will leverage REST / oData
3. Look at the Remote Event Receivers to integrate Project Server events with external calls
4. Building something with the app model that can access via CSOM / REST.
Alex Burton
www.epmsource.com |
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Project Server TechCenter |
Project Developer Center |
Project Server Help | Project Product Page

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MS Project Online integration with other systems

Hi Everyone,
I am trying to build out an integration between MS Project Online and third party software. I want to sync the projects/tasks etc created in Project online to other system.
I tried using the trial version but could not get online version login etc. I have to download MS Project then start using it. Can some one guide me ?
Regards,
Pavan Patharde
Pavi

Pavan,
Currently there is no public trial of Project Online available. You have to contact a Microsoft Partner to get a guided demo. See this:
http://blogs.office.com/2013/09/03/microsoft-project-online-partner-led-trial/
Also, Project Online is a web based project management system, and as such you cannot 'download' it. You could download a trial of MS Project like you did, but I am guessing that is not what you want.
Cheers,
Prasanna Adavi, Project MVP
Blog:
Podcast:
Twitter:
LinkedIn:

Project online / cloud and integration with SharePoint.

Greetings!
I am new user to the project online and trying to understand differences / options for cloud offering.
If we need to use Cloud for project and portfolio management, do we use need to purchase project pro with sharepoint cloud.
What are the option features? Is there a reference document explaining the offering?
Best Regards,
stct...
stct

Stct,
This might help
http://office.microsoft.com/en-us/project/microsoft-project-online-online-project-management-software-FX103802026.aspx
Hrishi Deshpande Senior Consultant

Project Online 2013 Licenses/Subscription

I am actually new to the Project Online 2013 ( not the project server ) So have a question regarding the correct subscription for my users.
A bit background, we are trying to implement a Project Portfolio Management solution at our organization and we are researching to see if Project Online is a good fit.
I currently brought Project Online with Project Pro for Office 365
which has the following licenses
1) Project Pro for Office 365
2) Project Online
3) Office Online
4) SharePoint Online ( plan 2)
I got 4 user licenses for the above subscription where the Users have access to PWA and can create projects and do stuff.
We are planning on implementing it as an integration of SharePoint Online & Project. So now we are having our other team members who not PM's or Portfolio Managers who needs access and I am not sure what license to buy for them.
1) SharePoint Online (Stand alone) : If they will be just working on the project sites / Team sites Do I need to get SharePoint Online Subscription so that they can have access to the tasks.
2) Project Lite : If I get this license will my team members be able to access the PWA and even the SharePoint online sites, Will it cover both the options of Enterprise Project Types & SharePoint Task List Project Types.
I think I should go with option 2 of buying Project Lite for my Team Members but wanted to make sure if this is the right Subscription to buy.
Can anyone help me with this?? I tried contacting Microsoft Support through phone but they weren't able to help me or they created a ticket and I am waiting on their specialist to contact me.
But any help is appreciated. Thanks

Hello,
For the Team Members to access the Project Sites and certain pages in PWA (Timesheets / Tasks etc.) the Project Lite license will be fine. See the links below for details:
http://office.microsoft.com/en-us/project/project-lite-project-software-for-team-members-FX104310999.aspx
http://office.microsoft.com/en-us/office365-project-online-help/what-can-team-members-do-in-project-online-HA104220591.aspx
http://technet.microsoft.com/en-gb/library/project-online-service-description.aspx
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Project Online vs EPM Live

Hi there,
I'm looking for a Project Management software online - Cloud based.
I came across EPM Live and it seems good. But now Microsoft come out with Project Online which really looks promising.
I would like to hear from someone who had used any of them before.
Also any resources or link would be appreciated. Also let me know if you have used EPM Live before and whats your taught.
Thanks in Advance

Patrick:
Do you want to be on the Microsoft bandwagon, or do you think a niche provider can serve your needs? When you choose Project Online, you are getting an entire platform of services with integration across the Microsoft stack.
Gary Chefetz, MCITP, MCP, MVP msProjectExperts
Project and Project ServerFAQs
Project Server Help BLOG

Integrate project online with other software

Hi All,
Is there any way i can read the projects list and tasks list from MS Projects Online ?
Can any one point me in right direction ? i have done integration with EWS but finding difficulty with Projects online.
Any help is really appreciated.
Regards,
Pavan
Pavi

Hi Pavi,
No problem. You should be able to get a trial up and running very quickly.
Also, there is a specific Project Online forum at
https://social.technet.microsoft.com/Forums/projectserver/en-US/home?forum=projectonline though your reporting questions are welcome in here too as they could be considered customisation.
Ben Howard [MVP] | web |
blog |
book | P2O

Custom fields with the same name in Project Online

Today I discovered something interesting when creating custom fields in Project Online.
I usually create a certain set of custom fields that are useful to have on both the project and the task level. An example of these is Reportable, which I use to determine which tasks to roll up into reports and also which projects overall to report on.
So I created a project level custom field called Reportable. No problem.
I then created a custom field on the task level called Reportable. And the computer said no!
I then learned that although you could do this in Project Server 2013, you can't in Project Online. You can't have duplicate custom field names, even if they are of different types.
This has led me to use a naming standard, such as Reportable Task and Reportable Project. But I really don't like that as codes are for computers, not us humans. So I hope this changes in the future, but for now you just need to think about how you approach
the fields.
Good luck!
Ryan Darby
National Manager PMO
www.ipmo.com.au
www.projectonline.com.au

Hi Ryan,
I would follow Ben on this..
Just made a test on a Project 2013 instance on-premise and I cannot create a task ECF and a project ECF with the same name. The same test on a Online instance returns the same result: the ECF names must be unique whatever the entity is.
Waiting for Ben's confirmation.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Importing existing project to Project Online

Hello, my company recently purchased Project Online to add to our existing Office 365 environment.
From the Project Web App home page, I would like to use the Create or Import projects tile to add an existing .mpp project file that I have uploaded to my SkyDrive to Project Online, and manage this project from the Project Web app.
However, I cannot figure out how to do this or if it is even possible. The tile itself says "Create new or import from Sharepoint sites and project files.". To import an existing project you're then referred to this site: http://office.microsoft.com/en-us/project-server-help/more-ways-to-create-or-import-projects-HA102923810.aspx.
On that site the only listed ways of importing an existing project are to import a Sharepoint task list (not what I want) or by connecting your local Project Pro to Project Online and publishing the project.
Importing or uploading an existing project file directly to Project Online would seem to be a fundamental basic usage of Project Online. Do I really need to also purchase Project Professional in order to import existing project files to Project Online?
Thanks

Project Online cannot read mpp files, hence the reason for requiring Project Professional 2013 if you want to import these into Project Online - even if you only want to manage them via Project Web App from then on.
If you've not got Project 2013 Pro, you could cut and paste the existing task list from Project into a SharePoint list, and create the project from there.
The way forward will depend on the complexity of your schedules, remember that PWA does not have all of the capability of MS Project 2013
Ben Howard [MVP] blog |
web

Project on demand/click to run not working in Project Online

Do I need to do anything special to allow the click to run functionality in Project Online to work? Or does it not work for Project Online?
We have a Project Online trial, but when the users who do not have Project Pro on their desktops, try to select Edit the project in Project Pro, they get an error saying that Project Pro needs to be installed first.
I would have expected click to run to download it.
I feel I may be missing something basic here.
Any advice please?
Ryan

Project Online in itself is not sufficient. You need Project Online with Project Pro for 0365, or another Office 0365 sku that includes Project Pro.
Assuming you have either of these, then the admin has to assign the Project Pro licence to the user (admin | users and groups)
Check out the following screen shot
Ben Howard [MVP] | web |
blog | book

How to create event handler in project online

how to create a remote event handler for project online...
i want to create a event handler onprojectcreating using CSOM...need Help..

Hi Abidulla,
Here is a good post from UMT for you to start.
http://www.umtsoftware.com/blog/2013/08/01/project-server-2013-remote-event-handlers/
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Odata Connection Refresh Error while using excel web app - Project Online 2013

Hello All,
I am trying to work with odata reporting on project online 2013. I am not using MS Excel client, I open any of the available default report in excel online. when i try to refresh data connection from data tab. it's giving me an error
as show below
screen..
I have already enabled "PWA for excel web app refresh" feature.
Following the blog instructions and microsoft support, i have tried to grant permission to
AppId= 00000009-0000-0000-c000-000000000000
And In the Permission Request XML field, copy and paste the following XML:
<AppPermissionRequests>
    <AppPermissionRequest Scope = "http://sharepoint/projectserver/reporting"
Right="Read">
    </AppPermissionRequest>
    <AppPermissionRequest Scope = "http://sharepoint/content/tenant"
Right="FullControl">
    </AppPermissionRequest>
</AppPermissionRequests>
Now, According to the microsoft, it should show Microsoft.Azure.Azureservices as Title but as per below screen shot it shows Power BI Reporting and Analytics..
title.<o:p></o:p>
However, i click on ok button and check that the permission has been granted. i can see Microsoft Power BI reporting and analytics in the app permissions.
I again go to my BI reporting, open my report in excel online and refresh the data connection and nothing changed. It's giving me the same error.
I hope that i am able to narrate my problem. Please tell me, What i am missing here...
sandeep

Ok, why did manually add / update the permission XML? Do you get this error for new Excel based reports? Test creating a new one, example here:
http://pwmather.wordpress.com/2013/08/01/projectserver-projectonline-highlight-report-example-ps2013-sp2013-excel-bi-office/
http://pwmather.wordpress.com/2013/09/16/projectserver-projectonline-example-report-ps2013-sp2013-office365-bi-excel-powerpivot/
http://pwmather.wordpress.com/2014/07/17/getting-started-with-projectonline-part-9-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Any beginners' guide to Project Online?

Hi all,
My company has recently subscribed to Office 365 Pro and Project Online was included in the package. From what I can tell, Project Online is a really powerful tool that can be useful in many situations. As someone who has zero experience or exposure
to Microsoft Project or Project Online, I find it extremely challenging to use it. Thus, I would appreciate your help in pointing me to the right direction in my attempt to learn how to use Project Online. Are there any books that I can refer to get started
(some sort of beginners' guide would be really useful)?
Thanks for your help.

Hello,
There are lots of really good books and blogs out there. Some links are below.
A series I wrote myself:
http://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
From Microsoft:
https://support.office.com/client/Get-started-with-Project-Online-e3e5f64f-ada5-4f9d-a578-130b2d4e5f11
See how you get on with those plus use your favourite search engine - you will find lots!
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS |
MVP | Downloads

Project Online tenant - Can we transfer instances of a tenant to another instance

Firstly, I do believe I have seen and heard that we can create upto 3 instances of Project Online with a single tenant. Is this correct?
I was hoping to create one for testing before deploying stuff to production instance. Question, are there tools or a way to transfer configuration from let say our test instance to production instance? If so, where do I get more info on
that?
Thanks for your attention.
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Hi Spiro,
First of all, since last week, Project Online has been scaled up to 7 instances instead of 3. See reference
here.
Then for a migrator tool, I'm not pretty sure but I remember that Fluent Pro proposes a Project Online
migrator tool.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Project Online Time Zone Settings Issues

We just start use Project Online for our project management. We set the SharePoint Online > Site Settings >
Regional Settings to "(UTC +08:00) Kuala Lumpur, Singapore" and we are confirm that our host located either in Singapore or Hong Kong. However, we found that the date and time display in the check-out/in
project message, in the PDP-Workflow Status page, task submission, and the Administration Settings that has time references are different with our timezone.
We sent Service Request to Microsoft Support and we been advised to wait for the next version of Project Online. To avoid the confuse happen to our Project Team, we have to set the Regional Settings back to "(UTC -08:00) Pacific Time (US and
Canada)". However, this is 16 hours different
in our region!
We all know that time is very important in a project management and reporting. We have >30 on-going projects in the Project Online and some of them are estimate to take years to complete.
Therefore, anybody faced this issue and appreciate it if you could give us any advice or sharing any workaround here. Thank you in advance.

Hi Paul,
Is the timezone mismatch only present in the checkout/check-in notification displayed on the PDPs?
Thanks,
Roland
Hi Roland,
I noticed it happen in:-
"Entry Date" and "Completion Date" for PDP - WorkflowStageStatus in the All Workflow Stage list. (if you are using Enterprise Project)
Check-out/Check-in notification displayed in PDP - Schedule, and some columns' datetime value in the Schedule.
Synchronization date and time that displayed in PWA Settings - Manage User Sync Settings. (if you are using Project Permission Mode)
Task Submission date and time.
~Kim

Project Online Resource Management

We will be using project online for Resource Management - managing the workload on many machines - and do this function across the team collaboratively.
I was wondering how resources are managed in Project online. After loading tasks on my resources/machines , I need to be able to see/view how much workload is distributed on these resources/machines and if I can assign a pending task to the resource or shuffle
the work around.
I would like to use 2 project pro and 2 project lite licenses to manage resources/machines.

msayani2 --
Firstly, all of your people and machines need to b entered in the Enterprise Resource Pool. For each of the machines you list, enter a Max. Units value that represents 100% multiplied by the number of machines you have. For example, if you have
three road graders, you would enter 300% in the Max. Units column for a Road Grader resource.
Next, you will need to build enterprise projects, add the required people and machines as team members in the project, assign the resources to each task as needed, and then save and publish each enterprise project.
To see how the workload is distributed for your resources, navigate to the Resource Center page and select the resources whose assignments and availability you want to study. At the right end of the Resources ribbon, click the Resource Availability
button. On the Resource Availability, select the time range you want to use and you can then see the availability of your selected resources. You can also click the Resource Assignments button to study how the resources are being used on tasks
across all projects in Project Server.
Hope this helps.
Dale A. Howard [MVP]

Project online integration

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