Better Together - SharePoint Tasks List plus Project

Better Together – SharePoint Tasks List plus Project

SharePoint tasks lists provide a great way to collaborate and stay up to date on the status of your projects. By using Microsoft Project Professional, you can take your project management to the next level by using more advanced features like scheduling and even create gorgeous and comprehensive reports. In a way, the SharePoint site and its tasks lists are where team members can view and edit the progress of their tasks, and Project Professional is where project managers can manage the progress of their projects. SharePoint tasks list sync empowers you to use the great functionalities of both Project and SharePoint tasks lists, at the same time.

You can create a new SharePoint tasks list that supports tasks with hierarchy, and indent/outdent those tasks while typing them in SharePoint, using the Alt+shift+Right/Left shortcuts. Then, in order to sync this SharePoint tasks list with Project, all you need to do is select the “Open with Project” button in the List tab of the ribbon:

This will open your tasks list along with the timeline view in Project Professional and you’ll even be started in a screen that walks you through 3 steps to show you how you can take advantage of the powerful features of Project:

And when you switch to the Gantt view, you can see the same tasks list as was in SharePoint:

You can continue editing the project plan in Project, and when you hit Save, Project will automatically sync the plan with the SharePoint tasks list, and also save the project file (.mpp) in the Site Assets library of the SharePoint site. Therefore, every time you, or any other project manager, open the project plan, you can view the most recent status of the project. By saving an up to date project file in the Site Assets library it makes sure that users won’t have to deal with multiple conflicting or out-of-date project files.

Accessing and re-opening a project is very easy: if you are in the SharePoint site, you can open the same project plan by selecting the “Open with Project” button. Alternatively, if you already have Project Professional open, you can find this project in the Recent Projects list in the Open tab:

Using the SharePoint tasks list feature, you can also convert standalone project plans into SharePoint tasks list and start collaborating with other team members on those plans. For instance, if you are using Project Professional to manage a special launch event, you can now go to the Save As tab of the File menu and create a new project site with an associated SharePoint tasks list:

This will create a new Project Site and save the project plan in the Site Assets library of that site. From that point on, you can open this this project plan from the tasks list and keep the tasks list and the project plan in sync.

During the SharePoint tasks list sync, the following fields between your SharePoint list and Project by default: task name, start date, finish (due) date, % Complete, resource name, and predecessors. However, if you want to map more fields to be synced between Project and SharePoint, you can do so in the Info tab of the File menu: open the “Map Fields” dialog, and pick any new fields that you’d like to sync. This way, you can have your team members report on other custom fields, or generate reports based on non-default SharePoint columns.

This is a great feature for all you project managers, try it out and let us know what you think!


Introducing New Ways to Work in Microsoft Project

Introducing New Ways to Work in Microsoft Project

Today’s project teams need to collaborate successfully to deliver value. Project managers and teams want to work in ways that make sense for their projects. Program and portfolio managers want transparency and governance across the entire project portfolio.

How can your company or department support different work styles without losing the power of a centralized project management system? With agile in Project, project managers and teams can choose the methodology that makes sense for the project at hand, including: agile, waterfall, hybrid, or task-oriented. The integration of Project with Microsoft Planner lets you connect Project tasks to a Planner plan and track detailed work in Planner.

Use agility in your Project portfolio

With agile in Project, you can use agile methods to track your projects in Project Online Desktop Client. You can create new agile projects or apply agile views to your existing waterfall projects. You can track your projects using Scrum and Kanban methodologies, including viewing task boards, creating backlogs, and tracking sprints, as well as viewing reports on agile statistics.

For more details, see “Use agile in Microsoft Project.”

Manage Project task work in Planner

With the new integration between the Project Online Desktop Client and Planner, task owners can track granular task details in a lightweight tool. Project managers retain control over the project’s work breakdown structure and can easily view the detailed work being done against a task.

This capability may also be used to reduce complexity of project plans in Project, enabling the project manager to control a smaller number of tasks while task owners can further break down the tasks in Planner. Teams that manage their work in Project Online can better streamline work with teams that use Planner.

For more details, see “Streamline cross-team work with the newly integrated Project Online Desktop Client and Microsoft Planner.”

The new agile functionality for Project and integration with Planner are both now available.