You can also upload your Project file to OneDrive for Business if you have Office Groups set up. You need to have your administrator configure SharePoint document management and turn it on for the Project entity. You can upload your Project file to SharePoint and find it under the Associated Documents for your Project Service project. Upload a Project file to SharePoint or Office Groups Unlink a file and edit in Microsoft Project ServiceĬlick Unlink from MS Project from the ribbon. This will open the linked master file in Microsoft Project. To edit the file in Project Service, the file has to be unlinked.įrom the main menu, click Project Service > Projects.įrom the list of projects, open the one you created in Microsoft Project.Ĭlick Open in MS Project from the ribbon. By default, a project that’s been uploaded from Microsoft Project is locked and can only be edited in Project. Unlink the file and edit it directly in Project Service. Open the master file and edit it in Microsoft Project. To make changes to a project plan that's been imported into Project Service, you have two options: In order to make changes to the project plan, you need to make them in Microsoft Project and publish them as updates to Project Service. Linking the Project file to Project Service makes the Project file the master and sets the work breakdown structure in Project Service to read-only. Optionally check the Link project plan to Project Service Automation to link the plan Project file to Project Service Automation. On Publish to a new project in Project Service dialog box, enter the Project Name and select the Customer. Imports into the Project Service Project Estimates screen.įrom the Project Service tab, click Publish > New Project Service Automation Project. Imports into the Project Service Project Team Members screen. Imports into the Project Service Work Breakdown Structure screen. The following table shows where to find the results: Project Open the project in Project Service to see that the team, project estimates, and work breakdown structure have been generated. The pricing and team generation process are applied. The project will import into Project Service. When your project planning is complete, the next step is to import and publish the project in to Project Service. On the Book Resource screen, select the resource that you want to use for the project. On the Resource Sheet, click the Project Service Resource Role drop-down menu and choose a Project Service Automation role.įrom the Project Service tab, select a row and click Find Resources. Open a project and click the Task ribbon.Ĭlick the Gantt Chart menu and then choose Resource Sheet. More information: Create a project template (Project Service Automation)įrom the Project Service tab, click Read > Project Service Automation Project Template.Ĭhoose a project template from the list and then click Open.īy default, the tasks that are copied from the template into Project are set as manually scheduled.Īssign Project Service roles to project resources Read from a template that you created in Project Service and copied into Microsoft Project to start your project planning. Open Microsoft Project and click the Project Service tab.Įnter your sign-in information and then click Sign in. When the download is complete, click Yes to install the add-in. You will need this information to connect from Microsoft Project to Project Service.įrom the Download Center, download the add-in for your supported version of Project Service, either V2.X or V3.4+. Have your Project Service sign-in information ready. The Dynamics 365 Project Service Automation Add-in for Microsoft Project is only compatible with Microsoft Project 2016 Professional Edition.To use SharePoint document management to store your Microsoft Project files for Project Service projects, your Microsoft Project admin will need to turn on document management.
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