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Synchronize Microsoft Project 2010 with SharePoint 2010

Written By: Chris Beckett -- 6/9/2011 -- join -- contribute -- (15) comments -- printer friendly version

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Categories: Features, Integration with other products , Project Management, SharePoint 2010

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Problem

Many Business and IT managers use Microsoft Project to plan, schedule, and track tasks across teams, but need a way to keep the plan up-to-date with the progress made by team members.

Solution

Microsoft Project 2010 and SharePoint 2010 introduced the ability to bi-directionally synchronize a Microsoft Project Plan with a SharePoint Project Tasks list. This allows team members to view and update tasks assigned to them, and project managers to keep the master project plan for the entire team up to date with progress.

Step 1 - Create a Project Tasks List

To begin setting up a synchronization between Microsoft Project and SharePoint 2010, you need to create a Project Tasks list. The Project Tasks list will be used by team members to see what tasks have been assigned to them, and allow them to update the task status.

1.1    Select Site Actions > More Options.

Create New List

1.2    From the Create dialog, search for "Project Tasks".

Create Project Tasks List

1.3    Select the Project Tasks list template.

1.4    Enter a name for your list. For this tip sample, I have selected "Project Tasks".

1.5    Click the Create button.

At this point you will have an empty Project Tasks list in your site. Microsoft Project synchronization with SharePoint is bi-directional. If you wanted to add tasks to your SharePoint list, new tasks will be added to Microsoft Project during the new synchronization. In this tip, we will move on to the next step by creating and adding some tasks to a new Microsoft Project Plan.

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