I like to add C_ at the beginning of each custom view, so they’re easy to spot in drop-down lists and in the global template. In the Save View dialog box, name the view, for instance, C_Updating, and then click OK. On the Task tab or View tab, click the bottom half of the Gantt Chart button, and then choose Save View.ģ.
Display the built-in view that’s closest to what you want, like the Detail Gantt view.Ģ. If you set out to save a customized view to use again and again, the steps are easy:ġ. Modifying a built-in view and then saving it as a custom view is still easy, but it does take a few more steps. In this article we have explored Microsoft Project client interaction with SharePoint 2013.Saving custom views is easy when you plan ahead. In that case the user should be available in the SharePoint site too. Please note that you can add the Resource name (Login Name) within the Microsoft Project (MPP) file. Now click on the Tasks list & you will see the Microsoft Project tasks are added to SharePoint list. You will see the tasks synchronized in the timeline. Wait for a while & the tasks will be synchronized with SharePoint. If you are not using the project template then you can still edit the current site page & add following web parts from the Content Rollup category.īack into the Microsoft Project client application, choose the menu option Save As.Ĭhoose the following options as highlighted above: (You should be already having a Tasks list in the site.) Now edit the page & add a Timeline web part to the page, after the Project Summary web part.Įdit the Timeline web part & set the data source to Tasks list. You will get the following site home page. This allows the team to work on a project in a collaborative centralized environment.įor sharing the tasks, please create a new SharePoint 2013 site, preferably from the Project template. Whenever tasks are added/edited, he/she can publish it to the SharePoint site. The preceding Microsoft Project file will be managed by the project manager. Microsoft Project to SharePoint 2013 Sharing You will see that the Timeline above is updated with the tasks information. Enter the dates for tasks & save changes.
You can use the Indentation toolbar button to make Task 1 & Task 2 underneath the Planning category. Open the project client application & create a new project from the Blank Project template. For this purpose we are using the project template. Our goal is to display the Microsoft Project tasks, timeline into our SharePoint site. You can download a trial version from here. Please install Microsoft Project to continue with our article. The following is the screen shot of Microsoft Project 2013. Microsoft Project is project management software that helps project managers to create project plans and manage tasks and budgets. In this article I will take you through displaying Microsoft Project (client application) Tasks & Timeline in a SharePoint environment.
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