Forum Discussion

robertpoddar's avatar
robertpoddar
Copper Contributor
Aug 24, 2022

project plan updates in project online

Hi

I am currently using the desktop client version to prepare and update the project plan. Once i have completed the updates, i would like to save the updated plan in Project Online. I am not sure how to go about doing it. 

 

I tried the following steps, but the plan is not getting updated in Sharepoint. 

1. Click on "Save As" 

2. Select "Sync with Sharepoint"

3. Select "Existing Sharepoint Site" in the "Sync with" option

4. No changes to the "Site Address".

5. No changes to the name of the project plan file.

6. Click on "Save"

 

I see a progress window that mentions "Updating Sharepoint and project".. once it completes, I go to Sharepoint to check if the project plan is updated, but don't see any changes to the existing plan in Sharepoint. 

 

I am new to project online tool as well as Sharepoint; so I am definitely doing something wrong or missing a step.

 

  • Robert --

    Tell your IT admin to specify the Project Permissions mode in Project Online after the instance is set up, and then to add you to the Project Managers security group. He/she will need to perform those two actions before you will be able to use Project Online. Hope this additional info helps.
  • robertpoddar's avatar
    robertpoddar
    Copper Contributor
    I think i found the solution, but i am not 100% sure if this is the right way. I went to Sharepoint and clicked on the icon next to the project name. The project plan opened in the Desktop.. i guess if i now make changes to the plan and save it, it should get saved in Sharepoint.
    • Dale_HowardMVP's avatar
      Dale_HowardMVP
      MVP
      robertpoddar --

      Saving your project MPP file in SharePoint is NOT the same as saving it in Project Online. Read my previous reply for the correct way to do this. Hope this helps.
  • robertpoddar --

    You are going about this all wrong! The first thing you need to do is to create your Project Online login account in your copy of Microsoft Project by completing the steps referenced in the following blog post:

    https://ppmworks.com/log-on-to-project-web-app/

    Then you need to exit Microsoft Project, relaunch the software, and click the OK button in the Login dialog. You can now open your project, click File > Save As, and then save the project to Project Online.

    Hope this helps.
    • robertpoddar's avatar
      robertpoddar
      Copper Contributor
      Hi Dale
      I have an Office365 account and am able to login into Project Online (project.microsoft.com).
      The following is what I initially did when I got the subscription to Project Online.
      1. I went to my account in Office365
      2. Downloaded the Microsoft Project Professional
      3. From then on, I have been using the downloaded client for preparing or updating the project plans.
      4. I got my IT colleague to provide access to Sharepoint.
      5. I was able to save a copy of the plan online, but i don't remember how i went about getting it done.
      • Dale_HowardMVP's avatar
        Dale_HowardMVP
        MVP
        robertpoddar --

        Well, you have an even bigger mess than I realized. The URL project.microsoft.com is for the new Project for the Web application and NOT for Project Online. And you DO NOT need a copy of the Microsoft Project desktop to use Project for the Web.

        Since it sounds like you need to be using Project for the Web, I would recommend that you import your MPP file into Project for the Web, and then stop using Microsoft Project entirely. You should be using Project for the Web for all of your projects moving forward.

        Hope this helps.
  • mousabawadi1981's avatar
    mousabawadi1981
    Copper Contributor
    you need to connect your MS Project desktop to the project online SharePoint site , so you can publish your plan online

Share

Resources