SOLVED

Projects Online Desktop Client Sync with PWA Issue

Copper Contributor

I've created a custom field in Projects Online Desktop Client labeled Used Budget. I then went into PWA and created the same custom field and labeled it as such. I've been trying to sync the data from Desktop to PWA however all I get is blank data. I've tried changing the entity and type in the Server Settings>Enterprise Custom Fields and Lookup Tables area with no such luck. Any direction would be appreciated.

4 Replies
best response confirmed by Dale Howard (MVP)
Solution

@David_Smith756 You created two separate fields with the same name. The one created in Desktop is unique to that project, while the one created in the PWA can be included in any project in your PWA. 
To transfer the value over to the PWA custom field, go to the PWA, open the project in MSP Desktop, add both fields to your view and manually transfer the values. If it no longer needed, you can delete the field you created in desktop.  You'll have to repeat this in each project.

So if I'm understanding what you're saying, I would have to manually take the value from the Desktop project then manually enter it into the PWA of the same Project. If that's the case is there a way to automat it so when I enter a value in that desktop custom field that it would pass through to PWA?

@David_Smith756 - Once you create the field in the PWA, you open the project from the PWA in Desktop and you can add the custom field to your view and update it.  There is no need to transfer the value.

Perfect! Thank you.
1 best response

Accepted Solutions
best response confirmed by Dale Howard (MVP)
Solution

@David_Smith756 You created two separate fields with the same name. The one created in Desktop is unique to that project, while the one created in the PWA can be included in any project in your PWA. 
To transfer the value over to the PWA custom field, go to the PWA, open the project in MSP Desktop, add both fields to your view and manually transfer the values. If it no longer needed, you can delete the field you created in desktop.  You'll have to repeat this in each project.

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