Skip to main content

Project online sync to Outlook


Project online sync to Outlook

Ever since the "Sync to Outlook" button have been disabled I have looked for other ways to do this.
The other day I found a way for a project manager to do this - it requires a little bit of configuration though.
In the following we will create a calendar for one project and have the team members connect to that project.

SharePoint calendar

On your project site create a new calendar.
Give it the same name as your project.

Flow ->

As a project manager go to Flow and create a new blank flow: https://emea.flow.microsoft.com/ 
Insert a new trigger of the type "When a new task is created".

Type in your PWA URL.
Insert a new condition and configure it match your project name.
If the condition is not met let the flow exit without any further steps.
If the condition is met configure the flow to create a new SharePoint list item and chose your calendar as the list.
Set the start, end and title to match the task.
That's it, publish the flow.
If you create a task in the project you will now see the calendar being populated (after ½-1 min).

Outlook

Last step is for the team member.
Ask your team members to navigate to the calendar and click on the "Connect to Outlook" button.

Outlook will then open and you will see the calendar next to your personal calendar.
They can even use the overlay function to see how they have planned the week against the project tasks.



Comments

  1. Thank you! I'm trying to see if it's possible to pull details of the assigned resource across but at a cursory look, it doesn't seem as though that information is able to be exported from the Task to the Appointment.

    ReplyDelete
  2. Hi Kieran,

    Currently i there is no way to extract assignment information directly.
    However, with a little VBA the Notes field could be utilize to get this info into the calendar.

    ReplyDelete

Post a Comment

Popular posts from this blog

Sharepoint 2013 - Fullscreen mode/hide quick launch

If you want to hide the quick launch on a SharePoint page or web part page in 2013 you could of cause use CSS scripts as in 2010.
But as a new thing in 2013 the user have the possibility to click on full screen mode. so why not load your page in this mode and then the user can choose to exit the mode if he prefers.

Add a content editor webpart to your page and click on Edit HTML from the ribbon.
Add the following code:

<script type="text/javascript">
window.onload = function()
{
  SetFullScreenMode(true);
}
</script>

Install DLL in GAC - Windows 2008/2012 (Using Powershell, No GacUtil.exe)

If you want to install a DLL in the GAC and do not have the GACUtil.exe available. Powershell is properly the easiest way to procede.

Before Powershell you would properly just drag the DLL file into the C:\Windows\Assembly but this option is usually not available anymore.

Powershell - Add DLL to GAC So to install a DLL file in the GAC simply execute the below Powershell script. Remember you migth want to run the Powershell prompt as an administrator.
[System.Reflection.Assembly]::Load("System.EnterpriseServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a")$publish=New-ObjectSystem.EnterpriseServices.Internal.Publish$publish.GacInstall("c:\temp\MyDllFile.dll")iisreset
The first line adds a reference to the assembly we need to be able to mange the GAC.
The second and third lines retrives the GAC object and publish a new DLL file to it.
The last line resets the Internet Information Services. This is only needed if your DLL file is used in a websi…

SharePoint/Project Server - Firewall port open list

Firewall port open list Every time I have to install a new instance of Project Server I forget which ports have to be open.
The ports are divided into 3 lists, one list for the web front end servers, one list for the application server and one list for the SQL server.
These ports are based on a 2013 installation of SharePoint/Project Server. the 2010 installation defer a little bit.


Web Frontend ServerWhen a range is specified all ports between the range must be opened.
     Port(s)ProtocolBoundDescription
-80 TCPInhttp
-443 TCPInhttps/ssl
-25 TCPInSMTP for e-mail integration
-16500-16519TCPInPorts used by the search index component
-22233-22236TCPIn/OutPorts required for the AppFabric Caching Service
-32843-32845TCPInCommunication between Web servers and service applications
-32846TCPIn/OutSharePoint User Code Service
-808-809TCPInOffice Web Apps
-5725TCP