Microsoft Project Online Integration

You can export a project from the SyteLine web client to cloud-based Microsoft Project Online. Then, you can import any revisions that were published there back into the web client.

The integration between the SyteLine web client and MS Project Online must be set up first. This process has three tasks:

  • Register a SharePoint Project Online in Azure.
  • Provide the necessary permissions to the applicable MS Project Online users.
  • Configure the MS Project Online parameters in SyteLine.
  1. In Azure, click App registrations, then New registration:
    1. Specify the appropriate information. Record the application (client) ID for later use.
    2. In the Authentication section, select the option for Accounts in this organizational directory only under Supported account types.
    3. Specify the Redirect URL to the MS Integration web service on the SyteLine web server. Record the URL for later use.
    4. In the Certificates & secrets section, create a new Client Secret. Record the auto-generated Value of the Secret ID for later use.
    5. In the API Permissions section, click Add a permission and create a SharePoint permission for ProjectWebApp.Full Control.
  2. In MS Project, click the Site Settings to grant permission to users who import and export projects:
    1. Click Grant Permissions.
    2. Add the applicable users.
    3. Click Show Options.
    4. Select Full Control and click Share.
  3. In SyteLine, open the Project Parameters form, then click the Microsoft Project tab:
    1. In the URL field, enter the Redirect URL you had copied.
    2. In the Client ID field, enter the application (client) ID you had copied.
    3. In the Client Secret Value field, enter the value of the Secret ID you had copied.
    4. In the Sharepoint URL field, enter the URL that points to the SharePoint Project Online. Note that each time you add a new online project, this URL auto-populates in the Sharepoint URL field in the Microsoft Project area of the Projects form.
    5. Click the Test button to confirm a successful connection to the MS Integration web service.
      Setup is finished. You can export and import online projects.
  4. To export an existing online project from the SyteLine web client:
    1. Open the online project on the Projects form, then click the Microsoft Project area.
    2. Click the Create button. This syncs the online project to Project Online and may take several minutes.
      Exporting a project a second time, before manually deleting the previously exported project, creates a new project with a "(2)." For example, Project_Name (2).
  5. For a project that is exported to Project Online:
    Revise and publish new data in Project Online. Then, click the Microsoft Project area’s Update ERP button to import that data back into SyteLine.
    Click the Microsoft Project area’s View button to open an online project in Project Online, directly from SyteLine.
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