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Adding Project Online Tasks to a Roadmap

Adding Tasks to a Roadmap in Project Online.

After creating your Roadmap it is connected to a project.

If you are still creating or need to add additional tasks to a Roadmap, follow these steps.

First, open your project schedule (no need to click edit)

Adding Tasks to Road maps

New Feature for Microsoft To Do

We like to share messages from the Admin Portal of Office 365 for those who might not have access in their own tenants or simply do not have time to read all the messages that come in each week.

Microsoft announced the To-Do & Planner Integration as a new Office 365 feature

We should start to see this feature rolling out in April 2019 into May.  Sorry GCC customers not yet.......

How to connect Road map to a Project Online Project

So from you can create new or add a project to an existing Road map.

So after you select to create a Road map you need to add rows [at least one] which in turn will be a project you select.

How To Create Enterprise Project Types

How To Create an Enterprise Project Type in Project Online

In Project Online or what some refer to as Project Web App, an enterprise project type (EPT) represents a container of information for projects and their types. Things such as what phases, stages, will be represented based on the EPT having a workflow. What Project Detail Pages (PDPs) will be available when a workflow is not required for the EPT. Each EPT is a single project type and only one type.

Copying Microsoft Planner Plans


Copying Plans

Now with copy plan in place, you can now easily duplicate plans with tasks and use this as a template for future groups. Now this will not copy over members to the new group. This is not copying over progress of tasks or due dates either. This will give you the tasks themselves with descriptions and checklists only.
Lets look how to create a copied plan.

Project Schedule with No Name

Had a client via support ask about a blank project meaning a project with no name.

Been a while since I have seen this, but remember from a few years back of a patch that was released to fix this.

After a project is created in Project Server 2013 it is possible to save the project with no name.
I know after hearing about the bug I thought to myself why would anyone do this.
How could you find a project if they had no names.

SharePoint 2016 Requirements

As listed by Microsoft as of 12/20/2018 here are the requirements for SharePoint Server 2016:

Project Server 2016 Resource Plans

So with Resource Engagements taking over we wanted to write a little about how to get to migrating the plans to engagements.

When a PWA Admin activates the engagement feature in Project Online the process or migration begins.

With access to PWA Settings you can review the process via the Additional Server Settings and should see a progress indicating how many have been completed.

Looks something like this:

Project Online and Project Site Security

Wanted to write a blog about one of the most common questions in Project Server and Project Online.
So clients always have a common question when users of PWA are accessing Project Sites.
Part of the confusion is based on the security model being thought of as PWA exclusively.
What I mean by that is though it is true if you are in Project Permission mode you are using that security model for PWA, but what about the SharePoint piece?

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