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integration_hub:integrations:online_planner

Project Online <> Planner

This integration scenario enables organizations to publish projects from Microsoft Project Online into Microsoft Planner so team members can work on assigned tasks, report progress and updates. All updates to tasks ( % complete, dates, assignments) will flow back to Project Online and will update corresponding project schedules.



This scenario is for cases when users want to create project WBS using Microsoft Project Online and want their users to use Planner to report progress on task back to Project Online and give users freedom to create their own tasks so they will get to schedules as well.
There is 1:1 relationship between tasks in Project Online and Planner, no matter how many resources are assigned to task in Project Online, one corresponding task will be created in Planner.\\.

:!: NOTE: Correct synchronization requires previous specific configuration of Project Online.

How to start using the Integration Hub

Step 1

Install “Integraiton Hub” app from SharePoint Store.

For more details on the process of installation please refer to the SharePoint App installation article.

Step 2

Configure Project Online to work with Integration Hub.

Detailed instruction on configuration can be found in the Setup Bi-directional Project Online <> Planner scenario article.

Step 3

Use Integration Hub for scheduled synchronizations between your environments.

If any questions or difficulties arise please contact our support team in one of the following ways:

Preconditions

The following Enterprise Custom Fields MUST be present in your Project Online configuration for successful integration.

Fields can either be created manually or created automatically by Integration Hub during scenario creation.

  • “Sync Project with Planner” field - A project-level Flag custom field name that identifies if Project should be synchronized with plan in Planner.
  • “Sync Task with Planner” field - A task-level Flag custom field name that identifies if Task should be synchronized with plan task in Planner.
  • “Planner Bucket” field - A task-level Text custom field name that defines the name of the Planner bucket the task should belong to.
  • Default Bucket - The name of the bucket in Planner that will be used if the value in “Planner Bucket” task field is not specified.
  • “Planner Plan Id” field - A project-level Text custom field name that identifies the id of related Plan in Planner.
  • “Planner Group Email” field - A project-level Text custom field name that identifies the email of the Planner Group that the connected Plan belongs to.

Syncable entities

The following entities can be synchronized between Project Online and Planner

Project Online Planner
Task Name Title
Start Date Start Date
Finish Date Due Date
Assignment Assignment
% Complete Progress

Additional Information

Task deletion is supported in both directions

Deletions of Tasks originated in Project Online using Planner results in no deletion of Task in Project Online but in removing synchronization flag and in marking task as [DELETED]. If user marks that task again for sync, new task must be created.

Deletions of Tasks originated in Project Online using Project Online results in no deletion of Task in Planner but in marking task as [DELETED].

Deletions of Tasks originated in Planner using Planner results in no deletion of Task in Project Online but in removing synchronization flag and marking task as [DELETED]. If user marks that task again for sync, new task must be created in Planner and task will be considered as new in planner and originated in Project Online.

Deletions of Tasks originated in Planner using Project Online results in no deletion of Task in Planner but in removing this task from synchronization and marking task as [DELETED]

Multi assignment is supported

Assignments are matched by email. For successful migration of the assignments the resource with the correct email should exists on PWA. If resource exists on PWA it will be added to the project team automatically and will be assigned to task.

Task progress is migrated as:

- “Not started” equals 0% of Actual work;

- “In progress” equals 50% of Actual work;

- “Completed” equals 100% of Actual work.

integration_hub/integrations/online_planner.txt · Last modified: 2017/11/16 01:53 by Olga Kravchenko