On the Project Service tab, go to Publish > New Project Service Automation Project. Imports into the Project Service Project Estimates screen. Imports into the Project Service Project Team Members screen. Imports into the Project Service Work Breakdown Structure screen. The following table shows where to find the results. Open the project in Project Service to see that the team, project estimates, and work breakdown structure have been generated. The pricing and team generation process are applied. The project will import into Project Service. When your project planning is complete, the next step is to import and publish the project in to Project Service. On the Book Resource screen, select the resource that you want to use for the project. On the Resource Sheet, select the Project Service Resource Role drop-down menu and choose a Project Service Automation role.įrom the Project Service tab, select a row and select Find Resources. Select the Gantt Chart menu and then choose Resource Sheet. Open a project and select the Task ribbon. More information: Create a project template (Project Service Automation)įrom the Project Service tab, select Read > Project Service Automation Project Template.Ĭhoose a project template from the list and then select Open.īy default, the tasks that are copied from the template into Project are set as manually scheduled.Īssign Project Service roles to project resources Read from a template that you created in Project Service and copied into Microsoft Project to start your project planning. Open Microsoft Project and select the Project Service tab.Įnter your sign-in information and then select Sign in. #Ms project work task planner template installWhen the download is complete, select Yes to install the add-in. You will need this information to connect from Microsoft Project to Project Service.įrom the Download Center, download the add-in for your supported version of Project Service, either V2.X or V3.4+. Have your Project Service sign-in information ready. #Ms project work task planner template professionalThe Dynamics 365 Project Service Automation Add-in for Microsoft Project is only compatible with Microsoft Project 2016 Professional Edition.To use SharePoint document management to store your Microsoft Project files for Project Service projects, your Microsoft Project admin will need to turn on document management.
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