In this video, John Riopel shows how to create the connection for the Microsoft Project client application to the Project Online cloud application.
- [Instructor] Another option for connecting to Project Online is with Microsoft Project. To do that we're going to go to our taskbar, and on Windows type in project. Here we find the desktop client and we can click on it. It's going to bring up Microsoft Project, but it's not connected to our Enterprise Project Online environment. We want to do that, so we're going to go to Open Other Projects and then on the side navigation we'll select Info, then Manage Accounts.
Here we're going to add in our new account to that Project Online environment by pressing the Add button. We'll call it Project Online, and we'll type in the URL for this connection. Now this URL happens to be the default instance or tenant that I am using for this particular course. You could set this as the default account. I'm going to turn that off since I may use project standalone, and I don't want it to always just automatically connect to the online environment.
I'll press OK. It's letting me know that this should be an HTTPS. You can choose to change that. So we'll not continue and make that modification, and now press OK. It goes into our account list for project connections. Down in the lower left hand corner, there's an option to say use as my default account. I want to change that so that I can choose which account I use when I use the client.
Once you've completed that, you can press OK and relaunch Microsoft Project. I'm going to close it using the close box and then type back in on my taskbar, project, and relaunch it. This time I will get the login option, and I can select Project Online so that we'll connect to our Enterprise environment. You can verify that you're connected to your Project Online environment by seeing the Enterprise tab in the top section here of all the templates.
If you clicked on that, you'll see whatever templates have been saved into your Project Online server. Just a good way to verify that Microsoft Project is connected to your online environment.
- Accessing Project Web App
- Integrating SharePoint
- Creating new projects in PWA
- Assigning resources
- Creating and approving engagement requests
- Working with the schedule
- Publishing projects
- Entering and approving time sheets and task status updates
- Enabling and disabling enterprise features
- Building a status report
- Working with alerts and reminders