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FAQ Page2018-12-12T18:34:55-05:00
How do I get Project and Planner integration capability?2018-12-12T18:35:50-05:00

To get the integration capability, you need to subscribe to either Project Online Professional or Project Online Premium. For Planner, you need to subscribe to Office 365 Business Essentials, Business Premium, E1-E5, or an Education plan.  Contact us with any questions.

How do I get the features included in agile in Project?2018-12-12T18:35:50-05:00

Agile in Project is available for Project Online Professional and Project Online Premium subscriptions. The feature works with Project standalone .mpp files and with Project Online. It does not work with Project Server 2016—if you open Project connected to Project Server 2016, the agile in Project feature won’t show up. If you open an .mpp file with agile data in a previous version of Project, you won’t see the agile fields, but the agile data won’t be lost.  Contact us with any questions.

Unable to Open Project2018-12-12T18:35:51-05:00

Question:  Unable to open project from Project Online/PWA by clicking the project icon in the Indicator column on Project Center.  When the user clicks on the icon, it doesn’t open Project Professional like it should.  The user is on the latest IE and clear their internet cache and they have the correct permissions in Project Online/Project Server to Open projects.


Response:  If a user runs into this issue – they may have two versions of project 2013 installed (1. click to run and 2. the version pushed by IT). Could you please check if user has two versions of Project 2013 installed using below steps?


  1. Open Control Panel.
  2. Click on “Uninstall a Program”.


  1. Check if you see two versions of Project Professional 2013.


Also please share the Project Professional version number using below steps.


  1. Start a Microsoft Project Professional.
  2. Click the File tab in the ribbon
  3. Then click Account
  4. On the right, you should see an About Project button.
  5. Click on the About Project Button and share the screenshot.


Additional Note:  This issue will also occur anytime alternative versions of Office (2010 or 2016) are installed or patched after Project Professional 2013.  The typical solution in this cases is to repair Project Professional 2013, which unfortunately can be an ongoing issue.


How do you allow a person to see the project and the project site?2018-12-12T18:35:51-05:00

As long as the person is a Project Server or Project Online user then you can simply add the user to the project and publish to allow project/project site visibility.

To add the user to the schedule, please follow the following steps:

  1. Click the Project Name from PWA
  2. Click the schedule in the left Navigation pane
  3. Click Project and select Edit and click Build Team

  1. Select the Resource and Click Add.
  2. Then click Save & Close.
  3. Then click Task and select publish

  1. Then click Close and select the Check-In
To export a list you must have a Microsoft SharePoint Foundation compatible application message2016-07-08T09:49:36-04:00

If you are using Chrome as your web browser you will see the following message when trying to export a list from SharePoint to Excel.

To export a list you must have a Microsoft SharePoint Foundation compatible application.

By default Chrome doesn’t support ActiveX controls. An ActiveX control called SpreadSheetLauncher is used in SharePoint 2013 to validate if you have Excel installed. Use IE to export SharePoint lists in to Excel.

System could not perform the intended actions: Error Message2018-12-12T18:35:51-05:00

If you are seeing the following error message when sorting, grouping or filtering views in Project Center, “The system could not perform the intended actions. Refresh the page and try again. If the problem persists contact your administrator”, You will need to changed your security settings in IE.

  • Click on the cog wheel to the right of your browser and select internet options | Security.
  • Change the security level from custom to Default level and click OK.
  • You will need to close and reopen the browser to apply your settings.


How do I know if my engagement request was approved?2018-12-12T18:35:51-05:00

When opening the project in Project Pro, a yellow banner will appear if the engagement was edited by the Resource Manager. Select View Engagements to view the edits in the Resource Plan view.


If the request is approved the Project Manager will see the Engagement Status Field in Project Pro changed from Proposed to Committed.


If the engagement is rejected the Project Manager will see Rejected in the status field.

Click Refresh on the ribbon to see updates to requests. The project does not need to be checked in to see updates.


Comments from the Resource Manager are visible in the indicator column next to the Resource Name.

Editing Engagement Requests2018-12-12T18:35:51-05:00

To view engagement requests:

  • Select the resources you manage in Resource Center
  • Select the Resource Requests command on the ribbon

laura 2a

Note: The resource requests in this view are only those requests for the resources selected in Resource Center, not all requests. To add resources to this view, navigate back to Resource Center and select the additional resources.

From the Resource Requests view, select the checkbox next to the Resource Name


  • Accept, Reject, Edit, or Delete the engagement
  • Use the drop down next to the Resource Name to swap one resource for another

    laura 2c

Note: The resources available to replace the requested resource are those previously selected from Resource Center.

The Project Manager will see the updates in the Resource Plan view in Project Pro along with comments you may have added when accepting or rejecting the request.

Comparing Resource Allocation using the Capacity and Engagements Heatmap2018-12-12T18:35:51-05:00

From Resource Center:

  • Select the resources you would like to view in the Heatmap
  • Select Capacity Planning on the ribbon
  • Change the view drop down to the Capacity and Engagements Heatmap


The view displays the discrepancy between committed engagements and capacity.

Red = Overallocated

Blue = Underallocated

Green = Resources engaged time is equal to their capacity

Use the ribbon to:

  • Change the filter to include proposed bookings to view engagements that have not been approved
  • Change the threshold for over and underallocated resources


Both Resource Managers and Project Managers can use the Capacity and Engagements Heatmap to agree on which resources are the best choice for the project.

Act As Delegate2016-06-14T13:56:46-04:00

Act As Delegate feature is only available in PWA and you cannot open Project Pro when you are acting as delegate. As an alternative solution, you can open Project in PWA and make the necessary changes using below steps.


  1. Log on to PWA
  2. Start the delegate session.
  3. Access Project Center View >> Open the Project in PWA
  4. Access the Schedule PDP and Open the Project in Edit mode
  5. Edit the Project Plan and Publish the changes.
Task Inspector links not working in Project Server2018-12-12T18:35:51-05:00

Task Inspector links not working in Project Server

If you receive an error when clicking on the Task Inspector hyperlinks then check your Internet Explorer Settings and make sure that you either set the Internet sites security level to ‘Medium-high’.

This supports the notion that the “task Inspector” pane uses Jscript which does not run if IE Security is set to high or in some cases medium. On a side note, in previous version you did need to adjust the IE settings even to get the PWA homepage to render.

Microsoft Project Task Inspector Internet Explorer Settings Screengrab
















Let us know if you have any questions.

Project Online Sync to Outlook – button greyed out2018-12-12T18:35:51-05:00

Is the Sync to Outlook button greyed out for you on the ribbon of the tasks list?

SharePoint and Project Online has a built in Outlook Sync feature available. In order to sync your tasks, your Outlook mailbox needs to be hosted on an Exchange 2013 server deployed in the same topology. If you are using Project Online (which is an Office 365 offering), then you need to make sure to use Exchange on Office 365 as well to take advantage of this new feature.

Project Site template and Project Sites2018-12-12T18:35:51-05:00

Have you created a project site and made changes to the project site template – and want those changes on your project?  If you have not loaded any data onto the project site then you can Delete and Recreate the project site using the new template.  See below. 

Step 1:  Delete Project Site.

  1. Log on to PWA
  2. Click on Server Settings >> Connected SharePoint Sites.
  3. On the Connected SharePoint Sites page, from the Project Name list, select a project for which you want to delete a project site and then Click on Delete Site. You need to click on the first column to highlight  the entire row.
  4. DeleteSPSite1


  1. Click on OK for the below warning message.
  2. DeleteSPSite2
  3. The selected Project Site and its content will be deleted permanently



Step 2: Recreate Project Site.


  1. On the Connected SharePoint Sites page, from the Project Name list, select a project for which you want to re-create a project site and click on Create Site.
  2.  RecreateSP1
  3. Accept the default setting you will get on below “Create Project Site” window and click on OK.  Your new project site will be created using updated template.
  4. RecreateSP2


What is a Risk vs an Issue in Project Server?2018-12-12T18:35:51-05:00

The following are helpful Project Server Collaboration definitions:

  • Risks   Risk management involves proactively identifying and tracking events and conditions that can potentially affect future planning for a project. Risks can be rated by severity and assigned an estimate for how likely they are to occur.
  • Issues   Issues can be used to track work items that are not easily identified as assignments or tasks in projects. Project managers, resource managers, and team leads can then determine whether the issues will affect the project and identify strategies to manage the issues before they become larger problems.
  • Documents   A document library provides a location for team members to collaborate and share documents and other project artifacts with project team members.
  • Project Site   A project site can exist for each project saved to the Project Server database. The project site enables additional collaboration features (for example, announcements, alerts, deliverables and the ability to link these to your project tasks) by providing a Web site for each project that makes the capabilities of SharePoint Foundation available to a project team.


For more information review the Microsoft TechNet article:  https://technet.microsoft.com/en-us/library/hh767484(v=office.14).aspx

Change % complete type for earned value analysis2018-12-12T18:35:51-05:00

How do you measure the completeness of your project? If it depends on whether a physical item is completed (rather than elapsed time or an amount of work performed), you might want to set the Default task Earned Value method option to Physical % complete.

Note    Other values are calculated from earned value, so your decision affects the entire earned value analysis.

Change the default % complete setting

This procedure affects all new tasks you add after you change the setting.

  1. Click File > Options > Advanced.
  2. Scroll down to Earned Value options for this project.
  3. Choose an option from the Default task Earned Value method list.
    • % complete can be calculated by Project or entered directly by you, depending on how you track actual work. This is the default setting for new projects.
    • Physical % complete is always entered directly by you.

Change % complete setting for specific tasks

Use this procedure to change the earned value method for specific existing tasks:

  1. Select the tasks you want to change.
  2. Right-click the task, click Information, then click the Advanced tab.
  3. In the Earned value method box, click the calculation method that you want.

Tip    If your project has some tasks that use one type of earned value method and others that use the other type, we recommend adding the Earned Value Method column to the view. This makes it easier to see at a glance which method is being used for each task, and it’s also easier to change the setting for each task if needed. In the column header row, right click where you want to insert the column, then click Insert Column > Earned Value Method.


More about % complete

Here’s a simple example of how the % complete values may differ, based on the earned value method you use. Say you’re building a stone wall that consists of 100 stones stacked in 5 rows. You lay the first row of 20 stones in 20 minutes. However, the second row takes you 25 minutes because you have to lift the stones up one row higher. The third row takes you 30 minutes, the fourth 35 minutes, and the last row takes 40 minutes, for a total of 150 minutes for the project.

After completing the third row, you could say that the wall was 60 percent physically complete, because you had laid 60 of 100 stones. However, in terms of duration, the project was only 50 percent complete because you had only spent 75 of the required 150 minutes.

Depending on how you get paid for the work—how the value is earned (by the stone or by the hour)—you may choose the percent complete value or the physical percent complete value to properly reflect this in the earned value analysis.

For more detailed information about earned value analysis, see Earned value analysis, for the rest of us.


Set the status date for project reporting2018-12-12T18:35:51-05:00

Usually, you report your project’s progress on a day you set— the status date, to use project management-speak. For example, if you want sales report figures for last month, you set the status date to the last day of that month. Or, if progress reports are due Friday, but were sent in late, you might set the status date back to Friday before reporting on progress information.

The status date is almost never the current date, so you need to set it:

  1. Click Project > Status Date.
    Set the status date for a project image
  2. Select the new status date.
    To set the status date back to the current date, either enter the current date, or enter NA in the date field.

View the status date on the Gantt Chart

  1. On the Gantt Chart, click Format > Gridlines.
  2. Under Line to change, pick Status Date, and then select a line style and color.

Change the status date image