Wednesday, 8 February 2017

How to create & Delete a Project and Project site on Project server Online

Today I am writing about “How to create & Delete a Project and Project site on Project server Online”, as we know Office 365 is providing us service for Project Online. Generally we called as “Project Web Access (PWA)”. Here I would to show you how to create a fresh Project using PWA site and managing the same.
This article consist of followings points:
  • How to create Project on Project server online (office 365)
  • How to Delete Projects on Project server online
  • How to configure Project site
  • How to deactivate or delete Project site on Project online

  • In PWA (Office 365), select Project Center in the Quick Launch.
  • In the Project Center, on the Projects tab of the ribbon, select New, and then select the appropriate project plan called as EPT (Enterprise Project task) which include PDP and workflow task as well.
  • Once we will select any one EPT on the same will be prompt with a Project Details or Project Information web page appears with project fields to be completed. Specify the related project information in the fields, and then select Save.
  • Feed all information and click on finish then wait for some time till Projects is getting create
  • Now we have done with creating Project. We can see below our Project has been created and initialized for Workflow as well as it was selected with workflow.
  • Go back to the Project online center page and verify the Project has been created

How to delete created Project from Project center online.

  • Now we will show you how to delete Project from Project online PWA site.
  • After creating and work has been completed customer need to delete those unused Project or retired Project.
  • I will show you how to delete easily from PWA site.
  • First we need to identify the Project Name which we want to delete from PWA site. Then go to Project online (PWA) setting and click on PWA setting from Top of page.
  • Now we will be PWA setting page here we need select Delete enterprise objects.
  • Here we need to select Project name and if wish to delete the connected Project site we can delete the same also. See below screen shots:
  • Once we will click on delete option it will show below information saying that your task has been queued to Process, so wait for some time and go back to Project server Page and refresh the page and you will find there will be no more Project available on the Project online.
How to configure Project site on Project Online (Office 365)
This blog is about How to configure Project site on Project Online (Office 365), in last blog I have written about how to created and delete Project on Project server Online (Office 365)
See below URL for more details:

Once Project will be created on Project Online it won’t be connected with Project site by default. We need to configure the Project to site configuration. We have few of steps to configure the same.
  • Login to Project server Online (PWA) and click on PWA setting from gear box on the top of the page.
  • Once you will click on the same we will get PWA setting page, here we need to select Connected SharePoint sites from Operational Policies.
  • In case if we are trying to Open Project as Project site which is not configured to connected SharePoint site will show error called “  There is no site configured for this Project”
  • Now we want to configure below recently created Project.
  • As mentioned above go to PWA setting page and select Connected SharePoint sites from Operational Policies then clicked on the same option.
  • It will take us to SharePoint site pages where we can connect Project site page.
  • Select the desire Project Name and click on create site option shown you in below screen shot, once we will do the above it will prompt us create site page.
Here below option will be avail be called:
Project Name: default it will assigned
Web Application Name: it will assigned by default if you have another web app you can select here from drop down as well.
Site URL: it will consist of project web app and your desired Name wish to give for this Project by default it will be select as project name only.
Destination URL: consists of project web app and appended name
  • Once all done as above screen shot click on ok and wait for some time. It will create project site and we can see the same at connected SharePoint site page see below:
  • If you want to remove project site from any of project follow the few steps like navigating PWA setting page, select connected SharePoint sites from operational option.
  • Here select the Project name and click on deactivate and wait for some time it will deactivate your project site.


1 comment:

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