Create a New Project Based On SharePoint List Item In Project Server 2016

In this article, I will explain

How to create a new project based on a SharePoint List item by mapping a the List Fields with Project Server Custom Feilds in Project Server 2016?

Scenario

In our organization, we would like to create a “New Project Idea” SharePoint list, and once the new Idea is approved, we could be able to create a new project from a SharePoint list item.

Solution

In Project Server 2013 /2016, we are able to create a simple custom SharePoint list, then map its fields with Project Custom field.

Create a new project based on SharePoint List item in Project Server 2016

Creating a Project from a list item would facilitate the Project creation process espicially for the users who are not familiar with creating a new project in Project Center.

Steps

  • In PWA site collection or any other sub site below the PWA, Create a new custom List > Create your fields based on your Project Custom field or as you prefer.
  • Add a new item in the newly created list.

Create a new project based on SharePoint List item in Project Server 2016

  • Select One or multiple list items, and from the above ribbon, click on Create Projects.

Create a new project based on SharePoint List item in Project Server

  • The Create Project in Project web app dialog should be shown,

Create Project in Project web app

  • It contains the below sections:
    • Field Mapping: to map the column list with Project Fields.
    • Enterprise Project Type: to choose your Project type
      • Enterprise Project.
      • SharePoint Task List.
    • Additional Settings: to
      • Create a new enterprise custom field in Project Web App.
      • Create a new enterprise project type in Project Web App.
      • Reload the list of fields and project types.
  • Now Map your column list with the Project Fields, then select the enterprise project type, then click on Create Projects.

Create a new project based on SharePoint List item in Project Server 2016 - Map Fields.gif

  • Great, the two Projects have been bulked created from SharePoint List items.
  • Now, you should Go back to Project Center to make sure that the Projects have been created and listed in Project Center successfully.

Create a Bulk Project In Project Server 2013 / 2016

Applies TO
  • Project Server 2016.
  • Project Server 2013.
  • Project Online.
Conclusion

In this article, I have explained

  • How to create a new project based on a SharePoint List item by mapping a the List Fields with Project Server Custom Feilds in Project Server 2016?
  • How to Create a Bulk Projects In Project Server?
See also

Check a Related Question in StackExchange.

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