Create a New Project From SharePoint List Item In Project Server 2016

In this article, I will explain

How to bulk add projects from a SharePoint List into Project Server 2016?


Scenario

I have a “New Projects” SharePoint list, and I need to bulk add all list SharePoint items to Project Center in Project Server.

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

In Project Server 2013 /2016 as well as Project Online, you can easily import SharePoint list items into Project server by using Create Project button as shown below:

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

You may be also interested in Import Excel Sheet Into Project Server.

The Create Project button will help you to create multiple projects from the SharePoint list items by mapping the SharePoint list columns with the Project Web App Fields.

This way would facilitate the Project creation process especially for the users who are not familiar with creating a new project in Project Center.

Note: There is no a specific number for the selected list items that will be converted/imported to Project Server.

This is mainly depends on the current hardware specifications of your farm. Meanwhile, it’s recommended to convert from 5 to 10 list items to projects per one time.

Steps
  • In PWA site collection or any other sub site below the PWA site collection,
    • 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.
  • From the above ribbon, click on Create Projects.
Create a new project based on SharePoint List item in Project Server

You may be also interested in Import Excel Sheet Into 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.
  • 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

Create A project From Project List Item in Project Server Notes

  • As we know, the Project Name is identical, you can’t add a project with a name that already exists in project center even other fields data are different.
  • You can only map the SharePoint list columns with the corresponding project Web App Fields that are matched in the data type.
    • Cost.
    • Date.
    • Flag.
    • Duration.
    • Number.
    • Text.
  • If the Project Name has “.” dot character, it will be converted to “_”.
  • The list item that already converted can’t be added again even you have changed the Project Name field value, I think that the creation process is depending on the List Item ID regardless the Project already exists or not!
  • If you have tried to add an edited list item that converted earlier to the Project Center, it will not be added again.
  •  Example:
      • Consider you have already added a SharePoint List item to Project Center using “Create Project” button that added successfully,
      • Then you went back to edit the Project name field in the SharePoint List.
      • Finally, you need to add the same list item that has a different project name to the Project Center again.
      • So, in this case, you will not be able to add it and you will get the below error:

“A project already exists for list item with title xxx. Please select a list item that is not already converted to a project.”.

Bulk Add In Project Server 2016

You may be also interested in Import Excel Sheet Into Project Server.


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 add bulk Projects To Project Server?

See also

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3 thoughts on “Create a New Project From SharePoint List Item In Project Server 2016

  1. Hi Mohamed, your article is very useful, however in order to do it myself I am missing the first step. I do not have the “Create Project” in Project Online Tool. Is this a permission issue or is this created with an addon?

    Thank you very much,

    Evangelia.

    Like

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