Project Server Connector/Creating Projects

Ryan_MurphyRyan_Murphy Customer Advanced IT Monkey ✭✭✭
Can someone explain, or provide documentation, on how the Project Server Connector works in terms of Microsoft Service Manager?

We've created a test project with some tasks within MS Project, however, only the project synced over to Service Manager...the tasks did not. Does a change request and or release record have to be created along with the project? If anyone has any step by step process to this, it would be awesome if you could provide it.

Comments

  • Steve_WrightSteve_Wright Cireson Support Advanced IT Monkey ✭✭✭
    Hi Ryan,
    It sounds like you are part way there. I've added a link to a Vimeo presentation that shows a walk-though of the Project Server Connector function: https://vimeo.com/143807784
    Once a release record and its subsequent Change Request are related to a synced Project, the workflow will take care of populating the project tasks as Task Activities (TA) in the request as defined by the configuration settings.

    Let us know if this addresses some of your questions and if you need further assistance.

    Thanks,
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