- #Uploading excel into ms project 2016 for mac install
- #Uploading excel into ms project 2016 for mac 64 Bit
- #Uploading excel into ms project 2016 for mac download
After a short pause, I returned to Dynamics 365 to see that PSA now contained the resource allocations.Īmending a project plan in Microsoft Project Once I’d finished assigning resources to tasks in Microsoft Project I used the publish icon, from the Project Service tab. After refreshing my plan I was able to add the resources from my team onto tasks with Microsoft Project. Having created my team in Dynamics 365, I returned to my plan in Microsoft Project. This happened automatically, I guess as I created the plan! Notice that I have been also added as Project Manager. Having created my draft project plan in PSA, I wanted to build a project team.To do that, it felt most natural (to me) to build the team in Dynamics 365.īelow you can see that I have added several team members to my project. Having clicked Publish you can see that Microsoft Project “talks” to PSA and creates the plan.Īfter a few seconds, back in Dynamics 365, I can see my newly created project plan.Ĭreate a team in PSA, then use in Microsoft Project But in my case I want to resource the plan using PSA resources and also maybe make amendments, so I have opted to link the plan. If I simple wanted to use Microsoft Project to cerate the plan I could leave this option unselected. Notice that the link project plan option is selected. Next I give the plan a name and optionally associate it with a specific customer. I did mine without resources initially, as I’d build the team in PSA later!īelow you can see that I have created a simple plan and next I use the “New PSA Project” option to create my plan in Dynamics 365. Simply start off creating a project plan. I am guessing that many Project Managers, familiar with Microsoft Project, will find this a useful approach to creating a plan. I have found it really useful to create plans in Microsoft Project and then once I’d entered the main details entered upload them into PSA. I will discuss more about the implications of this later in this post.īut to simply read a copy of the plan into Microsoft Project, just select a project and click Open. Notice that there is an option to link the project plan to Project Service Automation. You will then be presented with a list of projects that exist in PSA. For this you simply open the Read option and select “PSA Project”. The first option I tested was the ability to simply read an existing PSA plan into Microsoft Project. I have been experimenting with the different ways I can use this project add-in, I will describe some of them below. And you can even load you plan into SharePoint linked to your PSA plan.
You can also link a Microsoft Project to allow you to maintain it in Microsoft Project and see your changes directly in Dynamics 365.
#Uploading excel into ms project 2016 for mac download
You can simply download a copy of your plan from PSA in to project, if required. Incidentally, if you do need to alter your login details you can use the “Clear saved credentials” option, which you can find in settings.
You’ll then need to enter your credentials to log into Microsoft Dynamics 365.Īnd then there will be a short pause whilst it connects! (Despite the screen shot below saying “Not Responding”, this process only actually takes a couple of seconds!)Īssuming this process has worked correctly the “Publish” and “Read” icons will now be enabled and you’ll be read to start using the add-in.
Clicking connect will prompt you for the url of your Dynamics organisation. Your first task will be to use the connect option to link up with your instance of Microsoft Dynamics 365. When you open a blank Microsoft Project plan you should now notice that a “Project Services” option has been added to the toolbar. This is a pretty standard process, simply clicking next etc! Once the download is completed you can run the installer you’ve downloaded. Obviously, you’ll need to select the one that matches your version of MSOffice / Microsoft Project.
#Uploading excel into ms project 2016 for mac 64 Bit
When you download the add-in you’ll need to select either the 32 or 64 bit version. You can download the add-in from the link shown below.
#Uploading excel into ms project 2016 for mac install
(PSA for short!) This is great but what if you are more familiar with updating plans directly in Microsoft Project? In this post, I will look at the capabilities of the newly released Project Service add-in for Microsoft Project.įirstly, you’ll need to download and install the Microsoft Project add-in. With Microsoft Dynamics 365 we now have the “Project Service Automation” App.
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