Scenario Overview
A new project schedule needs to be created to be managed with Project Desktop and synchronized with the newly created schedule in the Cloud. This is the simplest approach, as all the variables that can affect synchronization quality are under control from the very beginning of the scheduling process.
The overall approach is the following:
- Create a new desktop MPP file
- Link it to a newly created Cloud schedule
- Establish Calendars synchronization
- Add Project Resources from the PowerApps/Dataverse Bookable Resources
- Build the schedule using Project Desktop and update the Cloud schedule as needed
Step By Step Guide
- Launch Project Desktop and create a new Project.
- Save a newly created project and assign a file name.
- Navigate to the Project Sync Ribbon menu and click the Preview Synchronization button.
- Click the Create New Project: <project name> button to create a new project in the PowerApps/Dynamics environment.
- Confirm creating a new project by clicking the OK button in the following dialog
- Wait for the project creation to be completed.
- Leave the Calendar Synchronization options with their default selection to download the calendar from the Cloud, and click the Synchronize button
- Wait for the initial Calendar synchronization and task analysis completion
- In the result window, click the Apply Changes button
- Wait for the initial synchronization completion and close the window
- Click the Build Project Team button in the Project Sync Ribbon
- Review the list of the available resources (on the left pane) and add the resources to be assigned with tasks to the right pane, then click the Apply Changes button
- Resources are added to the Resources Sheet and ready for assignments:
- Start building the WBS structure
- When ready to make the newly built schedule available for the organization, click the Preview Synchronization button
- Review the suggested changes and click the Apply Changes button
- Wait for the synchronization completion
The Synchronization process can be repeated as many times as it is needed during the project lifetime to keep both schedules in sync.