Open from Project Server

Online Help > Open from Project Server

What is Microsoft Project Server?

Microsoft Project Server is a project management server solution made by Microsoft.

Can I open a project plan from Project Server 2019?

Our application offers support to open plans for all Project Server 2019 earlier versions. For saving plans we are compatible with Project Server 2013, 2016 and 2019.

Can I save a project plan on Project Server 2019?

For saving the plans, Project Plan 365 is compatible with Project Server 2013, 2016 and 2019.

How can I open a project from Project Server? 

To open a project from Project Server, go to File menu - Open - Project Server/Online. Enter Server URL then enter windows credentials like domain\Username and password. If you are authenticated inserting your username and password won’t be necessary. Once the connection is established a list of available projects will be displayed. Select the desired project plan and click Open

How can I save a project in Project Server?

To save a project on Project Server use Save as functionality available on File - Save as - Project Server / Online - enter Server URL Enter windows credentials like domain\Username and password Enter project name and press Save.

Is it possible to save enterprise custom fields?

With Project Plan 365 app you can save Enterprise custom fields for Project Server 2013, 2016 and 2019.

Note: Only standard and lookup values are supported (advanced values like Formula and Graphical indicators are not supported).

Step by step on how to open a file from Microsoft Project Server:

1. Go to File - Open.

2. Click Project Server / Online.

3. Enter server URL like http(s)://server-name/sites/pwa.

4. Enter windows credentials like domain\Username and password.

5. Select the desired project from file picker and press Open.

Step by step on how to save a file to Microsoft Project Server:

You can create a project from scratch in Project Plan or edit an existed one then save it to Project Server when you're ready.

1. Go to File - Save as.

2. Click Project Server / Online.

3. Enter server URL like http(s)://server-name/sites/pwa.

4. Enter windows credentials like domain\Username and password.

5. Insert the name of the project and press Save.

Step by step on how to insert enterprise columns:

1. Go to menu Format - Insert Column.

2. Select the desired column you want to insert and click Ok.

3. Edit the values.