Wednesday, 23 January 2019

Adding Tasks to Office 365 Project Online Plan Schedules Using Microsoft Flow - Automate Project Management Process

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Here let us look how to automate the addition of tasks into Project online using Microsoft Flow. Let us trigger this automation, on mail arrival. This article helps in automating project management processes.

As you are aware, MS flow helps connecting systems, with only condition that the services should be exposed. In this article, I have leveraged the inbuilt triggers and actions to achieve our requirement. This flow creates tasks on Office 365 project web app online plans, when an email arrives on to Office 365 outlook mailbox.


Scenario & Flow


Trigger can be from anything. Here for our basic understanding, I have thought of leveraging mailbox. So let us look at the flow.
  • Trigger - In this use case, I have considered email trigger. i.e., mail arrives with specific subject. The subject contains the task detail. 
  • Flow will be triggered, on arrival of any mail to the mailbox mentioned. 
  • Flow checks few conditions. i.e., mail subject contains text for addition of task to project. 
  • If condition is satisfied, then process the following. 
    • Checkout project 
    • Add task with task name. (Task name will be extracted from the subject of email) 
    • Publish & Check-in the project. 

Sunday, 20 January 2019

CSOM: Working with Office365 Project Online Tasks - Part II

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This article explains steps for adding, updating or deleting a task to/from Office 365 Project Online plan schedules.

This article series focuses on working with  office 365 project online plan schedule tasks using Client Side Object model approach. In the previous post, we have seen multiple ways of retrieving tasks from the project plans.



Adding a Task: 


A task can be added to the Office 365 project plan schedule by the following steps.
  • Required project needs to be checked-out before any operation. 
  • Task collection is retrieved from the draft project. 
  • Task creation object is created with necessary OOB field values, and will be added to the task collection. 
  • Then the draft project will be updated and published. 

Friday, 11 January 2019

CSOM: Working with Office365 Project Online Tasks - Part I

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This article series focuses on working with office 365 project online plan schedule tasks using Client Side Object model approach.

Previously we have seen how the same operations works using JSOM approach. Both approaches are identical.


Creating Console App and Importing Package: 


SharePoint and Project Server online libraries are required to work with the project server data using CSOM model. The libraries can be downloaded from Nuget packages. The required libraries are packaged under one single package. i.e., Microsoft.SharePointOnline.CSOM

Create a visual studio console application. From Tools -> Nuget Package Manager -> Manage Nuget Packages for Solution. From the browse tab, Find for “Microsoft.SharePointOnline.CSOM”. Select and install the package for the current solution.