Hi there.
My name is Tom Henry and I'm a consultant here at EPMA.
Today I'm going to show you how to create a connection from Microsoft Project up to
your Project Server or Project Online environment.
To do this, it's very simple.
So I've just opened up Microsoft Project.
The first thing I'm going to do is click on the File Ribbon to enter the Backstage area.
And from here, I'm going to click Info.
From Info, I'm going to see Manage Accounts.
Now if you don't have Project Professional, you won't see this Manage Accounts.
The Project Standard version only has the ability to do some basic Microsoft Project
stuff.
The main thing...most of it's there, but what you don't get is this Manage Accounts.
You cannot connect to a Project Server environment.
So if you do have Project Professional, and I can see at the top of the screen here, it
says Project Professional.
If you do have Project Professional, you can click Manage Accounts.
And we can click Add.
So from the Project Web App Accounts, I'm going to click Add and I'm going to put in
a name for my environment.
Now you can put anything you like in here.
I usually just go for PWA Production.
That bears in mind that you probably have a Test and a Production environment you can
connect to.
It can have any name though, at all.
You could call it Tom Henry if you want to, and it would still work.
Okay.
I do now need the Project Server URL.
Now this should have been given to you by your IT Department or your Project Server
Administrator.
So what we need to do is go to that URL and take it.
Now, let me give you an example of what it would be.
So I'm going to actually just type it in here.
Okay.
So I've just put in here https://epma1.com/pwa.
What you want is everything up to pwa.
So sometimes in the Project Server URLs it would be everything that you see here, forward-slash-pwa,
forward-slash-default, for example.
You don't want that default.
It could say forward-slash-pwa, forward-slash-projectcenter.
You don't want that.
You want everything up to pwa.
That's very important.
You also notice that we have the Set as Default Account checked.
I'm going to leave that checked because this is the environment that I'm going to connect
to most frequently.
If it's not the case, uncheck it.
I'm going to press OK.
Now another step in here is Choose an Account.
So you have the ability to "Use my default account or Choose an account."
So when you first open up Microsoft Project, you're going to get a login screen and it's
going to say, "Do you want to use your PWA Production?"
As we named it here or, "Your computer profile?"
Okay.
I'm going to press OK.
Now, that is it.
It is done.
However, in order to use the new Project Server, I do actually need to reboot Microsoft Project.
What I wanted to show you first is down the bottom left-hand corner, that little Globe
icon that you may have seen, will not be there.
You do not get the Globe icon unless you are connected up to a server environment.
So let's do that now.
I'm going to close that Microsoft Project.
I'm going to relaunch Microsoft Project.
And here we go.
For the first time you're going to see this Login dialogue.
This is because we selected that Choose an Account.
Otherwise it would have just automatically launched into whichever the default account
was.
So I could select Computer Only mode, but I do actually want the PWA Production this
time.
I'm going to press OK.
It's now connecting to the server.
And I could now open up Enterprise Projects.
I could create new ones.
But I'm just going to look at this blank here.
Down in the bottom left-hand corner, you will see the Globe icon.
And if you hover over it, it will tell you, you are connected to the PWA Production environment.