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Domo Knowledge Base

Microsoft Project Online Connector

Version 3

 

Intro

Microsoft Project Online is a powerful project management software product for teams to plan, track, and release a great software. With the Microsoft Project Online Connector, you can develop a schedule, assign resources to tasks, track progress, manage the budget, and analyze workloads. Use Domo’s Microsoft Project Online connector to optimize task management, integrate collaboration, simplify resource management, and scheduling. To learn more about the Microsoft Project Online, visit https://docs.microsoft.com/en-us/projectonline/get-started-with-project-online.

You connect to your Microsoft Project Online account in the Data Center. This topic discusses the fields and menus that are specific to the Microsoft Project Online connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Microsoft Project Online account and create a DataSet, you must have the following:

  • Your username and password associated with your Microsoft Project Online account

  •  The host URL for your account

Connecting to Your Microsoft Project Online Account

This section enumerates the options in the Credentials and Details panes in the Microsoft Project Online Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Microsoft Project Online account. The following table describes what is needed for each field:  

Field

Description

Username Enter the username associated with your Microsoft Project Online account.
Password Enter the password associated with your Microsoft Project Online account.
Host URL Enter the host URL for your account in the mentioned format. Example-https://yourdomain.sharepoint.com

Once you have entered valid Microsoft Project Online credentials, you can use the same account any time you go to create a new Microsoft Project Online DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Microsoft Project Online report you want to run. The following reports are available:

Assignments Returns a list of the assignments in a project.
Assignment Baselines Returns a list of the assignment baselines in a project.
Deliverables Returns a list of the deliverables in a project.
Dependencies Returns a list of the dependencies in a project.
Issues Returns a list of the issues in a project.
Projects Returns a list of the projects in your project online site.
Resources Returns a list of resources in your project online site.
Risks Returns a list of the risks in a project.
Stages Information Returns a list of the stages in a project.
Tasks Returns a list of the published tasks in a project.
Retrieve Project(s) Select whether you want to retrieve the assignments for all projects or a specific project.
Project Name Select  the Project name you wish to retrieve data for.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.