Sampath's Blog

With Microsoft Project Server 2010 the outlook add-in we used in 2007 version of SharePoint to synchronize tasks are retired. Now Project Server 2010 synchronize tasks directly with Exchange Server. You need a Exchange Server 2007 with minimum SP2. On details of how to configure it please refer to – http://technet.microsoft.com/en-us/library/ee782548.aspx

However if your customers are using office 2007 there is an easy way out. All you have to do is get your hands on the 2007 version of project server-outlook add-in and install that in the client computer. If you don’t want to go through the trouble of setting up a project server 2007 you can download the add-in at – http://cid-15a85081c9b1419f.office.live.com/self.aspx/Public/SharePoint%202010/PsOlkAddin.zip

There are several requirements for you to get the proposal workflow up and running in Project Server 2010. I recently got an message to the proposal WF not initiating.

The funny thing is that there are no errors or workflows in the queue at this point. Finally I traced the issue. This happens when you don’t have any users in your project portfolio managers group. To add users to that,

1. Open project web app – Under settings Go to Server Settings – Under security click manage groups – click portfolio managers – under users make sure you have added the users as needed – ok and exit – Run the proposal WF and it should complete and take you to the proposal screen now