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Microsoft Project Connector Setup
Microsoft Project Connector Setup
Updated over a week ago

In this article, we will cover the following:

  • Authenticating MS Project in Savant

  • Connecting Data from MS Project

Authenticating MS Project in Savant

Step #1: Register Add-In - SharePoint Online

  1. Go to the "appregnew.aspx" page of your SharePoint Online site where you want to connect. URL: https://YourSharePointOnlineSiteUrl/_layouts/15/appregnew.aspx Example:

  2. Click the "Generate Client Id" and "Client Secret" buttons.

  3. Enter the following details as shown in the screenshot:

  4. Click the "Create" button.

  5. Note down the "Client Id" and "Client Secret" displayed on the next page. Example: Client Id: 97145705-6a29-489a-a577-5a6838efdaed Client Secret: ANSe8BFLPOo6oS5TrEzZB320Gz4qhMp+t06Ia+AGINk= Title: Savant to SharePoint AddIn App Domain: Redirect URI: https://localhost:8443/api/callback

Step #2: Grant Permissions to Add-In - SharePoint Online

  1. Enter the "Client Id" obtained in the previous step into the "App Id" box and click "Lookup."

  2. Paste the following XML into the "Permission Request XML" box and click the "Create" button. XML:

    xmlCopy code<AppPermissionRequests> <AppPermissionRequest Scope="http://sharepoint/projectserver" Right="Manage"/> <AppPermissionRequest Scope="http://sharepoint/projectserver/projects" Right="Write"/> <AppPermissionRequest Scope="http://sharepoint/projectserver/enterpriseresources" Right="Write"/> <AppPermissionRequest Scope="http://sharepoint/projectserver/reporting" Right="Read"/> </AppPermissionRequests>

  3. You will land on a page that requests your trust in the Savant to SharePoint Add-In. Click the "Trust It" button.

Step #3: SharePoint PowerShell Setup for Permission

  1. Ensure the user runs Windows PowerShell as an administrator.

  2. Install the SharePoint PowerShell module by running the following command:

    powershellCopy codeInstall-Module -Name Microsoft.Online.SharePoint.PowerShell
  3. Set up SharePoint PowerShell connection using your Microsoft login credentials with the following commands:

    powershellCopy code$adminUPN="<Microsoft-login-id>" $orgName="<domain/org-name>" $userCredential = Get-Credential -UserName $adminUPN -Message "Type the password." Connect-SPOService -Url https://$ set-spotenant -DisableCustomAppAuthentication $false
  4. Log in with your Microsoft Login Credential.

  5. Provide the ClientId, ClientSecret, and ProjectSiteURL for further processing.

Here is a video demonstrating the Powershell configuration:

Connecting Data from MS Project

If you are working within an analysis, on the top left side of your canvas, click the Add Dataset button shown below, and select your AirTable connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset. Select your authenticated MS Project system from the list of available options and click Next.

Your MS Project system is now added as a dataset within your analysis!

Additional Resources

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