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Sharing a Project in PS 2010

by Dan Stopher
in Project Client, How to
23 Nov 2010  | 0 Comments

Have you ever wanted to share/email a copy of a project that is stored in project server, solicit changes and then synchronise these changes back with the online version?
Here’s how:

  1. Open the file you wish to share from the server.
  2. On the File tab, click Save & Send.
  3. On the right, click Save Project as File.
  4. Click Save for Sharing
    Note:    The Save for Sharing command is available only if the project has been saved to Project Server.
    Note:  Once you have saved the file for sharing, the file is checked out and cannot be edited even by the owner, until the below process has been completed.

 

  1. Click Save As and save a copy of the file to a local drive.
  2. Share/Email the file out for review
  3. To syncronise the changes back, Open MS Project and connect to the same server that the file was initially created from.
  4. Open the file and select Save As.
  5. Select the name of the original project from which the shared file was created (if you have keep the name the same it will be automatically selected).
  6. Click Save. The shared file will now be synchronized with the original project.

Note: Once you have saved the file for sharing, the file is checked out and cannot be edited even by the owner, until the above process has been completed.

http://blogs.msdn.com/b/project/

 

 
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