Auto-Archive SharePoint List Items using PowerShell

Posted By Posted by: Peter Williams on November 7, 2016

Objective To implement business rules around archiving SharePoint list items. For example, if an item is marked complete and the last modified date is over one-year-old, then move item to a nominated archive list. Considerations A client requested the above objective recently. They were several lists on several sites where he wanted to implement an

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SharePoint List Workflow Failing when creating Project from List Item

Posted By Posted by: Irfan Rizvi on October 19, 2016

Commonly, you will come across requirements in PPM solutions where organizations will maintain an Idea or Pre Project Lists. And after some approval or filtering process these Ideas will be converted to Projects in Project Server. We normally handle these requirements using SharePoint list workflow. On Project Server there is a special action in SPD

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Microsoft Office 365 Planner Side by Side with Project Online

Posted By Posted by: EPM Partners on September 14, 2016

Microsoft released their planner service last June for Office 365 Enterprise subscriptions. It is another way to address how we manage tasks and digitally experience teamwork. If you’ve googled Microsoft Planner, you probably have read comparisons with tools like Trello. Most bloggers come up with a conclusion that Planner is simpler than Project Online and it

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Project Server 2013 permissions synchronization explained

Posted By Posted by: Peter Williams on August 23, 2016

This blog attempts to explain the synchronization of SharePoint group membership/permissions for Project Server 2013. This ONLY applies when Project Server Permissions mode is enabled. Project Server to Project Web App Site Permission Synchronization Note: The statements made in this section are only applicable if the “Enable Project Web App Sync” option is turned on

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Sharing a SharePoint site with AD Group using ADFS/SSO

Posted By Posted by: Peter Williams on July 27, 2016

Over the years EPM Partners have configured our SharePoint farms to support ADFS (SSO) authentication for some of our clients. Recently, a client use Project Online but have their SSRS reports hosted on our SharePoint servers hosted on Microsoft’s Azure platform (which is akin to on-premise environment). Their Project Online uses SSO against their own Active Directory. Obviously,

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Installing SharePoint Server 2016 Step-by-Step

Posted By Posted by: Khurram Jamshed on January 11, 2016

SharePoint/ProjectServer 2016 Beta 2 version is now available to explore. This blog post will walk you through the installation steps to help users follow and setup an on-premises SharePoint server 2016 farm. During the installation process, I will highlight any new/additional steps or installation screens specific to SharePoint 2016. Also note that this installation is

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Announcing Availability of SharePoint and Project Server 2016 BETA 2 Versions

Posted By Posted by: Khurram Jamshed on November 29, 2015

A while ago we shared that the release of SharePoint and Project Server 2016 preview versions were available for users to install for evaluation purposes only. And here comes some more great news, Microsoft has recently announced general availability of Project Server and SharePoint 2016 Beta 2 versions. Earlier this month, November 2015, at the

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Create a Project from a SharePoint List Item Using AppStep

Posted By Posted by: Peter Williams on November 5, 2015

Objective To create a project in Project Server 2013 by initiating a workflow from a SharePoint list item. A user who initiates the workflow may not necessarily have the Project Server 2013 permission to create a project in PWA. Feature Highlight Use the SharePoint Designer 2013 “AppStep” feature to resolve the hurdle of the workflow initiator

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