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[67313] Project Online connection issue in PPM Express

Technical Support
Updated

Problem

  • The customer is experiencing synchronization issues with PPM Express where not all project Resources and Assignments are being synced from Project Online to the Team section of their PPM Express project.
  • There was a request to check the permission level of a specific account used for the connection to Project Online.
  • The issue investigation has been put on hold by the customer due to lack of time for further investigation.

Solution

Given the situation, the following steps should be taken when the customer is ready to pursue the investigation:

  1. Verify that the synchronization account(s) for the Project Online connection(s) used in the projects have proper permissions by ensuring that:

    • The account has a license that allows interaction with Project Web App (PWA) and SharePoint.
    • The account is added to the Site Collection Administrators group of the PWA Root Site Collection.
    • In the case of SharePoint Permission Mode, the account should be a member of the Administrators for Project Web App group.
    • In the case of Project Server Permission Mode, the account should be assigned to the Administrators security group.

  2. If the permissions are correct but the problem persists, further troubleshooting will be required, possibly with assistance from PPM Express support, which might include:

    • Checking for any errors or blocked tasks that might prevent synchronization.
    • Ensuring that network connectivity and access rights between PPM Express and Project Online are fully operational.
    • Reviewing PPM Express logs for synchronization errors.

Once the customer finds time and wishes to resume the investigation, they should contact PPM Express support, providing the relevant details of the permission setup verification and any additional information required for ongoing troubleshooting. The priority upon re-initiation of the ticket would be to discern if it is indeed a permission issue or if there is another cause for the improper synchronization of Resources and Assignments. If necessary, a guided step-by-step instruction for troubleshooting can be provided, or remote assistance may be arranged. The ticket has been placed 'On-Hold' until the customer is ready to proceed.

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