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Mapping Project Fields with SharePoint Tasks

While IntelliGantt and the IntelliGantt Add In for Microsoft Project make it very easy to create fields defined on the desktop within a SharePoint list, it's also very common to work with existing SharePoint fields and map them to desktop fields. IntelliGantt supports the following SharePoint fields: single line text, numbers, integers, currency, datetime and yes/no (or flags). Additionally, you can also select WorkflowStatus fields in order to pull workflow states into your IntelliGantt projects.







It all starts with the 'Workflow Settings' form. To view this in IntelliGantt, right-click the project and click 'Settings'. To view this in the IntelliGantt Add In for Microsoft Project, drop down the IntelliGantt menu and choose Project->Settings.

Several columns within this form are editable. The Display Name column on the left let's you customize what name the users will see. The Server Name column on the right let's project managers specify exactly which SharePoint column to use when exchanging data.







Each synchronizable field in IntelliGantt has a default SharePoint name to use. If you click the 'To SharePoint' or 'From SharePoint' columns, the field becomes active. When IntelliGantt talks to SharePoint, it checks if its active fields are available in SharePoint. If they are, IntelliGantt will happily use it. If they are not, IntelliGantt will create it. In the above picture, the default Server Name is 'Text1'. IntelliGantt will see if this field exists in SharePoint (probably not) and create it if it can't find it.







However, if you type in a field name that already exists in SharePoint by editing the cell in-place, IntelliGantt will use it. Be sure the column type matches the custom field you wish to map. For example, with the custom text fields, the corresponding SharePoint field should be of type 'Text'.







Or you can click the 'Map Server Name' button and IntelliGantt, based on your current selection in the Workspace Settings field table, will give you options of existing SharePoint fields to map that are similar.