Can we create/update project task automatically?

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Posted on by Aurelien Coste

Hi everyone,

I want to create project task with informations that already exist in another entity call "Mission" (is an entity that I made), for example I want to create a new project task with a mission that already exist, the most important for me is the dates. I try to use CRM Rest Builder for create a project task but I got an error message that seems to tell me we cannot create in project task's entity.

After that I tried to create a field called "StartDateMission" (in Project Task's entity) which is updated automatically when I change the field "Mission" (in Project Task's entity). Then I made a business rule to edit field "StartDate" with the value of "StartDateMission" and try to save the modification but the same error appears.

Do you have solutions to help me?
I start to think it's maybe impossible to edit project task outside of Microsoft Project, but I ask to the community to be sure that is impossible or not.

PS: I also try to export in Excel project task data, edit the Excel with new columns and import in the CRM but I have the same error.

Thanks a lot,
Aurélien Coste

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antc 2,911 on at

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Hi Aurelien

I believe we can possibly do it from the scheduling API however there is very little information on how to connect etc and I believe also that there could be some permission issues requiring one user to have a MS Project license to authenticate.

Would love for someone to do a how to or tutorial on using the scheduler API.

I normally import data using Kingswaysoft however I believe the issue here is that Project for the Web is the engine so we can't just transact with our Tables (entities), Columns (Fields), Dynamics 365 (CDS -> Dataverse -> who knows next week) data in Project Operations.

Regards

Antony

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MarkB45 755 on at

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Hi Aurelien,

Can you possibly create a Project template with the correct tasks on it and then amend the dates to suit once you have copied the project into a new one.

I have a customer who is looking at a similar configuration to speed up the project initiation phase. They have a lot of projects performing the same tasks each time so we are creating templates project and creating a view to show those projects. (Filtered by "Template" as we have included that in the project name.

KR

Mark

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