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    How to add Project Online connection to PPM Express

    This article describes the steps of connecting Project Online to PPM Express. 

    In this scenario, we consider that you are importing your projects or linking projects from Project Online to PPM Express for the first time. When you import projects or link a project to Project Online for the first time, after selecting Project Online connection, you get to the step where it is required to add a new connection. 

    As you select the 'Add new connection' option, the 'Create connection' window will be opened.


    Connection Account Permissions and Authentication Types

    Connection account permissions

    PWA Permission Mode Connection Account Requirements 
    SharePoint Permission Mode
    • Site Collection Administrator permissions on the PWA site. 
    • Added as a member to Administrators for Project Web App group.
    Project Server Permission Mode
    • Site Collection Administrator permissions on the PWA site. 
    • Assigned to the Administrators security group.

    Authentication Types

    • Basic authentication type.
    • OAuth authentication type.


    Basic Authentication Type for Project Online Connection

    1. In the 'Create Connection' window that appears provide PWA URL and select the Basic authentication type

    2. Specify user account credentials. If requested, grant PPM Express the permissions required.

    If your Microsoft account has Multi-factor Authentication enabled, please generate an app password via App Passwords by this link

    3. In the Create Connection window provide PWA URL, your Microsoft account username, and enter the generated password into the Password field.  

    4. Click Create to proceed.

    Project Online connection will be added to PPM Express. Now you can link or import projects from Project Online to PPM Express


    OAuth Authentication Type for Project Online Connection

    1. In the 'Create Connection' window that appears provide PWA URL and select OAuth authentication type

    Please note: The account used to register the PPM Express app should have Site Collection Administrator permissions on the PWA site. 

    .2. On the next step, click on the App Registration URL link. 

    3. Project Online will be opened in a new tab on the App Registration page. 

    Click Generate Client ID and Client Secret buttons. 

    4. Copy Client ID and paste it to PPM Express 'Create Connection' window, Client ID field.

    5. Copy Client Secret and paste it to PPM Express Client Secret window.

    6. Copy the Title, App Domain, Redirect URL from PPM Express and paste this information to Project online App registration page. Click Create

    7.  Open PPM Express again and in the 'Create Connection' window click Connect to proceed. 

    8. In the window that appears click the Trust it button. 

    9. Click Create in the 'Create Connection' window. 

    Project Online connection will be added to PPM Express.  Now you can link or import projects from Project Online to PPM Express

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