Microsoft Project

Setup Guide

Follow these steps to connect Microsoft Project to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Microsoft Project into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the URL for your Microsoft Project Web App (for example, https://MyOrganization.sharepoint.com/sites/pwa/).

6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

SharePointOnlineCookies

1. Enter the Microsoft Project username for authentication in the User field.

2. Enter the user password in the Password field.

3. Select a Schema from the drop down. ODataV1 includes more granular data, while ODataV2 can be used for full CRUD operations.

4. (Optional) Enter the default Project Id name to define it for all operations which require one.

5. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuth

1. Enter the OAuth Client Id assigned when you registered your Microsoft Project account for OAuth.

2. Enter the OAuth Client Secret for your Microsoft Project account for OAuth.

3. Select a Schema from the drop down. ODataV1 includes more granular data, while ODataV2 can be used for full CRUD operations.

4. (Optional) Enter the default Project Id name to define it for all operations which require one.

5. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

ADFS

1. Enter the ADFS User Id.

2. Add the Password for that account.

3. Set the SSO Login URL to the URL used by the SSO provider.

4. Select a Schema from the drop down. ODataV1 includes more granular data, while ODataV2 can be used for full CRUD operations.

5. (Optional) Enter the default Project Id name to define it for all operations which require one.

6. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OKTA

1. Enter the Microsoft Project username for authentication in the User field.

2. Enter the user password in the Password field.

3. Enter the SSO Login URL.

4. Enter all relevant SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

5. Select a Schema from the drop down. ODataV1 includes more granular data, while ODataV2 can be used for full CRUD operations.

6. (Optional) Enter the default Project Id name to define it for all operations which require one.

7. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OneLogin

1. Enter the Microsoft Project username for authentication in the User field.

2. Enter the user password in the Password field.

3. Enter all relevant SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

4. Select a Schema from the drop down. ODataV1 includes more granular data, while ODataV2 can be used for full CRUD operations.

5. (Optional) Enter the default Project Id name to define it for all operations which require one.

6. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

AzureAD

1. Enter the Azure Tenant Id that you will use to access data.

2. Enter all relevant SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

3. Enter your OAuth Client Id.

4. Enter your OAuth Client Secret.

5. Select a Schema from the drop down. ODataV1 includes more granular data, while ODataV2 can be used for full CRUD operations.

6. (Optional) Enter the default Project Id name to define it for all operations which require one.

7. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Microsoft Project, see this information page.