Project 2 Outlook

<—- UPDATE —->

August 2017

P2O Overview – https://youtu.be/TvadKVkSaMA 

July 2017

We’re getting ready for release – new videos have been posted on YouTube.com

Creating appointments using P2O – https://youtu.be/C0FJMZ1WlV0

Create meeting requests using P2O – https://youtu.be/Sb-To9zDEUM

Update meeting requests using P2O – https://youtu.be/4ulJm90Hv8A

Please email me if you would like further information on P20 or subscribe to this blog!

 

July 2017

PLEASE NOTE THAT AT THE MOMENT I AM NOT SUPPORTING NOR SELLING Project 2 Outlook – please expect some more information on this in the summer of 2017 (I have an alpha version running at the moment)

Please email me if you would like further information on P20 or subscribe to this blog!

<—- END OF UPDATE —->

Overview

P2O is an add-in that works with Microsoft Project delivers the following benefits

  • Export Project Tasks to an Outlook Calendar
  • Export Project Tasks as Meeting Requests
  • Project task selection based upon any Project Filter
  • Allows the user to select the free/busy status
  • Synchronises Project tasks to your mobile device using Outlook synch
  • Puts all your Project work into a single calendar
  • Allows effective communication with your team

About P2O

P2O an application that allows you to export a selection of tasks directly from Project into an Outlook as either calendar items or meeting requests.  It helps ensure that Project Managers and Stakeholders are aligned on Project tasks

Effective communications and an understanding of what each user should be doing and when is an absolute requirement for delivering a project on time.  P2O enables this communication by allowing you to export tasks from Project to Outlook and keep them in synchronisation as they change in Project.

P2O can also

  • Create and assign an Outlook Category for the exported tasks
  • Combine the Project and Task name into Outlook Subject
  • Use the Project Summary name as the Outlook Location
  • Copy Task Notes into the Outlook body

How does Project 2 Outlook work?

Review this blog post to review how to use Project 2 Outlook, or just watch the video below.

 

FAQs – software and installation

Which version of Project does P2O work with?

P2O has been designed as VSTO add-in for Project 2013 and 2016.  However, it will also work with Project 2010.  Our aim is to support the current and previous release of both Project and Outlook.

Which version of Outlook does P2O work with?

P2O has been designed to work with Outlook 2013 and 2016.  However, it will also work with Outlook 2010.  Our aim is to support the current and previous release of both Project and Outlook.

Will P2O work with my Office 365 subscription?

Yes, P2O will work with both Project Click to Run (C2R) and Outlook C2R.

Are there any pre-requisites for P2O?

P2O requires the Visual Studio Tools for Office Runtime 2010 to be installed.  If this is not already installed then you will be prompted to install it as part of the P2O setup routine.

How do I uninstall P2O?

Use the add/remove feature in the control panel.

Is the software available in 32/64 bit versions?

Yes.  You should install the same version your Office installation.

 

FAQs – Creating Appointments

Can I export Manually Scheduled Tasks

Yes, as long as the manually scheduled task has a valid duration, start and end date.

Can I export a Summary Task

Yes.

 

FAQs – Creating & Editing Meeting Requests

What happens if one of my resources does not have a valid email address

P2O displays an error saying that you have a missing or invalid email address for the resource

What happens if I remove a resource from a task that I’ve previously exported as a meeting request.

If you remove the resource from a previously exported meeting request and export the task as an appointment then the meeting request is cancelled via Outlook

What happens if I change the resource on a task that I’ve previously exported as a meeting request.

If you change the resource on a previously exported meeting request and export the task again then the meeting request is cancelled for the original resource and a new one created for the new resource.

My resource no longer works on that task and I need to cancel their meeting request.

If you know the resource who will work on the task, then assign the new resource to the task.  If you don’t yet know the new resource or you don’t want to send them a meeting request, then remove the resource and export the item as a calendar appointment.  This will send a meeting request cancellation to the original resource.

 

FAQs – Removing items from Outlook

How do I remove all Outlook items for a specific Project

The easiest way to remove items in Outlook that you no longer need is to list them by category.  In Outlook display the calendar in a list view and group by Category.  If you selected “Create Category from Project Summary Task Name” checkbox in P2O then the items will be grouped by Project name, if not, they will be listed in the default category of P2O.  Select the items to remove and press delete.  Note that if the items are meeting requests then an cancellation will be sent to the resources.

 

FAQs – Licensing

Can I evaluate P2O?

Yes.  When you initially install P2O it will have a licence of between 14 and 28 days, so at a minimum you have 14 days to evaluate the product.

How long is a P2O licence valid for?

A licence is typically valid for a year.

Can I install P2O on multiple PCs with a single licence?

No, P2O is licence per PC.  If you require to install P2O on multiple PCs then you need to purchase a separate licence for each PC.

How is P2O licensed?

P2O is licensed per PC. 

How do I install a P2O license?

 

 

Error codes and messages

 

Support

If you have any specific questions, please click here.

Please click on a video link to review the current video documentation.

P2O Installation

P2O – Basic Project Task Export to Outlook

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