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Troubleshooting Project Online/Project Server Connections

When using Project Online or Project Server, some OnePager users connect directly to the server to build their reports, while others choose to use Microsoft Project on the desktop as an intermediary.

Even if you initially created your OnePager report using Microsoft Project to connect to Project Online/Project Server, you can update your report from OUTSIDE Microsoft Project if it's more convenient.

If you are reading this article, however, it means that OnePager has having difficulty connecting directly to Project Online or Project Server.

Symptoms

Connection issues with Project Server or Project Online can appear in different ways, including:

  • Unable to connect to the server
  • Being prompted for your username and password over and over
  • Slow connection, dropped connection, or server timeout
  • Data out of sync with the server
  • Unable to find any flagged tasks for import
  • Enterprise custom fields unavailable

Solutions

There are several ways to resolve these issues. Click on the links below to explore each solution:

Verify Your Version of OnePager

OnePager Pro supports direct connections to Project Online and Project Server, but you'll want to make sure that you have the correct MINIMUM version installed:

Project Server Version

Interface

TLS Protocol

Authentication Method

OnePager Software Version

OnePager .NET Version

Project Server 2007-2013

PSI

TLS 1.0

Legacy

5.3.12

.NET 3.5

Project Server 2010-2013

PSI

TLS 1.2

Legacy

6.1.7

.NET 4.5

Project Online or Project Server 2016-2021

CSOM

TLS 1.2

Legacy

6.1.7

.NET 4.5

Project Online or Project Server 2016-2021

CSOM

TLS 1.2

Modern

7.1.7

.NET 4.5

Project Online or Project Server 2016-2021

OData

TLS 1.2

Modern

7.1.8

.NET 4.5


To verify which version of OnePager you have installed, launch OnePager and go to File > About. If you are on a version of OnePager that is older than the minimum versions noted in the table above, or if you don't have the minimum required .NET version of OnePager installed, you'll need to upgrade.

Double-Check Your Credentials

If you're on a version of OnePager that supports Project Online or Project Server 2016-2021, but can't connect, it's usually for one of the following reasons, which are pretty easy to correct:

  • Username/Password are incorrect
  • Username/Password are stale. If you've recently changed your login, Windows may still have an old version of it. Clearing your Windows Credentials Cache can help OnePager see the newer version of your login. Your helpdesk can clear your Windows Credentials Cache for you, if you're not familiar with how to do it.
  • Project Server/Project Online URL isn't correct
  • You are trying to connect through a proxy server. Most proxy servers and federated identity services are supported, but they can add complexity to the sign-on process that can be difficult to pinpoint.
  • Your Project Online/Server instance requires modern authentication. In this case, your Azure administrator will need to provide consent for OnePager to access your Project Online/Server data before you can log in.

Check these easy things first. If you're still having trouble, read the next two sets of instructions below. At least one, and probably both of them will work for you.

Switch from CSOM to OData to Prevent Throttling

When pulling data directly from Project Server or Project Online, Microsoft can sometimes throttle your connection so that you don't create too much load on the server at any given time. This throttling usually takes place when you are trying to import too much data at once, but can also happen with a relatively small import if the total amount of data on your server is nearing its limit.

Connecting to Project Online or Project Server over OData is usually more performant than CSOM, so if you think that Microsoft has throttled your connection, you can try switching to OData to see if speeding up the import will keep your connection from dropping. To do this:

  1. Click on the Change button next to your current server connection:

  2. Then click Edit:

  3. Change the Calling Type for your account from Legacy to Web Service:

  4. Click OK, then press the Connect button to retry your connection.

Publish Your Changes to the Server

Sometimes, data gets out of sync between Project Server/Project Online and the desktop version of Project Professional. To make sure that your local project plan matches what is on the server, you need to publish the local project plan back to the server.

The steps to publish will vary based on the version of Microsoft Project you are running on the desktop. For Project 2013, Project 2016, Project 2019, and Project 2021, go to File > Publish Project Progress:

Publish your plan to sync it back with Project Server or Project Online

Use the OnePager Add-In for Microsoft Project

If you can't connect to your server directly from OnePager, you can let Microsoft Project do the work for you. For this method, we recommend that you be on OnePager Pro v6.0.10 or later for optimal performance:

  1. Close the instance of OnePager Pro that is running outside of Microsoft Project.
  2. Close and then re-launch Microsoft Project on your desktop, log into Project Online/Project Server 2016-2021 from within Project, and open your project plan.


IMPORTANT: Depending on whether you need to create a new report or update an existing one, the remaining instructions will vary slightly. Separate instructions for new vs. update are detailed below:

Creating a New Project Online Report using the OnePager Add-in

  1. Once your project plan loads from Project Online, go to Add-ins and click the Templates button.

  2. In the template editor, go to the Advanced tab.

  3. Change the Server Method setting to "Use MS Project Professional". This tells OnePager to let Project load your data from Project Server. Click Save & Use to save these settings to your default template.

  4. Now, click the OnePager Pro button and build a new report as you normally would.

 

Updating an Existing Project Online Report using the OnePager Add-in

  1. Once your project plan loads from Project Online, go to Add-ins and click the OnePager button.

  2. OPEN (don't update yet) your Chart, and go to Home > Chart Properties > Advanced.

  3. Change the Server Method setting to "Use MS Project Professional". This tells OnePager to let Project load your data from Project Server. Click OK.

  4. Go to the Data tab and continue updating your Chart as you normally would:


Last Updated: April 25, 2023