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Post-Upload Verification of EPTs

The next important step after the upload of configuration is to verify the uploaded EPTs for the correct set Site Templates and update EPTs settings:

a) Check the Templates set in EPTs

b) Update Site Creation Settings

c) Enable Project Tasks sync to SharePoint List 'Tasks'

Check the Templates set in EPTs

As per migration flow Project Sites Templates are transferred to the target PWA prior to Enterprise Project Types migration as part of PWA Configuration, thus, G.A. Suite sets them correctly in EPTs.

Later, on Project Sites migration G.A. Suite will be reading information on which Site Template to use from Enterprise Project Types settings.

1. Navigate to the target PWA >> PWA (Server) Settings >> Enterprise Project Types: 

2. Open each of the Enterprise Project Types, which will be used for Projects creation and check the Site Template section for correctness: 

Update Site Creation Settings

We need to make sure, that in the future, when closed Projects are copied to the archive PWA, Project Online does not create the Project Site automatically, on the first publish of Project. As G.A. Suite copies a Project it is automatically published, and if the automatic creation is ON, that will result in a Site created for it on the archive PWA. 

We strongly recommend updating the settings in each EPT to ‘Allow users to choose’, then the Project Site will not be created automatically and G.A. Suite will be the one creating a Site (taking it from the source PWA) and connecting it to the Project. That is the recommended approach. 

Enable Project Tasks sync to SharePoint List 'Tasks'

This setting is required in case you need the 'Tasks' SharePoint List in Project Sites to be populated with Tasks from Project Schedule.

If you are not utilizing this option, feel free to ignore this step. 


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