PPM collaboration in workspace

[Simon Hayward]

So I installed the PPM collaboration plugin within my Dev environment.  I see the option to enable MS teams collaboration on the older project view.

Is there functionality for this same option within project workspace? I haven't been able to find it anywhere. I wanted to see if there was an OOB option before I look at copying the UI action for workspace.

[pr8172510 · Accepted solution]

Hi Simon,

Short answer — no, there isn’t an OOTB equivalent of the MS Teams collaboration action available in Project Workspace.

What you’re seeing in the classic project view is tied to older UI actions and forms. That functionality hasn’t been fully carried over into Workspace (at least not as a ready-to-use option).

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Why you don’t see it in Workspace

• Workspace uses Declarative Actions, not traditional UI Actions
• The PPM collaboration plugin primarily supports the classic UI
• There’s no OOTB declarative action for Teams collaboration in Project Workspace

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What you can do

1. Recreate using Declarative Action (recommended)

You can:

• Replicate the existing UI Action logic
• Create a Declarative Action in Workspace
• Call the same backend logic (Script Include / API used by the original action)

This is usually the cleanest way to bring parity into Workspace.

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2. Inspect the original UI Action

Check:

• Table: pm_project
• Look for the Teams collaboration UI Action

From there:

• Identify what script/API it calls
• Reuse that logic in your Workspace action

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3. Alternative approach

If full replication is complex:

• Trigger collaboration via Flow Designer
• Or expose it through a custom button/action in Workspace

[Simon Hayward]

Thank you, I figured this would be the case.

[Mohith A]

Hi @Simon Hayward 

The MS Teams collaboration feature included with the PPM Collaboration plugin is only supported in the classic project view (the legacy UI). There isn’t an out-of-the-box equivalent available within Project Workspace.

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards,