Can I change Resource Name and retain assigned Task List

J

JohnN

Hi all,

For over 6 months I've had Proj Server 03, WSS, SQL2K all running happily
together on a WinServ03 box. Users are authenticated with Win logins (no SQL
accounts). All users have been entered into the Proj Serv Entr. Resource Pool
and a long list of Projects have been established. Users (resources) have
been assigned multiple tasks from the list of projects---and users have been
entering "actuals" for all this time. No complaints overall---everything has
been running quite well.

Then our company was bought out by another company. The new owners have
changed the Windows Domain name. We went from ACME\usernames to
BIGCORP\othernames. Now when I access PWA, no tasks are associated with my
new login account.

Is there a way to "change" the name (under the covers so-to-speak) of the
resources in the Enterprise Resource Pool AND maintain the associated tasks
(and entered actuals against those tasks)?

Yesterday I was "ACME\workerbee" and in PWA I had "pollinate the flowers" in
my "Task List" and for 6 months I've been dutifully entering hours each day
as I flitter from flower to flower.

Today, I'm "BIGCORP\lostintheshuffle" and when I go to PWA, I have no
entries in my "Task List" (but all other Windows stuff has been "aligned" to
this new account).

What I need is to have all my old tasks migrated into this new Windows
Domain account. I need to "see" all my old duties and "see" all my hours that
I've been entering for months.

Can this be done?

Please provide an example (doesn't have to be 'botanical' though) explaining
all the steps necessary, if possible. I've seen responses to similar queries
like this that say "oh simple... go change the name in the Entr. Resource
Pool", but I think there's more to it than that.

Thanks in advance everyone.
 
C

Chak

Hi John,

Please try the following steps:

Step 1:

a) Open Enterprise Resource pool and look for workerbee

b) Change the name workerbee to lostintheshuffle

c) Change the Windows user account ACME\workerbee to
BIGCORP\lostintheshuffle

d) Save the Resource Pool -> Close -> Exit Project Professional


Step2:

a) Open the project plan (which is having pollinate the flowers task)

b) Viw -> Resource Sheet

c) Make sure Windows User Account is showing up as
BIGCORP\lostintheshuffle for lostintheshuffle

(If the Windows User Account is not appearing in this view, right
click on any column header and choose insert column option. Choose the
Windows User Account to insert.)

d) Collaborate -> Publish -> Republish Assignments

e) Choose the option "Overwrite Actual work entered by resources" on
Republish Assignements Window

f) Click OK

Step3:

a) Logon to PWA as BIGCORP\lostintheshuffle

b) See the Timesheet


I hope this helps.

Thanks
Chak
 
J

JohnN

Wow! Chak thanks!

I didn't expect a rely so quickly! And I was excited enough to run through
your solution and I'm happy to report WORKED LIKE A CHARM!!!

Thank you very much.
 
Top