Enterprise vs. Local Resources

J

Johnnie Rotten

Environment: Using Project Server 2002, Project Pro 2002, and SQL Server
2000

I've populated an Enterprise Resource Pool with people and have run into a
problem when project managers (members of the Project Managers group with My
Project membership) create a project and try to assign resources to a task.

They can access the Address Book or Active Directory to add a person, but
not from the project server. This creates a resource that is local to the
project, doesn't this negate the benefit of project server?

As a project manager, I opened the project and a project that I added
enterprise resources to. I tried to access the resources and failed.

As an administrator, I can open projects and add resources from the
enterprise resource pool.

I've dabbled with group & category memberships without success. Can someone
help me with this issue?
 
D

Dale Howard

Johnnie Rotten --

In Project Web Access, the simplest way to solve this problem would be to do
the following:

1. Make sure that all of your project managers are included in the Group
called "Project Managers"
2. Make sure that the Project Managers group is included in the Category
called "My Projects"
3. In the Resources section of the My Projects category, select the "All
current and future resources..." option
4. Click the Save and Close button

Completing the above steps would grant permission for each project manager
to see all of the company's resources in the Enterprise Resource Pool. Hope
this helps.
 
G

Gary L. Chefetz [MVP]

Johnnie:

Project Creation is not a conduit to creating Enterprise Resources. Adding
resources to the Enterprise Resource pool can be accomplished in one of two
ways: Opening the pool and manually adding them or using the Import Resource
to Enterprise wizard. Only someone with permission to edit the resource pool
can make these changes. The Project Managers/My Project group/category
combination do not contain the necessary permissions by default.

Any resources your PMs add to their projects from the address book will be
created as local resources. Allowing just anyone to add resources willy
nilly to the Enterprise pool would certainly be seen by most of us as
defeating the purpose of Project Server.
 
J

Johnnie Rotten

Thanks for the responses!!!!

Please let me be clear.......my question stemmed from the fact that the
project manager could not draw upon the enterprise resource pool. It should
be accessible (in a limited fashion) by project managers.

Dale, your suggestion enabled my project manager to add resources from the
enterprise resource pool. Thank you Dale.

Gary, I think I would like to use enterprise resources (from the pool) in
the projects published to the server. I realize that there are several
sources to draw upon; locally created, address book, active directory, and
enterprise resource pool. I'm sure there are pluses and minuses?

I need to balance this problem with between the ability to draw upon the
enterprise resource pool and insuring the non-ability to manipulate
enterprise resource pool members by the project manager.

Have I created a security/management 'hole'?
 
G

Gary L. Chefetz [MVP]

Johnnie:

I thought you wanted them to be able to add them to the resource pool from
the GAL on the fly.
 
J

Johnnie Rotten

No Sir,

I'm adding/maintaining the enterprise resource pool. Can project managers
modify the resources now that I've implemented the change Dale suggested?

Thanks!!
 
J

Johnnie Rotten

I've applied the respective security template to each group so.......I guess
that means the pool is available to the PM's without their ability to
manipulate it.

Me and Sid say......thanks Gary!
 
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