Importing resource pools from MS Project Pro

[Borg Collective]

Is it possible to import a resource pool file from Project Professional
in to Project Server 2007? By resource pool I mean a MS project file on
a share drive, that project managers with their project files (sitting
on the same share drive) link in to.

The 'resource file' is then used with standard resource views to look at
resource utilisation.

Naturally, it's not working as it's not being used (hence putting in
Project Server).

So rather than physically typing in 40 resources, is it possible to
somehow import these resources in to Project Server 2007?

Some will require AD log-ons to access and use Project Server, most not.

 

[Dale Howard [MVP]]

Borg --

Yes, this it is possible to import a shared Resource Pool file into the
Enterprise Resource Pool in Project Server 2007, but I do not recommend that
you use the original shared Resource Pool file for this purpose. Instead,
here's what I would do if it were me:

1. Open the shared Resource Pool file and apply the Resource Sheet view, if
necessary.
2. Select the row header for all 40 resources.
3. Click Edit - Copy.
4. Open a new blank project and apply the Resource Sheet view.
5. Select the first cell in the Resource Sheet view and click Edit - Paste.
6. Save the new project using a name like Local Resource Pool File for
Import or something like that.
7. Close all open projects.

Assuming that when you launched Microsoft Project 2007 you also connected to
Project Server, you should now click Tools - Enterprise Options - Import
Resources to Enterprise. When prompted in the Import Resources Wizard,
select and open the Local Resource Pool File for Import project and work
through the steps in the Wizard. After you complete the Wizard, the system
will add the 40 resources as new enterprise resources in the Enterprise
Resource Pool.

Next, you will need to navigate to the Resource Center page in PWA. You
should select every resource that you just imported and then click the Edit
Details button. This will individually open each resource for editing using
the PWA interface. You will need to specify a value for the Default
Assignment Owner and probably the Timesheet Manager (if you intend to use
the My Timesheet feature), and then you will need to add each resource to
the appropriate security Group. Click the Save and Continue button to
advance to the next resource. Hope this helps.

 

[Borg Collective]

Thank you, this does help.

so basically use a duplicate file of the resource file and import this
using the wizard in a Project Professional client, and then create the
information around the resources following the import.

As for AD log-on accounts for users from the pool that require one,
should we create these first, reflecting the exact spelling of the
resource pool?

 

[Dale Howard [MVP]]

Borg Collective --

If your resources do not already have Windows user accounts, yes, create
them first. Then enter that information for each resource in the Local
Resource Pool File for Import project. You can do this by double clicking
each person's name and then entering the information in the Windows Account
field, or by inserting the Windows User Account field in the Resource Sheet
view. Hope this helps.

 

[Mr Curious]

Thanks.. So brief summary is:

- Create all required AD accounts
- Import resources using import wizard
- Use datasheet view (or individually) to add in AD account details to
matching resources after import

Is this correct?

 

[Dale Howard [MVP]]

Mr Curious --

Yes, that is correct.

 

[Mr Curious]

thanks!