Master Resource Pool

[Heather]

How do you go about deleting and inactivating resources in
the master resource pool in MS Project 2002?

Thank you!
Heather

 

[Kevin Flanagan]

In Project Server, Manage Users and Groups, select the
resource you want to make inactive and then click on the
Make User Inactive link at the top of the user list. By
merging accounts, you will in effect delete that
account. However, be careful you fully read the
description given at the bottom of the page to make sure
you are not deleting the wrong account in the merge
process.

Kevin

 

[Earl Forrence]

Heather,

While working with the people at my company, I've found
that the most common problem that cause these erroneous
allocations come from PM's who copy their files and keep
on going (this causes an essential duplication of resource
usage). Later, they will delete the old instance of the
project and have smooth way to retreat to a point where
they can remove the older resource allocations.

Nevertheless, I've found if you can determine the
project name where you want to remove them from, you can
somewhat easily do something about it. Specifically:

1. Determine the projects the resource are allocated
to. You can do this by adding the "Project" column
to the Resource Usage view of the resource pool.

2. Create create a new project plan in the same
location (!) and with the same name (ie, no tasks
in it)

3. Associate the new plan with the resourcce pool
where the error exist (Tools -> Resource Sharing ->
Share Resources; associating the blank project
with the resource pool.

4. Then, save and close the project. This should
remove all of the old task assignments associated
with the original (lost) plan.

5. In cases where there were multiple plans originally
stored in the same directory, you can get done
pretty quickly - simply rename the file to the next
one on the list, open it, save it, and close it.)


Good luck ... Earl

 

[Heather]

Earl,

Thank you so much!!!!

Regards,
Heather

-----Original Message-----
Heather,

While working with the people at my company, I've found
that the most common problem that cause these erroneous
allocations come from PM's who copy their files and keep
on going (this causes an essential duplication of resource
usage). Later, they will delete the old instance of the
project and have smooth way to retreat to a point where
they can remove the older resource allocations.

Nevertheless, I've found if you can determine the
project name where you want to remove them from, you can
somewhat easily do something about it. Specifically:

1. Determine the projects the resource are allocated
to. You can do this by adding the "Project" column
to the Resource Usage view of the resource pool.

2. Create create a new project plan in the same
location (!) and with the same name (ie, no tasks
in it)

3. Associate the new plan with the resourcce pool
where the error exist (Tools -> Resource Sharing ->
Share Resources; associating the blank project
with the resource pool.

4. Then, save and close the project. This should
remove all of the old task assignments associated
with the original (lost) plan.

5. In cases where there were multiple plans originally
stored in the same directory, you can get done
pretty quickly - simply rename the file to the next
one on the list, open it, save it, and close it.)


Good luck ... Earl



.

 

[Gary Chefetz [MVP]]

Kevin:

You're a big fan of the merge function, so you should know that you can't
use this with enterprise resources.

--
Gary Chefetz [MVP]
http://www.msprojectexperts.com

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