Replacing Local Resources with Enterprise ones

H

HZ

I want to replace the local resources with resources from the enterprise
resource pool

What's the best way of doind so having in mind that;
1. A lot of tasks have %Completed different than 0% which rules out the
option of using Build Team from Enterprise?

2. The master project with the sub-projects contain almost 5000 tasks

Thx,
HZ
 
D

Dale Howard [MVP]

HZ --

Before you can substitute enterprise resources for local resources, you must
add the enterprise resources to the project team in each subproject by using
Tools - Build Team from Enterprise. After doing so, save and close each
subproject. You can then follow these steps below so that you can maintain
control over the substitution process without getting overwhelmed with the
details:

1. Open the first subproject
2. Click the Filters drop-down list and select the Using Resource filter
3. Select a local resource and click the OK button
4. Click the Select All button in the upper left corner of the task list
5. Click the Assign Resources button
6. In the Assign Resources dialog, select the local resource
7. Click the Replace button
8. Select the enterprise resource and click OK
9. Save the project
10. Steps 2-9 for each local resource
11. Repeat this process for each subproject

Hope this helps.
 
H

HZ

Thanks Dale for your help
I'm afraid that the steps mentioned below is not practical when you have a
project with actuals. I got the below MessageBox over 100 times

"the task is 100% complete
Do you want to move the actual work to the new resource?"

How about if I change the resource name in the resource sheet to match the
name in the Enterprise Resource Pool? I tried it and it worked but I'm not
sure if this has any implications!

Thx,
HZ
 
D

Dale Howard [MVP]

HZ --

All right, here's what you will need to do to simplify this process:

1. Save each subproject as an .mpp file
2. Delete each subproject from the Project Server database
3. Import each subproject into the Project Server database using Tools -
Enterprise Options - Import Project to Enterprise
4. In the Import Wizard, match each local resource with an enterprise
resource

Hope this helps.
 
Top