Resources v Users

D

DaveFusion

I've just imported my first project into Server ( non-enterprise to
enterprise ), I've also imported the resources.

However, how do I link the resources to users in order that we can use the
outlook add-in ?

Probably a silly question with an obvious answer - but I'd appreciate it all
the same !

Thanks
 
1

10K

DaveFusion,
By "imported the resources," do you mean that you used the wizard to convert
the local Project Pro resources to enterprise resources from the server
enterprise pool? Assuming you are using enterprise resources, then ...

Creating a resource creates a user account. The Project Server
Administrator will need to:
- Sign on to Project Web Access (PWA)
- Select Admin from the menu bar
- Select Manager Users & Groups from the blue Action bar on the left
- Select each resource in turn and set their options (email address, etc.)
and authorities. Add them to the Team Members group, add them to My Tasks
category and apply the default Team Members template for permissions.
- Save
- Repeat for remaining resources

The resource should now be able to start PWA and view their tasks.

To enable access to Outlook, they will run the option from the PWA home page
(the icon on the right side) to load the Outlook toolbar. They will then
start Outlook, accept a couple of certificates, etc.

Our experience with the Outlook interface was very disappointing. It's
really bad. We discontinued using it very quickly and trained everyone on
PWA. I would suggest that you pilot this with a couple of easy going
individuals before you try rolling it out to a broader user base.
10K
 
D

DaveFusion

Thanks 10K,

The outlook think surprises me - was it a problem with Outlook itself or the
problems using windows authentication - one of the reasons our company wanted
to go down the MSP&S wa the possibility of driving the users using outlook -
something they used everyday, rather than give then another application to
use ( timesheet completion is already done on another stand alone system ).

I still can't get into the PWA without setting the User to local
authentication and setting passwords etc.

The server setting look ok, the only problem may be with Active Dir, it's
not on the server e're using so that may be the problem - have you had
similar problems ??are
 
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