Unwanted local resource accounts

D

Dave Lowndes

I have my project managers assigning tasks to local resources for draft
planning until they're ready to make them live and subsitute enterprise
resources. However, I noticed that these local resources are now showing up
in my user list. How can I remove them? If I merge accounts want all the
tasks end up assigned to one local resource?

Dave
 
D

Dale Howard

Dave --

I believe that your problem is being caused by two situations in your
environment:

1. Your project managers are using local resources in their project plans
when they should be using Generic resources instead.
2. You have automatic account creation enabled in Project Web Access.

To eliminate this problem in the future, you should do several things:

1. Add as many Generic resources to the Enterprise Resource Pool as are
needed to meet your project managers' assignment planning needs. When you
are creating Generic resources, make sure that you double-click the
resource's name, and then select the Generic checkbox in the Resource
Information dialog box. Doing so will formally designate the resource as
Generic. Once you have done this, ask your project managers to replace all
of their local resources with the Generic resources from the pool. After
each PM replaces their local resources, he/she should click Collaborate -
Publish - All Information to make sure the latest information about the
project and its assignments are published to PWA.

2. In the future, project managers should only use local resources to
account for the work of outside workers, such as consultants, contractors,
etc. When your PM's are doing draft planning, they should use Generic
resources as "placeholders" until the human resources are actually known for
the project.

3. Disable automatic account creation in PWA. To do this, log into PWA
with administrator permissions. Click the Admin menu, then click the Manage
Organization link. In the Account Creation section, set all of the values
to Deny and then click the Save Changes button.

4. Once you have changed the automatic account creation settings, and all
of your PM's have replaced their local resources with Generic resources, and
published their plans to PWA, you can delete the unneeded PWA accounts for
local resources by merging them with a dummy user account. Hope these ideas
help.
 
D

Dave Lowndes

Thanks Dale,

This is good but for the generic resoirces solution. My problem is, for
example:

Project Manager A creates a draft plan A using generic developers A,B,C for
a project being planned for next June/July. This project is then sidelined
(e.g. maybe for Sept/Oct) but we want to keep the plan on the shelf.
Project Manager B creates a draft plan B using generic developers A,B,C for
a project being planned for next May/June/July/August.

Because of Plan A when PM B does the leveling the generic resources are not
scheduled for June/July and the schedule is extended beyond what it shoud
be. We fix this by going back and removing the resources from Plan A (i.e.
make them local). The other option would be to re-level tentatively for
Sept/Oct. Is this where project priority settings come into effect? To
relevel Plan A means we have to check out plan A and B together and then
relevel the whole lot?

We have a lot of projects in the draft scheduling/planning phases. It's very
time consuming to reshuffle and relevel generic resources around while we're
scoping them all.

Any help?

Cheers

Dave
 
D

Dale Howard

Dave --

A couple of potential solutions to your problem come to mind:

1. When a draft project is postponed, change the Start date of the plan to
its new tentative date. In your example, I would simply change the Start
date of draft plan A to September 1 or October 1. This can be done by
clicking Project - Project Information, and setting the Start date. This
should eliminate some of your overallocation problems.

2. In your Enterprise Resource Pool, I would set the Max. Units value for
each Generic resource to match the total number of resources of that type
that are available in the organization. For example, if I have 5 Web
developers in my company, I would set the Max. Units value for the Generic
resource Web Developer to 500%. This might eliminate some of those
overallocation problems.

Hope these ideas help. Perhaps some of the others will have ideas as well.
 
M

Mike Glen

Hi Dave,

If you like idea 1, I would suggest you reset the project start date by
running the Adjust Dates macro in the Analysis toolbar, as this should reset
all dates relatively.


Mike Glen
MS Project MVP
 
D

Dave Lowndes

Thanks Dale/Mike,

I'll go for number 1. Although since sometimes projects go on hoild
indefintely I'll be changing the start date to 2010 :)

Dave
 
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