The enterprise versus nonenterprise resource pool

When you're working with enterprise projects and enterprise resources, your nonenterprise resource pool functionality is disabled. That is, when you click Tools, Resource Sharing, the commands on the submenu are dimmed. This is because using a local resource pool with an enterprise project can cause unnecessary confusion.

However, if you ever work with nonenterprise projects, the nonenterprise resource pool commands and functionality are available to you.

For more information about working with a non-enterprise resource pool, see "Sharing Resources Using a Resource Pool" on page 441.

really useful is the association of enterprise resource outline codes, which go a long way toward defining the attributes of the resource.

With generic resources associated with outline codes that define resource attributes, you can populate your project team using the Build Team dialog box. You can assign qualified resources to tasks using the Resource Substitution Wizard. You can run what-if scenarios using the Portfolio Modeler.

Caution Be very careful if you're replacing local generic resources with enterprise resources. You need to be certain that the name of your local generic resource is not used in the enterprise resource pool or even in any other project in your organization.

The best policy is to have your project server administrator create all the generic resources everyone might need. You can then add them to your project when needed, and use the Build Team dialog box to replace them with real resources when you're ready.

To create a local generic resource in your enterprise project and add the appropriate outline codes, follow these steps:

1 Make sure that Project Professional is connected to the project server and that your enterprise project is checked out and displayed.

2 In your enterprise project, display the Resource Sheet and enter information for a new resource. In the Resource Name field, enter a generic name that you'll be able to recognize; for example, Web Engineer 3 or Information Architect 4400.

3 Associate the generic resource with the resource breakdown structure (RBS) or other enterprise resource outline code field. Right-click where you want the new column to be added and then click Insert Column in the shortcut menu. In the Field Name box, click the resource outline code field you want to add and then click OK.

The selected field is added as a new column in the Resource Sheet.

The RBS field is simply Enterprise Resource Outline Code30, especially set aside to be defined with an organization's resource breakdown structure.

4 Click in the new enterprise resource outline code field to review the drop-down list of code choices. Select the one appropriate for your generic resource.

Your project server administrator or other user with permission to edit enterprise resource information has set up these outline codes for your use. For resource matching and substitution to work properly, these outline codes needed to be created with the Use This Code For Matching Generic Resources option.

If you're using one of the multiple-value enterprise resource outline codes, which are defined as Enterprise Resource Outline Code20-29, you can select multiple attributes in the value drop-down list.

You can apply enterprise resource outline codes to a local generic resource. However, unless you've been granted the permission to edit enterprise resources, you cannot apply enterprise resource outline codes to enterprise generic resources.

5 Repeat Steps 3-4 if there are additional outline codes you need to use to identify the attributes or qualifications for your generic resource.

6 Double-click the new resource row to open the Resource Information dialog box.

7 In the General tab, select the Generic check box and then click OK.

Your new generic resource is defined as such, with the attributes identified through the outline code(s).

8 If you want, switch to a task view such as the Gantt Chart and assign tasks to the new generic resource.

If you assign tasks to your generic resource, later the generic resource can easily be replaced with real enterprise resources possessing the same attributes as defined by the outline codes. You can replace resources this way with either the Build Team dialog box or the Resource Substitution Wizard. The replacing resource is automatically assigned to any tasks to which the generic resource was assigned.

Tip Use generic resources defined for the enterprise

Your organization might have established a set of generic resources as part of the enter prise resource pool. Rather than create your own in this case, use the Build Team dialog box to find the generic resources you want, and add them to your project team.

If you're not sure whether enterprise generic resources have been defined for your organi zation, check with your project server administrator. Or, just filter and browse the enterprise resource pool in the Build Team dialog box.

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Project Management Made Easy

Project Management Made Easy

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