Updating Resource Information

After you add resources, you can edit resource information by checking the resource(s) out, making the necessary changes, and then checking them in again. Any resource information—such as maximum units, base calendar, group name, cost information, and resource outline codes—is edited this way.

Note Assignment information is changed in the enterprise project itself, not in the enterprise resource pool.

This resource information cannot be changed casually by project managers. Only those granted the Edit Enterprise Resource Data permission can check out and edit this resource information. By default, the project server administrator and portfolio manager are the only ones granted this permission.

To modify enterprise resource information, follow these steps:

1 Be sure you're logged in to the project server through Project Professional.

2 In Project Professional, click Tools, Enterprise Options, Open Enterprise Resource Pool.

The Open Enterprise Resources dialog box appears (see Figure 21-19).

Open Enterprise Resources

-

And

Enterprise Outline Code

Test

Value

V

r Include inactive resourt

:es

Apply Filter

n

Resource Name

Checked Out By

Modified

E

ii

CP_0701173552_

I No

NA

CP_0701173552_

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NA

CP_0701173552_

( No

NA

CP_0701173552_

( No

NA

CP_0701173552_

( No

NA

CP_0701173552_

( No

NA

CP_0701173552_

( No

NA

CP_0701173552_

( No

NA

CP_0701173552_

( No

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CP_0701173552_

( No

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CP_0701173552_

( No

NA

V

C Read-only to view

| Select/Deselect All

(* Read/write to check out

Open/Add J Cancel

J

1

Figure 21-19. Select the enterprise resource(s) you want to check out to edit.

If your enterprise resource pool is very large and you want to work with a smaller group of resources, create a filter using the fields in the upper part of the Open Enterprise Resources dialog box.

In the Select table, click the names of the resources to be modified.

Select multiple adjacent resources by clicking their names while holding the Shift key. Select multiple nonadjacent resources by clicking their names while holding the Ctrl key. Be sure the Read/Write To Check Out option is selected. Click the Open/Add button.

The Checked-Out Enterprise Resources appears as a project plan. The selected resources are listed in the Resource Sheet.

In the Resource Sheet, make the changes you want to the enterprise resource. If you need to work with additional resource information, select the resource(s) and then click the Resource Information button on the Standard toolbar. The Resource Information dialog box appears. Enter information on the various tabs as appropriate to this resource. When finished, click OK.

When you're finished modifying the resource information and you want to check the enterprise resources back in to the server, click File, Close. In the prompt that appears, click Yes to save your changes.

If an enterprise resource is checked out by another user, and you need to check the resource back in to the enterprise resource pool (usually because of some extenuating circumstance), you can force a resource check-in as follows:

1 In the Admin page of Project Web Access, click Manage Enterprise Features in the left pane.

Under Enterprise Options in the left pane, click Check In Enterprise Resources.

All resources that are currently checked out are listed in the table.

Select the resource for which you want to force a check-in and then click Check-In above the table.

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Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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