Creating the Enterprise Resource Pool

The easiest way to create the Enterprise Resource Pool is to use a project that contains the resources that you want to store in the Enterprise Resource Pool. Then, a wizard can walk you through setting up the Enterprise Resource Pool. Make sure that the project containing the resources is closed or checked in, and then follow these steps to create the Enterprise Resource Pool:

1. Open Project Professional, and make sure that you connect to the Project Server database.

2. Choose ToolsOOptionsOImport Resources to Enterprise. The Import Resources Wizard starts. On the first screen of the wizard, click Next.

3. From the Open from Microsoft Office Project Server dialog box that appears, select the project that contains the resources and click Open. Otherwise, click the Open from File button and open the .mpp file that contains the resources.

4. If you've set up any custom fields for resources, complete the Map Resource Fields page of the wizard, as shown in Figure 19-28. Map custom fields that you've set up for resources to enterprise resource fields.

Figure 19-28: Map custom resource fields to enterprise resource fields.

Note Custom fields and values for resources don't appear in the Enterprise Resource

Pool unless you map them to enterprise resource fields.

5. Click Next, and identify the resources that you want to upload to the Enterprise Resource Pool by placing a check mark next to their names, as shown in Figure 19-29.

Import Resources Wizard

Resources Co rroort from proiect: C:\Docurnepts end 5ettfigs\AI user^ffolect Gate Frle^Accourrtlno This project contains 6 resources. GeFore changes, 6 d these ten t>e imported into enterprise resources. To change resource rniormatronj for Instance to change ¿1 duplicate resource name, select a resource and click Resource Infcrmation.

Select the resources you want Imported, then cicfcNext-

Resources Co rroort from proiect: C:\Docurnepts end 5ettfigs\AI user^ffolect Gate Frle^Accourrtlno This project contains 6 resources. GeFore changes, 6 d these ten t>e imported into enterprise resources. To change resource rniormatronj for Instance to change ¿1 duplicate resource name, select a resource and click Resource Infcrmation.

Select the resources you want Imported, then cicfcNext-

-

X

Error

Resource Name

Windows Account

Base Calendar

Toby Mxon

; Standard

Mke Nash

=Standard

; Standard

JucVLew

=Standard

MBf*

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Jemy Lysate*

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4 1

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Sefectypeselect ftN | Resource Irforrnaton... | Help I

Sefectypeselect ftN | Resource Irforrnaton... | Help I

Figure 19-29: Identify resources that you want to store in the Enterprise Resource Pool.

Tip You can view and change the information for any displayed resource by selecting that resource and clicking the Resource Information button. Project displays the * Resource Information dialog box for the selected resource. Errors appear in red.

6. Click Next. Project sends the resources to the Enterprise Resource Pool in the Project Server database.

7. Click Finish.

Project Management Made Easy

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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