Add resources to the enterprise resource pool

The enterprise resource pool contains people and other resources that are shared by groups across your organization. In Microsoft Project Professional 2010, you can add resources to the list of enterprise resources that are contained within Project Server.

Keep in mind that a resource needs to be added to your project before you can add the resource to the enterprise resource pool using Project Professional.

Note    You must have appropriate permissions to add resources to the enterprise resource pool.

What do you want to do?

Add individual resources to the enterprise resource pool

Add multiple resources from Project to the enterprise resource pool

Add multiple resources from Project Server

Add individual resources to the enterprise resource pool

Adding resources within Microsoft Project requires that you be logged into Project Server.

  1. Click the Resources tab. In the Assignments group, click Resource Pool, and then click Enterprise Resource Pool.

    Assignment group graphic

    Project Web Access is displayed within your Web browser

    Note    The Web browser may have opened up behind Project. Check the Windows task bar to see if a new Web browser has opened.

  2. Within Project Web Access, click New Resource.
    Resource Editing Group in PWA

  3. Specify the following items about the new resource:

    • Resource Type     To change the resource type, in the Type list, select work resource, cost resource, or material resource. You also can choose whether the resource is a budget resource or a generic resource by selecting the Budget check box or Generic check box.

    • Note    Clear the Resource can logon to Project Server check box if you don't want to collect information on tasks that the resource works on, or if you don't want the resource to log on to Microsoft Project Server.

    • Resource Name and other identifying information     This includes the actual name of the resource, as well as the e-mail address and Resource Breakdown Structure (RBS) value.

      If this resource maintains a team Web site, type the hyperlink name and the URL address in the Hyperlink Name box and Hyperlink URL box respectively.

    • Leveling     To exclude this resource from the leveling process, clear the Can Level check box.

    • Timesheet manager and default assignment owner     If the resource is a timesheet manager for the resource, in the Timesheet Manager box, type or search for the manager's name.

      To specify the assignment owner, in the Default Assignment Owner box, type or search for the assignment owner's name. Typically, the assignment owner is the work resource who was initially assigned to the task, but the assignment owner could also be a manager or anyone else on a team.

      To specify the project calendar that should be applied to the resource, in the Base Calendar list, click the calendar.

      You can choose whether the resource is committed or proposed to work on a project by choosing the Default Booking Type box.

    • Team information     If the resource is a member of a team, select the Team Assignment Pool check box, and then enter the name of the team in the Team Name box. You can also browse for the name of the team by clicking Browse Browse .

    • Availability     To change the availability of the resource for the Earliest Available box and the Latest Available box, click the Date Picker calendar, and then click the dates on the calendar.

    • Cost and group codes     If your organization created codes for grouping and costing purposes, select these codes in the Group box, Code box, Cost Center box, and Cost Type box.

  4. Your organization may require additional information about your resources. Under Resource Custom Fields, enter the information that your organization requires for each resource. This section won't appear if your organization has not defined custom resource fields.

  5. Click Save.

If you want an enterprise resource to work on a task within your project, you need to add the resource back into your project. Learn how to add resources to your project.

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Add multiple resources from Project to the enterprise resource pool

Before you can add multiple resources to the enterprise resource pool, you need to add them to the Resource Sheet view.

  1. Click the View tab. In the Resource Views group, click Resource Sheet.

    add resources graphic

    Add the resources you want to import into the enterprise resource pool. If you already have resources in your project that aren't part of the enterprise resource pool, you can skip this step.

  2. Click the Resources tab.

  3. Click Add Resources, and then click Import Resources to Enterprise.
    The Import Resources wizard is displayed on the left, with the Resource Sheet view on the right that contains the resources in the current project.

  4. For each resource that you want to add to the enterprise resource pool, click Yes in the corresponding Import column.

    Tip    The Resource Sheet view will have an Errors column to give you warnings of any mistakes made in importing resources.

  5. To map any customized fields you have in your project with enterprise custom fields that are defined by your organization, click Map Resource Fields.
    After mapping resource fields, click OK in the Map Custom Fields dialog box.

  6. In the Import Resources wizard, click Continue to Step 2 to validate information about the resources. This step will insure that no errors are created when resources are imported into the enterprise resource pool.
    Any errors will appear next to the resource name in the Errors column to the right.

  7. Click Save and Finish. The resources have now been imported to the enterprise resource pool.

Tip    If you want to add multiple resources at one time.

If you want an enterprise resource to work on a task within your project, you need to add the resource back into your project. Learn how to add resources to your project.

Note   

  • You can select a Project plan from an earlier version of Project to add resources. This is useful if you are upgrading from Microsoft Project 2007 or Microsoft Office Project 2003.

  • If you want to add resources that already exist in a database or a list in Microsoft Office Excel, use the Import Wizard that appears when you open a file that is not a Microsoft Project Plan (MPP) or Microsoft Project Template (MPT) file, or when you click ODBC in the Open dialog box.

Add multiple resources from Project Server

Multiple resources can also be added from Project Server.

  1. Within Project Web Access, click Open.

    Resource Editing Group in PWA

  2. Microsoft Project will open.

  3. Within Project, add resources to the Resource Sheet view.

  4. Close and save Project.

    Note    Your organization may require additional information about your resources. Under Resource Custom Fields, enter the information that your organization requires for each resource. This section will appear only if your organization has custom resource fields.

The resources that you added to the project will be added to the enterprise resource pool.

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Applies To: Project 2010, Project Standard 2010



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