Best way to handle a name change

[Matt]

What is best practice for handling a Project Manager's name change.
Most of our PMs have a lot of Projects that they have created that
seem to be useless once their name changes. What I've been doing is
creating a new Project account for them but that seems to be a lot
more work later having to recreate all of the projects created under
the old name.

Any help is greatly appreciated.

 

[Dale Howard [MVP]]

Matt --

I'm not sure I fully understand what the problem is. Why don't you simply
open the Enterprise Resource Pool, check out the PM in question, and rename
him/her? When you save the changes, doesn't this automatically update the
renamed PM as the owner and manager of his/her projects? Let us know and we
will try to help.

 

[Matt]

Thanks for the reply. Please forgive me for my elementary questions.
I am still very new to Project Server.

I guess that's my question. When I go into the Enterprise Resource
Pool, how do I go about "checking out the PM and renaming him/her?"
I'm in the Pool, and when I select a name and hit the Open/Add button,
it takes me to the screen "Checked-out Enterprise Resources" new
window, but there isn't any information there to modify.

Being how I already created a new user account for the PM who changed
her name, how do I delete all of the Projects that she had to recreate
on her new account.

Thanks again for the help.

 

[Dale Howard [MVP]]

Matt --

It sounds like you are using Project Server 2003. To edit an enterprise
resource, you need to click Tools - Enterprise Options - Open Enterprise
Resource Pool. In the dialog, you need to actually select the resource you
want to edit and then click the Open/Add button. Hope this helps.




Thanks for the reply. Please forgive me for my elementary questions.
I am still very new to Project Server.

I guess that's my question. When I go into the Enterprise Resource
Pool, how do I go about "checking out the PM and renaming him/her?"
I'm in the Pool, and when I select a name and hit the Open/Add button,
it takes me to the screen "Checked-out Enterprise Resources" new
window, but there isn't any information there to modify.

Being how I already created a new user account for the PM who changed
her name, how do I delete all of the Projects that she had to recreate
on her new account.

Thanks again for the help.