Best way to migrate resources to enterprise pool

[wendyB]

I have a set of projects with multiple interdependencies which do not
consistently utilise resource levelling (with multiple cases of real person
overallocations). Most tasks are fixed duration and some only have generic
resources coming (long history).

Currently I'm working under a mandate to rush the migration of these
projects to Enterprise and to ignore resource overallocations (PMs fix this
online later on).

I am looking for suggestions on the best approach to do this, and how best
to minimise the risk of Project Server rescheduling and shifting dates due to
resource overallocation.

Thanks for any and all suggestions.

 

[Dale Howard [MVP]]

wendyB --

Your Project Server administrator can import the resources from these
projects into the Enteprise Resource Pool, or he/she can manually enter the
resources. In either case, once he/she has done so, you can import each
project individually into the Project Server database using Tools -
Enterprise Options - Import Project to Enterprise. Pay special attention to
the step dealing with resources and make sure every resource in the project
matches with a resource in the Enterprise Resource Pool. After doing so,
Project Server WILL NOT automatically level resource overallocations. Hope
this helps.

 

[wendyB]

Hi Dale

Thanks for your feedback.

I have a special role setting which allows me to edit but not import
enterprise resources. Which means I cannot do resource import directly to
the resource pool. If I map resources through the Import Project to
Enterprise wizard, rather than have the Administrator do Import Resources,
will this prevent MSP doing levelling on resource overallocations? Can
Enterprise be set to not do auto-levelling?

Thanks
Wendy

 

[Dale Howard [MVP]]

Wendy --

I stand by my original advice. Ask your Project Server to import the
resources from your existing projects. After doing so, you can then import
the projects and map the resources in the projects to resources in the
Enterprise Resource Pool. Your resources won't get into the Enterprise
Resource Pool until someone who has the correct permissions either imports
them or types them manually.

Concerning leveling, you can always level overallocated resources, but I
would caution you against setting leveling to Automatic in the Level
Resources dialog. I recommend you leave this setting at Manual so that you
control when and how the software levels resource overallocations. Hope
this helps.