Delete enterprise resource

[Sara]

Hi

I would like to know what would be the project impact if I delete an
enterprise resouce from PWA. We use MS Project Server 2003.

For those who have left the company, I have made inactive so far, but an
issue came up that the resource is still shown on resource tab in PWA. My
resource manager needs to make a report and try to get rid of the resource
since her hours are included. If delete her, will the project gantt which
she was assigned some task earlier be impacted? If there is no major risk, I
would like to delete her.

Thank you in advance.

 

[Chak]

Hi

I would like to know what would be the project impact if I delete an
enterprise resouce from PWA.  We use MS Project Server 2003.

For those who have left the company, I have made inactive so far, but an
issue came up that the resource is still shown on resource tab in PWA.  My
resource manager needs to make a report and try to get rid of the resource
since her hours are included.  If delete her, will the project gantt which
she was assigned some task earlier be impacted?  If there is no major risk, I
would like to delete her.

Thank you in advance.

Sara,

Here is the info related to inactive vs. deleted enterprise resources:

Inactive Resource: When you mark resource as inactive, that resource
still exist as enterprise resource. Also, actual work still you can
show in portfolio analyzer views. The other advantage here is, if that
resource rejoined the company, just making active again, resource will
continue as enterprise resource and all the previous actual work will
associated with that resource in reports.


Deleted Resources: When you delete an enterprise resource, MS project
still keep that resource in project plan. But resource will be treated
as local resource. Actual work performed by resource still exists on
project plan. So still you get the visibility of the over all project
effort. When deleted resource will rejoin the company, you have to
create him/her again as new enterprise resource. Previous actual work
will not be associated to that rejoined enterprise resource.

In your case, either method will works depends on the report criteria.
If you are showing only enterprise resources in the report, you will
loose the actual work performed by local resources (deleted
resources).

If you manager doesn't want to show the resources who left the
company, just exclude the inactive resources in the report. You no
need to delete the resource in this scenario.

Thanks
Chak
http://www.epmcentral.com

 

[Sara]

Hi Chak

Thank you very much for your clarification.
In our case, there is little chance for the inactive resources to rejoin the
company, so I think we can delete the resources. In order to delete the
inactive resources, should I make them active before deletion or doesn't it
matter?

Thank you.
Sara

 

[Chak]

Hi Chak

Thank you very much for your clarification.
In our case, there is little chance for the inactive resources to rejoin the
company, so I think we can delete the resources. In order to delete the
inactive resources, should I make them active before deletion or doesn't it
matter?

Thank you.
Sara

--
New project administrator










- Show quoted text -

Sara,

As I said, it depends on organizational policy, whether keep the
resources as just inactive vs. deleted.

In Project Server first version (it was called Project Central), we
have to think twice prior to delete the enterprise resources. By
deleting the enterprise resource, Project Central used to delete the
entire information about resource from system. Once you delete, It's
gone for ever.

In MS Project Server 2003, this feature got enhanced, system never
delete the actual work etc, when you delete the enterprise resource.
All the actual work still retained in MS Project plans and it will not
impact on project overall effort. Resource name still exists in
project plan and treated as local resource.

Sure, you can delete the inactive enterprise resources. It doesn't
matter; you can delete the inactive resource. You no need to reactive
them.

While you deleting the resource, it's always best practice to have the
comment like "Deleted on 3/28/2008 as per resource manager request".

But please don't write the comment "Deleted as per Chak's
suggestion"


Thanks
Chak
http://www.epmcentral.com

 

[Sara]

Hi Chak,

Thank you for the comments below.
Your explanation made me clear on the issue.
I will follow your advice when deleting enterprise resources; having the
comment, "deleted on 3/29/08 as per @@@ RM.

Thank you again!
Sara