Rickard --
You are more than welcome for the help, my friend!
Dale,
THANK YOU for this simple and excellent solution! I tried this in my
test
VPC environment and it worked like a charm (it will probably work in
our
production environment as well, otherwise I'll get back to this
discussion
group)!
The reason why we're doing this is described in this post:
http://www.microsoft.com/office/com...&p=1&tid=0ecd8e4d-c64e-4e4f-9332-399b7123d7d3
(Unfortunately I didn't get any answers to this post. If you don't
mind,
I'm
really interested to hear what you say about it).
Once again, thank you very much for helping me!
:
Rickard --
Well, Resource Plans do not stand alone. They are attached to
enterprise
projects, Proposals, or Activity plans. So, to which of these three
have
your people attached Resource Plans?
From your description, it sounds like these resources are members of
the
team in a Resource Plan, but are not assigned to any work. Correct?
If
that is the case, here's something you can try:
1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Views.
3. Click the New View button.
4. Click the View Type pick list and select Data Analysis.
5. Name the new View something like Resource Plan Work.
6. Click the Cube pick list and select the MSP_Portfolio_Analyzer
cube.
7. In the View Options section, select the PivotTable Only option.
8. Click anywhere in the PivotTable and then drag the following Total
Fields and Dimensions into the following drop areas:
Resource List Row Fields drop area
Project List Row Fields drop area (to the
right
of
the Resource List dimension)
Resource Plan Work Total Fields drop area
9. In the Security Categories section, add the My Organization
category
to
the list on the right.
10. Click the Save button.
Next, navigate to the Data Analysis page and select the new Resource
Plan
Work view. Expand the name of the first resource you need to delete.
In
the list of projects to the right of the resource's name, you will see
a
list of all Proposals, Activity Plans, and enterprise projects in
which
the
resource is a member of the project team OR a member of a Resource
Plan
team. It will list Resource Plans even if the resource has NO
Resource
Plan
Work hours assigned to him/her. Jot down the names of the projects
listed
for the resource. Repeat these steps for every resource you want to
delete.
Next, you will need to navigate to the Resource Plan for every
Proposal,
Activity Plan, or enterprise project that is listed for each of the
resources you want to delete. On the Resource Plan page, remove the
resource from the Resource Plan and then publish the Resource Plan.
Now,
you should be able to delete the resources in question. Hope this
helps.
Dale,
Thanks for helping me! Sorry if I'm confusing you, but we're working
with
resource plans only (no project plans) and we've selected the
"Resource
Plan"
option when calculating resource utilization. Some of our inactive
resources
have been included in a couple of resource plans, and basically we
want
to
delete these Enterprise Resources but keep the resource plans if you
know
what I mean. I understand if these resources needs to be removed
from
all
resource plans, but the problem is that we have MANY resource plans
and
don't
want to go through every one of them to find them. When we select
these
resources in Resource Center and click on "View Availability" no
projects/proposals are listed (including proposed bookings). Is
there
another
way to find out which resource plans a resource is included?
:
Rikard --
In addition to Sean's excellent advice, you might want to determine
the
following:
1. Were any enterprise projects initially started as Proposals?
If
so,
did
the Proposal includes a Resource Plan?
2. Are there any Proposals pending approval in your Project Server
system?
If so, do any of them include a Resource Plan?
Although you cannot delete a Resource Plan, you can informally
"disconnect"
the Resource Plan from a Proposal or an enterprise project by
selecting
the
"Project plan" option in the View Options pane of the actual
Resource
Plan.
Let us know if this helps.
We have a lot of inactive Enterprise Resources that we want to
delete
from
our Project Server 2007 environment. But when we try to delete
some
of
the
resources (in Server Settings -> Delete Enterprise Objects ->
Resources
and
Users) we're getting the following message: "The specified
Resources
and
Users could not be deleted because of the following errors:
[Resource]
:
The
resource is used in resource plans on one or more projects and
cannot
be
deleted". When we open the Resource Center, select the resources
concerned
and click on "View Availability" there are no projects/proposals
listed
in
the Details area (and yes, we Include proposed bookings). Any
ideas
on
how
to
solve this issue? Is there a better way than checking the "View
Availability"
site to find out if a resource is assigned to a project (resource
plan)?
