benamis --
You need to begin by importing all of your organization's resources into the
Enterprise Resource Pool. You can do this by opening each manager's
projects and copying the resources into the Resource Sheet view of a
temporary blank project. After you have copied all of the resources into
the temporary project, you should alphabetize the list of resources
(Project - Sort - By Name). You should then study the list of resources,
remove ALL duplicates, and then set up custom resource information as needed
(such as Windows User Account, Email Address, etc.). I want to emphasize
that you need to slow down and take your time on this process, as you need
to get the resources right from the very beginning. After you perform these
steps, you should save your temporary project as an .mpp file on your hard
drive or a network folder. Under no circumstances should you attempt to
save this file in the Project Servere database!
After this, you can import the resources from the temporary project into the
Enterprise Resource Pool in the Project Server database by doing the
following:
1. Launch Microsoft Project Professional and log into Project Server with
administrator permissions
2. Click Tools - Enterprise Options - Import Resources to Enterprise
3. Select the temporary .mpp file containing the resources
4. Carefully work through every page of the wizard and import the resources
Before you can do the above steps, you need to set up a login account in
Microsoft Project Professional that will allow you to log into Project
Server using the built-in Administrator account. Refer to the following
link for information how to create this account:
http://www.projectserverexperts.com/Shared Documents/CreateAdministratorLoginAccount.htm
After you have imported the resources into the Enterprise Resource Pool, you
can begin importing projects individually using the Import Project wizard by
clicking Tools - Enterprise Options - Import Project to Enterprise. Pay
very special attention to the page in the wizard that concerns resources,
and be sure to match EVERY resource in the project with an enterprise
resource in the Enterprise Resource Pool.
Beyond this, given you lack of experience with both Microsoft Project and
Project Server, I would strongly urge you to consider using the services of
a Project Parnter, such as msProjectExperts (cheesey advertisement). The
reason I say this is because there are many more steps your organization
should do BEFORE you begin the steps I have detailed above, such as
determining your organization's project reporting needs and project
management needs, and then converting these needs into custom enterprise
fields and outline codes. You might also consider purchasing our company's
two books on Project Server 2003, accessible by clicking either URL in my
signature block. Hope this helps.
