Removing Resources from Resource Pool

D

Devendra Bhagat

How can I remove resources who have left the organization from the
enterprise resource pool?

Devendra
 
G

Grant

In PWA
1) Amin
2) Clean up Project Server Database
3) Select the "Resource" radio button
4) Select the resource you want to delete
5) Hit the delete key

Grant
 
D

dwolf

Devendra,

For What it is Worth....

The PWA method described by Grant replaces the resource with a local
resource with the same name and the words Deleted and the date (by default).
Experience shows that this can become an issue in that the local resource
still retains the email and windows account information in the local
resource pool. Updates to the task they are assigned may cause
notifications to get "stuck". The work-around I have developed is to go in
to the plan and delete the Windows Account and Email fields for those
resources as the plans come up for modification (accepting hours and
changes).

An alternate method is using the Inactive flag in the Global Resource Pool
from Project Pro while logged in an administrator account. Open the Global
Resource Pool and insert the Inactive field or open the resource record and
check the box. This will cause an informational pop-up for every Project
Manager every time a project with that resource is opened informing him/her
that an inactive resource is assigned to that project. The PM can then
decide what to do with the assignment(s) in question.

I hope this provides some further insight.

--DWolf
 

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