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Replacing Local Resources with Enterprise Resources
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[QUOTE="Dale Howard [MVP], post: 4925839"] jem -- In preparation for this project manager bringing a local project into the Project Server database, the Project Server administrator should confirm that all of the resources in the local project exist as enterprise resources in the Enterprise Resource Pool. If they do not already exist, the Project Server administrator can import any or all of the resources into the Enterprise Resource Pool using Tools - Enterprise Options - Import Resources to Enteprise in Microsoft Project Professional. The next thing you will need to do is to get the project manager his own copy of Microsoft Project Professional, and then to help him set up his Project Server login account in Microsoft Project Professional. After doing this, the project manager should import the local project into the Project Server database using the following steps: 1. Launch Microsoft Project Professional and log into Project Server 2. Click Tools - Enterprise Options - Import Project to Enterprise 3. On the page dealing with resources, the project manager should match the resources in his project with resources in the Enterprise Resource Pool (he SHOULD NOT rush this process, as it is vitally important to maintaining the historical actuals in his plan) 4. If a resource is not in the Enterprise Resource Pool because it represents an outside contractor, he should use the Keep Local with Base Calendar option for that resource 5. After importing the project, the PM should refer to the following link for the steps required to deal with local resources such as a contractor: [URL]http://www.projectserverexperts.com/Shared%20Documents/UseLocalResource.htm[/URL] Hope this helps. [/QUOTE]
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