Restore custom fields in entry table of Enterprise Resource Pool

[Christina]

MS Project 2003
Project SErver 2003

In attempting to remove the Entry table from Enterprise Global on the Task
side, I also removed the table on the Resource Side. From one of my
previous posts, I found out that our Enterprise Global was "polluted" with
Local information, which was why users were seeing messages about duplicate
tables, views, etc.

However, after I did this, I went into the Enterprise Resource Pool to
update the working time on a couple of resources. I noticed that the view I
normally see was drastically different and did not reflect any of the custom
Outline Codes that were previously visible. So I realized that perhaps by
deleting that table, I deleted our custom view (?). I tried adding them back
but once I closed the Enterprise Resource Pool, and then re-opened, the view
reverted back to its default setup.

I believe when our server was set up, customizations were made to local
views and tables from within Enterprise Global, so I'm guessing the same
thing happened with the table used by the Resource Sheet view in the
Enterprise Resource Pool.

My question is: How do I re-create the view we had before so that it
"sticks"? I attempted creating a local view to represent the intended format
and copy it to the Checked Out Enterprise Resource Pool.... but that didn't
work in that the view didn't stick. (Verified by opening the Organizer and
seeing that the view and table that I copied was no longer in the Enterprise
Resource Pool).

Please help...

Thank you!
Christina

 

[Dale Howard [MVP]]

Christina --

Whoever set up your Project Server 2003 system made some big "goofs" by
adding local Views and/or Tables to the Enterprise Global file. The result,
as you now know, is an Enterprise Global file polluted by local objects.
Remember that the Enterprise Global file is your organization's "library" of
custom enterprise objects such as Fields, Views, Tables, Filters, Groups,
Reports, Calendars, etc.

To solve your problem, try this approach so that you won't pollute the
Enterprise Global:

1. Launch Project Professional 2003 and connect to Project Server with
administrator permissions.
2. In the new blank project (Project1), apply the Resource Sheet view.
3. Click Tools - Build Team from Enterprise.
4. Select all of your resources in the dialog, add them to the project
team, and then click the OK button.

You have now just opened a "pretend" Enterprise Resource Pool, in which you
can create a custom Table and View for manipulating the real Enterprise
Resource Pool. Complete the following steps to create the new custom Table:

1. Click View - Table - More Tables.
2. Select the resource Entry table and then click the Copy button.
3. Name the new Table something like Enterprise Entry and select the "Show
in menu" option.
4. Retain the ID, Indicators, and Name fields, but delete the remainder of
the default fields.
5. In the definition for this custom Table, add all of your organization's
custom enterprise Resource fields and outline codes.
6. Click the OK button.
7. Click the Apply button to test your new Table (widen or narrow columns
as needed).

Next, you will need to create your new custom enterprise Resource Sheet view
using the following steps:

1. Click View - More Views.
2. Select the Resource Sheet view and click the Copy button.
3. Name your new custom View something like Enterprise Resource Sheet and
select the "Show in menu" option.
4. Click the Table pick list and select your new Enterprise Entry table.
5. Click the OK button and then click the Apply button.

Assuming the new custom View meets your specifications, you can now copy it
to the Enterprise Global file using the following steps:

1. Click Tools - Enterprise Options - Open Enterprise Global.
2. Click Tools - Organizer.
3. In the pick list in the lower left corner of the dialog, select the
Project1 project in which you created the new View and Table.
4. In the list of Views on the left, select your new Enterprise Resource
Sheet view and click the Copy button.
5. Click the Tables tab and select the "Resource" option.
6. In the list of Tables on the left, select your new resource Enterprise
Entry table and then click the Copy button.
7. Click the Close button.
8. Save and close the Enterprise Global file.
9. Close the blank Project1 project without saving it.
10. Exit and relaunch Project Professional 2003 and ask your PMs to do so
as well.

If you want to create a custom enterprise task View or Table, you can use
the above steps on a project that you open Read-Only. Always use the above
steps to create custom enterprise Views and Tables so that you don't pollute
the Enterprise Global. This is a best practice we use internally in our own
company and a process we teach all of our clients as well. Hope this
lengthy answer helps.

 

[Christina]

Dale-

Once again, you are a lifesaver! When we implemented the server, I was not
working in the PMO at the time. Now that I am part of the PMO and serve as
an Admin, I am finding these little quirks here & there and am trying to
understand what was done, why, and how to fix it ;-)

Thank you again for your help and have a great day!

Christina

 

[Dale Howard [MVP]]

Christina --

Thanks for your kind comments. You are more than welcome for the help, my
friend!

 

[Christina]

Dale- I haven't had a chance to follow your procedures until today. But I
wanted to let you know that I just did a little dance because your procedures
were perfect! All is well again in the Enterprise Resource Pool

Have a great weekend!
Christina

 

[Dale Howard [MVP]]

Christina --

Well, I am more than pleased, and I wish I could have seen you dance! HA!