Team Resource Pool??

[Jesse]

I understand many of the parts of this process....but still have some holes
in my knowledge. I'm an Admin on the 2007 Project Server / PWA.

I created a Teams lookup table, added team names to it, and attached the
Teams lookup table to the enterprise field Team Name.

In the Resource center I selected resources and assigned them to their Team
and set the value to Yes.

In my project schedule I assigned a task to myself and assigned another task
to another resource who is assigned to the same Team as me.

In my tasklist in PWA I clicked on Self-Assign Team Tasks. I assigned the
task that was assigned to me and the task that was assigned to the other
resource on my Team.

When I next opened my project schedule I had to accept the re-assignment of
the task that I assigned to me in PWA. Now the task is assigned to me in my
project schedule.

But the tasks don't show up on my PWA tasklist....they're still in
Self-Assign Team Tasks.

Should the tasks be on my tasklist? What am I doing wrong as an Admin and
as a project schedule owner? In some of the info I've seen, it says I need
to create a Generic Resource for each Team....if so, how is this linked to
the Teams lookup table and/or the Team Name enterprise field?

 

[Ben Howard]

Hi Jesse,
The generic resource respresents the team and has the same team assignment
value as the other team members. You only need to check the Yes box for this
generic resource, not the other team members (otherwise it effects, amongst
other values, their capacity).

You might want to check out the March blog at
http://appleparkltd.spaces.live.com/ which is on team assingments, it should
help you out.

 

[Jesse]

Ben, this is very helpful!
--
Thanks, Jesse

Hi Jesse,
The generic resource respresents the team and has the same team assignment
value as the other team members. You only need to check the Yes box for this
generic resource, not the other team members (otherwise it effects, amongst
other values, their capacity).

You might want to check out the March blog at
http://appleparkltd.spaces.live.com/ which is on team assingments, it should
help you out.

 

[Dale Howard [MVP]]

Jesse --

You are missing some important steps, which probably explains why this isn't
working for you. Refer to the following FAQ:

http://www.projectserverexperts.com/Shared Documents/CreateTeamResource.htm

Hope this helps.

 

[Jesse]

Thanks Dale, this is also very helpful. This works for me now. It's not a
hard process once it's working....just a little confusing to get setup

 

[Dale Howard [MVP]]

Jesse --

The steps are not intuitive at all. That's why we wrote the FAQ. Beyond
this, I don't think that Team Resources work the way that anyone expected
them to work. My assumption (along with many others) was that when you
assign a Team Resource to a task, and then publish the project, the task
would appear on the My Tasks page for EVERY team member. As you have
discovered, this is not the case. Hope this helps.