User -> Resource

[Newbie]

Hello experts,
How can we convert a simple Project Server user (Windows account) as a
Resource in the Enterprise Resource Pool ?
Thanks,

Newbie

 

[Dale Howard [MVP]]

Newbie --

Your Project Server administrator should do the following:

1. Open a new blank project
2. Click View - Resource Sheet
3. Type the name of the resource
4. Save the blank project as an .mpp file with a name like "Resources to
Import.mpp"
5. Close the project containing the resource
6. Click Tools - Enterprise Options - Import Resources to Enterprise
7. Map the resource in the .mpp file to the user account in PWA and import
the resource
8. Click Tools - Enterprise Options - Open Enterprise Resource Pool and
check out the newly-imported resource
9. Set values for all default and enterprise custom fields for this new
resource
10. Save and close the Enterprise Resource Pool

Hope this helps.

 

[Newbie]

Thanks Dale,
Very clever idea !

Newbie

Newbie --

Your Project Server administrator should do the following:

1. Open a new blank project
2. Click View - Resource Sheet
3. Type the name of the resource
4. Save the blank project as an .mpp file with a name like "Resources to
Import.mpp"
5. Close the project containing the resource
6. Click Tools - Enterprise Options - Import Resources to Enterprise
7. Map the resource in the .mpp file to the user account in PWA and import
the resource
8. Click Tools - Enterprise Options - Open Enterprise Resource Pool and
check out the newly-imported resource
9. Set values for all default and enterprise custom fields for this new
resource
10. Save and close the Enterprise Resource Pool

Hope this helps.