How to replace Generic Resources Which are %age completed with Enterprise Resources RRS feed

  • Question

  • Employees are making a plans from 6 months and resources defined as a Generic in the Project server 2010 .

    and also assign these Generic resources to the tasks and Percentage completed of them .

    Now they want to replace that Generic Resources with the Enterprise Resources From the Build Team

    But Ms Project is not allowing to replace the Generic Resources with Enterprise resources.

    Wednesday, September 26, 2012 12:34 PM


  • Hi, John. This is correct behaviour from Project. As a principle, you do not mess with actuals. If you care that actual work shows up against generic resources, the correct approach is to stop the situation from arising in the first place - replace generics with named resources before the actual work starts to be reported. Amongst the things to consider is the impact on project costs - if you switch resources that have different standard rates, the costs will be different.

    That said, it is possible to cut and paste actual work between one resource assignment and another in the Task Usage view. Experiment with this to make sure you catch all the nuances:

      • Accept the modification in the dialog box in your screen shot. This moves all remaining work to the named resource that replaces the generic for all relevant assignments in the project. This does not include actual work for partially or fully completed tasks. 
      • Switch to the Task Usage view. Show the Actual Work in the timephased portion of the screen on the row below Work.
      • For completed tasks, you will need to add the replacement, named resource as assigned to the task - with 0% units.
      • For one generic resource assignment at a time highlight the cells for Work and Actual work for the days where there are actual work figures - cut and paste these cell values to the equivalent cells (correct days, Work and Actual work rows) for the named resource.
    • Marked as answer by John.Eddie Monday, October 22, 2012 10:16 AM
    Wednesday, September 26, 2012 6:10 PM