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Master file and Resource pool in Project Server RRS feed

  • Question

  • I'm currently have Master file and Resource pool setup and link to other sharer files in Project 2007. If I implement Project Server, what will be a different than what I'm doing now?
    Thursday, December 22, 2011 3:56 AM

Answers

  • Mimi --

    See my answers below:

    Q:  How can I maintain the format of resource names, resource group names, and other custom fields among different project files if everyone can create their own team?

    A:  The Project Server administrator adds all of your organization's resources to the Enterprise Resource Pool and sets up the resource information for each resource individually.  Your PMs cannot change the resource information; all they can do is to select their team members from the Enterprise Resource Pool.  This means that the format and data for each resource is not changed on a project by project basis.  I think this will simplify your situation tremendously.

    Q:  When resource information sent to Enterprise Resource Pool, will I be able to see combined resource allocation by resource group and by other custom fields that I define?

    A:  Yes, the Project Server system offers you two system views that show you resource availability and resource usage across all projects in the system.

    Q:  What will replace Master Project file? How it is better than Project file?

    A:  Nothing in Project Server replaces master projects.  You can still use master projects as needed to manage a program of projects.

    Q:  I'm currently using Project 2007. Do I need a different version of software to be able to sync with Project server?

    A:  Since Project Server 2007 is now four years old and has been replaced with a newer version, I would encourage you to use Project Server 2010 instead.  There are some great features in both Microsoft Project 2010 and Project Server 2010 that make it worth the money to use the latest version.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, December 23, 2011 1:35 PM
    Moderator

All replies

  • Project Server is a completely different product that uses Microsoft Project as part of it. Probably best if you look at the demos/brochures on Microsoft's web site about Project Server, and if you want to discuss re-ask the question on the forum which is dedicated to this product.
    --rms www.rmschneider.com
    Thursday, December 22, 2011 5:49 AM
  • Mimi --

    If you end up switching over to Project Server 2007, the biggest changes for you would be:

    1.  A stable Enterprise Resource Pool that does not crash and does not get corrupted.
    2.  You build your team in each project using a simple Build Team dialog.
    3.  Each project contains ONLY the resources you add to the project team.
    4.  Using the Project Center page and Data Analysis views, you can easily report on project data across all projects.

    WORDS OF WARNING:  If you DO decide to implement Project Server 2007 in your organization, you will need to disconnect each project from the shared resource pool file.  Also, I would STRONGLY encourage you to enlist the services of a qualified Project Partner to help you with the implementation. In the long run, using a Project Partner will save you time, money, and lots of frustration in the process.

    Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, December 22, 2011 1:35 PM
    Moderator
  • Currently I have several custom fields in each Project file.  In Master file, I have a filter setup to pull up only information I want. Ex. Only show major milestones from all team. Will I be able to do that in Project Sever?
    Thursday, December 22, 2011 9:58 PM
  • Yes and much more, but I endorse Dale's caution: don't do this on your own. Your solution involves people, process and tools. Any one of them on their own fails to add business value.

    Rod Gill

    The one and only Project VBA Book Rod Gill Project Management
    Thursday, December 22, 2011 11:58 PM
    Moderator
  • Mimi --

    In Project Server, your administrator will be able to set up custom fields for everyone.  He/she will be able to create Project, Resource, and Task custom fields of all types.  You would be able to use the Project and Task custom fields in your own projects.  The system reserves the Resource custom fields only for the resources in the Enterprise Resource Pool.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, December 23, 2011 12:15 AM
    Moderator
  • I agree that Microsoft Partner need to setup Project Server for us. The questions I posted is to confirm if Project Server will be the right path for me and for what I've already setup. 

    - How can I maintain the format of resource names, resource group names, and other custom fields among different project files if everyone can create their own team? 

    - When resource information sent to Enterprise Resource Pool, will I be able to see combined resource allocation by resource group and by other custom fields that I define?

    - What will replace Master Project file? How it is better than Project file?

    - I'm currently using Project 2007. Do I need a different version of software to be able to sync with Project server?

     

    Friday, December 23, 2011 5:50 AM
  • Mimi --

    See my answers below:

    Q:  How can I maintain the format of resource names, resource group names, and other custom fields among different project files if everyone can create their own team?

    A:  The Project Server administrator adds all of your organization's resources to the Enterprise Resource Pool and sets up the resource information for each resource individually.  Your PMs cannot change the resource information; all they can do is to select their team members from the Enterprise Resource Pool.  This means that the format and data for each resource is not changed on a project by project basis.  I think this will simplify your situation tremendously.

    Q:  When resource information sent to Enterprise Resource Pool, will I be able to see combined resource allocation by resource group and by other custom fields that I define?

    A:  Yes, the Project Server system offers you two system views that show you resource availability and resource usage across all projects in the system.

    Q:  What will replace Master Project file? How it is better than Project file?

    A:  Nothing in Project Server replaces master projects.  You can still use master projects as needed to manage a program of projects.

    Q:  I'm currently using Project 2007. Do I need a different version of software to be able to sync with Project server?

    A:  Since Project Server 2007 is now four years old and has been replaced with a newer version, I would encourage you to use Project Server 2010 instead.  There are some great features in both Microsoft Project 2010 and Project Server 2010 that make it worth the money to use the latest version.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Friday, December 23, 2011 1:35 PM
    Moderator