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Inactivate Multiple Resources RRS feed

  • Question

  • Is there a way to inactivate multiple resources?   I have 90+ resources that I wish to inactivate (so we can exclude them in reporting).     Tried bulk edit and even tried opening them in MS Project (the "Active" field cannot be edited).   Can someone with programming skills edit that field "behind the scenes"?

    Any ideas would be appreciated!

    Thanks

    Randy

    Tuesday, March 12, 2013 9:42 PM

Answers

  • Randy --
     
    Contrary to the previous advice you have received on this issue, there is a pretty fast way to inactivate 90+ resources as a batch.  In the Resource Center page of PWA, use whatever technique you need to use to select all of the resources you want to inactivate, and then click the Open button in the Editing section of the ribbon.  Project Server 2010 will open all of the resources in the Checked Out Enterprise Resource Pool in Microsoft Project 2010.  In the Resource Sheet view of your checked out resources, right-click on the Type column header and select the Insert Row item on the shortcut menu.  In the list of available columns, select the Inactive column.  In the Inactive column for the first resource, select a Yes value, and then use the Fill Handle to fill the Yes value into the rows for all of the remaining resources.  In the Indicators column, you will see an indicator that shows you all of the resources are now inactivated.  When finished, save and close the Checked Out 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"

    Tuesday, March 12, 2013 11:25 PM
    Moderator

All replies

  • Hi Randy,

    I think inactivation is not the way to go, i would suggest that you create custom field and lookup table the bulk assign the resources to the group of choice so the are filterable that way.

    I have created custom field that allows me to quickly differential between departments or whetether they use the timesheeting functionality so i can easily bang out reports as required.

    Hope taht helps.

    Cheers

    Graeme

    Tuesday, March 12, 2013 10:53 PM
  • Thanks Graeme

    What is the downside of inactivating resources?      I guess I am wondering why they have an "Active" tag for a resource if it's not meant to change.    I can certainly accomplish this through a custom field as you suggest - that is easy enough to do.  

    We are also introducing departments now - but we are using the canned "Department" field and associated look up for that purpose (instead of a custom field).

    Cheers!

    ~Randy

    Tuesday, March 12, 2013 11:12 PM
  • Randy --
     
    Contrary to the previous advice you have received on this issue, there is a pretty fast way to inactivate 90+ resources as a batch.  In the Resource Center page of PWA, use whatever technique you need to use to select all of the resources you want to inactivate, and then click the Open button in the Editing section of the ribbon.  Project Server 2010 will open all of the resources in the Checked Out Enterprise Resource Pool in Microsoft Project 2010.  In the Resource Sheet view of your checked out resources, right-click on the Type column header and select the Insert Row item on the shortcut menu.  In the list of available columns, select the Inactive column.  In the Inactive column for the first resource, select a Yes value, and then use the Fill Handle to fill the Yes value into the rows for all of the remaining resources.  In the Indicators column, you will see an indicator that shows you all of the resources are now inactivated.  When finished, save and close the Checked Out 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"

    Tuesday, March 12, 2013 11:25 PM
    Moderator
  • Hey Dale -

    Thanks!    Seems to work fine.    Also seems a bit misleading (on Microsoft's part) since the "Active" column value remains at "yes" also and cannot be changed and doesn't revert to "No" when  Inactive is changed to Yes.       Still works since I can report against Inactive value to exclude resources as needed.

    Thanks

    Randy

    Tuesday, March 12, 2013 11:41 PM
  • Randy --
     
    I had a feeling that the solution would work for you.  And you are totally right about the Active field.  In fact, the Active field is a TASK field and should not even be available in the Resource Sheet view.  The Active field is the one that the software sets to No if we use the Inactivate feature for a TASK and not a resource.  Go figure!  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"

    Wednesday, March 13, 2013 12:15 PM
    Moderator