none
Mapping Resources RRS feed

  • Question

  • I have a local project that I'm trying to import to Server.  I tell it to map the local resources to the enterprise resources.  This appears to work for all resources except ones that I have put in actuals for.  In this instance, both the local and corresponding enterprise resources are showing up.  Is there anyway to consolidate into one resource?
    Monday, July 9, 2012 2:53 PM

All replies

  • Shaunda101 --
     
    Using the Control key, select the tasks assigned to the local resource.  Then display the Assign Resources dialog, select the local resource, and click the Replace button.  In the Replace Resource dialog, select the enterprise resource and then click the OK button.  Click the Close button to close the Assign Resources dialog.  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"

    Monday, July 9, 2012 7:06 PM
    Moderator
  • Dale, there is a task that has work started (e.g. say the resource has worked 5 of the 50 hours).  When I imported the project to enterprise and did the resource mapping, that resource now has two entries: (1) the local resource with the 5 actual hours and (2) the enterprise resource with the remaining 45 hours.  If I try to replace the local resource with the enterprise resource, it will give the error:  "There is a problem with this assignment.  You cannot have the same resource assigned twice to the same task. To have the same resource work at different times on the same task, use resource contouring."  Only the resources with actual hours assigned before importing into enterprise has this duplicate entry problem.  Any way to fix without going in and removing all actuals and starting from scratch?
    Monday, July 9, 2012 8:24 PM
  • Shaunda101 --
     
    OK, now I understand your situation more completely.  Try the following:
     
    1.  Select all of the tasks in which you have the local resource and the enterprise resource assigned.
    2.  Display the Assign Resources dialog.
    3.  Select the enterprise resource and then click the Remove button.  This action will move all of the Remaining Work back to the local resource.
    4.  Leave the current block of tasks selected and then select the local resource in the Assign Resources dialog.
    5.  Select the local resource and click the Remove button.
    6.  Click the Yes button when prompted to remove a resource with actuals reported.  You will not lose your progress in doing this step.
    7.  In the Assign Resources dialog, select the enterprise resource and click the Assign button.
     
    The last step will transfer the Actual Work and the Remaining Work to the enterprise resource.  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"

    Monday, July 9, 2012 10:02 PM
    Moderator
  • Hi Shaunda,

    how do you import the Project?

    Do you use "save as"?

    Use the "Import Project" wizard (you have to add it manually to the ribbon).

    There you get the chance to replace the resources - also for tasks with actual work.

    Regards

    Christoph

    Tuesday, July 10, 2012 1:10 PM
  • Dale, I got up to step 6.. When I removed the enterprise resources, a dialog box popped up and said:  "The resource is assigned outside the original dates for task 1 in project.  The duration of this fixed duration task will change to accommodate the resource assignment.  When I hit ok, my date for that task changed from 4/9/12-4/11/13  to  4/9/12-5/28/2013.  When I go to step 7, it gives the little task info box that allows you to choose: (1) reduce duration so this task end sooner, but requires the same amount of work or (2) increase total work because task requires more effort; keep duration constant. 

    So then I tried just selecting one task and resource at a time.  When I go to sept 7, I get hte same options as above, but my dates are back to the originals.  However, the work effort is off and it's no longer showing actual hours for that resource.

    Did I miss something somewhere?

    Tuesday, July 10, 2012 3:23 PM
  • Hi Christoph, yes, I used the wizard.  I chose the map option.. should I have said replace instead?
    Tuesday, July 10, 2012 3:24 PM
  • Shaunda101 --
     
    From your description, it sounds like you are using the Resource Names column rather than the Assign Resources dialog.  Is that the case?  To display the Assign Resources dialog, click the Resource tab to display the Resource ribbon and then click the Assign Resources button.  Let us know.

    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, July 10, 2012 5:21 PM
    Moderator
  • Shaunda101 --
     
    Christoph�??s question is leading you astray.  When you chose the Map option in the Import Project Wizard, the system replaces the local resource with the enterprise resource you select.  The exception is when the local resource has Actual Work on tasks in the project, which is the source of your problem.  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, July 10, 2012 5:23 PM
    Moderator
  • Dale, no, I'm clicking the Assign Resources button (the icon with the two people).  This is what I'm seeing.. Carl and Wilkins1;Carl are the same..  Srijib and Mukerjee1; Srijib are the same.  But the weird thing is in the second screenshot, you see Tram1; Hahn didn't duplicate.  I'm not sure if this is because his 44hrs were complete and there was no remaining work??

    Tuesday, July 10, 2012 6:09 PM
  • Hi Shaunda,

    map option is completely ok.

    In the final step when saving the plan I think there is once again a question if you want to replace existing resources. You should answer that with "yes all".

    Christoph

    Tuesday, July 10, 2012 6:31 PM
  • Shaunda101 --
    Christoph�??s question is leading you astray.  When you chose the Map option in the Import Project Wizard, the system replaces the local resource with the enterprise resource you select.  The exception is when the local resource has Actual Work on tasks in the project, which is the source of your problem.  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"

    Hi Dale,

    The import wizard with the map to enterprise resource option also transfers the actual work to the enterprise resources. I just transferred about 600 projects using mpp files that way from a 2007 server to a new 2010 system and had no problems at all with any actual work that stuck to local resources.
    Christoph

    Tuesday, July 10, 2012 6:34 PM
  • What is the patch level of your Project 2010 Client? Check in Help / Additional version information. The first version number is the relevant one (current: 14.0.6123.5000). You have semicolons in your resource names. What is the list separator you use in your regional settings? If you have two resources assign to a task - are they separated by comma or semicolon?

    There is a bug in Project Professional February 2012 CU and beyond that leads two new local resources accidentially be created by project when you use the semicolon as list separator and have it also in resource names

    http://blogs.msdn.com/b/brismith/archive/2012/05/16/project-2010-problems-since-the-february-cu-if-you-have-a-semi-colon-as-your-list-separator.aspx

    Christoph

    Tuesday, July 10, 2012 6:40 PM
  • Dale & Christoph, both of your have been very helpful! I'm using Project 2007.  I see that some resources didn't duplicate though they had actual hours so I'm wondering if I missed one of the questions somewhere.  I'm going to create a test project to see if I can recreate.  You guys have been a godsend as learn this tool.  Your willingness to help others get up to speed is much appreciated!
    Tuesday, July 10, 2012 7:10 PM