Replacing Local Resources with Enterprise Resources – for in progress tasks

Posted By Posted by: Dan Stopher on September 6, 2010

When migrating projects into Project Server we frequently are faced with the requirement of replacing local resources with their enterprise equivalents. A number of methods can be used to achieve this. Including:

  • Use the Tools, Build Team feature to Replace local resources with Enterprise resources.
  • Use the Tools, Build Team feature to Add Enterprise resources. Then use the Tools, Assign Resources option to on a task by task basis to replace the local resources with the nominated Enterprise resource.
  • Use the Tools, Enterprise Options, Import a project feature and map the local resources to their enterprise equivalent.

 

Using anyone of the above three methods will:

  1. Reallocate actual work on completed tasks from the original local resource to the assigned enterprise resource.
  2. Reallocate scheduled work on unstarted tasks from the original local resource to the assigned enterprise resource.
  3. Reallocate scheduled work on in progress tasks from the original local resource to the assigned enterprise resource.

 

However in the case of the third scenario above the actual work already captured for the in progress task will remain with the local resource. The task will effectively have two resources assigned. The local resource for the actual work already recorded and the enterprise resource for the remaining scheduled work. This anomaly only occurs when we replace local resources with enterprise resources for in progress tasks  – tasks where the % complete is > 0% and <100%.

 

In order to move the actual work for in progress tasks from a local resource to an enterprise resource I recommend the following:

  • Use the Tools, Build Team feature and Add all the Enterprise resources that will be used to replace the local resources.
  • From the resource sheet – copy the enterprise resource name and paste it over the name of the local resource equivalent (this ensures an exact match).
  • Repeat this step for every resource being replaced by an enterprise resource.
  • Delete the Enterprise resources from the Resource sheet.
  • Save the file and if prompted say Yes to the enterprise resource prompt.

 

This method will move all work (actual, and scheduled), for all tasks (complete, unstarted and in progress) to the Enterprise resource. The local resource will be truly replaced with the Enterprise resource. Hope this helps with your migration


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