Add resources to the enterprise resource pool

In Microsoft Office Project Professional 2007, you can add resources to the list of enterprise resources by adding them individually to the enterprise resource pool or by using the Project Guide. Using the Project Guide enables you to import multiple resources from a project into the enterprise resource pool. Keep in mind that a resource needs to be added to your project before you can add the resource to the enterprise resource pool.

Note: You must have appropriate permissions to add resources to the enterprise resource pool.

What do you want to do?

Add individual resources to the enterprise resource pool

Add multiple resources to the enterprise resource pool by using the Project Guide

Add individual resources to the enterprise resource pool

1. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Resource Pool.

   The Resource Center is displayed.

2. To add a new resource to the enterprise resource pool, click New, and then click Resources.

3. Specify the following items about the new resource:

4. • Resource Type    To change the resource type, in the Type list, select work resource, cost resource, or material resource. You also can choose whether the resource is a budget resource or a generic resource by selecting the Budget check box or Generic check box.

     Note: Clear the Resource can logon to Project Server check box if you don't want to collect information on tasks that the resource works on, or if you don't want the resource to log on to Microsoft Office Project Server.

   • Resource Name and other identifying information    This includes the actual name of the resource, as well as the e-mail address and Resource Breakdown Structure (RBS) value.

     If this resource maintains a team Web site, type the hyperlink name and the URL address in the Hyperlink Name box and Hyperlink URL box respectively.

   • Leveling    To exclude this resource from the leveling process, clear the Can Level check box.

   • Timesheet manager and default assignment owner    If the resource is a timesheet manager for the resource, in the Timesheet Manager box, type or search for the manager's name.

     To specify the assignment owner, in the Default Assignment Owner box, type or search for the assignment owner's name. Typically, the assignment owner is the work resource who was initially assigned to the task, but the assignment owner could also be a manager or anyone else on a team.

     To specify the project calendar that should be applied to the resource, in the Base Calendar list, click the calendar.

     You can choose whether the resource is committed or proposed to work on a project by choosing the Default Booking Type box.

   • Team information    If the resource is a member of a team, select the Team Assignment Pool check box, and then enter the name of the team in the Team Name box. You can also browse for the name of the team by clicking Browse .

   • Availability    To change the availability of the resource for the Earliest Available box and the Latest Available box, click the Date Picker , and then click the dates on the calendar.

   • Cost and group codes    If your organization created codes for grouping and costing purposes, select these codes in the Group box, Code box, Cost Center box, and Cost Type box.

   • Hyperlink     If a team Web site is maintained for this resource, enter the hyperlink destination and the URL address in the Hyperlink Name box and Hyperlink URL box respectively.

5. Your organization may require additional information about your resources. Under Resource Custom Fields, enter the information that your organization requires for each resource. This section won't appear if your organization has not defined custom resource fields.

6. On the File menu, click Save.

   Note: If you did not enter information in the required fields, or if you entered some fields incorrectly, you will be prompted to verify this information, and then to click Save again.

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Add multiple resources to the enterprise resource pool by using the Project Guide

1. On the Tools menu, point to Enterprise Options, and then click Import Resources to Enterprise.

2. In the Open dialog box, select the project file (or other files, such as a Microsoft Office Excel 2007 spreadsheet) that contains the resources that you want to add to the enterprise resource pool.

   The Project Guide is displayed on the left.

3. Follow the instructions in the Project Guide to add resources to the enterprise resource pool.

Note: 

• As you use the Project Guide, you can enter information into any required enterprise fields that have not yet been completed.

• If you customized fields within your project to help you define resource attributes, you can map these fields to enterprise custom fields on the Map custom fields page of the Project Guide.

• You can select a Project plan from an earlier version of Project to add resources. This is useful if you are upgrading from Microsoft Project 2002 or Microsoft Office Project 2003.

• If you want to add resources that already exist in a database or a list in Microsoft Office Excel, use the Import Wizard that appears when you open a file that is not a Microsoft Project Plan (MPP) or Microsoft Project Template (MPT) file, or when you click ODBC in the Open dialog box.

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