Updating a Resources Information in a Resource Pool

Updating a Resource’s Information in a Resource Pool

Another important benefit of using a resource pool is that it gives you a central location in which to enter resource details, such as cost rates and working time. When a resource’s information is updated in the resource pool, the new information is available in all of the sharer plans. This can be especially useful in organizations with a large number of resources working on multiple projects. In larger organizations, people such as line managers, resource managers, or staff in a program office are often responsible for keeping general resource information up to date.

Ken Bergman has told you that he will be unavailable to work on May 12 and 13. In this exercise, you update a resource’s working time in the resource pool, and you see changes in the sharer plans.

1. On the Edit menu, click Go To.

2. In the ID field, enter 6, and in the Date field, type or select 5/12/2008 and then click OK.

Project displays Ken’s assignments during the week of May 11 and later.

3. On the Tools menu, click Change Working Time.

The Change Working Time dialog box appears.

4. In the For calendar box, make sure that Ken Bergman is selected.

Ken Bergman’s resource calendar appears in the Change Working Time dialog box. Ken has told you that he will not be available to work on Monday and Tuesday, May 12 and 13, because he plans to attend a workshop.

5. On the Exceptions tab in the Change Working Time dialog box, click in the first row under Name and type Ken at workshop.

The description for the calendar exception is a handy reminder for you and others who may view the project plan later.

6. Click in the Start field and type or select 5/12/2008.

7. Click in the Finish field and type or select 5/13/2008, and then press .

8. Click OK to close the Change Working Time dialog box.

Tip 

When making such changes in the resource pool, you should have it open as read-write (as you do now). Whenever you open a resource pool, Project asks whether you want to open it as read-only (the default) or read-write.

Now Ken has no work scheduled (as he did previously).

To verify that Ken’s nonworking time setting was updated in the sharer plans, you will look at his working time in one of those project plans.

9. On the Window menu, click Parnell Aerospace Promo 19.

10. On the Tools menu, click Change Working Time.

The Change Working Time dialog box appears.

11. In the For calendar box, click Ken Bergman. His name appears toward the top of the list.

On the Exceptions tab, you can see that May 12 and 13 are flagged as nonworking days for Ken; the change to this resource’s working time in the resource pool has been updated in the sharer plans.

Tip 

To quickly scroll the calendar to May 2008 in the Change Working Time dialog box, just select either the Start or Finish date for Ken’s exception.

12. Click Cancel to close the Change Working Time dialog box.