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Project Server : Import Resources RRS feed

  • Question

  • Hi Team,

    Is there any tool to import the bulk resources data into the Resource Center from Excel sheet?
    Any suggestions would be Appreciated.

    Thanks

    Ravishankar


    Ravishankar
    Friday, October 14, 2011 7:07 PM

Answers

  • Ravishankar --

    Please re-read Brian Kennemer's reply to your first question.  He gave you the correct answer.  From your original question, it sounds like you have the list of resources in a Microsoft Excel workbook.  If this is the case, you will need to open the Enterprise Resource Pool in Project Professional 2010 and then temporarily modify the Resource Sheet view to include only the columns listed in the Excel workbook.  For example, suppose that the first three columns in your Excel workbook include:  Resource Name, Network ID, and E-Mail Address.  This means that in the Resource Sheet view for your checked out Enterprise Resource Pool, you would need to list the following columns:  Resource Name, Windows User Account, and Email Address.  After the list of columns in the Enterprise Resource Pool match the list of columns in the Excel workbook, then can copy the list of resources in Excel and paste them into the customized Resource Sheet view in the Enterprise Resource Pool.  Afterwards, save and close the Enterprise Resource Pool and this action will create a list of enterprise resources, NOT local resources as you suggest.  The key to all of this is that you must be a Project Server administrator, you must check out the Enterprise Resource Pool, and you must temporarily customize the Resource Sheet view to match the list of columns in the Excel workbook.  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"

    Saturday, October 15, 2011 9:11 PM

All replies

  • No but you can open the resource pool into Project Pro and then setup a Resource sheet view with the right fields and paste new resources into the pool from Excel.
    Brian Kennemer – DeltaBahn Senior Architect
    Blog | Twitter | LinkedIn
    • Proposed as answer by DaveBush Friday, October 14, 2011 8:33 PM
    • Unproposed as answer by Ravishankar Polepalli Saturday, October 15, 2011 12:00 PM
    Friday, October 14, 2011 7:49 PM
  • If i copy the resources into the Excel Sheet , then those will be created as a local resources and not as a enterprise resources  , am i right?

    what will be the best solution to import the resources?

    Thanks

    Ravishankar


    Ravishankar
    Saturday, October 15, 2011 12:00 PM
  • Ravishankar --

    Please re-read Brian Kennemer's reply to your first question.  He gave you the correct answer.  From your original question, it sounds like you have the list of resources in a Microsoft Excel workbook.  If this is the case, you will need to open the Enterprise Resource Pool in Project Professional 2010 and then temporarily modify the Resource Sheet view to include only the columns listed in the Excel workbook.  For example, suppose that the first three columns in your Excel workbook include:  Resource Name, Network ID, and E-Mail Address.  This means that in the Resource Sheet view for your checked out Enterprise Resource Pool, you would need to list the following columns:  Resource Name, Windows User Account, and Email Address.  After the list of columns in the Enterprise Resource Pool match the list of columns in the Excel workbook, then can copy the list of resources in Excel and paste them into the customized Resource Sheet view in the Enterprise Resource Pool.  Afterwards, save and close the Enterprise Resource Pool and this action will create a list of enterprise resources, NOT local resources as you suggest.  The key to all of this is that you must be a Project Server administrator, you must check out the Enterprise Resource Pool, and you must temporarily customize the Resource Sheet view to match the list of columns in the Excel workbook.  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"

    Saturday, October 15, 2011 9:11 PM