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how to reassign actual work from a local to enterprise resource? RRS feed

  • Question

  • We're using the Import Wizard to load our Project Server 2007 plans into a new Project Server 2010 instance and cannot figure out how to get Actual Work to migrate.

    When we run the Import Wizard it maps actual work on completed tasks just fine.  But for tasks that have remaining work, it maps that portion just fine, but it leaves the actual work portion mapped to the local resource.

    The docs say that this is expected behavior of the Import Wizard (feature request: change this!) and that after the import wizard runs then we must then use the Assign function to manually replace the local resources with enterprise resources.

    But this doesn't work - it leaves the actual work untouched.

    Is there a way to reassign actual work in the context of moving a plan from 2007 to 2010?

    I need to do this for about 10,000+ tasks over several hundred plans - so automated or bulk ways are preferred! :-)


    Quent

    Wednesday, September 5, 2012 2:13 PM

Answers

  • Hi all,

    With Microsoft Support's help we figured this out - we were running the July 2012 CU pack on both the desktop and server, which included KB2598351 installed to Project Pro on the desktop.  Uninstalling KB2598351 from the desktop resolve the issue.

    Quent


    Quent

    • Proposed as answer by PWMatherMVP Wednesday, October 3, 2012 8:17 PM
    • Marked as answer by Quent.H Wednesday, October 3, 2012 8:18 PM
    Wednesday, October 3, 2012 7:57 PM

All replies

  • When you import the Project plan, the process will check whether the enterprise resources are exists in the project plan.

    If yes, it will prompt you to map, so that the actual work and remaining work will be moved to the enterprise resources.

    In your case, I guess the local resources are different than the enterprise resources. So you can assign only the remaining work to the new resources.

    The actual work entered by the local resource will remain same. Its by design.


    Cheers. Happy troubleshooting !!! Sriram E - MSFT Enterprise Project Management

    Thursday, September 6, 2012 3:46 PM
  • Hi Sriram,

    I think our resources on the imported project and in the resource pool are the same.  Maybe we're doing the import process wrong?  Here's what we're doing:

    Setup:  we have a Project Server 2007 instance and a Project Server 2010 instance both sync'ed to the same Active Directory group.

    1. On machine #1, open Project Pro 2007:  open the plan in Project Pro 2007, Save As File... "full plan" to a network shared folder

    2. On machine #2, open Project Pro 2010, run Import Project to Enterprise wizard, open the 2007 plan from the network shared folder

    3. accept the mapping (they all match, because all the names are the same), click next

    4. observe the Resource Sheet - there will be duplicate names, one as a local resource and one as an enterprise resource - the local resource has actual work for all incomplete tasks, and the enterprise resource has actual work for all completed tasks.

    Followup question, re: "In your case, I guess the local resources are different than the enterprise resources"... How can I export from 2007 and into 2010 such that the resources are the same?

    Thanks again


    Quent

    Thursday, September 6, 2012 6:27 PM
  • Hello,

    • To replace an existing resource with an enterprise resource, in the Project Resource column, select the resource or generic resource that you want to replace. Under Enterprise Resource, select the new enterprise resource, and then click Replace.

    Note: When you replace a resource, the replaced resource is not removed if they have completed any actual work. The replacement resource is assigned the remaining work.

    The below link provides the reference:

    http://office.microsoft.com/en-us/project-help/add-resources-to-your-project-HA010377762.aspx

    Regards,

    Shiva Prasad B C

    Tuesday, September 11, 2012 2:06 PM
  • Hi Shiva,

    This technique will replace the Remaining Work. As you point out it does not touch the Actual Work. Is there a way to replace who did the Actual Work?

    The reason we're doing this:  we're moving (not upgrading) our files from a Project 2007 system to a 2010 system. Both are sync'ed against the same Active Directory so, from a conceptual perspective, we don't want to actually reaccount the Actual Work - but from a technical perspective I believe that 2007 and 2010 see the sync'ed resources as different records (maybe they have different GUID's for ID values?)  We want to assign the Actual Work from "Joe" in 2007 to "Joe" in 2010 so that our accounting and reports are consistent.

    Thanks again for your suggestions.


    Quent

    Tuesday, September 11, 2012 2:11 PM
  • This technique will replace the Remaining Work. As you point out it does not touch the Actual Work. Is there a way to replace who did the Actual Work?

    Hi Quent,

    if your local resource has the exact same (display) name as the enterprise resource, you will get prompted to replace this local resource with the server resource. In this (and only this) case, all assignments will be fully changed, including actual and remaining work.

    Note that if your names contain comma, semi-colon or other list separator candidates, you may need to change the regional settings/locale of your client to English (US). CU 02/2012 fixed some issues there, but I'd still advice changing locale for migration/administrative work like that.

    Kind regards,
    Adrian

    Wednesday, September 12, 2012 10:20 PM
  • Hi all,

    With Microsoft Support's help we figured this out - we were running the July 2012 CU pack on both the desktop and server, which included KB2598351 installed to Project Pro on the desktop.  Uninstalling KB2598351 from the desktop resolve the issue.

    Quent


    Quent

    • Proposed as answer by PWMatherMVP Wednesday, October 3, 2012 8:17 PM
    • Marked as answer by Quent.H Wednesday, October 3, 2012 8:18 PM
    Wednesday, October 3, 2012 7:57 PM