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resources with custom fields sync RRS feed

  • Question

  • Hello forum members,

    I am new the Project and I need an advice on how to set up resources sync for a large organization where resources have custom fields (like availability hours) 

    If we create custom fields first, would an AD sync handle updating resources? How would we update custom fields?

    Or would it be easier to turn off AD sync and write our own custom sync job? Any advice on writing it? I don't even know where to start. 

    Our resources data comes from database. Would it be some kind of PSI application that picks up DB table data and updates resources in Project by using some kind of resource class?

    thank you so much. any ideas are appreciated. 


    tatiana



    Monday, May 19, 2014 4:58 PM

Answers

All replies

  • AD sync out of box doesn't synchronizes the custom fields hence you will need a custom application which will do this for you, best place to start would be the SDK which gives you all the information about updating a resource level field, however Brian has an excellent post on how to use PSI to update ECF, just instead of task you need to call the Resource dataset and update/create the relevant custom fields

    http://blogs.msdn.com/b/brismith/archive/2007/12/06/setting-custom-field-values-using-the-psi.aspx

    however on the note where you mentioned availability hours i am sure you would have already explored but project server has already an availability / capacity calculations, why not use those instead, it will be one single system Unless these are maintained separately and are not tracked as part of project server


    Thanks | epmXperts | http://epmxperts.wordpress.com

    Monday, May 19, 2014 5:25 PM
  • one thing I forgot to mention is that we only want to add/sync resources that belong to certain departments and not the whole company. Is this possible with AD sync?

    so your recommendation is to use an AD sync and then use additional PSI application to update custom fields? 

    thanks for letting me know about availability hours. I didn't know that.


    tatiana

    Monday, May 19, 2014 7:40 PM
  • "one thing I forgot to mention is that we only want to add/sync resources that belong to certain departments and not the whole company. Is this possible with AD sync?"

    Yes feasible, get a new AD group created, add all the resources(dept specific) to this AD group and use this for synchronization to respective Project server security group, In future if you need users to be added or removed just remove / add them to this AD group and they will get synchronized on next sync 

    "so your recommendation is to use an AD sync and then use additional PSI application to update custom fields?"

    I would say yes, but preference smay be different from different perspective, i would like to use as much OOB functionality as i could, given it would have less overhead on maintenance

    thanks for letting me know about availability hours. I didn't know that.

    You are welcome


    Thanks | epmXperts | http://epmxperts.wordpress.com


    • Edited by epmXperts Monday, May 19, 2014 7:51 PM
    Monday, May 19, 2014 7:50 PM
  • Dear epmXperts,

    the AD group creation will be an issue for us because it will contain thousands of users who will be switching departments, leaving or joining. This part would need to be automated, otherwise, this will not work.

    Is there another way to make resource sync work (if we can't use AD sync)?

    Preferably, I need to get resources from database and then update them in Project. Should it be some kind of PSI application? Is there any code samples? 



    tatiana


    Monday, May 19, 2014 8:01 PM
  • Then i would say you should go via custom PSI application route, develop custom app to get everything synced, and yes you can create/update/delete resources with PSI

    You can find the details here http://msdn.microsoft.com/en-us/library/office/websvcresource.resource_di_pj14mref_methods%28v=office.15%29.aspx

    and examples are also available as part of SDKhttp://www.microsoft.com/en-us/download/details.aspx?id=15511

     

    Thanks | epmXperts | http://epmxperts.wordpress.com

    Monday, May 19, 2014 8:27 PM