ms project team assignment pool

• Search forums
• Newsgroup Archive
• Project Newsgroups
• Project Server

Team Assignment Pool: what is the correct way to use it?

• Thread starter Vit
• Start date May 21, 2008
• May 21, 2008

HI to everybody, I’m trying to use the option of create a Generic Resource, with the field “Team name” on the details of the resources... I have followed these steps and it works: 1. First, you must add a new enterprise Lookup Table called something like Teams. 2. You must add the list of teams in your organization to this new Lookup Table. 3. You must then modify the Team Name built-in enterprise field to include the Teams lookup table. 4. After doing this, launch Project Professional 2007 and log into Project Server. 5. Click Tools - Enterprise Options - Open Enterprise Resource Pool. 6. In the Resource Center page, select the names of the people who will be part of a particular Team. 7. In the Resource Sheet, add the name of the new Team resource, such as DBA Team1, or something like that. 8. Double-click the name of the new Team resource. 9. Select the Generic option in the Resource Information dialog and click the OK button. 10. Right-click on the Type column header and insert the Team Assignment Pool column. 11. In the Team Assignment Pool column for only the new Team resource, select the Yes value. 12. Hide the Team Assignment Pool column and insert the Team Name field. 13. Select the correct team name in the Team Name field for the Team resource and for each of the human resources that are part of the designated team. 14. Save and close the Enterprise Resource Pool. What I’m trying to understand, when and where the Project manager or the Resource manager have to change the generic ones to the “real” ones... Can they do it on the PWA side??? They have to create a team from the enterprise (Project Professional side) with only the generic resources or with the generic and the real ones??? I’m a little confused... Thank so much to all Cheers Vit  

Paul Conroy

Check out Treb's blog on using Team Assignment Pools http://evildoctorporkchop.spaces.live.com/blog/cns!88E61D218103A246!620.entry -- Did this post help you. Consider passing on the good will by making a donation this great charity. http://www.fundraiseonline.co.nz/TheProjectServerGuru/ http://theprojectserverguru.spaces.live.com  

He twice writes about setting the Default Assignment Owner of the team resource to the Team Manager. Well, this is not possible, since there is no Default or Assignment Owner Field for team resources in MSPS 2007. Neither is there one for the Timesheet Manager. Rather will all task reminders appear on the project manager's task page. A big issue in my opinion. Also, he does not mention, that team members to whom we would reassign a task, need to be added to the project team before appearing in the dropdown list of the reassign task page. All in all, this really doesn't work out as easily as he says.  

Dale Howard [MVP]

Vit -- What are you trying to accomplish by using Team resources? This functionality is intended for a situation where a PM needs to assign an entire team of resources to a task in a single action, and each of the team members may do some work on the task. Or it can also be used when the PM needs one of the resources to take responsibility for working on the task by him/herself. Is that what you are looking for? If so, when you publish a task with a Team resource assigned, the task appears on the My Tasks page for every resource that is a part of the team. From there they can all status the task, or one of them can do a Self-Assign Team Task to take full responsibility for the work on the task. From what you describe, I think you may be needing Generic resources, that are skill descriptors or placeholder resources. For example, on a future project, I know I need a SQL Server DBA, but I don't know the exact name of the human resource that will actually do the work. In this case, if my Project Server administrator has created a Generic resource named SQL Server DBA, I can add this Generic resource to the project team and can assign it to tasks in the project. Later, when I determine which human will actually do the work, I can replace the Generic resource with a human resource using the Replace feature in the Build Team dialog. Let us know if this helps. HI to everybody, I’m trying to use the option of create a Generic Resource, with the field “Team name” on the details of the resources... I have followed these steps and it works: 1. First, you must add a new enterprise Lookup Table called something like Teams. 2. You must add the list of teams in your organization to this new Lookup Table. 3. You must then modify the Team Name built-in enterprise field to include the Teams lookup table. 4. After doing this, launch Project Professional 2007 and log into Project Server. 5. Click Tools - Enterprise Options - Open Enterprise Resource Pool. 6. In the Resource Center page, select the names of the people who will be part of a particular Team. 7. In the Resource Sheet, add the name of the new Team resource, such as DBA Team1, or something like that. 8. Double-click the name of the new Team resource. 9. Select the Generic option in the Resource Information dialog and click the OK button. 10. Right-click on the Type column header and insert the Team Assignment Pool column. 11. In the Team Assignment Pool column for only the new Team resource, select the Yes value. 12. Hide the Team Assignment Pool column and insert the Team Name field. 13. Select the correct team name in the Team Name field for the Team resource and for each of the human resources that are part of the designated team. 14. Save and close the Enterprise Resource Pool. What I’m trying to understand, when and where the Project manager or the Resource manager have to change the generic ones to the “real” ones... Can they do it on the PWA side??? They have to create a team from the enterprise (Project Professional side) with only the generic resources or with the generic and the real ones??? I’m a little confused... Thank so much to all Cheers Vit  

davidroybush

Generic resources do not have an Assignment Owner or Default Assignment Owner. So in order to follow Treb's advice, do not make the team resource a generic resource. Make the team resource a regular work resource and set the Default Assignment Owner to the team lead. That way when tasks are assigned to the team the tasks will appear the team lead's My Tasks page and the team lead can then delegate them out, or team members can assign themselves. If you make the team resource generic you will not be able to specify a Default Assignment Owner so the team lead will not get visibility when team tasks are assigned, but team members will still be able to self assign. At any point the PM or RM can use the Build Team tool in Pro or PWA to replace the team resource with a real named resource. In my mind, team resources are about sharing work and self assigning to tasks, whereas generics are about planning and skill matching. I hope that helps, Dave  

You are absolutely right, thanks for reminding me. Confusing anyway, so one might need to set up generics as well as team resources. It would be so much easier if we could set assignment owners to generics.  

I have also been struggling with this feature. It does not work as explained in several manuals. Our software development dept is moving towards and pseudo "agile" methodology. This involves daily development meetings, where a list of tasks would be presented, and each developer would choose what they are going to work on. From a project management standpoint, this makes it difficult for us to track. (especially since we are a geographically dispersed team). Upon reading the team assignments, I thought this would work great. I could assign the list of tasks to the US Developers team. After their meeting, they could then go to their My Tasks page, and take whichever assignments they decided in the meeting. However, the tasks don't show in their my tasks page, they have to click the "Self Assign Team Tasks" button, which then shows them every task in the project, not just the "Team" tasks. (Sure you can sort by resource, but that is an additional step). So, then they choose their task and assign it to themselves, and submit the change. The task then appears in the My task page, and shows their name only in the resource field. (so far so good) When I look at the approvals page I see the re-assignment from team name to individual. Great, I accept the change. Then I go into Project and view the plan to see what happened. Well, that task now shows up with US developers, AND the individual as the resources! And, from the approvals preview page in PWA, the resource field is not populated (I created a custom view to show resource). Therefore, I have no way to adjust the resource field before I submit it! I went back to the My tasks page (for the individual), and the only name showing in the Resource field for that task is the individual name, the team name is not listed. But if you go to the Team Tasks page, using the "Self Assign" button, the task shows up under the team name, AND the individual name. This functionality is crucial to us adopting Project Server, and it is very awkward and has holes. I have spent hours looking online for answers, and haven't found any. Any assistance would be much appreciated!  

Gary L. Chefetz [MVP]

• May 30, 2008

Peter: A couple of comments: It doesn't sound like you fully understand the purpose of Team Resources. Use these only for work that is "pick-up" in nature. IOW, Anyone on the team can do the work. Use Team resource for work that you expect users to self-assign only. Use regular Generic resources for tasks that you expect a resource manager or project manager to reassign. These are critical to skill-based matching, so do not use team resources for this type of task. Hint: You can set a default assignment owner for Generic resources directly in the database, although editing one through PWA afterwards, will remove the information.Of course I'm obliged to add that Microsoft does not support direct database manipulation. YMMV. -- Gary L. Chefetz, MVP MSProjectExperts For Project Server Consulting: http://www.msprojectexperts.com For Project Server FAQS: http://www.projectserverexperts.com  

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Similar Threads

Project for the web is becoming part of Microsoft Planner. Continue enjoying the features you know and love under a new name.

Microsoft Project enables organizations to proactively manage resource utilization, identify bottlenecks early, accurately forecast resource needs, and improve project selection and timely delivery.

Systematic resource request.

Use Resource Engagements to request and lock in resources, so your projects are always properly staffed.

Visual heat maps

View how resources are used with Capacity heat maps. Quickly identify overused and underused resources to optimize assignments.

Robust resource analytics

Compare resources across standard data and forecast projected usage. Built-in reports let you monitor progress and address concerns.

Follow Project

Follow Project on Twitter

Project Blog

Follow microsoft 365.

• Chat with sales
• Contact sales

Available M-F 6 AM to 6 PM PT.

Simon Sez IT

Online software training and video tutorials for Microsoft, Adobe & more

• Get Started
• Access 2021 Beginners
• Access 2021 Advanced
• Access 2019
• Access 2019 Advanced
• Access 2016
• Copilot Essentials in Microsoft Office
• Microsoft Excel 365 Advanced
• Microsoft Excel 365 Intermediate
• Excel 365 for Beginners
• The Accountants Excel Toolkit
• Data Analytics in Excel
• Microsoft 365
• PowerPoint 365 for Beginners
• Microsoft Word 365
• OneNote Desktop and Windows 10
• OneNote 2016
• Outlook 2021
• Outlook 2019
• Outlook 2016
• Outlook 2013
• Outlook 2010
• Introduction to Power Automate
• Power BI Essentials
• Power BI Training
• Power BI Intermediate
• PowerPoint 2021
• PowerPoint 2019
• PowerPoint 2016
• PowerPoint 2013
• Project 2021 Advanced
• Project 2021 Beginners
• Project for the Web
• Project 2019
• Project 2019 Advanced
• Microsoft Publisher 365
• Publisher 2013
• SharePoint Online: The Essential Guide (2023)
• SharePoint Online (2021)
• SharePoint Foundation 2013
• SharePoint Server 2013
• SharePoint Foundation 2010
• Microsoft Teams (2023 Update)
• Macros and VBA for Beginners
• VBA for Excel
• VBA Intermediate Training
• Microsoft Visio 2019
• Microsoft Visio 2010
• Windows 11 Advanced
• Windows 11 (2023 Update)
• Windows 10 (2020 Update)
• Word 2019 Advanced
• Dreamweaver CC
• Dreamweaver CS6
• Dreamweaver CS5
• Dreamweaver CS4
• Adobe Illustrator CC for Beginners
• Adobe InDesign CC for Beginners
• InDesign CS6
• InDesign CS5
• Adobe Photoshop CC Advanced
• Adobe Photoshop CC Intermediate
• Adobe Photoshop CC for Beginners
• Photoshop CS6
• Photoshop CS5
• Photoshop Elements 2022
• Photoshop Elements 2019
• Photoshop Elements 2018
• Photoshop Elements 15
• Photoshop Elements 14
• QuickBooks Online 2024
• QuickBooks Desktop 2024
• QuickBooks Desktop 2023
• QuickBooks Desktop Pro 2022
• QuickBooks Pro 2021
• AngularJS Crash Course
• Bootstrap Framework
• HTML/CSS Crash Course
• HTML5 Essentials
• Java for Beginners
• JavaScript for Beginners
• jQuery Crash Course
• MySQL for Beginners
• PHP for Beginners
• Advanced PHP Programming
• Matplotlib, Seaborn, and Plotly Python Libraries for Beginners
• Python Object-Oriented Programming
• Pandas for Beginners
• Introduction to Python
• SQL for Beginners
• SQL Server Integration Services for Beginners
• XML Crash Course
• Alteryx Advanced
• Introduction to Alteryx
• Introduction to Data Visualization and Business Intelligence Principles
• Analytical Methods for Effective Data Analysis
• Introduction to Analytics and Artificial Intelligence
• Financial Risk Management
• Financial Forecasting and Modeling
• Qlik Sense Advanced
• R Programming
• Tableau Desktop Advanced
• Tableau Desktop
• Advanced Agile Scrum
• Agile Scrum Training
• Using Generative AI for Images and Videos
• Generative AI and Cybersecurity
• Introduction to ChatGPT
• Artificial Intelligence Intermediate
• Introduction to Asana for Project Management
• Asana for Employees and Managers
• Introduction to Asana
• Effective Communication Tactics for the Modern Workplace
• Introduction to Confluence
• Introduction to Pipedrive
• HubSpot CRM for Beginners
• Introduction to Google Chrome
• Introduction to Google Calendar
• Introduction to Google Drive
• Gmail for Beginners and Pros
• Google Sheets for Beginners
• Getting Started in Jira
• Getting Started in Monday.com
• Cybersecurity Essentials: Stay Safe and Secure Online
• Cybersecurity Awareness Essentials
• Introduction to Wrike for Project Management
• Excel Efficiency and Data Management
• Excel Advanced Features and Customization
• Mastering PivotTables
• Microsoft Suite Productivity

How to Share Resources Using a Resource Pool in Project 2016

Understanding exactly who is available to work on your project or using shared resources can be challenging when you work across multiple different projects.

When you used shared resources, or assign people to several projects at once, it is helpful to combine the information from your resources in a central file known as a resource pool. This pool it used to identify various viewing time allocations and assignment conflicts for each of your projects.

How to Create a Resource Pool

Note: If your organization already has a resource pool, you won’t need to create another resource pool.

• Create a Blank Project and select the Resource
• Click on the arrow located next to Team Planner and select Resource Sheet .
• Import existing resource information or Add new Resources .

To add information for new people, select Work Resource to add the Resource Name and other details.

Once you have created a shared resource pool, this resource pool can access the information for each of your shared projects. This central location will hold of your information for things like availability, cost rates, and assignments.

Using the Resource Pool

• Open the resource pool project.
• Open the sharer or project that will share resources from the pool. Select Resource > Resource Pool > Share Resources.

• Select Use Resources . In the From box you will select the resource pool project you opened in the first step. Remember that the resource pool must be open in order to select it.

• In some cases, information found in the Pool may conflict with your projects. To prevent over-allocation of resources, you will need to select which takes precedence. In our example we will select, Pool takes precedence .

You can now use the selected resource pool for your project. Any additional resources found in your project will be automatically added into your pool.

To view your shared resource list, select Task > Resource Sheet.

Working with Resources

Once you have created your resource pool, you can update the resource file from your current sharer (project) file. In order to get the very latest information on various allocations and their impact on your project, it is good practice to keep these periodically updated. In order to edit this file, you will need reader/writer access.

• Open the sharer file.
• Select Open resource pool to view its assignments across all of your project files. Note that this will open an a read only file.
• To view assignments across all of your project or to share that resource pool, you will select Task > Recourse Usage.

Here you will be able to update with new resources, work information, and total available for schedule.

• Once you complete any changes, select Resource > Resource Pool > Update Resource Pool.

Note: If the Update Resource Pool option isn’t an option for your sharer, you may have opened the pool file in a read/write mode. Close the resource pool and reopen it in a read mode.

Get 18-hours of Microsoft Project 2016 video training course. Click here to learn more. >>

Simon Calder

Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!

DISCOVER HOW TO GET YOUR PROJECTS ON TIME AND ON BUDGET WITH MICROSOFT PROJECT 2016 TRAINING AT SIMONSEZIT.COM

Similar posts.

Inserting Graphics in PowerPoint 2016

How to Use the Excel NOW Function? 3 Examples

Using Access Keys with PowerPoint 2010

4 Best Methods to Lock Cells in Excel

Paying Payroll Taxes in QuickBooks Pro 2013

How to Spell Check in Excel? A Step-by-Step Guide

• Privacy Policy

ADVANCE YOUR CAREER

Gain instant access to 200+ courses. Earn a CERTIFICATE each time you complete a course.

Project Team Blog

A project management blog for manufacturing and engineering

How To: Use Resource Pools in MS Project

This post discusses how to use Microsoft Project resource pools.  First, let me say that you are going to find this a little kludgey.  Standard Time® has a better solution for resource pools, so you might find it a bit easier to assign users to project tasks.  But, this will discuss resource pools in MS Project.

What is a resource pool?   It is just a common set of employees or resources that will be used to assign to project tasks.  Standard Time® has all resources and projects available in one database, so the “pool” is always available.  Microsoft Project uses the technique below to meet this requirement.

To create a resource pool:

• Create a new Microsoft Project MPP file
• Choose View, Resource Sheet
• Enter the names of resources you will assign to tasks in your projects
• Save the file with a catchy name like RezPool.mpp
• Consider creating resource pools for each workgroup in your company
• Keep the file open for use in the next step

To associate the resource pool with your project:

• Create a new MPP file (a new project)
• While in the new project, choose Tools, Resource Sharing, Share Resources
• Choose the “Use Resources” option
• Choose RezPool.mpp from the dropdown list
• Save the new project file

To use the resource pool in task assignments:

• Make sure both your project file and resource file are open in Microsoft Project
• Click in the Resources column next to a task
• You should see the list of resources from the pool

This technique should allow you to share a common set of resources, which you will frequently assign to task.  As we said earlier, you should consider creating multiple resource pools representing each workgroup in your company.  But, consider using Standard Time®, where resources are always available for all projects.

• Capabilities
• Project Portfolio Management
• Project Resource Planning
• Idea & Innovation Management
• Machine Learning gor Project Management
• PPM Reports & Dashboards
• Azure devops
• Microsoft Project Online
• Microsoft Teams
• Microsoft Planner
• Microsoft Project for the web
• Jira Integration
• Team Planner
• Time For Teams
• Do you need a Developer?
• Microsoft Project Managed Services
• Microsoft Project Confguration Framework
• Robotic Process Automation (RPA)
• Dynamic 365
• Modern Workplace
• Data Migration
• Consulting Services
• Business Intelligence
• Construction
• Health & Life Sciences
• Financial & Insurance Policies
• Legal Services
• Manufacturing
• Case Studies
• PPM for Non-profit Organizations
• Security Statement

Team Resources in Project Online

By MEL on Feb 21, 2019 5:05:00 AM

Topics: Tips

Project Online allows you to assign particular resources on tasks. It allows you to replace generic resources with real people relying on their skills (developer, manager, engineer etc.). But also, there is an ability to assign Team Resources in Project Online.

What is a Team Resource in Project Online

In short, Team Resource is an Assignment Pool. You can create a team resource, e.g. Marketing or Sales, which will consist of maybe two or three work resources. If you assign this team to several tasks, they will be available to self-assign them to certain tasks.

How to Set-Up and Assign Team Resources

A detailed article about Team Resources has been written by Ben Howard in 2014 (click here to read).

There are three basic steps to start using Team Resources:

1. Create a Lookup Table for the Team Name enterprise custom field.

Go to the   PWA Settings > Enterprise Custom Fields and Lookup Tables   and create a new Lookup Table with the team names.

  Now we need to associate this Lookup Table with the Team Name enterprise custom field. Go back to   PWA Settings > Enterprise Custom Fields and Lookup Tables . Open the Team Name enterprise custom field for editing. Scroll down to Custom Attributes and select the Lookup Table you’ve created. Click Save.

Please, note! Once you have associated a lookup table with a field and have saved it, you cannot remove the lookup table relationship.

2. Create Generic Team Resources (sales manager, engineer etc.). Here we need to select the appropriate team and check the   Team Assignment Pool   checkbox.

3. Add the work resources to the team. Here we need to edit work resources: select the appropriate   Team Name   under the Team Details category and leave the   Team Assignment Pool   unchecked.

Now we’re ready to assign our Team to the task. After the Team Resource is assigned to the task, team members can self-assign them to the tasks. To do this, team members should go to the   Tasks   page and select   Add Row > Add Team Tasks .

Then team member selects a task and click Assign to me.

And now Task Reassignment should be approved by the Task Status Manager.

Happy Learning.

Best Regards,  Team of Managed Services Department Trusted IT Group

[email protected]

Written by MEL

Previous post.

Use local files as Power BI data sources without configuring a Gateway

Project Homepage overview

Useful links.

• Terms & Policy
• Tips and Tricks

HAVE QUESTIONS?

Recent news, mastering organization: how to use microsoft planner.

Discover how to effectively utilize Microsoft Planner to enhance your organizational skills and...

Copyright © 2020 Trusted IT Group, INC.

• Terms and Privacy

Deep Dive into Microsoft Project Resource Pools: What They Are and Why They’re Useful

This is useful for the following reasons (and perhaps you can imagine even more):

• You only have to type in resource information once — not repeatedly within each one of your project’s individual Resource Sheets — truly useful if you’re creating two or more projects that will be using the same resources.
• Resource allocations can be calculated in aggregate, which can both help prevent any overbooking within your workforce and feed you the total resource costs for all projects drawing on these resources. In short, you see the bigger picture (in better detail) when using a resource pool with groups of project files.
• The use of resource pools allows you to create a global resource sheet that includes custom columns and fields, which can certainly augment your project’s “contact list” — making all your resource data much more useful and easier to update.

For example, resource pools are great for keeping track of groups of contractors who are working on several projects, all at the same time. Is contractor A busy next week? A resource pool will tell you. How much is contractor A and B costing you over a group of projects in motion? A resource pool will tell you. How much is the ACME Contracting Firm charging you in total for that batch of contracts? A resource pool will tell ya!

Another good example is with construction or manufacturing projects, where you can load all of your common building materials or product parts into a resource pool, and then everyone can draw from that same list, no matter what is being built that day.

Resource pools are relatively easy to set up and maintain. (I’ll be giving you a list of gotchas right after I help you build one). And they scale; a single pool can be shared with two or more project planners or used by an entire enterprise working on a huge portfolio of projects.

Resource pools can also be shared in the cloud, and open to other project managers via a local LAN, or used with Project Server and SharePoint, and then shared all around the world.

Under the Pool Cover: How a Resource Pool Works

A resource pool is a special Project file created to contain a list of resources, and only a list of resources. This near blank project uses the Resource Sheet (a default view in Project) to hold all pertinent information on your global set of resources. As with any Project view, you can add custom columns and fields that augment the data with detailed contact or location information, as well as other data bits.

A resource pool tracks resource statistics across projects, and then can be used to generate resource-related reports.

Once a new project file is linked to an existing resource pool, resources in the pool appear within that project automatically; no duplicate typing! The Resource Sheet for any linked project is automagically populated from the resource pool file. As you apply resources to tasks inside your project files, the resource pool is updated, numbers are crunched and statistics await. The reverse is also true; if you update any resource data in the resource pool (for example, a name or rate change), all projects linked to the pool are updated.

In part 2 of this deep dive, I show you how to create and use a resource pool, and in part 3, I’ll discuss some of the safety and security aspects of maintaining a resource pool and share some gotchas.

Image Source

Chris R 03/01/2017, 11:41 am

Great topic Jigs. I’ve introduced this to several groups that were needing to see resources across several projects within a department. I just call this the “poor man’s Project Server”, as you get some of that functionality without the cost.

Jigs Gaton 03/01/2017, 1:39 pm

@ Chris R: thx for the great comment. Yes, indeed, you get a big bang for the buck when using resource pools. Stay tuned for Part 2 of this series to learn exactly how to set them up 🙂

Mark Read 03/07/2017, 6:32 pm

Well this is a blast from the past. I gave up using resource pools a long time ago because they are prone to corruption, are not terribly internet friendly and can’t scale past several large projects. I’ve always thought that project server was invented to deal with these problems. The poor man’s project server really is Project Online, because the price point is pretty awesome. Well worth it when you consider the time saved in cleaning up after a poorly formed resource pool.

However, I will say that the exercise in naming standards and meta data management makes a resource pool a great interim prototype before getting to the promised land of Project Online.

Sandeep Nahta 08/09/2017, 5:38 am

Deep Dive and 2 paragraph ?

Leave a Reply Cancel Reply

You must be logged in to post a comment.

Remember Me

Lost Password

Please enter your username or email address. You will receive a link to create a new password via email.

Add resources to the enterprise resource pool

The enterprise resource pool is used to manage and assign resources to plans within Project Server. In Microsoft Project Professional, you can add resources to the list of enterprise resources that are contained within Project Server.

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 from project to the enterprise resource pool, add more resources from the enterprise resource pool in microsoft project professional.

Adding resources within Microsoft Project requires that Microsoft Project Professional be connected to Project Server with an account that has permissions to add resources to the enterprise.

Project Web Access is displayed within your Web browser  

Note:  The Web browser may have opened up behind Project. Check the Windows task bar to see if a new Web browser has opened.

Specify the following items about the new resource:

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 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 has a Timesheet Manager or Default Assignment owner, other than himself, 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, select 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 details      If the resource name represents a Team of resources, then check the box Team Assignment Pool and browse for the team name.

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.

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.

Choose Save .

If you want an enterprise resource to work on a task within your project, you need to use the feature Build Team from Enterprise in your project. Learn how to add resources to your project .

Before you can add multiple resources to the enterprise resource pool, you need to add them to the Resource Sheet view, or start with a plan that already has resources.

Enter the resource you want to import into the enterprise resource pool. If you already have resources in your project that aren't part of the enterprise resource pool, these existing resources will be imported.

On the Resources tab, select Add Resources , and then select Import Resources to Enterprise . The Import Resources wizard is displayed on the left, with the Resource Sheet view on the right that contains the resources in the current project.

To map any customized fields you have in your project with enterprise custom fields that are defined by your organization, select Map Resource Fields . After mapping resource fields, select OK in the Map Custom Fields dialog box.

Select Continue to Step 2 for each resource that you want to add to the enterprise resource pool.

Note:  The Resource Sheet view will have an Errors column to give you warnings of any mistakes made in importing resources.

In the Import Resources wizard, select Yes in the corresponding Import column. This step will insure that no errors are created when resources are imported into the enterprise resource pool. Any errors will appear next to the resource name in the Errors column to the right.

Select Save and Finish . The resources have now been imported to the enterprise resource pool.

You can select a Project plan from an earlier version of Project to import resources. This is useful if you have resources in .mpp files from earlier versions of Project or resource lists in other file formats.

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 select ODBC in the Open dialog box. Learn how to add or update enterprise resources using an external data file .

Multiple resources can also be added from Project Server.

Note:  You have to select at least one resource in order to open Enterprise Resource Pool in Project Professional.

In Project, add resources to the Resource Sheet view.

Close and save Project.

Note:  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 will appear only if your organization has custom resource fields.

The resources that you added to the project will be added to the enterprise resource pool.

Need more help?

Want more options.

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Microsoft 365 subscription benefits

Microsoft 365 training

Microsoft security

Accessibility center

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Ask the Microsoft Community

Microsoft Tech Community

Windows Insiders

Microsoft 365 Insiders

Was this information helpful?

Thank you for your feedback.