I will explain how to share Resources among different Projects in MS PROJECT 2010.
Suppose that you have many Projects in your company, and you want to know which Resources do you have, and are they available. If you define your resources as “local” (e.g. in each project from the scratch, you will se there over allocation only at single project, but not among them.
So, we have to create “RESOURCE POOL”. To do that I will open a blank new Project and open the Resource Sheet, and I will put the resources in it:
Now, I will save this “Project” ad Resource file:
How to link a Project with the Resource pool?
First, you should open your resource pool! (file that you have saved in my previous example). Now you should open your Project file:
I will assign Resources from the Resource pool to my Tasks:
and I will get:
I will use my ResPool.mpp Project file as a Resource pool, and I want that the Pool takes the Precedence if there will be conflict between local and pool calendar!¸Now you can see that all resources are visible in my local Project:
Now I will assign, for example, Mary to the Task1:
I will now open the brand new Project and I will do the same thing with Mary, using the Resource Pool:
You can see that Mary is over allocated in My Project #2, and if you look at the My Project #1, you will se that Mary is over allocated in that Project, as well:
You can see that Mary is over allocated in the Resource pool, as well:
When you are saving your Project files, be sure to save your Resource Pool as well! I will try to save my Project3.mpp and I will get:
To avoid any conflict I will click on the Cancel button, and I will save the Resource Pool first, and then my Project file! I will get the same message but I will click on OK button!
Be careful! When you will leave your Projects (exit), first close all your “regular” Projects (sharer), and then close the Resource pool (the last one!).
In my next Post I will explain how to reopen Resource pool and your Projects, how to check the Availability of Resources from the pool, and how to disconnect a Resource Pool from the Projects!