in my previous post I have explained hot to create and use the Resource pool. Suppose that you want to open your project file which uses a Resource pool in MS PROJECT 2010. You will get:
My strong advice is: always open the Resource pool file!
Now, both files are opened. The “Project” file:
and the Resource pool:
Notice that Resource pool is opened in Read-Only mode, so you can not change anything in this file.
What will happened if I tried to open the Resource Pool before the “Project” (or Sharer) file? I would get:
I have three options:
- In most cases you will use the first option. You will “lock” the Resource pool. You can update the assignment information when you work in read-only mode
- Use this options when you have to change basic resource information (like pay rate, setup fee, etc.)
- The third option should be used when you want open the Resource pool with (in read-only mode), and all other sharer files
As you already know from my previous post, Mary winter is over allocated. I want to see where, and I want to see that in the Resource pool. So, I will open, the Resource pool in Read-only mode and I will choose the Resource usage view:
You can see that I have two tasks with the same name. It is confusing. But I will ad the new column with the Project Name field:
and I will get:
It is much better now, isn’t it?
Now, suppose that I want to change pay rate for one of my resources. And I want to make this change visible to my sharer Projects.
First way is to open Resource pool in read-write mode, and to change that pay rate:
Now I will save the Resource pool, and I will open my “”Project” or Sharer file:
Another way is to open Resource pool as read-only, and make change in the Sharer file:
Now, I will try to save this “Project” file, and I will get:
If I choose OK, I will save those changes to the Sharer file, and it will save the Resource pool as well!
Or, I can use the Update Resource Pool option and I will get the same result:
Now the last thing. What if I want do disconnect sharer file from the pool? I will open the Resource pool and in Resource pool I will choose:
and I will get:
If I open the Project file now, I will see only local Resources, or assigned Resources from the pool, but as a Local resources:
As you can see, Mary is no longer over allocated!