Cancelling Project when using Resource Pool in MS PROJECT 2013! – The easiest way

Hi,

I will repeat a lot of Pictures from my previous Post, and I’ll show you how to break the Link between a Project, and Resource Pool.. I will show you a case in MS PROJECT 2013!

First, as usual I will make a Resource Pool and I will save it:

image

and then:

image

I will save the Resource Pool:

image

No I will create my first Project with two Tasks and I will assign Resources from the Resource Pool:

image

and then:

image

Finally:

image

I will repeat those steps above for my Second Project, and I’ll get:

image

John and Mary are Over-allocated, as expected. Now suppose, that you find out, that you will not work on Second Project, because it is Canceled (for any reason). What Will you do? Firs you should break the link between Second Project and Resource Pool

To do that, I will first open Resource Pool, and I will get:

 image

The Resource Pool is open in read-write mode. After that I’m going to choose:

image

and I will get:

image

After I break the Link between Second Project and Resource Pool, in my example John, and Mary are not over allocated any more.

image

BUT! If I open Second Project Again I will get this Project linked with Resource pool, again!

So, to avoid this, better way to disconnect Project with Resource Pool is:

1. Open Second Project

2. GO to Resource TAB

3. Click on Resource Pool button

4. Select Share Resources

5. Disconnect Second Project form Resource Pool:

image

Save Second Project and Resource Pool as well, and you are done!

 

Regards.

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013 and tagged , , , , . Bookmark the permalink.

4 Responses to Cancelling Project when using Resource Pool in MS PROJECT 2013! – The easiest way

  1. Brian says:

    Thank you for this! It worked beautifully!

  2. Gregor says:

    “Simple”? I don’t think so.
    How about the answer from the MS Project 2013 certification: You have to manually delete the link (to the deleted file)! …in the resource pool click “share resources”, select the canceled project and click the button “break link” – resources and tasks are gone much faster and you could archive the canceld project file.

    • Nenad Trajkovski says:

      hahaha, you are faster than me. I was going to explain that in my next Blog Post as :Simple way to break link between project and Resource Pool! Thanks

    • Nenad Trajkovski says:

      BTW did you notice this:
      When you break the link, and open Project for which you broke the link, the link will be there again!?

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