none
PROJECT SERVER - EPM - You can share resources between projects?? RRS feed

  • Question

  • Hi!

    I have a doubt whether it is possible to share resources between projects on Project Server | EPM 2010 and 2013. If yes, where do I find the official documentation of this process?

    Thanks, Tiago.

    Monday, November 26, 2012 11:28 AM

All replies

  • Tiago --
     
    Yes, it is possible to share resources between projects using Project Server 2010 and 2013, but what your project managers cannot do is to specify a Max. Units value for shared resources on a project by project basis.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Monday, November 26, 2012 12:51 PM
    Moderator
  • Tiago, there are two parts to what you want to do:

    1) Add resources to the enterprise resource pool - administrator function - you can find an explanation of how to do this in plenty of places but here's one reference: http://office.microsoft.com/en-us/project-help/add-resources-to-the-enterprise-resource-pool-HA010377760.aspx

    2) Add resources from the pool to your project plan - a project manager function - again plenty of reference sources, but here's one: http://office.microsoft.com/en-us/project-server-help/add-resources-to-your-project-HA010078954.aspx

    Graham

    Monday, November 26, 2012 4:45 PM
  • Cousin Dale,  

    I'm not sure I fully understand the question Tiago asks (sharing resources between server instances, is that one Enterprise Resource Pool "shared" between Project Server 2010 and Project Server 2013?), and hence I'm not in the best position to question the answer, but notwithstandng your wisdom, AFAIK you cannot connect a 2010 Pro to a Project Server 2013, nor the other way around, so how does one go about sharing resources (and by implication the resource pool) between "projects on Project Server | EPM 2010 and 2013."

    It's late in Europe, maybe I just missed something....?


    Ben Howard [MVP] blog | web

    Monday, November 26, 2012 11:12 PM
    Moderator
  • Ben --
     
    I get the feeling that this user is NOT using either Project Server 2010 or Project Server 2013, and is asking a theoretical question about whether you can share resources between projects in a Project Server environment.  But that was my assumption anyway.  Until the user responds back, we will never know for sure what this user is really asking!  :)
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, November 27, 2012 12:22 AM
    Moderator
  • My friends, thanks for the answers (and sorry for the bad English)!

    Well.. my question is about WHAT the Project 2010 OR 2013 can do sharing resources (in this case, human resources, peoples).

    Example:

    PROJECT 1

    (Human Resources in Project:)

    - Tiago

    - Bill

    - Moe

    PROJECT 2:

    - Tiago

    - Bill

    - Jimmy

    PROJECT 3:

    - Bill

    - Moe

    - Jack

    The question is whether these people can share between projects and if he tells me, warning me of all the processes that are taking place between them.

    Tuesday, November 27, 2012 6:23 PM
  • Yes, you can do this, but as long as you are NOT using Project Server (EPM).  http://office.microsoft.com/en-gb/project-help/share-resources-using-a-resource-pool-HA010214871.aspx 

    Kudos to Dale and Graham for second guessing your question!


    Ben Howard [MVP] blog | web

    Tuesday, November 27, 2012 8:02 PM
    Moderator
  • Yes, you can do this, but as long as you are NOT using Project Server (EPM).  http://office.microsoft.com/en-gb/project-help/share-resources-using-a-resource-pool-HA010214871.aspx 

    Kudos to Dale and Graham for second guessing your question!


    Ben Howard [MVP] blog | web

    Thanks for the help Ben.. but I dont understand what do you want to say when you post this: "Yes, you can do this, but as long as you are NOT using Project Server (EPM)

    I can´t do this in EPM???? Why not??

    Wednesday, November 28, 2012 11:31 AM
  • okay, maybe I should be more specific.  One of the main reasons for using EPM (ie Project Pro connected to Project Server) is to take advantage of the Enterprise Resource Pool (ERP), that is, resources are stored in SQL and not in a shared resource plan (.mpp).  Generally, people would use either EPM or a shared resource pool.  I guess it is technically possible to save projects in Project Server, and still use a shared resource pool, but it's not something I would recommend.

    The link I gave above is to the Shared Resource Plan, and assumes all files are stored as .mpp plans (ie no project server).


    Ben Howard [MVP] blog | web

    Wednesday, November 28, 2012 11:41 AM
    Moderator
  • okay, maybe I should be more specific.  One of the main reasons for using EPM (ie Project Pro connected to Project Server) is to take advantage of the Enterprise Resource Pool (ERP), that is, resources are stored in SQL and not in a shared resource plan (.mpp).  Generally, people would use either EPM or a shared resource pool.  I guess it is technically possible to save projects in Project Server, and still use a shared resource pool, but it's not something I would recommend.

    The link I gave above is to the Shared Resource Plan, and assumes all files are stored as .mpp plans (ie no project server).


    Ben Howard [MVP] blog | web

    Ok Ben...! So, using EPM (ie Project Pro connected to Project Server) I cant share my resources, right? 


    "When you are logged on to Microsoft Office Project Server 2007 while using Office Project Professional 2007, you cannot use a nonenterprise resource pool and resource sharing. Only the enterprise resource pool is available to you."

    Wednesday, November 28, 2012 4:41 PM
  • dcloko --
     
    Since I answered your question originally, and then my cousin Ben followed up, allow me to ask you to clarify what you mean by the term, share my resources.  In the Project Server 2010 system, project managers can add any resource from the Enterprise Resource Pool to his/her project team, and then the PM can assign those resources to tasks in his/her project.  While building the project team, the PM can determine the availability of any resource across all published projects using the Resource Availability page in Project Web App.  If the PM accidentally overallocates a resource, Microsoft Project 2010 will display a burning man indicator (red stick figure) to the left of the task.  And if a PM accidentally overallocates a resource across multiple projects, it is possible in Project Server 2010 to open each of these projects and to resolve the overallocations using the process of leveling.
     
    As I have described in this reply, is this way you mean by the term, share my resources?  If not, please provide further clarification.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, November 28, 2012 4:48 PM
    Moderator
  • The point with the Enterprise Resource Pool, is that the resources are available by default across multiple projects, so you don't need to "share" them. 

    Ben Howard [MVP] blog | web

    Wednesday, November 28, 2012 4:48 PM
    Moderator