none
Converting Local resource to corresponding Enterprise resource using Macro RRS feed

  • Question

  • Hi Folks,

    Using Macro, we could replace a local resource with an enterprise resource. But what we want to achieve is replacing local res with corresponding Enterprise resource. 

    Can anyone help here? Thanks.

    Best Regards,

    Anuja

    Monday, February 23, 2015 10:01 AM

Answers

  • Unfortunately it is not just a property wich is required to change the local resource into an enterprise resource. Project will overwrite the local resource's metadata with the enterprise resource metadata (calendar, rate, custom fields...). It could be quite complicated to override this process and require a complex coding solution.

    Why not asking the users to first create the project team from the enterprise resource pool, so they'll use from the beginning enterprise resources and will not have the dialog box while saving the project?


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Monday, February 23, 2015 12:35 PM
    Moderator

All replies

  • Hi Anuja,

    Can you please give more details? Why actually do you use a macro?

    If the local resource has the exact name that the corresponding enterprise resource, then when saving the project, you'll be prompted with a dialog box asking you if you want to replace the local resource by the corresponding enterprise resource.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Monday, February 23, 2015 10:31 AM
    Moderator
  • That's right. It prompts for the dialogue box. But, users do not want any such box, so we need to address that through code itself. Is there any property of resource which can be changed (so that it will be an enterprise res) while assigning it to the task itself programmatically.
    Monday, February 23, 2015 11:52 AM
  • Also, one more thing to notice - if we are doing this activity for a master project, only for the first sub-project it asks for the dialogue box. Later on it replaces the local resources.
    Monday, February 23, 2015 12:06 PM
  • Unfortunately it is not just a property wich is required to change the local resource into an enterprise resource. Project will overwrite the local resource's metadata with the enterprise resource metadata (calendar, rate, custom fields...). It could be quite complicated to override this process and require a complex coding solution.

    Why not asking the users to first create the project team from the enterprise resource pool, so they'll use from the beginning enterprise resources and will not have the dialog box while saving the project?


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Monday, February 23, 2015 12:35 PM
    Moderator
  • Thanks Guillaume for pointers. Here is what I am doing:

    1. Adding resources to build team using PSI

    2. Assigning build team resources to tasks 

    This avoids the dialogue box. 

    Tuesday, February 24, 2015 9:53 AM
  • So do you have any more concern/questions about this subject or can we close the thread?


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Tuesday, February 24, 2015 11:02 AM
    Moderator
  • Kindly mark it as resolved. Thanks for the help.
    Tuesday, February 24, 2015 11:27 AM