If you’re linking to an existing project that already has resources included, those resources are “thrown in the pool” as well. Step 3: You’ll now see that each linked project’s Resource Sheet populates with the contents of your resource pool. Repeat this step for every project that you want to link to your new resource pool. You should see your open resource pool in the dropdown:īy letting the Pool take precedence, you’re telling Project that you want the resource pool to help you schedule new resource assignments as you add resources to tasks (recommended). Then go to the Resources ribbon and click on Resource Pool | Share Resources… Check the radio button Use resources (which requires at least one open resource pool) From. Step 2: Open a project file that you wish to draw on from the pool. Save your work when done, but leave the resource pool file open. I’ve also added a few new columns, such as Expertise, Company and Country columns, and hidden many of the default columns that I don’t really need to see - so be creative here! Since I’m often interested in separating out my resources by external contractors, internal staff and materials, I have used the Group field to do just that. You can create new resources from scratch, or add them from your Address Book by going to the Resources ribbon and clicking on Add Resources | Address Book… If you’re using Project Professional, you can even pull from your enterprise’s Active Directory. Feel free to add columns with fields that make your pool more robust. Step 1: Create a new blank project and name the file in such a way that everyone will know it is a resource pool file, and not a project file.Įnter all the resource data you anticipate sharing across projects. Particularly useful during this exercise is knowing how to add columns and fields to a few stock views. This tutorial requires some basic working knowledge of Project. Part 1 of this deep dive teaches the theory and usefulness of Microsoft Project resource pools. An archive of the files shown in this tutorial can be downloaded here, so you can splash around poolside while you work this out. Use this tutorial to create a new resource pool, and then attach that pool to a set of projects.
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