Resources for New Project in Microsoft Project

Downloading Personnel Resources

       1.      Choose Resources.

       2.      Select the Personnel Resources tab page and enter your search criteria.

You can search for personnel resources based on the following criteria:

Criterion

Explanation

First Name

First name of the resource

Last Name

Last name of the resource

Valid as on

The date up to which the resource is to be valid. Ideally this is the project end date or later.

Cost Center

The cost center number

Organizational Unit

First 11 characters of the description of the organizational unit assigned to the resource (wildcards can be used)

Job Title

First 11 characters of the job title of the resource (wildcards can be used)

Position Name

First 11 characters of the position name of the resource (wildcards can be used)

       3.         Choose Search.

If it finds resources, the system displays them in the results screen.

To select all of the results displayed, choose Select All; to select the resources individually, select the indicator to the left of the personnel number.

Ў        If you have activated the Download Activity Types indicator, the system downloads all the activity types associated with the cost centers to which the resources belong. By default, this indicator is selected.

Ў        If you have activated the Download Rates indicator, the system downloads the rates for the activity types that are downloaded for the related cost centers. By default, this indicator is not selected.

The rates are downloaded for the range of years specified in the Fiscal year from and Fiscal year to fields. If no rates are planned for the cost center for this period, rates are downloaded for the previous year.

       4.         Download activity types:

Ў        If you want to only download the default activity types for the selected resources, select the first indicator Download only default activity types. If you want to download all the available activity types in the cost center, then activate the Download all activity types indicator.

Ў        If you want to select activity types from the available list for that cost center, then you must activate the third option Select activity types to download.

       5.         Choose Update.

If you chose Select activity types to download, the Select Activity Types for Download to Microsoft Project screen appears containing the activity types.

       6.         Select the activity types to be saved in Microsoft Project and choose Update.

Downloading Plant / Work Center

       1.      Choose the Plant/Work Centertab page on the Resources screen.

       2.      Enter your search criteria and choose Search.

The search criteria that you can use are plant, work center, and cost center number. Plant (no wildcard search possible) and work center (wildcard search possible) are required fields. The cost center number is used to filter the activity types further.

The options Download Only Default Activity Types, Download All Activity Types, Select Activity Types to Download, and Download Rates can be used as described above when downloading personnel resources.

If the work center is entered in full (with no wildcards) and either of the options Download Only Default Activity Types or Download All Activity Types is selected, the resources retrieved according to the criteria entered are updated in the Microsoft Project resource sheet directly when you choose Search. Otherwise, the Select Resources for Download to Microsoft Project screen appears, where you can choose the activity types and update them to Microsoft Project.