Project Online Resourcing

I am just playing with the trial version of Project Online and Project Pro. I want to assign roles to project tasks, but don't want to set up new users in the system so I can see what the different resourcing views can get me - how can I do that?

Reading "I type that resource name in the Assigned To box next to a task", I think
you don't have the right process for assigning a resource to a task. You have first to create your project team from the enterprise resource pool (assuming that your enterprise resources are correctly defined), then you'll choose for each task the resource(s)
you want to assign on the task from the project team you just built.
From the project center, select your project and navigate to the schedule page. Then ensure to edit the project plan in order to be able to modify it. Click on build team in the "project" tab of the ribbon.
In the "build team" interface, just select the resource you want to include in the project team and add them to the right part. Do not forget to save and close once done.
Finally for each task, click in the resource field and choose from the pickup list the resource(s) you want to assign to the task.
Do not forget to save and publish the project plan not to loose your edits.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

Similar Messages

Project Online Resource Management

We will be using project online for Resource Management - managing the workload on many machines - and do this function across the team collaboratively.
I was wondering how resources are managed in Project online. After loading tasks on my resources/machines , I need to be able to see/view how much workload is distributed on these resources/machines and if I can assign a pending task to the resource or shuffle
the work around.
I would like to use 2 project pro and 2 project lite licenses to manage resources/machines.

msayani2 --
Firstly, all of your people and machines need to b entered in the Enterprise Resource Pool. For each of the machines you list, enter a Max. Units value that represents 100% multiplied by the number of machines you have. For example, if you have
three road graders, you would enter 300% in the Max. Units column for a Road Grader resource.
Next, you will need to build enterprise projects, add the required people and machines as team members in the project, assign the resources to each task as needed, and then save and publish each enterprise project.
To see how the workload is distributed for your resources, navigate to the Resource Center page and select the resources whose assignments and availability you want to study. At the right end of the Resources ribbon, click the Resource Availability
button. On the Resource Availability, select the time range you want to use and you can then see the availability of your selected resources. You can also click the Resource Assignments button to study how the resources are being used on tasks
across all projects in Project Server.
Hope this helps.
Dale A. Howard [MVP]

Project Online Resource Plan issues_Many

I am trying to setup a client that only wants to use Project Server for portfolio planning and analysis. In this scenario they only want to assign generic resources (remember, no detail plans...only high level), and want to use the resource plan. Sounds
simple, but I am finding a lot of issues with this scenario, primarily with resources plan.
1. The resource plan seems to be checked out with no way to check it in other than through the force check-in. On occasion it seems to get checked in but I can't figure out the steps. I've tried with and without editing and publishing the
project itself with no avail. Sometimes the Publish option is still available (but I assume it wouldn't be if someone else checked it out) but sometimes it is greyed out.
2. I can't assign capacity to a generic resource and use it in Portfolio Analysis. This seems to be a feature that in my opinion was poorly conceived, but I'll leave out the details of this rant.
3. and biggest issue which is definitely a bug and show-stopper. Changing the date rage of an existing resource plan doesn't change the resource demand for a date range that was cut from the original. I can back the start date or extend the end date,
but cannot move the start date or end date in. What happens is that the grid changes just fine but the resource date range along with the demand for that time no longer in play still show up as project demand.
I added this to the Project Online forum but all of this behavior is the same with Project Server 2013. Nothing I could see in the forums. Is this a new bug or can there maybe be a fix on the way? Any comment or update would be greatly
appreciated.
Thanks...
Larry Christofaro, PMP, MCITP

msayani2 --
Firstly, all of your people and machines need to b entered in the Enterprise Resource Pool. For each of the machines you list, enter a Max. Units value that represents 100% multiplied by the number of machines you have. For example, if you have
three road graders, you would enter 300% in the Max. Units column for a Road Grader resource.
Next, you will need to build enterprise projects, add the required people and machines as team members in the project, assign the resources to each task as needed, and then save and publish each enterprise project.
To see how the workload is distributed for your resources, navigate to the Resource Center page and select the resources whose assignments and availability you want to study. At the right end of the Resources ribbon, click the Resource Availability
button. On the Resource Availability, select the time range you want to use and you can then see the availability of your selected resources. You can also click the Resource Assignments button to study how the resources are being used on tasks
across all projects in Project Server.
Hope this helps.
Dale A. Howard [MVP]

Project Online - offline project plan prompts for date range to be entered when accessing Resource Usage view

When I save a project plan to my local computer from Project Online and open it up in an offline mode and access Resource Usage view I get prompted with Date Range dialog boxes with the first one saying "Show resources/assignments that start or finish
after:" and the second one with "And before:".
I don't have any filters that are setup in Project Online that are not available in offline mode to trigger these prompts.
Please let me know what could be causing the date range prompts. Thanks.

Hi,
You probably retrieve an enterprise filter into your local file. Just open the organizer from MS Project, go to the filter tab (be sure to have your project selected in the drop down menu at the top left of right of the organizer) and delete the date range
filter.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Project Online, editing a user/resource: The User Logon Account always displays an error

New Project Online account. I changed the security mode from SharePoint to Project Server but I believe this was happening prior to that change. All resources are selected to be associated to a user account. This happens in both Resource
Center and Manage Users.
Every time I go to edit a resource, the User Authentication section contains the error "Multiple entries matched, please click to resolve.". I am unable to edit the user without first deleting the entry and selecting the same user name again. Only
one user ever comes up in the dropdown options and it always allows me to then save that resource record.
Please advise. I would like to have an answer before I hand this off to the PMO administrator who will be managing resources.
Larry Christofaro, PMP, MCITP

Hello, this is something I believe Microsoft are aware of so I guess will be resolved soon. This affects all tenants, well all tenants I have seen anyway! Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Pulling in Resource initials to Project Online

Hello!
We have Office 365 with ADFS and have synced users using a group to the resource pool in Project Online. It seems like for some reason, it is only syncing the first initial of the user's first name into the Resource Initials section
The synced users, however, aren't populating the 'resource initials' from the synced accounts and since we'd like to stick with SharePoint permissions mode, I am unable to access and update that initials section (i.e. no Manage Users in PWA settings) manually.
Is there another way of updating that information?
Thanks
Damon Curtin

Hello Damon,
Have you ever found a solution for this? We have the same problem, although with an on-premise version of Project Server 2013.
I have found
this article which states that "Initials. This field is automatically populated with the initials of the resource, based on the name that is specified in the Display Name box. If you want to use different initials to refer to this resource, specify them
in the Initials box". The first part of the statement is correct, but as you pointed out, the Initials field is disabled in PWA for resources that are synchronised with AD.
Also, having enabled verbose logging in SharePoint and changed my initials in AD, I can see the following entry in the log:
Existing resource <GUID> was found in AD, and is identical - no update performed
which would suggest that Project Server is not even trying to synchronise the Initials field.
Regards
Boris

Allocation of resources fractionally to projects in project online.

Hi,
How to assign resources fractionally in Project Online without using Microsoft Project Professional?
For eg. if I want to allocate a resource's x% or x hrs in a task, then how do I do it in project online.
Note: If this functionality is not available in project online, then is there any idea when Microsoft is going to add this functionality in Project Online?
Thanks.
PSN

Hi PSN,
When you're in edition mode in Project Online, you can use one of the
assignments views. Then you'll be able to enter the work per assignments.
Note that you cannot edit the % of work neither you can edit the work per period in a timescale view like resource or task usage views in Project Pro.
Not being part of Microsoft staff (we're just volunteers here), we cannot give you any information on Microsoft Project next releases or SP. But my idea is that the online scheduling engine's next updates will not bring such an important improvement such
as modifying in detail assignments.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

Duplicated resources on Project Online

Creating a user when a respective resource already exists, results in a duplicated resource.
This is a Project Online implementation based on Project Server permissions mode.
Consider this scenario:
There are 40 employees in the organization: 2 executives, a few project managers and the rest are team members. License for Project Online is purchased for only 10 employees.
The PMO creates users for the 10 employees on Project Online:
SharePoint users are created: Web AppàAdminàOffice
365àUsers and Groups
Project Online users are created: Web AppàProjectsàPWA
SettingsàManage usersàNew useràUser
logon account: type SharePoint user; Mark: "User can be assigned as a resource"
The PMO creates the other 30 employees as resources on Project Online on Enterprise Resource Pool.
At this point, all 40 employees are resources on Project Online.
After a while, additional 5 licenses are purchased. Steps 2.a and 2.b are performed for the respective employees.
In this scenario, there are 5 employees who are duplicated on Resource Center, i.e. appear twice: one is a non-user resource, and the over is a user who is also a resource.
How can I avoid the resources' duplication?

When employees are already present as ressource in Resource center then you need not to create new user for same employee.
To avoid this situation
Open Resource center from PWA then Click on Resource to whom you want to make user then Click on Edit and then click on Associate Resource with user account then give AD account for reosurce and add to the group and click on same.
Once you will do this your resource will also work as User and there will be not duplication.
kirtesh

Project Online learning resources

Are there any good resources online for learning about Project Online/Project WebApp? I've kind of pieced together some things here and there and I managed to get a Project Pro project imported but I can't find much beyond getting started videos
for actually learning about Project Online. Or what I do find are old videos from the "preview" version that seem to be more marketing/sales oriented rather than for training.

My fellow Project MVP, Paul Mather, has put together a series of posts which exactly do this.
https://pwmather.wordpress.com/2014/07/22/getting-started-with-projectonline-round-up-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
Cheers,
Prasanna Adavi, Project MVP
Blog:
Podcast:
Twitter:
LinkedIn:

Project Online Enterprise Resource Pool Limit

Does anyone know if there's a limit to the size of an ERP in Project Online? We have 30K+ users that need to be added to the ERP...
Thanks,
Roland

Hi Roland,
The boundaries are more a question of projects than users. Here is the
boundaries adviced for Project Online, for example 2000 projects and 150 custom fieds. Note that few weeks ago
Project Online has been scaled up.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Project Online vs EPM Live

Hi there,
I'm looking for a Project Management software online - Cloud based.
I came across EPM Live and it seems good. But now Microsoft come out with Project Online which really looks promising.
I would like to hear from someone who had used any of them before.
Also any resources or link would be appreciated. Also let me know if you have used EPM Live before and whats your taught.
Thanks in Advance

Patrick:
Do you want to be on the Microsoft bandwagon, or do you think a niche provider can serve your needs? When you choose Project Online, you are getting an entire platform of services with integration across the Microsoft stack.
Gary Chefetz, MCITP, MCP, MVP msProjectExperts
Project and Project ServerFAQs
Project Server Help BLOG

Project Server or Project Online

Since we do not have SharePoint and it's not coming soon, what options do we have for Project Server or Project Online? Will either work without SharePoint?
The biggest need for project management is to allow the staff assigned to tasks to be able to update their portion of the project. More and more of our project managers are using MS Project Professional at their desks. Any recommendations?

Doug:
Project Online/Project Server are SharePoint applications. You cannot have one without the other. If you are not familiar with these technologies, I suggest that you consider at least discussing your direction with a certified partner. It may be that you
can accomplish what you want using Project Pro and SharePoint online with Project Online. You can synchronize an individual Project with a SharePoint task list and users can update their assignments in SharePoint. If you need Enterprise features, cross-project
reporting, resource management and the like, Project Online is the way to go.
Gary Chefetz, MCITP, MCP, MVP msProjectExperts
Project and Project ServerFAQs
Project Server Help BLOG

Allow collaboration on un-published / checked-in project on Project Server 2013 and Project Online

Hi All,
Before a project is officially published specific resources in the project team need to be able to "collaborate" i.e. create tasks, change dates, etc. before the project is published. The complication is that we need this collaboration to happen
on un-published / checked-in versions of the schedule. For example, the primary Project Manager adds tasks and makes changes to a published version of the schedule, saves and checks-in the project (doesn't publish), tells a secondary PM to go in and review
the changes, the secondary PM should be able to see the changes the primary PM made, even though the schedule changes weren't published, be able to check-out the schedule, review what the primary PM did, make some more changes, save and check-in the schedule
(again, without publishing it), and tell the primary PM to review. Then the primary PM could go, check-out the schedule, review it, save it, publish it, and check it in.
Can Project Server 2013 or Project Online allow to do this? I looked into permissions and Server settings but I couldn't find anything that would indicate it is possible.
Any help will be greatly appreciated!
George

Hi George,
If you perform some tests, you'll see that even from PWA, the schedule can only be edited from the draft table. When you access the schedule in read only (as a team member for example), you see the published version, but as soon as you edit it (after clicking
on the edit button assuming you have the appropriate permission), you'll open and update the draft version of the project.
As far as I can remember (I don't have it in front of me now), you have a "line" in the schedule PDP (don't know how to call it in english) that will tell you if you are accessing either the draft or the publish version.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Project Online - Cube script for building files

Hi
We have to use Project Online for our solution and we need to build a reporting database in SQL.
Instead of building the schema manually,are there any pre built 2013 ones for use?
Also, would there be any ETL scripts for building the cubes available or are all of these only developed through paid services - ie Project Hosts, Agorain?
Regards
Sean

Hello,
There are some SSIS package examples / blog posts you can start with but each organisation would have different requirements so it would be difficult to have a pre-built production SSIS package that suited all. The links below might help get you started
with creating your custom SQL Reporting database / data warehouse:
http://pwmather.wordpress.com/2014/03/26/projectonline-data-via-odata-and-ssis-in-sql-database-table-on-premise-msproject-sharepointonline-bi-ssrs-office365-cloud/
http://nearbaseline.com/blog/2014/04/project-site-custom-list-reporting-using-ssis-odata-connector/
http://msdn.microsoft.com/en-us/library/office/dn794163(v=office.15).aspx &
http://www.microsoft.com/en-us/download/details.aspx?id=43736
To create an OLAP cube from you custom data warehouse would required you to create the code to do that. You could look at using one of the Microsoft partners to do all of this for you as a paid service.
http://office.microsoft.com/en-gb/project/microsoft-project-partner-resources-ms-project-FX103802119.aspx
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

Project working with Project Online in Office 365

Hello,
My question is related to project working and using Project Online to track projects.
* Can I use a single "Project Online with Project Pro for Office 365" subscription for tracking and creating reports about all project sites and their tasks in Office 365?
Meaning, if we have multiple projects designed in Project Pro and then uploaded directly to Office 365, can we gather the task, resource and progress information from these projects (created directly to Office 365) in a Project Online overview? One person
using Project Online to oversee multiple projects, others uploading their projects and changing task information in Office 365 to a SharePoint site with Project Pro and Office 365 subscriptions.
We want to have one person with Project Online overseeing the progress and create reports on all projects that have been uploaded to Office 365 (Project Portfolio Management), but not creating new projects. Is this possible with just one Project Online subscription?
The other users would all have an Office 365 Enterprise 3/4 subscription for accessing Office 365, collaborating and updating their tasks. Project managers would have a Project Pro subscription for creating and uploading projects to Office 365.
Thank you in advance.

Helen,
Your question is slightly confusing, so let me try and say it this way:
1) Your PMs (multiple) will use Project Pro, to create and publish plans to Project Online
2) You will have one user who will 'administer' Project Online and create reports etc.,
3) You will not have any other users access Project Online
4) I am not sure about you 'SharePoint' comment--so excluding this.
The problem is that, Project Pro+Office 365 does not necessarily give you access to Project Online. This combination is more useful when you are using just Project Pro or using project Pro to sync plans with Task lists on SharePoint Site. Plans that are
uploaded this way will NOT appear in Project Online. So, the person who has the Project Online license will not have any data to report on.
Having said that, here are few options:
1) Stick with Project Pro +Office 365. Team Members can access "Task" lists in SharePoint Sites. In this scenario, Reporting will be somewhat complex, because each site is its own, and you might have to customize to be able to report across multiple sites.
2) If you want an easier Project Portfolio Management, Project Online is better. However, in this case, your PMs need to get Project Online with
Project Pro for Office 365 which will allow them to publish plans to Project Online. Then your user with project Online license can generate reports for the portfolio easily. In this scenario, if you want team members to be able to submit timesheets,
work with documents etc., you might want to look into getting the Project Lite for them (http://blogs.office.com/2014/03/31/project-lite-may-1st/)
Hope it helps.
Prasanna Adavi,PMP,MCTS,MCITP,MCT http://thinkepm.blogspot.com

Project Online Resourcing

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