Overview of Project Resource Center | Working with the Project Resource Pool |
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Click Copy resource link under the Resource Center header in the PM Central Control Panel to be taken directly to the Copy Resource page where you can:
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Perform a bulk copy of user profile information from the Enterprise Resource Pool to the Project Resource Pool (Contacts list).
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Update the profile details of multiple users to reflect the current contents of the Enterprise Resource Pool
Step | Action | Result |
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1. | Access the PM Central Control Panel from the Central Actions menu drop down | Keep in mind: Access to the Control Panel is security trimmed, requiring either Full Control or Design permissions |
2. | Under Resource Center select Copy resource |
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3. | Click Copy Resources and then click the drop down arrow | You will see a list of all users in the Enterprise Resource Pool |
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Check the boxes next to the individual resources Or Click the Select All checkbox Enter text in the field to see a smaller subset of users, then make your selection |
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5. | Click the Select Resources to be copied button | You will see a display of the selected users, and can confirm your selection, or add more resources |
6. | Click Copy Resources | All information associated with the selected users will be in the project site’s Project Resource Pool (aka Contacts list)on the Project Team Info tab |