Perform a bulk copy of users from the ERP to the Project Resource Pool

Perform a bulk copy of users from the ERP to the Project Resource Pool

Overview of Project Resource Center Working with the Project Resource Pool

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:

  • Perform a bulk copy of user profile information from the Enterprise Resource Pool to the Project Resource Pool (Contacts list).

  • Update the profile details of multiple users to reflect the current contents of the Enterprise Resource Pool

Step Action Result
1. Access the PM Central Control Panel from the Central Actions menu drop down PM Central Control Panel link PSControlPanel_ResourceCenterLinkspng.png
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
Copy resource link

NOTE: When users are added to the Project Resource Pool with this tool, SharePoint permissions to the site will need to be granted separately.

3. Click Copy Resources and then click the drop down arrow You will see a list of all users in the Enterprise Resource Pool
Drop down selector
4.

Check the boxes next to the individual resources

Or

Click the Select All checkbox

Icon-Tip Enter text in the field to see a smaller subset of users, then make your selection

Check names in the drop down
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
User confirmation display
6. Click Copy Resources Copy confirmation message
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