In Microsoft Office Project 2003, you can add resources (resources: The people, equipment, and material that are used to complete tasks in a project.) to the list of enterprise resources (enterprise resources: Resources that are part of an organization's entire list of resources. Enterprise resources can be shared across projects.) by adding them directly from a project or by using a wizard (wizard: A feature that asks questions and then performs a set of actions according to your answers.). A resource needs to be added to your project before you can add the resource to the enterprise resource pool.
Note You must have appropriate permissions to add resources to the enterprise resource pool.
Add resources to the enterprise resource pool
- On the Tools menu, point to Enterprise Options, and then click Open Enterprise Resource Pool.
- Click Open/Add.
A new project opens with the Resource Sheet view displayed.
- In the Resource Sheet view, type the name of the resource you want to add, and then click Resource Information .
- In the Resource Information dialog box, select the Custom Fields tab, and then complete required fields in the table.
Depending on the requirements of your organization, you might need to specify attributes for the resource, such as a resource calendar, costs, or skills.
- Click OK.
- To check the resource back in, on the File menu, click Close. Click Yes to save your changes.
- If you have not filled in all required fields for the resource, or if you have entered some fields incorrectly, you will be prompted to complete this information after you click Save.
- You can also modify information for resources who are already enterprise resources.
Add resources to the enterprise resource pool using the Import Resources Wizard
- On the Tools menu, point to Enterprise Options, and then click Import Resources to Enterprise.
- Follow the instructions in the wizard to select a file that contains the resources you want to import.
- As you use the wizard, you can fill in any required enterprise fields that have not yet been completed.
- If you customized fields to help you define resource attributes, you can map these fields to enterprise custom fields on the Map resource fields page of the wizard.
- You can select a resource pool file or a project plan from an earlier version of Project to add resources. This is useful if you are upgrading from Microsoft Project 2000 or Microsoft Project 2002.
- If you want to add resources that already exist elsewhere, such as a database from your human resources department or a list in Excel, use the Import Wizard instead of the Import Resources to Enterprise Wizard.