Re: Master Snapshot Linking/Unlinking

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I got it to open my resource pool. I thought there was a place where it let
me choose just certain people out of my pool... not load the entire pool in
there?

"avimia" wrote:

Hi Julie,

Yes, I have both open. I tried going to Insert>New Resource From> and it's
all greyed out.

"JulieS" wrote:

Hi Avimia,

To create the share, you need to open both the resource pool and the
sharer file at the same time.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

"avimia" <avimia@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:3B52DECA-6655-4AF6-AEE1-9DDBE0917829@xxxxxxxxxxxxxxxx
Ok. I created my resource pool and saved it to my harddrive. Now,
I am
creating a separate project. I want to use resources from my pool.
But, when
I go to "share resources" the dialog box doesn't give me an option
to share
any things. Any ideas what I did wrong here?



"Rod Gill" wrote:

Personally, I never ever create resource pools or linked
consolidated files.
I only do unlinked consolidated - for executive reports and
resource
levelling. I I really need a Resource Pool to level resources I
create one
temporarily, then dismantle once I've finished. If you use the C:
drive make
sure all files are on the C: drive.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com



"avimia" <avimia@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:C24D7821-A647-443A-8C11-1D200793969A@xxxxxxxxxxxxxxxx
Hi Rod,
And thank you for the great explanation on the resource pool. I
have
already
started making my first resource pool, inputting just the
people's names,
etc
and saving it just "pool".

I do understand keeping all these files on the same drive. So
please allow
me to do a "dry here" to see if I have it right:
Let's say I have projects #1, 2, 3 and 4 and my resource pool
file.
Normally, I save those to my C drive. And then I can create a
master with
1,
2, 3, 4 and pool as sub-resource. I will "link" those so I can
do
"dynamic"
changes on a constant basis. Then, when the Executives need it,
I can
create
a separate master UNLINKED (as a snapshot) or do some printable
reports.

Does that sound like I'm on the right track?

As long as I know I'm on the right path, I know that I will be
able to do
all the right steps... but... save all my files to my folder on
the "N
drive"
on our network.

Thank you again for your help. It's very appreciated!
avimia



"Rod Gill" wrote:

Hi,

I strongly recommend keeping master projects and resource
pools in the
same
drive as the projects. This should significantly reduce
corruptions due
to
network glitches.

To create a Pool, simply list all resources, rates calendar
details etc
in
one project and save to same drive as other projects. Do not
use the
master
or enter any tasks into it.

Open other projects then share resources. Save BOTH as only
saving one
rolls
the dice again.

Be VERY very careful of linked files: corruptions can happen
one week,
yet
take several weeks before the problem appears. In the mean
time, your
backups are full of corrupted versions, which is why I
strongly recommend
not linking and using new master projects each week.

Save Views, tables etc to Global.mpt using the Organizer and
printing etc
is
easy.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com



"avimia" <avimia@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:FE6DCB1E-BEEF-4EA6-93AF-FAC4FA15B88C@xxxxxxxxxxxxxxxx
Hello all,

Wow! thank you for the wonderful input. This helps me
tremendously.

It also leads me to 2 new questions please:

1.) I understand being extremely careful of
renaming/moving/deleting
files
so not to mess up my master. However, I'm also a huge fan of
backup/backup/backup. Now... fortunately... we have a full
blown IT
department with tons of backups and redundancy. So... my
question is
this:

?? When I create my new master, or each day when I am
working in it or
my
subprojects, and I go to save it... am I ok to save it
directly to my
(own)
folder on the network (I can protect the file so no one can
get it in
it).
just wondered if Project will let me save it any other place
than on my
own
harddrive.

Ok, so on to my last question: And, please pardon my
ignorance. But,
what
is
the quickest way to create a resource pool? I have looked
and looked
through
all the help files and it just doesn't quite make sense. I
am asking if
there's a quick way to do this because you have to remember
that I have
not
YET built any of the projects or the master. So, I don't
have any
resources
put in to anything yet. Is it possible to just create a new
project and
just
put all my (human) resources in to it and use it as my
"pool"? I ask
because... there will be over 50 different people I have to
list (ug).

I truly appreciate everyone's help. I am ol' pro at project
management,
but
I'm still new to the whole MS Project thing.

Thanks again,
avimia



"Rod Gill" wrote:

My usual caution here:

Links between master and sub-projects, projects and
resource pools are
fragile. Anytime you rename, move or over-write any of the
files
without
first breaking the link and you throw the dice. It's when,
not if you
get
one or more file corruptions. I've also now found that any
network
glitch
can also cause a problem.

In your scenario, why not create a new master file each
week but when
you
inert each project clear the Link option. Now all data is
copied to
the
master (no link) and all resource data is automatically
consolidated.

Make this even faster by recording a macro of you doing
this manually.
Make
sure the first recorded instruction is file,new!

As projects finish, simply delete the line of code for that
project:
easy!

These snapshots also provide a great audit trail over time
as well.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com



"avimia" <avimia@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in
message
news:1F7BA80A-B835-4857-BAB3-72E08D753370@xxxxxxxxxxxxxxxx
Hello experts,

These questions relate to doing a master project
linking/unlinked
(snapshot).

My scenario and questions are this:

1.) I am going to have to create a master project with
about 25
sub-projects
within it at any single time (sub projects will fall off
after
completion).
Most all the projects will have shared (human) resources.
I am using
Project
Pro 2007 (no server). I am the only person managing it
all. At this
point,
I
am thinking that inserting and LINKING the subs into the
master will
be
the
best solution (in helping me with the constant updates to
each sub).
However,
having the foresight to know the Executives will really
only need a
"snapshot" during their meetings (which is normally
weekly), this
means
I
do
NOT need to do a linked master/sub set up. This is
especially the
case
since
each week, I am required to email the updated "report"
.

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