Jan 04 2022 05:04 PM
Jan 04 2022 05:04 PM
I have created a Resource Pool and shared it to 5 different projects. I then add those projects as sub-projects to a master project.
I was hoping to be able to see how the shared resources were overlapping however when I go to the 'Resource Sheet' or 'Team Planner' in the master project it shows each resource 5 times (once for each project).
Here is an example of one resource showing 5 times in the 'Team Planner' view:
Is there a way for it to combine or show those resources as one resource?
Maybe I need to build a custom report?
I'm hoping I am just missing something easy......
Jan 04 2022 06:01 PM
Jan 04 2022 07:10 PM - edited Jan 04 2022 07:13 PM
@John-project thank you for the response. Much appreciated.
How exactly did you create the master? I started with a blank file and inserted sub-projects.
Does the master have any resources of its own? I did create some resources but then deleted them. The master project has none of it's own resources anymore.
Did you set the master to share resources with the pool? I did.
Do the subprojects have their own resources? No they do not.
Did you configure each of the 5 sharer files to use resources from the master? No they use resources from the resource pool.
Here's what you should have
1. The resource pool only has resources, no tasks That is how I set it up. I've confirmed it.
2. Each sharer file should be set to use resources from the pool That is how I set it up. I've confirmed it.
3. The master file should have no resources and it should NOT be set to use resources from the pool That is how I set it up. I've confirmed it.
Open your resource pool file and go to, Resource > Assignments group > Resource Pool > Share Resources. Are there 5 and only 5 files shown in the list of Sharing Links? There are only 5 and they are correct. Actually, I added one so the total is now 6 sub projects.
If there are not 5 then you do not have all 5 sharer files set to use resources from the pool. If there are more than 5 then the link structure is corrupt and needs to be fixed. This looks correct to me.
Also note that the resource "Bob Smith" is not the same resource as "bob smith" so if you have one version of a resource name in the pool file and another in the sharer file, it may look like you have a duplicate but you do not. I believe it is showing properly but there must be a way to combine the resources in some sort of report. There is 5 versions of every resource in the master project. Actually now it is 6 projects because I just added another sub-project.
Here is a snip of the Resource Usage sheet in the Master Project with an added column showing the sub projects one of the resources is coming from:
Jan 04 2022 08:12 PM
Here is a snip of the Resource Pool and the Master Project showing the same resources when viewed grouped by Resource Group. If I change the name of a resource in the Pool file it will change in the Master Project so I know they are synced. It also shows the same overallocation amounts.
I don't know why but it seems to be working now. It only shows 1 of each Resource after playing with the groups and filters and going back and forth from reports.
It now groups all the projects under each resource in the 'Team Planner' view like I wanted:
I don't know how I fixed this.
For context, this is how it used to show that resource split between the projects instead of grouped together:
Again, I am not clear on how I changed this......
Jan 05 2022 07:38 AM
Jan 05 2022 09:07 AM
@John-project Thank you for the tip.
I have put all the sub-projects into a "Sub-Projects" folder along with the Resource Pool file.
The master project is in one folder level above.
Should the Resource Pool file be with the Master Project or the Sub-Projects folder?
Should the Master Project be in the same folder as the Master or the Sub-Projects?
Also, I am saving these in a synced Sharepoint Document Library. I don't know what that means for sharing these files since I am the only one working on them for now but I will cross that bridge when I get to it I guess. I assume you can not have multiple people editing mpp files like you can for Excel and Word.
Jan 05 2022 11:50 AM
Jan 05 2022 12:48 PM
Jan 05 2022 05:35 PM - edited Jan 06 2022 07:25 AM
By "move" do you mean put them all in the same folder? If so, go ahead and do that, the links should follow as long as you save all files to capture the new link structure.
I don't work with Planner so I'm afraid someone else will have to jump in to answer that. But here is a very similar question posted on the Project Answers forum.
Jan 13 2022 07:56 AM
@John-project I figured out why it was showing the resources separately but it did create another question you may be able to answer.
I realized that when I open the project it asks me if I want to open the Shared Resources pool file. If I click 'No' then the Team Planner will show the resources seperately. If I click 'Yes' then the Team Planner will show the resources grouped together.
My question: Is it best practice to have the Resource Pool file open whenever working on files that are using it?
Jan 13 2022 09:05 AMSolution