Resource

Hi Grant

Welcome to the Forum and thank you for your question. Starting with the Resource Pool first makes things easier. If you populate your resource pool with your team you can connect plans and assign them accordingly.

Where you have plans already running I suggest keeping regular backups and running a test version of the resource pool and projects so you can try out links and check that the plans behave as anticipated once linked. For example you will need to look out for projects that already have resources assigned to them.

The first time you add a stand alone project to the Resource Pool that already have resources the Pool will merge those resources into its master list. It's worth double checking the Resource Pool after each connection. If a resource is called Bill in the stand alone project and William in your resource pool you will end up with two records for one person!

So to recap - back everything up. Set up a test Resource Pool and Test copy of the plan to be connected. Link it to the resource pool and check your assignments - are the correct records assigned to your tasks and are there any additional or duplicated resources that might need removing?

Let me know how you get on or if you have any other questions.

Kind regards,
Andrew