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Bulk Editing
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The Bulk Edit feature can be accessed from a button or from an item in the Actions button menu This feature opens with certain features in edit mode for the selected resources from the Resource Center main page As shown in Figure 9-38, there are fields for Assignment Attributes (Timesheet Manager and Default Assignment Owner) There are also fields for the Built-In Custom Fields (RBS, Team Name, and Cost Type) Any enterprise custom resource fields can be edited as well Note that for changes to be applied, the Apply Changes checkbox for any given field must be selected and then a Save action will make the changes to all the selected users
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PART III
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Editing the Enterprise Resource Pool in Project Professional You can open selected resources
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for editing in Microsoft Office Project Professional 2007 by selecting the Open button (see Figure 9-39) This feature opens the resources for editing in the enterprise resource pool, giving you more flexibility for which fields can be edited For example, this interface enables you to edit the resource s hourly rate or Max Units Note that changes must be saved in Project to take effect Be careful to check in the enterprise resource pool when you finish editing
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Viewing Assignments
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You can view assignments for the selected resources by selecting the View Assignments feature from either the Actions button menu or the View Assignments button There is a single view that comes out of the box, as shown in Figure 9-40
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FIGURE 9-37 Edit Details options
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Details on the Installation and Configuration
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FIGURE 9-38 Bulk Edit page
The Actions button includes zooming, scroll to task, and other miscellaneous functions The Go To button allows easy navigation to the Availability Views (see the following section) and back to Resource Center Clicking the Settings button presents the following options: View Options This presents outline levels (rollup to project, summary task, or detail levels), checkboxes that enable you to display summary tasks and summary rollup, and an option to display the date and time as opposed to just the date
FIGURE 9-39 Open button
9:
Configuring Enterprise Data Settings
PART III
FIGURE 9-40 Resource Assignment view
Filter The Auto Filter checkbox adds a filtering dropdown arrow to every column These can be very useful in this context For example, to view only assignments with a finish date of today, select Custom Filter, then enter Finish, equals, and the type in the current date Then click OK Group This option uses the grouping format as defined in the Manage Views item for this view Search This option opens a search pane for the page
Part III:
Details on the Installation and Configuration
Viewing Availability
Availability of the selected resources can be viewed in a combination of chart and table views with this feature, which can be accessed from a button or an item on the Action Button dropdown menu Four very useful views are available from the Views dropdown list at the top-right of the page The next view, Assignment Work by Resource, is the default Note that these views are fixed, as you can see in Figure 9-41 No customization is possible The next view is Assignments Work by Project (see Figure 9-42), and the third view is Remaining Availability (see Figure 9-43) The final view is Work (see Figure 9-44) As you can see, there is a lot of availability among the selected resources during the selected time window Note that in each of these views, View Options are available by selecting Settings | View Options When the settings pane is opened, you can manipulate the date range and
FIGURE 9-41
Assignments Work by Resources view
9:
Configuring Enterprise Data Settings
PART III
FIGURE 9-42
Assignments Work by Project view
FIGURE 9-43
Remaining Availability view
Part III:
Details on the Installation and Configuration
FIGURE 9-44
Work view
the units (days, weeks, months, or years) In addition, you can add proposed bookings to the view data by selecting a checkbox See the Settings pane in Figure 9-45
About Project Server
The About Project Server page is used primarily for tracking licenses It displays a count of PWA accounts that have permission to log in, as well as the number of accounts that have the project manager permission Log on to Project Server from Project Professional to Microsoft Office Project Server 2007
9:
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