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  #1  
Old 01-31-2017, 11:58 AM
Mattias Mattias is offline Main project, Sub projects and resource pool Windows 10 Main project, Sub projects and resource pool Office 2016
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Main project, Sub projects and resource pool
 
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Default Main project, Sub projects and resource pool

All (most) wise people that have written about the usage of resource pool in a master/sub project setup, recommend that the usage of a separat project file with only resources should be initiated and then used as the pool for all projects within a master project.

I am currently playing around with this setup in MS Project 2016, before I do any real project planning...

The setup I am testing is a simple:

Master plan


Resource project (used as resource pool)
-Project1 (Sub-project) <-- I can see resources here
--Task1 <-- I cannot see any resources here (empty list)
--Task2 <-- I cannot see any resources here (empty list)
--Task3 <-- I cannot see any resources here (empty list)
-Project2 (Sub-project) <-- I can see resources here
--Task1 <-- I cannot see any resources here (empty list)
--Task2 <-- I cannot see any resources here (empty list)
--Task3 <-- I cannot see any resources here (empty list)

I have no problems to set this up and I can see the resources from my resource project in my resource list in the master project and on every sub project title row
However, when I try to assign a resource to a specific task the list of resources is empty and the assignment dialog seems to be looking in the resource list of the sub project.

Am I missing some setting here or am I completely off track?

Been looking at this as an example: https://www.youtube.com/watch?v=h1A_Q_oyE6w
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  #2  
Old 01-31-2017, 12:15 PM
JulieS JulieS is offline Main project, Sub projects and resource pool Windows 7 64bit Main project, Sub projects and resource pool Office 2013
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Is your Project 2016 fully patched? Did you attach the resource pool to the master file or the subproject files? The resource pool should be attached to the subproject file, then make the master using the pool file.
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  #3  
Old 02-01-2017, 12:08 PM
Mattias Mattias is offline Main project, Sub projects and resource pool Windows 10 Main project, Sub projects and resource pool Office 2016
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Main project, Sub projects and resource pool
 
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Thanks Julie for a swift and wise answer!
I did indeed not attach the resource pool to the subproject files. I thought the procedure was to create master file, then add subprojects and then pool the resources to the master file.
As I understand it I have to use the resource pool on each subproject and then add them to the master file.

Cheers!
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  #4  
Old 02-02-2017, 09:31 AM
JulieS JulieS is offline Main project, Sub projects and resource pool Windows 7 64bit Main project, Sub projects and resource pool Office 2013
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You are correct, the resource pool file needs to be connect to each subproject. You can then create a consolidated file by opening the Resource Pool file and selecting the third option to create a master file.
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  #5  
Old 02-03-2017, 04:29 AM
Mattias Mattias is offline Main project, Sub projects and resource pool Windows 10 Main project, Sub projects and resource pool Office 2016
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Thanks JulieS for your answer!

I created a master file as a new project and then added the sub projects to that. Not really sure what option you refer to as -the third?
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Old 02-05-2017, 03:01 PM
JulieS JulieS is offline Main project, Sub projects and resource pool Windows 10 Main project, Sub projects and resource pool Office 2016
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Sorry for being less than clear. When you open the resource pool you should see a window saying "This file is the resource pool for many projects". There are three options in that dialog window:
  • Open the pool read-only.
  • Open the pool read/write so that you can make changes...
  • Open the resource pool read/write and all other sharer files into a new master.

Select the third option to create the master.
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  #7  
Old 02-09-2017, 06:03 AM
Mattias Mattias is offline Main project, Sub projects and resource pool Windows 10 Main project, Sub projects and resource pool Office 2016
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Thank you again Julie for clearing this up!
Made me aware of potential future linking head aches.
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  #8  
Old 02-11-2017, 12:17 PM
JulieS JulieS is offline Main project, Sub projects and resource pool Windows 10 Main project, Sub projects and resource pool Office 2016
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Posts: 1,693
JulieS will become famous soon enough
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You're welcome and thanks for the feedback.
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masterplan, project 2016, resource allocation

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