Add Planview Resources into Microsoft Project
Summary
This article shows how to bring resources from Planview Enterprise One - Portfolio and Resource Management into Microsoft Project.
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Tip
On the View All tab, click the names of relevant resources or organizational resources. Clicking a name again clears the selection.
Tip
Because the Planview Enterprise One – PRM add-in for Microsoft Project uses Planview Enterprise One – PRM as the system of record for resource data, changes made in Microsoft Project to a resource's attributes are not retained when the add-in saves a Microsoft Project plan to Planview Enterprise One – PRM.
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To Find Items by... |
Click... |
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Browsing through the Resource structure. |
Resources Hierarchy, and then expand the left pane until a list of the resources you want to select displays in the right pane. |
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Browsing through the Organizational Resources structure. |
Org. Resource Hierarchy, and then expand the left pane until a list of the organizational resources you want to select displays in the right pane. |
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Entering the first few characters of a specific resource or organizational resource name. |
Auto Search, and then type the first few characters of the resource or organizational resource's name in the Enter the Resource name or Enter the Organizational Resource name box (respectively). |
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Displaying a list of the resources or organizational resources to which you have access. |
View All, click None in the Resource Portfolios list, and then click Resources or Organizational Resources depending on the type of resources you want to select. |
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Displaying a list of only those resources to which you have access and that belong to a specific portfolio. |
View All, and then click the appropriate portfolio in the Resource Portfolios list. |
Figure 1: Finding Resources
Figure 2: Add Resources
Figure 3: Add Resources
Figure 4: View Resource Sheet