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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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You are viewing content for Planview® Enterprise One release 16 – Portfolio and Resource Management and greater.

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.

To Find Items by...

Click...

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.

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.

Entering the first few characters of a specific resource or organizational resource name.
Note: This method lets you find only one resource or organizational resource at a time.

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).

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.

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

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Figure 2: Add Resources

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Figure 3: Add Resources

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Figure 4: View Resource Sheet