In project planning, the concept of resources can have multiple definitions. A resource can be a team member, time on a mainframe computer, or construction materials. A resource in Project Management is a Project Management user capable of performing tasks. Resources are chosen from the staffing profile associated with the project, from the resource pools managed by the project manager, or from any resource pool when the RM_OVERRIDE_ASSIGNMENT_CONTROLS
parameter is set to TRUE.
Microsoft Project supports tracking and costing of both human and material resources. Project Management supports only human resources.
A project can contain resources that have not been assigned. In Microsoft Project, unassigned resources appear in some resource-centric project views but have little functional significance. In Project Management, unassigned resources are Project Management users listed in the staffing profile who have no task assignments.
In Project Management-controlled mode, resource mapping is determined by the Microsoft Project Integration policy settings. See Transferring PPM Information to Microsoft for more information.
In Microsoft Project-controlled mode and shared control mode, during synchronization, all assigned human resources in Microsoft Project are mapped automatically to defined users in Project Management. Automatic resource mapping is based on the following factors, in order of precedence:
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A match between the Microsoft Project resource name and the Project Management username.
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A match between the Microsoft Project resource name and the concatenation of the Project Management user's first and last name.
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A match between the Microsoft Project resource name and the concatenation of the Project Management user's last and first name.
Note: The order of precedence determines the mapping and the mapping process for a resource stops when a match is found. For example, when a resource name matches a Project Management user by username, the mapping process for that specific resource is stopped (no comparison is done by first/last or last/first names). The mapping process continues for the next resource name.
In general, the following should be taken into consideration:
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PPM does not automatically create users for unmatched resources. The project manager should note the list of unmatched resources and work with his system administrator to create these users.
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In Project Management, the mapping does not guarantee that all assigned resources are part of the staffing profile. If the staffing profile needs to be maintained, then this must be done manually.
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Material resources are not passed to Project Management.
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Microsoft Project does not allow commas in resource names.
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Automatic resource mapping is not always 100% successful. The integration allows you to manually map resources across applications, or intentionally unmap resources that are irrelevant or have been erroneously mapped. This manual adjustment occurs as part of the synchronization process or can be run from the PPM menu (see Manually map resources between applications and Manually Mapping Enterprise Resources Between Applications for more information).