Manually Mapping Enterprise Resources Between Applications

During synchronization with a Microsoft Project enterprise project, Microsoft Project resources (both enterprise and local) are automatically mapped to PPM resources. Automatic resource mapping occurs upon the first synchronization or (during synchronization) when a new resource has been added to Microsoft Project. You can also manually map resources. See Planned Information for more information about automatic resource mapping. See How to Manually Map Resources for information on how to manually map resources.

When mapping or unmapping enterprise resources, consider the following:

  • The list of project participants includes resources, the project manager, stakeholders, and summary task owners.

  • Project Management resources that are listed are users who are resources in a resource pool that the current user manages, resources in the project's staffing profile, or resources in any resource pool when the RM_OVERRIDE_ASSIGNMENT_CONTROLS parameter is set to TRUE.

  • Some Microsoft Project resources may not be automatically mapped to a Project Management resource. There are two types of unmapped resources. The first type is one that cannot be automatically mapped by the Plug-in for PPM and have a question mark in each PPM resource column. The second type is one that is intentionally set as unmapped and have empty fields in each PPM resource column.

  • You can leave some resources intentionally unmapped. In this case, the effort associated with those resources will appear as unassigned effort on the task in Project Management.

  • You can map a single Project Management resource to more than one Microsoft local resource. However, these Microsoft Project resources cannot be assigned to the same task.

  • You can map a Project Management resource to both a Microsoft local resource and a Microsoft enterprise resource in a Microsoft enterprise project.

  • You can map a Project Management resource to only one Microsoft enterprise resource.

  • In order to map and edit the mapping of Microsoft Project enterprise resources, you must have the Create MSPS Resource Mapping and Edit MSPS Resource Mapping access grants in PPM. See Access Grants for Mapping Enterprise Resources for more information.

  • Both Microsoft enterprise resources and PPM resources are shared across the enterprise. Microsoft local resources are not shared. Once a Microsoft enterprise resource is mapped to a PPM resource, the mapping is also shared across the enterprise and may be shared among multiple enterprise projects. When remapping an enterprise resource, remember that any change may affect multiple enterprise projects.

For instructions on how to manually map resources, see How to Manually Map Resources.

Differences in the Mapping Resources Dialog when Mapping Enterprise Resources

When mapping Microsoft enterprise resources, differences in the Mapping Resources dialog are as follows:

  • Icons for enterprise resources (mapped and unmapped enterprise resources) are differentiated from local resources with a red square around the icon.

  • A new column, Enterprise, is displayed in the table and specifies if the resource is or is not an enterprise resource (the project must be an enterprise project and Microsoft Project must be connected to the Microsoft Project server in order for this column to display).

Access Grants for Mapping Enterprise Resources

In order to map and edit the mapping of Project Management resources to Microsoft enterprise resources, a user must have the appropriate access grants, as described in Table 10-12. Mapping Microsoft enterprise resources access grants.

Table 10-12. Mapping Microsoft enterprise resources access grants

Access Grant

Description

Create MSPS Resource Mapping

Allows the user to do the following:

  • Create a new mapping between a Project Management resource and a Microsoft Project enterprise resource.

Edit MSPS Resource Mapping

Allows the user to do the following:

  • Edit the mapping between a Project Management resource and a Microsoft Project enterprise resource.

  • Unmap a Project Management resource from a Microsoft Project enterprise resource.

The Create/Edit MSPS Resource Mapping access grants are automatically given to the following security groups:

  • PPM All Access Grants

  • PPM Project Manager