Add enterprise resources in MS Project Server

Contents:

1. Add an enterprise resource in the MS Project Server
2. Add enterprise resources in MS Project Pro
3. Creating a resource breakdown structure (RBS) column in MS Project Pro Server

Add an enterprise resource in the MS Project Server

You can add three type of enterprise resources in the MS Project Server:

• Work. For this type resource you have pay for a hour.
• Material. For this resource type you have to pay per unit.
• Cost. For this type of resource, you must specify costs.

Steps to creat an enterprise resource in the Project:

1. Open MS Project Server.
2. Click the "Resources" item in the left menu.
3. Click the "RESURCES" item in the top menu.
4. Click the "New" button in the "Resources" block.
5. Choose the resource type in the field "Type".
6. If its budget resource click the "Budget" box.
7. If you click the "Generic" box you will describe the generic resource.
8. Enter the resource name in the field "Display Name".
9. Select the RBS level to the resource in the "RBS:" field.
10. You can add shot name in the "Initials:" field.
11. Choose the resource calendar in the "Base Calendar:" field.
12. Set up the resource booking type in the "Default Booking Type:" field.
13. You can set the resource latest available date the "Latest Available:" field.

13. Choose the resource department name in the "Resource Departments:" field.

14. You can set the resource group in the "Group" field.

15. You can set the resource code in the "Code:" field.

16. You can set the resource cost type in the "Cost type:" field.

17. To save click the "Save" button.

Add enterprise resources in MS Project Pro

Steps to add enterprise resources in MS Project Pro:

1. Open MS Project Server.
2. Click the "Resources" item in the left menu.
3. Click the "RESURCES" item in the top menu.
4. Click the "Open" button in the "Resources" block.
5. Add resources in MS Project Pro. (Read more "Add resources in MS Project Pro")

Creating a resource breakdown structure (RBS) column in MS Project Pro Server

You can use the enterprise resource breakdown structure (RBS) column for filter and group. You must define the look table to the enterprise resource breakdown structure.

Steps to set up the look table to the enterprise resource breakdown structure in MS Project Server:

1. Click the "Server Settings" item in the left menu.
2. Click the "Enterprise Custom Fields and Lookup Tables" item in the "Enterprise Data" block.
3. Click the "RBS" in the "Lookup Table" column.
4. You can set multi level outline, add more values of the code mask table. Set up the code mask values:
   1. Set the character type for each level.
   2. Set the length of level values.
   3. Set the type a separator. 
5. Add vlues to the lookup table:
   • Enter the table values in the "Value" column.
   • If you want, you can add the description in the "Description" column.
6. Click the "Save" button.