Synchronize Resources

This job imports the project team from TPG ProjectPowerPack into MS Project Desktop. This ensures that project managers use the correct resources when planning.


▶ Before running the job, make sure your project is already linked to a TPG ProjectPowerPack project. To do this, enter the corresponding TPG PPP Project GUID in the project information (see Pre-defined Jobs).


When the job runs, TPG PSLink retrieves the following information from your TPG ProjectPowerPack project plan and assigns it to the resources in your MS Project desktop plan:

▪Project Team

▪Resource Type: Corporate Resource

▪Resource Type: Local Resource

▪For each corporate resource:

▪Availability

▪Non-working days

During the update, the system checks each entry against the defined matching criteria.

If the system cannot determine a unique assignment - either because no matching resource is available or because multiple possible matches are found - a dialog box appears.

In this dialog box, you can review the detected assignments, select the appropriate resource, or proceed to create a new resource.

EN-SyncResource_1

For each resource, you can select one of the following options:

➢Create as a new resource in the plan

➢Skip resource

➢Update existing resource

➢Select Confirm to update the resources in your MS Project Desktop plan.

➢Select Cancel if you want to exit the process without making any changes.


▶ The dialog box will reappear during subsequent updates as long as the data does not allow for a unique match. Prepare the data accordingly - for example, by removing duplicate resources or ensuring unique matches.


Resource Field Mapping

Resource Field Mapping determines how resource information from PPP is mapped to the resource fields in MS Project Desktop.

PPP

PPP internal Column Name

PPP internal Table Name

MS Project Desktop

Base Calender

tpg_basecalender

tpg_resourcepool

'Default' from PPP also maps to 'Standard'

 

otherwise an exact name mapping is tried. For PPP local resources, the MS Project Standard calendar is used.

 

Contact

tpg_contact

tpg_resourcepool

 

CoReSuite Id

tpg_csuid

tpg_resourcepool

 

Created By

createdby

tpg_projectteam

 

Created By (Delegate)

createdonbehalfby

tpg_projectteam

 

Created On

createdon

tpg_projectteam

 

Currency

transactioncurrencyid

tpg_projectteam

 

Department

tpg_dept

tpg_projectteam

Group

Department Name (Internal)

tpg_deptnameinternal

tpg_resourcepool

 

Earliest Availability

tpg_earliestavailability

tpg_resourcepool

 

Exchange Rate

exchangerate

tpg_projectteam

 

External Id

tpg_extid

tpg_resourcepool

 

External UID

tpg_external_uid

tpg_resourcepool

 

Image

tpg_imageurl

tpg_projectteam

 

Import Sequence Number

importsequencenumber

tpg_projectteam

 

Job Title

tpg_jobtitle

tpg_resourcepool

 

Last CoReSuite Sync

tpg_cslastsync

tpg_resourcepool

 

Latest Availability

tpg_latestavailability

tpg_resourcepool

 

Location

tpg_location

tpg_resourcepool

 

Max Units

tpg_maxunits

tpg_projectteam

MaxUnits

Modified By

modifiedby

tpg_projectteam

 

Modified By (Delegate)

modifiedonbehalfby

tpg_projectteam

 

Modified On

modifiedon

tpg_projectteam

 

Name

tpg_name

tpg_projectteam

Name

Owner

ownerid

tpg_projectteam

 

Owning Business Unit

owningbusinessunit

tpg_projectteam

 

Owning Team

owningteam

tpg_projectteam

 

Owning User

owninguser

tpg_projectteam

 

Record Created On

overriddencreatedon

tpg_projectteam

 

Resource

tpg_resourcepoolid

tpg_resourcepool

Text30

Resource Type

tpg_resourcetype

tpg_projectteam

Enterprise Generic

Skills

tpg_skills

tpg_resourcepool

 

Standard Rate

tpg_standardrate

tpg_projectteam

StandardRate

Standard Rate (Base)

tpg_standardrate_base

tpg_projectteam

 

Status

statecode

tpg_projectteam

 

Status Reason

statuscode

tpg_projectteam

 

Team Member

tpg_projectteamId

tpg_projectteam

Text29

Time Zone Rule Version Number

timezoneruleversionnumber

tpg_projectteam

 

User

tpg_user

tpg_resourcepool

 

User First Name

tpg_userfirstname

tpg_resourcepool

 

User Full Name

tpg_resourcename

tpg_resourcepool

 

User Image

tpg_userimage

tpg_resourcepool

 

User Last Name

tpg_userlastname

tpg_resourcepool

 

UTC Conversion Time Zone Code

utcconversiontimezonecode

tpg_projectteam

 

Version Number

versionnumber

tpg_projectteam

 

Availabilitys

The availabilitys of PPP enterprise resources are mapped to the resource availabilitys in MS Project Desktop. The corresponding maximum units are carried over.

If no availabilitys exist for a PPP enterprise resource, the corresponding availabilitys are also deleted from MS Project Desktop.

Non-Working Days

The non-working days for each PPP enterprise resource are imported into MS Project Desktop as exceptions in the resource calendar.

If there are no non-working days for a PPP enterprise resource, the corresponding exceptions are also deleted from the resource calendar in MS Project Desktop.

Job Configuration Template

The Job Configuration template for resource import defines how the project team is read from PPP, mapped, and imported into the MS Project desktop plan.


▶ You can obtain a template for job configuration from your TPG consultant.