Project and Portfolio Management Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

Resource who changed pools is showing old resource pool

Highlighted
mmwehner
Acclaimed Contributor

Resource who changed pools is showing old resource pool

Hi,

Our org is going through some redesign, so had to move resources from 1 pool to another. Many resources will maintain their current project assignments, but there is a need to see those allocations against their NEW pools as of the effective date of their move. So say I add a resource to his new pool, effective 7/1/12, and then split the staffing position into 2 pools (with demand between the old and new pools ending/starting in July 2012). When I try to assign the resource to the 2nd part of the position, it still shows his old pool and not the new one. Any hints on how to get it to show the old pool in the first half of the assignment, and new pool in the 2nd half?

Note, if I try to do this AFTER the transition, it works OK, but mgt would like to see it beforehand.

Thanks.

2 REPLIES
Erik Cole
Honored Contributor

Re: Resource who changed pools is showing old resource pool

See picture below...when Kristin moved from the PMO to Engineering...

(1) PMO zeroed out her allocation beyond the move date
(2) PMO forwarded that (now) unmet demand to the new pool
(3) moved her into the new pool
(4) created a new assignment for her under the new pool

 

mmwehner
Acclaimed Contributor

Re: Resource who changed pools is showing old resource pool

Thanks, Erik. I'll try that.

//Add this to "OnDomLoad" event