Changing Resource Type

Hi Matt,

The resource that you’re trying to change is currently assigned to your active project. You need to unlink it first before you can change from labor to non-labor. Another way to do this is to create a new resource and assigned it to your activities or task. If the resources are assigned to multiple activities, the fastest method is to export it to excel using resource assignment and import it again. If you need step by step method please let me know so I can assist you.

Regards,
Rodel

Hi Rodel,

Have tried to change the resources by exporting to excel and importing back again and when I do P3e crashes!

Thanks,

Matt

Matt,

I believe you done it in a wrong way. Like what I said if you need assistance, let me know.

Anyway, below are the correct steps of export/ import method to change your resources type.

Exporting resources to excel:
1) Open the project that you wanted to change the resources type.
2) Click the resources icon on the left side of your monitor or select Enterprise-> Resources
3) Add new resources to be use for your nonlabor resources and select nonlabor on detail tab.
4) Assign this resource to one activities that you wanted to change the resources type
Note: If you are sure that the existing resources to be change are not assigned to other active projects then you can ignore step 2, 3 & 4.
5) Select File-> Export-> Spreadsheet - (XLS) and click Next
6) On Export Type tick Resource Assignments and click Next
7) Tick the Export tick box of the project you want to export and click Next
8) On Select Template click Add and rename your template for future use
9) If the resources that need to change have budget units & cost and have actuals include them on your data to import and activity name if necessary, otherwise accept the default.
10) Select Filter tab and click Add
11) Rename your Filter for future use
12) Select Resource ID Name that you wanted to change. If you assigned new resources as I mentioned on step 3 & 4, include that resources on your filter for your reference of format or data to copy on the rest of the resources you need to change and click OK then click Next.
13) On Select XLS File click and change the destination directory and filename so you can found it easily when modifying the data then click Next and Finish.
14) Open your exported excel file and you should have two tabs or sheets correspond to “TASKRSRC” and “USERDATA”
15) On the last column of sheet “TASKRSC” under “Delete This Row” headers enter letter D from first activity to the last activity.
Note: “D” is a delete flag to delete the existing data on your P3e project
16) Save as your excel file to a new name so you can import it back to P3e project
17) Assuming that you have not close your P3e program, activate P3e window and Select File-> Import-> Spreadsheet - (XLS) and click Next
18) Select the new excel file that you just modified and click Next
19) Tick Resource Assignments and click Next
20) Click Import To column and select the active project that required changes and click Next then Finish.
Note: That deletes all existing resources assigned to activities filtered to change
21) If you ignore the steps 2,3 & 4 and you are sure that the existing resources that need to change the resources type are not attached to other active project you can change the resources type from labor to nonlabor.
22) Open again the previous exported excel files and change the Resource ID column to new nonlabor resources.
Note: If you follow the steps 4 you may locate your new nonlabor resource and copy across to all the data needs to be replaced. If you ignore steps 2,3 & 4 and follow step 21 then you don’t need to change your Resource ID but you need to change the Resources Type column from Labor to Nonlabor although all those column having this (*) are not changeable data. Meaning what ever you have or setup on the system because it sits on different table on the PMDB database. If you have doubt just delete all column having (*) and save.

23) Follow steps 17 to 20 to import.

You should have new nonlabor resources assigned to your activities.

Let me know how you go to help you further.

Regards,
Rodel

Rodel,

Thanks for the reply.

The method you highlighted above pointed out the error I was making.

I was unaware about the delete flag, and was also unaware that I needed to delete the resource and reassign rather than just change the name within excel.

Thanks again for the help!

Matt