Pwa Team Assignment Pool

I have a customer who wanted to be able to assign project plan tasks to a team resource, then have the actual users self assign those tasks from My Tasks in PWA.  What she was asking for is called team assignment pooling.

You can use teams to pool assignments under a single resource where they can be later reassigned to other resources. For example, you could create a team resource named "Development" to which you assign software development tasks. By assigning this resource to the Development team and selecting the Team Assignment Pool check box, you enable other users on the Development team to see any tasks assigned to the Development resource and to accept the assignments in PWA. You could also select Team Assignment Pool for a team lead and have all assignments go through that person for distribution to team members.

Here's how you go about setting this up...

Setup the lookup table and custom field.
1. As an administrator, go to PWA > Server Settings > Enterprise Custom Fields. 
2. Create a custom lookup table called Team Name and populate it with the team names that you want to use.  In this example, I used “Team 1 DEV”.  You might use DEV Team 1, DEV Team 2, etc.  Try to avoid using managers' names in the team names because they will change every so often.
3. Edit the Team Name custom field to use the new Team Name lookup table.  You will be asked if you want to make the association permanent; you do.

Configure users.
4. As an administrator, go to PWA > Server Settings > Manager Users.
5. Edit user account.
6. In Team Details section, check the Team Assignment Pool box and select "Team 1 DEV". 
7. Repeat for any other users on Team 1 DEV.  Additionally, you can make these edits from Resource Center by multi-selecting and choosing to Edit Resource or clicking Open in the Editing group of the Resources ribbon.

Create team assignment pool resource.
8. While in Manage Users, create a Work resource called "Team 1 DEV Resource" and set its Team Details field to Team 1 DEV in the same manner.

Create project plan
9. Create project plan in Project Pro.
10. Build Team from Enterprise and add Team 1 DEV and the resource who are part of Team 1 DEV.
11. Assign appropriate tasks to Team 1 DEV Resource user.
12. Save and publish.

User Actions
13. Log into PWA as a regular user.
14. Go to Tasks.
15. From the Tasks ribbon, click Insert Team Tasks.
16. Select the checkbox for the task you will assign yourself to.
17. Click Assign to Me from the Tasks group on the Tasks ribbon.
18. Click Tasks in Quick Launch.
19. The new task is self assigned to the user.

Team Details section.

Background Information

The Team resource was a new feature of Project Server 2007 and continues to be available in Project Server 2010 as well. When a project manager assigns a Team resource to tasks in an enterprise project and publishes the project, the system displays the task assignments on the Team Tasks page for every user that is a part of the team. Each team member can navigate to this page in PWA and self-assign the team task to him/herself. At this point, the team task disappears from the Team Tasks page for every other member of that team.

Resolution for Project Server 2007

To create a Team resource in Project Server 2007, the Project Server administrator must complete the following steps:

1.  Create a Team Names lookup table in Project Web Access, build the code mask, populate the Lookup Table with names of your organization’s teams, and then save it.

2.  Modify the Team Name built-in enterprise field, attach it to the Team Names lookup table, and then save it.

3.  Launch Project Professional 2007 and log into Project Server with administrator permissions.

4.  Click Tools - Enterprise Options - Open Enterprise Resource Pool.

5.  In the Resource Center page in PWA, select the checkboxes for the names of the people who server as members of dedicated project teams and then click the Open button.

6.  In the Resource Sheet view in Project Professional 2007, type the name of your new Team resource. For example, for a team of dedicated DBA’s, you might name the team DBA Team 1.

7.  Double-click the name of the new Team resource, select the Generic option in the Resource Information dialog, and then click the OK button.

8.  For the new Team resource, specify any other standard information, as needed.

9.  Right-click on the Type column header, select the Insert Column item on the shortcut menu, and insert the Team Assignment Pool column.

10. In the Team Assignment Pool column, set the value to Yes foronlythe new Team resource. This step indicates to Project Server 2007 that this new resource is actually a Team resource.

11. Right-click on the Team Assignment Pool column header and hide the Team Assignment Pool column.

12.  Right-click on the Type column header and then insert the Team Name column.

13. Select the correct team name in the Team Name field for the new Team resource and for each of the human resources that are part of the designated team.

14. Save and close the Enterprise Resource Pool.

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