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Project Server Experts Community Site > Project Server FAQ KnowledgeBase > DeleteResourceThatIsAssignmentOwner  


How can I delete a resource that is an Assignment Owner?



Microsoft Project Server Frequently Asked Questions (FAQs): Overview



Microsoft Project Server Frequently Asked Questions (FAQs): Details

Background Information

Project Server 2007 allows the Project Server administrator to set up a proxy, such as an administrative assistant, to enter task progress on behalf of designated team members across all projects. If you do not need this functionality for all projects, Project Server 2007 also allows individual project managers to specify a proxy on a project-by-project basis. In either situation, we refer to the proxy as the Assignment Owner for tasks assigned to the designated team members.

Refer to the following FAQ for the steps needed to set up a proxy to enter progress for team members:

Create a Proxy to Enter Task Progress for Team Members

After setting up a proxy to enter progress on behalf of team members, Project Server 2007 displays the team members’ tasks on the My Tasks page for the designated proxy. Because the proxy must report progress on behalf of the designated team members, Project Server 2007 does not allow the Project Server administrator to delete any user that is also an Assignment Manager for at least one resource. Therefore, before you can delete a user, you must first remove the user as an Assignment Owner, either globally or on a project-by-project basis.

Solution

To determine if the resource in question is the Default Assignment Owner for tasks assigned to specific resources across all projects globally, you need to do the following:

1.  Navigate to the Resource Center in Project Web Access.

2.  Click the View pick list and select the All Resources view.

3.  Click the Settings menu button and select the Filter option.

4.  In the Filter pane, select the AutoFilter option checkbox.

5.  In the Resource Center data grid, scroll to the right until you can see the Default Assignment Owner field.

6.  In the Default Assignment Owner field header, click the AutoFilter pick list button.

7.  In the list of names on the AutoFilter pick list, select the name of the user you want to delete.

8.  If you see the user listed as the Default Assignment Owner for anyone other than him/herself, select the option checkbox to the left of those resources.

9.  Write down the names of the resources for whom the user is the Default Assignment Owner.

If the user is only his/her own Default Assignment Owner, you do not need to complete the remaining set of steps in this first section.

10.  Click the Edit Details button.

11.  For each resource you selected in step #8, select someone else as the Default Assignment Owner (including the selected resource), and then click the Save and Continue button or the Save button.

If step #8 above revealed the names of resources for whom the user is the Default Assignment Owner, you need to determine in which projects the resources are assigned to tasks. Complete the following steps in the Resource Center:

1.  Make sure the option checkboxes are still selected for the resources from step #8.

2.  Click the View Assignments button.

Below each resource's name, you will see a list of projects to which the resource is assigned.

3.  Write down the names of the projects to which each resource is assigned.

After completing the second set of steps, you will also need to do the following steps as well:

1.  Using the list of projects you wrote down in step #3 in the second set of steps, open each of these enterprise projects in the Project Server database.

2.  Apply the Resource Usage view.

3.  Right click on the Work column header and select the Insert Column item from the shortcut menu.

4.  Select the Assignment Owner field and then click the OK button.

5.  In the list of resources shown in the Resource Usage, find the resources you located in step #9 in the first set of steps.

6.  Change the Assignment Owner to someone other than the user (inlcuding the name of the resource assigned to the task).

7.  Save the project and publish the latest schedule changes.

Completing all of the above steps completely removes the user as an Assignment Owner, and now Project Server 2007 will allow you to delete the user from the Project Server database.

 

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About FAQs

Microsoft Project Server Frequently Asked Questions (FAQs) provide information about Microsoft Project Server 2002, Microsoft Project Server 2003, Microsoft Project Server 2007, and Microsoft Project Server 2010.

Topics include common errors and the Project Server queue, project manager and resource manager approvals, enterprise calendars, enterprise custom fields, enterprise projects and the enterprise resource pool, user access, reports and OLAP analysis, resource work, project costing, task progress reporting and timesheets, Project Web Access (PWA) and Project Professional, check-out check-in and the local cache, saving and publishing, and issues risks deliverables documents and project workspaces.

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