Keeping resource pool generic... yet specific???

[zencalc]

Hi, I'm having a problem that I need a fresh set of synapses to work on. In project, (desktop 2000 version) I have set up a master resource pool that contains generic job-related resources, (ie. report analyst). In putting together my master project plan (a portfolio, per se) I can then forecast my job needs based on the projects' needs. However, I then cannot assign the task to a specific 'person' and still have it reflect back to that master resource view. I could use a text field, but would it be designated as a 'task' type, or 'resource' type?
Any help here would be appreciated. Thanks!
Brian

 

[PDQBach]

I tend to avoid Resource Pools (a variety of technical reasons).

I believe you'll need to put generic resources and real resources in the Resource Pool. Once you're happy with your forecast using generic resources then you'll have to go to the various tasks and change from the generic resource name to the specific resource name.

As I said ... I avoid Resource Pools.

 

[zencalc]

So, I'm curious then... how do most people try to forecast resource needs when managing their project portfolios?
I thinks its pretty much a given in these days, that for a business, there are no independent projects... especially when talking about the bottom line.
Thanks again,
Brian

 

[PDQBach]

I can't speak for everyone but ...

In various situations I've developed a variety of Excel macros that open up each project plan in turn, zip through the resources and assignments, consolidate the information and generate a forecast.

This _only_ works if you can force consistency in resource names (usually done by various internal mechanisms).

The others move to an Enterprise Project implementation (which brings with it a different set of issues).

My general experience is that most organizations (because they won't invest the effort) don't rigourously track resource needs and forecasting. I think that's a shame but it's difficult to convince many organizations of the benefits because people get assigned to projects and, when they are released get assigned to the next one on an ad hoc basis because the assignment is made to bring a "late and getting later" project back on track.

Other experiences, anyone?