Before You Begin:
Please note that the contents of this post apply to the following applications:
With the User Profile Import Web Part (included in PM Central), you can map and import bulk users and their profiles (phone, email, etc.) from the SharePoint User Information List to the Enterprise Resource Pool (ERP) and Contacts lists.
In addition, please be aware that, in SharePoint Foundation, the SharePoint User Information List stores all the users for a site collection. In SharePoint Server, the User Information List is synchronized with the User Profile. To access the SharePoint User Information List, which is a hidden list, you need to log in to your site and navigate to the list. You are able to do this via the following link:
http://<servername>/_layouts/people.aspx?MembershipGroupId=0
About This Article:
This article has two sections:
- User Project Import at the portfolio site
- User Profile Import at the project site
User Profile Import at the Portfolio Site
In the portfolio site, you can use User Profile Import to add a SharePoint User Information List to the Enterprise Resource Pool (ERP) list.
To achieve this, follow the steps below:
1. At the portfolio site, navigate to the Central Actions icon > PM Central Control Panel. Under the Resource Center section, select Resource Management and click on the User Profile Import tab.
2. On the User Profile Import tab, you will see the User Profile Import Web Part:
- In the tool pane, the following will be the default settings:
- Mapping fields: Certain fields in the ERP will be mapped to the SharePoint User Information List’s fields as shown below.
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- Select fields to display in the search results and Select fields for search condition: You will get fields conditions to search resources:
- From the Web Part’s interface, you will see fields that you can select in the tool pane, and you will search resources with these fields:
- Select fields to display in the search results and Select fields for search condition: You will get fields conditions to search resources:
- AND is used as the Search Criteria Joining Operator for the User Profile Web Part between the fields. For example, when entering the two fields Name and Department such as John Smith and Sales, the search is John Smith AND Sales.
3. Perform the user import using the User Profile Import Web Part.
- Input the applicable information for the resource(s) that you wish to import.
- Click on the Search button and select the checkbox next to the resource(s) that you wish to import.
- Click on Import User Profile.
- After you have clicked the Import User Profile button, a popup form will appear that requires you to input the Last Name for the resource(s) after the import has completed:
4. Resource will import to the Enterprise Resource Pool list.
- If you want to check to make sure that the resources were successfully imported to the ERP list, go to Central Actions and select PM Central Control Panel. Under Resource Center, click Resource Management. Your newly imported resources will be listed under the Enterprise Resource Pool tab:
User Profile Import at the Project Site
On the project site, you can use User Profile Import to add a SharePoint user’s information to your Contacts list.
To import resources using the User Profile Import tab, you need to edit the Resources column of this list and change Select resources from Resource Pool site to No.
Please be aware that, by default, user information will be copied down from the ERP list to the Contacts list. If you want to copy the user information from the SharePoint User Information List to the Contacts list, you will need to select No.
1. At the project site, navigate to the Central Actions icon and select Lists > Contacts list > Lists Settings. Select the Resource column:
2. In the Resource column properties, under Select resource from Resource Pool Site section, select the No radio button. Click OK:
3. At the project site, go to the Central Actions icon > PM Central Control Panel. Under the Resource Center section, select View Resource, and click on the User Profile Import tab:
4. Perform the user import using the User Profile Import Web Part.
In the tool pane, the default settings will have the same configuration as listed above for the portfolio site, with the only difference being that instead of connecting to the Enterprise Resource Pool list, you will want your destination list to be the Contacts list:
Next, perform the user import using the User Profile Import Web Part.
- Input the applicable information for the resource(s) that you wish to import.
- Click on the Search button and select the checkbox next to the resource(s) that you wish to import.
- Click on Import User Profile.
- After you have clicked the Import User Profile button, a popup form will appear that requires you to input the Last Name for the resource(s) after the import has completed:
5. Selected resource(s) will be imported into the Contacts list.
- If you want to check to make sure that the resources were successfully imported to the Contacts list, go to Central Actions and select PM Central Control Panel. Under Resource Center, click View Resource. Your newly imported resources will be listed under the Project Team Info tab:
