Try It!

The External Project and Task synchronization process will create External Resources for each team member defined in the synchronized external projects.  Multiple external resources can be associated to a single named resource to ensure that all the work is tracked and that resource capacity and demand is managed across all active projects in the organization. 


To associate external resources to named resources:

1. Ensure that you are in the Resources area and click Resources in the Resources section.
   
   
2. Apply a filter using the Resource Type column heading to display External resources only
   
   
3. Select the appropriate external resource from the list by clicking on the resource name.
   
   
4. In the Related Resource people picker field, search for and select the appropriate named resource in Sensei IQ.
   
   
5. Finally, click the Save and Close button from the ribbon to keep the changes applied to the external resource record
   
   
6. Select the Project Schedule source and External Project (if appropriate)
   
   
7. Repeat this process until all external resources created by task synchronization process are associated with the appropriate Sensei IQ named resources to ensure effective enterprise resource capacity management.

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}