Summary:
A resource name formula must be defined in the Microsoft Project Integration Manager (MSPI) for Web TimeSheet so that:

  • When you transfer users and resources between Project and Web TimeSheet, the Integration Manager can match each resource with the correct user.
  • If the Integration Manager is creating a new user in the destination application, it can determine what format to use when creating the new user’s details.

The Resource Name Formula determines the name format the Integration Manager will use to match resources and their corresponding users. You can create a custom name formula, or retain the default ($FirstName $LastName).
The format options are:
Allowed Formula Tag …………Web TimeSheet FIELD MAPPED TO
$FirstName………………………………..First Name
$LastName………………………………..Last Name
$LoginName………………………………Login Name
$Other ……………………………………..Does not map

At minimum, the formula must include either $LoginName or both $FirstName and $LastName.Use the $Other tag to represent any other text in the resource name that does not correspond to anything in Web TimeSheet. You may also include non-text special characters (such as . , ( ) { } [ ] *) that do not map to anything in Web TimeSheet.

Note: When transferring data from Microsoft Project to Web TimeSheet, ensure that you use the same resource name mapping formula. If a resource who was previously transferred to Web TimeSheet is transferred again using a different resource name mapping formula, the user will be duplicated in Web TimeSheet using the new name format.