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Hide internal resource names before sending .mpp to client

Hide internal resource names before sending .mpp to client

Hide internal resource names before sending .mpp to client

(OP)

(cross posted on Microsoft Answers)
Hi,

I've put a plan together with internal resources identified for each of the tasks.

I don't want my client to know how many resources are working on the project. So I want to keep the tasks generic and have high level resource names assigned ("client" and "vendor", for example).

But, if I replace all the internal names with "vendor", it changes the plan because of resource leveling and changes the schedule entirely.

I want to keep the plan as is, but I need to protect private (internal) information before sharing the plan with the client.

Any suggestions for doing this?

Thanks!

RE: Hide internal resource names before sending .mpp to client

Just a few ideas: screen shots, save as PDF, export to Excel and manipulate outside resource leveling. Does the client need a MS Project file? Or just the relevant info? You could also consider "turning off" resource leveling before changing the resource names. Naturally, in all of these circumstances, do it with a copy of your main plan. We always need backup/backout options. smile

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