Mapping Resources 19 CHAPTER 4 Mapping Resources A resource name formula must be defined in the Integration Manager so that: • When you transfer users and resources between Project and Web TimeSheet, the Integration Man- ager can match each resource with the correct user. • If the Integration Manager is creating a new userin the destination application, it can determine what format to use when creating the new user’s details. You can set the resource name formula and other resource transfer settings via the Resource Mapping tab, using the fields outlined below. Setting the Resources Options Resource Name Formula Use this field to specify the resource name formula. This 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: 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. Create a new user in Web TimeSheet if user does not exist If a resource you are transferring from Project does not yet exist in Web TimeSheet, you can choose to cre- ate that user in Web TimeSheet. You must have permission to add new users in Web TimeSheet to carry out this transfer. We recommend selecting this option: • To ensure that all necessary information is transferred during the update process • To prevent update delays while you wait for the necessary information to be added. Allowed Formula Tag... Web TimeSheet field mapped to... $FirstName First Name $LastName Last Name $LoginName Login Name $Other** Does not map. When transferring 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.