Modules and Views → Resources → Resource Pool

Resource Pool

You can use the Resource Pool tab to create resources, organize resource teams and manage the resources in them, and to track and update an individual resource's skills. The nodes on the resource hierarchy are the individual resource teams.

The upper pane of the Resource Pool tab is used by a resource manager to display resources, their roles, and the skills associated with them. Select a resource team. The default column shown for resources is: Name. Click the plus symbol next to a resource name to view the list of resource roles and skills associated with that resource. You can add additional columns to the upper pane by clicking the Properties button. Use the Filters tab to select specific resources. Use the Organize tab to sort and group resources.

The lower pane of the Resource Pool tab is used to view and modify a resource's details. Select a resource in the upper pane to view details, resource roles, and calendars in the lower pane.

Adding a resource

A new resource can be added. When a new resource is created, that resource is not assigned to a user account, is not assigned to a license, and is inactive. To assign a license and activate the account, please contact your administrator.

To add a resource
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. Click New Resource.
  4. In the New Resource dialog box, type the first name, last name, user name, email address, and contact information for the new resource.
  5. Enter starting and ending dates for the resource.
  6. Select the resource type from the Resource Type drop-down.
  7. Click OK. The resource will be inactive until a license is assigned to the user account. Please work with an administrator to assign a license to the new resource.

Adding a resource role

You can associate a resources role to a resource. From the Resource Pool view, select a resource. In the lower pane, choose the Resource Role tab.

To add a resource role to a resource
  1. Open the Resources module.
  2. Select the Resource Pool, Allocations, or Assignments tab.
  3. Select a resource.
  4. In the lower pane, select the Resource Roles tab.
  5. Under Available Resource Roles, select a role and click Add.
  6. Click Save. Confirm.

Adding a resource from a user account

In order for a resource to be assigned to tasks, report time against those tasks, manage projects, manage resources, or otherwise perform work against items, that resource must also have a user account. If your administrator has imported resources, when you add a new resource, they may already have a user account. Use the New Resource from User option to create a new resource based on an existing user account.

To add a resource who already has a user account
  1. Open the Resources module.
  2. Right-click the navigation tree and select New Resource from User to create a new resource based on an existing user account.
  3. In the New Resource from User dialog box, select a user.
  4. Click Save. The resource will be an active resource.

Applying security to a team

When you create a resource team you can determine who has access to the resource team, and what they can do with the resource team and individual resources. Resource team security is defined on the Resource Team Properties page. To define resource team security for a resource team, security groups and/or users are assigned to specific security roles on the resource team. The security roles determine the permissions the members of a security group or individual users have for the resource team and its resources.

To apply security to a resource team
  1. Open the Resources module.
  2. Select a resource team in the resources tree, right-click and select Resource Team Properties to open the Resource Team Properties dialog box
  3. On the Role Assignments tab, from the Group / User drop-down, select a security role.
  4. Select a security role and click Add.
  5. Click OK.

Deleting a resource

If a resource isn't needed in the resource pool, it can be deleted.

To delete a resource
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. Select a resource team.
  4. Select a resource and click Delete.

Moving a resource

Open the Move Resources dialog box to move a resource or a resource team to a different location in the resource hierarchy.

To move a resource
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. Select a resource team.
  4. Select a resource.
  5. Click Move/Copy.
  6. In the Move Resources dialog box, click a resource team into which the resource will move.
  7. Click OK.

Viewing a resource

Resources can be viewed from the Resource Pool tab in the Resources module.

To view a resource
  1. Open the Resources module.
  2. Select the Resource Pool, Allocations, or Assignments tab.
  3. Select a resource team from the resources tree.
  4. Click the resource you want to view. The resource's details appear in the lower pane.