Resources → 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. Any member of the Resource Managers security role can modify resources. The nodes on the Resource Breakdown Structure (RBS) are the individual resource teams. Individual resource are the leaf nodes in the resource breakdown structure, although the resources pane does not display the individual resources. In the Resource Pool, Resource Allocations, Resource Assignments, and Demand vs Capacity tabs, individual resources are displayed in the view pane.
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 resource calendars in the lower pane.
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.
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.
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.
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.
If a resource isn't needed in the resource pool, it can be deleted.
Open the Move Resources dialog box to move a resource or a resource team to a different location in the Resource Breakdown Structure (RBS).
Resources can be viewed from the Resource Pool tab in the Resources module.
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