Assigning resources to pools

Resource managers can group resources that have similar attributes, such as geographical locations, skills, or competencies, and assign the resources to one or more pools. After a resource is assigned to a pool, the resource is available across projects.

Before you begin

Use the Pools viewlet to perform this task. In the navigation bar, click Resources, and click the Pools tab.

About this task

To assign a resource to a pool:

Procedure

  1. Open the Pools viewlet. The viewlet displays the pools that exist in the database.
  2. Select a pool and click Add.
    1. In the Select User window, enter a name. You can also search for a resource by using wildcards.
    2. Select the matching user.
    3. Click Add & Close.
      Tip: To add multiple resources to the pool, continuously select a resource and click Add; then click Close.
  3. Click Save. After you assign a user to a pool, you can verify the assignment by clicking the user in User Management of Administration area; then clicking Project Management.

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