Manage Resource Pools

Build resource pools to organize managed project enterprise labor resources in hierarchical relationships. You group resources logically for the purposes of staffing and managing resources, and reporting on utilization.

You can review the resource pool details, change the resource pool hierarchy, and move resources from one resource pool to another.

Click Navigator > Setup and Maintenance, and search for the Manage Resource Pools task.
Click the Manage Resource Pools link.
On the Manage Resource Pools page, click Expand next to the All Resources folder.
- The pools named All Resources and Resources with No Pool Memberships are predefined. The All Resources pool is always at the top of the resource pool hierarchy.
- The Resources with No Pool Memberships pool is the default pool for new resources.
To view the details of a resource pool:
1. Place your cursor over a resource pool to view the name of the pool owner.
2. Select the resource pool to view the members of the resource pool in the Resource Pool Members section.
Resource pool hierarchies represent how the organization manages and reports on resources. For example, resource pools can group resources in a hierarchy by geographic locations, cost centers, skill sets, or primary project roles. To change the resource pool hierarchy by moving a pool to another hierarchy:
1. Select the resource pool.
2. Click Move Resource Pool. You can also drag and drop a pool from one hierarchy to another.
3. In the Move Resource Pool secondary window, select from the Target Parent Resource Pool choice list.
4. Click Save and Close.
To move a resource to another resource pool:
1. Select the resource pool in the Resource Pool section.
2. In the Resource Pool Members section, select the member.
3. Click Move Resources. You can also drag and drop a member from one pool to another.
4. In the Move Resources secondary window, select the target pool from the Target Resource Pool choice list.
5. Click Save and Close.