System Roles

Administrator

Resource Pool Administrator

System Parameters

Allow Multiple Links For an Assigned Pool

Linking Requested Resource Pools with Assigned Resource Pools

Resource Pool Administrators can associate a pool with a demand type set to requested-only with corresponding assigned pools. Establishing an association between a requested pool and an assigned pool allows Resource Planners to know which group of resources they can assign to certain requests. You can only create links between pools with demand types of requested-only or assigned-only.

Example Icon

Your company has a planning pool for "All Engineers in the USA" that contains a single general resource called "All Engineers in the USA." Your company also has many allocation pools that group engineer types (Electrical in USA, Civil in USA, Mechanical in USA). When a Project Manager makes a request using the All Engineers in the USA pool, a Resource Planner needs to know which allocation pools can fulfill that request.

To link pools together, the pools must have the following characteristics:

  • A requested-only pool can have only zero or one resource.
  • A requested-only pool can have links to multiple assigned-only pools.
  • An assigned-only pool can have only one link to a requested-only pool.
  • Both the requested-only pool and the assigned-only pool must have the same unit of measure.

To create a link between resource pools:

  1. From the Resource menu, select Pools.
  2. Create a new request-only pool or click the name of the request-only pool you want to modify.
  3. Ensure that Requested is the only check box selected in the Demand Type field.
  4. In the Related Pools field, click Edit to display a list of available assigned-only pools.
  5. Select one or more assigned-only pools and click OK.

To filter the available pools list, select the extended fields in the Filter by Pools field. Only assigned-only pools matching those extended field definitions display in the Available Pools list.

  1. Click Create to create a new pool or Apply to save changes to an existing pool.

Notes:   

  • To clear all links from a resource pool, display the pool and click Clear in the Related Pools field.
  • After establishing a link between pools, you cannot change the unit of measure or the demand type without first removing the link between the pools.
  • By default, an assigned-only pool can only be linked to one requested-only pool. If the Allow Multiple Links For an Assigned Pool system parameter is enabled, an assigned-only pool can be linked to more than one requested-only pool. Capacity calculations roll up to each parent, accordingly.

  • Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .

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