Viewing Resource Pools Page

The Resource Pools page provides a comprehensive, visual overview to view and manage resource pools. Resource Pools are groups of similar resource types. Administrators and Resource Pool Administrators can create and modify resource pools, including assigning each pool an owner (Resource Planner) who assigns demand to its resources. Resource pool types are defined and identified by the demand type that is assigned to the pool. How you group your resources into pools and how you manage your resource pools depends on the processes defined in your organization.

The Resource Pools page includes, but is not limited to, the following:

Field	Description
Name	The name of the resource pool. Click on this to view and manage a pool's details.
Status	The status of the resource pool. If the pool is ready for use in resource planning, a green text reading 'Active' is displayed. If the pool is being built for future use, or for any other reason this resource pool is not actively in use, a gray text reading 'Inactive' is displayed.
Owner	The owner of the resource pool. If a resource pool does not have an owner, any Resource Planner can modify demands for the pool.
Demand Type	The type of demand; requested, assigned, both, or none, for this pool to limit the pool's availability when creating new demands using the Resource Editor. When creating new demands using Resource Editor, Project Managers can only select resources from pools with a demand type of requested. These pools are considered planning pools and contain general resources.  Resource Planners can only select resources from pools they own with the demand type of assigned. Assigned pools are allocation pools, and contain specific resources, such as employees. Both demand types are selected by default. If both options in the Demand Type field are left deselected, existing demands for that pool are still viewable in Resource Editor; however, new demands cannot be created using the pool.
Unit of Measure	The units in which this resource is counted, such as FTE. Units of measure do not affect any calculations in Process Manager. However, if you are using Portfolio Optimizer to manage your project portfolio, there is an advantage to using the same unit of measure for all similar pools. Portfolio Optimizer will not show resource data unless all selected pools have the same unit of measure. See the Portfolio Optimizer Online Help for more details.
Additional Owners	Any additional pool owners who own and can manage the pool. A resource pool can have a primary owner and any number of additional secondary owners. Additional owners are assigned to a resource pool if more than one Resource Planner has ownership of a pool. Assigning multiple owners to a resource pool allows planners to share their workload, as well as establish a backup owner during their absence. Additional owners have the same capabilities as the primary pool owner.
Function	The default function used to assign a resource demand if an owner is not assigned to a deliverable or activity.
Availability	System calculated percentage of availability of resources for the ensuing months. Click on the carrot icon to the left of the resource pool name to view all resources listed under a pool. This value is calculated by the following equation: ((Capacity - Sum of all Assigned Demands) / Capacity) * 100% Click on the resource name to view further information on their availability.

You can also view resource capacity and manage resource attributes on the Resource Pools page. For more on this, see Viewing Resource Capacity & Managing Resource Attributes.

Manage Pool Details

The Pool Details page can be accessed by clicking on a resource pool's name. You can view and manage your pool details on the left of the screen, and view your pool's resources on the right.

This page includes, but is not limited to, the ability to:

• Edit pool details.

• Add owners or additional owners.

• Remove owners or additional owners.

• View resources in this pool.

• View resources' availability for the ensuing six months.

  • Additionally, when you hover over the availability percentage values, you can view their capacity and assigned work.