How do I create a resource pool?

With PowerSteering managers have the ability to create logical groups of users and then draw upon those groups when allocating work. Once users have been assigned to a resource pool, managers can use those pools in conjunction with Resource Planning in order to find the best fit for project task requirements. This article describes how to create a resource pool.

1. Click Resource Pool

Click Resource Pool
  1. Click the Review button on the Icon Bar.
  2. Click User Management to expand the menu, then click Resource Pool.

2. Click Add New

  • Click Add New.

3. Enter Resource Pool Details

  1. In the Name field, enter a name for your resource pool.
  2. In the Description field, enter a description of your resource pool (optional).
  3. Enter or select additional information as needed.
  4. In the Find field enter one or more letters of the user's name, then click Go.
  5. From the results list, drag and drop users into the Members section.
  6. Click Save Changes.

4. View Resource Pool

  • View newly created resource pool.

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