Associate resource pools with projects and templates

Last update: Thu May 18 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Resource Management

CREATED FOR:

User

Resource pools are collections of users what help you manage resources in Adobe Workfront.

After you create resource pools, you can associate them with projects or templates so you can later budget your resources on the projects.

We recommend that you create your resource pools in advance, associate them with projects, and budget your resources before the project starts.

For information about resource pools, see Resource pools overview.

For information about creating resource pools, see Create resource pools.

Access requirements

You must have the following:

Adobe Workfront plan*

Pro and higher

Adobe Workfront license*

Plan

Access level configurations*

Edit access to Resource Management that includes access to Manage Resource Pools

Edit access to Projects, Templates, and Users

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Manage permissions for the projects, templates, and users you associate the resource pools with

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Associate resource pools with one project or template

You can associate resource pools with a template in the same manner you associate resource pools with a project. This article describes how you can associate resource pools with projects.

Go to a project and click the More icon next to the project name, then click Edit.
Click Project Settings.
Start typing the name of a resource pool in the Resource Pools field, then select it from the list when it appears.
You can associate multiple resource pools with one project or template.
Click Save.

For more information about how to edit a project and associate it with resource pools, see Edit projects.

For more information about how to edit a template and associate it with resource pools, see Edit project templates.

Associate resource pools with several projects or templates in bulk

You can edit multiple projects or templates in bulk and associate the same resource pools with all of them at the same time.

You can associate resource pools with templates in the same manner you associate resource pools with projects.

To associate resource pools with several projects in bulk:

Go to a list of projects.
Select multiple projects, then click the Edit icon at the top of the list.
Click Settings.

Start typing the name of a resource pool in the Resource Pools field, then select it from the list when it appears.
You can associate multiple resource pools with the projects or templates.

note note
NOTE
When you edit templates in bulk, only the resource pools that are common to all the templates selected appear in this field. If the templates selected have no shared resource pools, this field is empty. The resource pools you specify here overwrite the individual resource pools of the projects or templates. When you edit projects in bulk, there is a “Multiple values” indicator if the selected projects have different resource pools. If you add resource pools in bulk for projects, all the pools are added to the selected project, overwriting the original resource pools.

note note

NOTE

When you edit templates in bulk, only the resource pools that are common to all the templates selected appear in this field. If the templates selected have no shared resource pools, this field is empty. The resource pools you specify here overwrite the individual resource pools of the projects or templates.
When you edit projects in bulk, there is a “Multiple values” indicator if the selected projects have different resource pools. If you add resource pools in bulk for projects, all the pools are added to the selected project, overwriting the original resource pools.

Click Save Changes.
When your resource pools are associated with your projects or your templates, you can budget user allocations for your projects inside the Resource Planner.
For more information about the Resource Planner, see Resource Planner overview.

For more information about how to edit projects in bulk, see the “Edit projects in bulk” section in Edit projects.

For more information about how to edit templates in bulk, see the “Edit templates in bulk” section in Edit project templates.

recommendation-more-help

5f00cc6b-2202-40d6-bcd0-3ee0c2316b43