Create resource pools

Last update: October 11, 2024

CREATED FOR:

  • User

Resource pools are collections of users that help you manage resources easier in Adobe Workfront. For more information about resource pools, see Resource pools overview.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan

New: Any

or

Current: Pro or higher

Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations

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

Edit access to Projects, Templates, and Users

Object permissionsManage permissions for the projects, templates, and users that you want to associate the Resource Pools with

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create a Resource Pool

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Resourcing.

  2. Click Resource Pools in the left panel.

  3. Click New Resource Pool.

    Resource Pools

  4. Specify the following:

    NameThis is the name of the Resource Pool.
    DescriptionThis is a brief description about this Resource Pool. For example, you can specify for what purpose it should be used.
    Pool Members

    Add users to the Resource Pool individually.
    Or
    To add a large amount of users to the Resource Pool at one time. You can add one of the following entities associated with users or collection of users:

    • Teams: all members of the team are added to the Resource Pool.
    • Groups: all members of the group are added to the Resource Pool.
    • Roles: all users associated with that role are added to the Resource Pool.
    • Companies: all users in the company are added to the Resource Pool.

    Tip: You can only add active users, teams, roles, or companies.

    You might need to scroll down in the dialog to see all of the users in the Resource Pool.

    Note: If a user becomes a member of a group, team, company or is associated with a job role after the group, team, company or job role have been added to the Resource Pool, the new member is not automatically added to the Resource Pool.
    If a user belongs to the team, group, company, and job role you are adding, at the same time, the user is added only once to the Resource Pool.
    Users who are deactivated after having been added to the Resource Pool appear dimmed in the list of users and are marked as being deactivated.

  5. (Optional) Use the Undo link to remove the users added through a group, team, company or job role.

    NOTE
    There is no limit to how many users you can have in a Resource Pool. However, we recommend not adding too many users to a Resource Pool, as Resource Management could become a challenge otherwise. The list of users only shows the first 2,000 users in the Resource Pool, and they are listed alphabetically.

    Users added to Resource Pool

  6. (Optional) Click the X icon to the right of a user’s name to remove a user. For more information about removing users from a resource pool, see Remove users from resource pools.

  7. (Optional) Use the Search option to find a user in the Resource Pool.

  8. Click Create.

Previous pageResource pools overview
Next pageAssociate resource pools with projects and templates

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