Criteria for associating users with a Resource Pool

There are several ways to structure your Resource Pools.

We recommend the following approaches:

  • You can have all the users in the same Resource Pool belong to the same team.

    For example, if you want all the users of a Marketing team to be available for a project, you would want a Marketing Resource Pool where you would add all the users in that team. You can then associate the Marketing Resource Pool with the projects the members of that team are assigned to.

  • You can have all the users in the same Resource Pool fulfill similar roles, especially if the roles are in high demand and must be budgeted separately.

    For example, you may have external resources that work as Consultants that you want to have available for a project from time to time. You can create a Resource Pool for Consultants that you can attach to your projects, where you can place both users that are internal or external Consultants.

  • You can also create Resource Pools by department or cost center.

  • We do not recommend adding all users in the system to one Resource Pools if you have a large number of users, or if you manage resources for a large number of projects at a time.

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