Resource Pool Details

With this function, you can display or change the attributes of the resource pool in the Portfolio and Project Administration context.

Note Note

If the resource pool is already locked by some other user, then the current user cannot edit the resource pool.

End of the note.

You choose Portfolio and Project Administration Resource Management and ensure that the Resource Pools radio button is selected.

By clicking the resource pool ID, you can open the resource pool details to display the following:

Field	Status	Explanation
Name	Mandatory	Name of the pool entered as alphanumeric characters. You can edit the name if required.
ID	Display Only	A unique identifier that cannot be modified.

On the Resources view, you can do the following:

Choose Show All Resources to display a list of all resources that meet the filter criteria outlined in the table, for example, Location and Organization Unit.
Remove a resource and filter criterion, by selecting the corresponding row in the table and choosing Remove.

Add resources according to the filter criteria. The following criteria can be entered in the Add Resources By list:

Category	Action to add a criterion
Location	Search for resources by location and add them to the pool.
Organizational Unit	Search for resources by organizational unit and add them to the pool.
Team	Search for and select teams. This allows you to add all resources in a team to the pool.
Category > Sub Category	Search for the subcategory and include all resources matching the subcategory in the pool.
Role Function	Search for and select role functions. This allows you to filter all resources by role function.
Portfolio > Bucket	Allows you to select a portfolio and the corresponding bucket.
Name (Add directly to pool)	Allows you to search for and add resources directly to the pool.

On the Resource Managers view, you can do the following:
- Choose Add Resource Manager to search and add a resource manager.
- Choose Remove to remove a selected resource manager.
Save your changes.