Setting up resource pools

Resource pools are ad hoc groups of resources that administrators or resource managers can create in Polaris. To learn more about them, refer to All about resource pools.

Administrators or resource managers can add resource pools, and they can assign resources to pools on the Resource Pools page, or in user profiles or resource profiles.

Required permissions

To add resource pools and assign resources to them, administrators need the following enabled in their Administrator profile:

Edit permission for Resource Pools under Permissions for System Data
Edit permission for Resource Pools under Permissions for User Profile Data

To add resource pools and assign resources to them, and to access resource pool data, resource managers need the following enabled in their Resource Manager profile:

Edit permission for My Resource Pools or All Resource Pools
Edit permission for Resource Pools under Project Resource User Data

Adding a resource pool

To add a resource pool:

Go to Administration > Resource Management > Resource Pools.

Or,

Go to Resource Management > List, and click the Resource Pools link, located in the top, right-hand corner of the page.

Click the Add New Resource Pool button.
In the dialog that displays, give the pool a name and select a resource pool manager, then click Add Resource Pool.

Using permissions, you can limit a manager’s access to only the resource pools they manage. All resource managers are available to choose from.

Optionally, you can enter a description and code for the pool.

Assigning resources to resource pools

There are three ways to add resources to a resource pool:

On the Resource Pools page.
In user profiles.
In resource profiles.

Refer to the sections below for information on each.

On the Resource Pools page:

Go to Administration > Resource Management > Resource Pools.

Or,

Go to Resource Management > List, and click the Resource Pools link.

From the list, select the name of the pool you want to add resources to.
Click the Link Resources link.

In the dialog that displays, select the check box beside the name of each resource you want to add.

Or, click the check box at the top of the page to select all.

Enter text in the Search field or click the icon to filter the list of users by criteria like role, skill, or group.

Click Link Resources.

If you want to remove resources from the pool, either click the icon for each resource, or enable the check box for each resource, and click the Delete Resources button that displays.

In user profiles:

Go to Administration > Employees and Organization > Users.
Add a user, or select the name of a user to edit.
Select Groups from the side menu.

From the Resource Pools section, click Assign Resource Pool.

Select the name of resource pool you want this user assigned to.

To remove a user from a pool, click the next to their name.

In resource profiles:

Go to Resource Management > List, and click the name of the resource you want to assign.
Click the Edit button, located in the top, right-hand corner of the page.
Under Basic Information, click the icon next to Resource Pools.
In the dialog that displays, click Assign Resource Pool.

Select the name of resource pool you want this user assigned to.

FAQs

Does each resource added to a resource pool require a Polaris license?

Yes, all resources created in Polaris need to have a Polaris license.

Is there a limit to how many pools a resource can be added to?

No, there’s no limit.

Help Administrators