Plan capacity with resource pools

Resource pools enable resource planners to designate future resource capacity, arranged by role or resource, split according to any of the options described in Table 4-1. Resource pool features:

Table 4-1. Resource pool features



Lines on a resource pool can represent

  • Resources

  • Roles

  • (both)

A resource pool can show capacity forecasts out to

  • 3 months

  • 6 months

  • 9 months

  • 1 year

  • 2 years

  • 3 years

Resource capacity can be grouped by

  • Week

  • Month

  • Quarter

  • Year

Resource capacity totals can be shown in

  • Hours

  • Full Time Equivalents (FTE)

  • Person Days

Resource pools can be organized into hierarchies, mirroring or elaborating on groupings of responsibility in a business. Table 4-2. Resource pool attributes describes the key attributes of a resource pool.

Table 4-2. Resource pool attributes

Field Name


Resource Pool Information

Pool Name

The name of the resource pool.


A description of the resource pool.

Pool manager

The user responsible for the resource pool and allocating resources to staffing profiles.

This Resource Pool is for

Defines whether the resource pool is associated with a primary organization unit or freestanding.


The region associated with the resource pool; determines holiday schedule for unnamed resources.

Parent resource Pool

Allows you to specify a parent resource pool if desired, creating a hierarchy of resource pools.