Resource pools are a way of organising your personnel.  You can assign personnel to multiple pools, add personnel and remove personnel from any specific Resource Pools that you use. 

1. From the left navigation panel, click Personnel.  Click All My Personnel to view all your personnel.   All My Personnel gives you visibility of all your Personnel across all Resource Pools or use the dropdown to choose the specific pool you want to search.   

2. To move personnel in bulk click on the “More” option, select the Personnel you want to add and select Assign Resource Pools.

3. Check the box of the Resource Pool where the selected Personnel are to be added, you can select one or more Resource Pools. Then, click Save.

Note: A straight line (-) means not all selected Personnel are included in this Resource Pool. Double click this box to add all the selected Personnel to this Resource Pool. 

4. To move personnel to a resource Pool individually click on the ellipsis icon (...). 

Select Assign to Resource Pool from the drop down menu.

5. Check the box of the Resource Pool where the selected Personnel are to be added, you can select one or more Resource Pools. Then, click Save.

6. Another way to add Personnel to a Resource Pool is by individually clicking on the Personnel name.  In the lower right corner of the Personnel profile, click Assign To Pools. 

7. To re-add a previously deactivated Personnel, ensure that the dropdown is All My Personnel and click the filter icon. (Inactive Personnel have been removed from all Resource Pools.)

8. Select Show Personnel Not in Pools and search for the personnel

9. To add the personnel, click on the ellipsis icon (...) and select Assign to Resource Pool.

Updated 08 November 2024 07:25