DocumentationWorkfrontWorkfront Guide

Create resource pools

Last update: Tue Jul 26 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Resource pools are collections of users that help you manage resources easier in Adobe Workfront. For more information about resource pools, see Resource pools overview.

Access requirements

You must have the following:

Adobe Workfront plan*
Pro and higher
Adobe Workfront license*
Plan
Access level configurations*

Edit access to Resource Management that includes access to Manage Resource Pools

Edit access to Users, Projects, and Templates

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Manage permissions for the projects and templates that you want to associate the Resource Pools with

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create a Resource Pool create-a-resource-pool

  1. Log in as a user who has access to edit Resource Pools.
    For more information, see Create a Resource Pool.

  2. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  3. Click Resourcing.

  4. Click Resource Pools in the left panel.
    resource_pools_tab.png

  5. Click New Resource Pool.

  6. Specify the following:

    table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header
    Name This is the name of the Resource Pool.
    Description This is a brief description about this Resource Pool. For example, you can specify for what purpose it should be used.
    Pool Members

    Add users to the Resource Pool individually.
    Or
    To add a large amount of users to the Resource Pool at one time. You can add one of the following entities associated with users or collection of users:

    • Teams: all members of the team are added to the Resource Pool.
    • Groups: all members of the group are added to the Resource Pool.
    • Roles: all users associated with that role are added to the Resource Pool.
    • Companies: all users in the company are added to the Resource Pool.

    Tip: You can only add active users, teams, roles, or companies.

    Note: If a user becomes a member of a group, team, company or is associated with a job role after the group, team, company or job role have been added to the Resource Pool, the new member is not automatically added to the Resource Pool.
    If a user belongs to the team, group, company, and job role you are adding, at the same time, the user is added only once to the Resource Pool.
    Users who are deactivated after having been added to the Resource Pool appear dimmed in the list of users and are marked as being deactivated.

  7. (Optional) Use the Undo link to remove the users added through a group, team, company or job role.

    note note
    NOTE
    There is no limit to how many users you can have in a Resource Pool. However, we recommend not adding too many users to a Resource Pool, as Resource Management could become a challenge otherwise. The list of users only shows the first 2,000 users in the Resource Pool, and they are listed alphabetically.

    Resource_pools_NEW___UNDO_button_for_teams_groups_etc.png

  8. (Optional) Click the X icon to the right of a user’s name to remove a user. For more information about removing users from a resource pool, see Remove users from resource pools.

  9. (Optional) Use the Search option to find a user in the Resource Pool.

  10. Click Create.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43