Associate resource pools with users
Resource pools are collections of users what help you manage resources in ÃÛ¶¹ÊÓƵ Workfront.
You must create a resource pool before you can associate it with users.
You can associate users with resource pools when you are creating your resource pools.
If you create resource pools without populating them with users, you can later associate them with users as you are editing or creating new users.
For information about resource pools, see Resource pools overview.
For information about creating resource pools, see Create resource pools.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan |
New: Any or Current: Pro or higher |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard or Current: Plan |
| Access level configurations |
Edit access to Resource Management that includes access to Manage Resource Pools Edit access to Projects, Templates, and Users |
| Object permissions | Manage permissions for the projects, templates, and users that you want to associate the Resource Pools with |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Associate resource pools with one user
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Click the Main Menu icon
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Check the box next to the name of a user from the list, then click Edit.
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Click Resource Planning.
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Start typing the name of a resource pool that you want to associate with the user in the Resource Pools field, then select it from the list, when it appears.
You can associate multiple resource pools with one user.
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Click Save Changes.
For more information about editing users, see Edit a user’s profile.
For more information about creating new users, see Add users.
Associate resource pools with users in bulk
You can edit multiple users in bulk and associate the same resource pools with all of them at the same time.
To associate resource pools with several users in bulk:
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Click the Main Menu icon
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Select several users on the list, and click Edit.
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Click Resource Planning.
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Start typing the name of a resource pool that you want to associate with the users in the Resource Pools field, then select it from the list, when it appears.
You can associate multiple resource pools with multiple users.note note NOTE Only the resource pools that are common to all the users selected appear in this field. If the users selected have no shared resource pools, this field is empty. If this field is empty, the resource pools you specify here will overwrite their individual resource pools. -
Click Save Changes.
For more information about how to edit users in bulk, see Edit user profiles in bulk.