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Version: Version 22

Resources

Introduction​

The Resources tab is the first tab you see when you open a Resource Pool in the Resource Supply app. Here you manage which resources (people) belong to the pool. Once a resource is part of a pool, their availability can be planned and allocated across teams in the Plan resources on team tab.

For a full overview of the Resource Supply app, including how pools, teams, and capacity planning work together, see My Resource Pools.

Adding resources to the pool​

  1. Open a Resource Pool in the Resource Supply app.
  2. Navigate to the Resources tab.
  3. Click + Add to add one or more resources to the pool.

The following interactive guide walks you through the process:

Removing resources from the pool​

Select a resource and remove it from the pool. When a resource is removed, any planned allocation for that resource on teams is also removed.

Best practices​

  • Keep pools logically organized: group resources by department, skill set, or organizational unit.
  • Review pool membership regularly to ensure it reflects the current organizational structure.
  • Add a resource to the pool before planning their availability and team allocation in the Plan resources on team tab.

FAQ​

Can a resource be in multiple pools? No. Each resource belongs to one pool, but can be assigned to multiple teams within that pool.

Where do I plan the availability of a resource? Availability and team allocation are managed in the Plan resources on team tab.

Need more support?​

Contact your Fortes Change Cloud administrator or consult the online knowledge base for more step-by-step configuration guides.