Fabrikam Project Management

Guide — Allocating Resources

Create a Resource Pool

1. Open Fabrikam Resource Pools.
2. Choose New and enter Code, Description (keep Active checked).
3. Optionally fill Department, Region, Expertise for filtering.
4. Set Default Daily Hours (e.g. 8), Capacity % (e.g. 100), Default Hourly Rate.

Assign Resources to the Pool

1. Open the Pool card from the list.
2. In Members, select New and pick Resource No.; Effective Date auto = today.
3. Repeat for all resources to include in the pool.

Use a Pool on a Project or Task

1. Open a Fabrikam Project or create a new one and set the Project Pool Code.
2. In the Fabrikam Tasks subpage, optionally set a Pool Code per task to override the project pool.
3. Open Fabrikam Resource Assignments to allocate resource lines; the system derives Hourly Rate and Est. Cost.
4. If over-allocation errors occur, adjust Allocation % or dates as appropriate.
5. Use Recalculate Availability on Pools to refresh allocation metrics.