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How do I add a new generic resource to the Resource Pool?

This article shows how add a new generic resource to the EPM Live Site App.  A generic resource is a non-user resource used for planning purposes.

1. Navigate to the Resource Pool

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under the User Management heading, select Resource Pool.  This will direct you to the Resource Pool page.

Note: Alternatively, you could select the Resources link from the Navigation Menu.

2. Click Invite

  1. Click Invite.

3. Enter Profile Details

Note: For the following fields with the advanced lookup, you may enter the values using one of the three methods:

  • Begin typing and available matching options will show.
  • Click the Address Book and search for the desired value.
  • Click the Green Add Item (+) icon (circled above) to add a new item to the target list.  Ex: If adding a new department, clicking the Green Add Item (+) icon will add a new department to the Departments List.
  1. Enter the Standard Rate for the resource.  This is a currency ($) field. Note: If you are using the Portfolio Cost Planning feature, do not enter a value in this field.  You would manage the role rates and/or named rates, which will automatically populate this field with the correct rate.
  2. Select the Department.  The choices available can be modified via the Departments List Page.
  3. Select the Role.  The choices available can be modified via the Roles List Page.
  4. Select the Holiday Schedule.  The resource's holiday schedule, which is referenced with regards to resource availability.
  5. Select the Work Hours.  The resource's work hours, which is referenced with regards to resource availability.
  6. Select the Available From date.  The date the resource was or will be available to start working.  The resource will show as unavailable prior to this date in the resource planning and management tools.  This does NOT affect access into EPM Live.
  7. Select the Available To date (if applicable).  The date the resource will no longer be available, with regards to resource planning and management tools.  The resource will show as unavailable after this date.  This does NOT affect access into EPM Live.

4. Enter User Details

  1. Be sure that the Generic check box is checked.
  2. Fill in the generic resource's display name.  

Note: It is recommended that you enter the display name exactly as the Role to which you will associate the generic resource.

5. Enter Profile Details

Note: For the following fields with the advanced lookup, you may enter the values using one of the three methods:

  • Begin typing and available matching options will show.
  • Click the Address Book and search for the desired value.
  • Click the Green Add Item (+) icon (circled above) to add a new item to the target list.  Ex: If adding a new department, clicking the Green Add Item (+) icon will add a new department to the Departments List.
  1. Enter the Standard Hourly Rate for the generic resource.  This is a currency ($) field. Note: If you are using the Portfolio Cost Planning feature, do not enter a value in this field.  You would manage the role rates, which will automatically populate this field with the correct rate.
  2. Select the Department.  The choices available can be modified via the Departments List Page.
  3. Select the Role.  The choices available can be modified via the Roles List Page.
  4. Select the Holiday Schedule.  This field is not applicable for generic resources, since there is no availability on a generic resource.  However, since it's a required field, you must select
  5. Select the Work Hours.  This field is not applicable for generic resources, since there is no availability on a generic resource.  However, since it's a required field, you must select a work hours schedule.
  6. Select the Available From date.  This field is not applicable for generic resources, since there is no availability on a generic resource.  However, since it's a required field, you must select a date.
  7. Leave the Available To field blank.  This field is not applicable for generic resources, since there is no availability on a generic resource.

6. Timesheet Fields

If you have Timesheets installed, the following fields will be added to the Resource Pool.

  1. Leave the Timesheet Delegates: This field is not applicable for generic resources, since there is no availability on a generic resource.  However, since it's a required field, you must select a date.
  2. Leave the Timesheet Manager: This field is not applicable for generic resources, since there is no availability on a generic resource.  However, since it's a required field, you must select a date.

7. Save & Close Resource

When finished, click Save.

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