Working with Resource Pools

This section provides an overview of resource pools and discusses how to:

Set up resource pools.
Manage pool resources.
Load resource pool information in batch.

Understanding Resource Pools

Organizations can have hundreds to thousands of resources that make up the supply side of the Capacity Planning model. Resource pools provide a mechanism to organize supply in a meaningful way to support Capacity Planning. You can group resources in any configuration you need in order to support your operations.

Resource pools are defined in a hierarchy to establish relationships between different resource pools and allow for roll-up analytics and reporting. You can model the resource pool structure to your organizational structure (using HR departments, for example). However, the way you categorize and manage your resources from a capacity standpoint may vary greatly from your organizational structure. Pools may go down to a lower level of granularity or be grouped in a different way to provide the desired analysis and reporting necessary for effective decision making.

In addition, pools can contain generic resources as placeholders for future capacity. This future capacity could represent a known increase in headcount due to hiring more employee resources or obtaining contractors to fulfill future demand. At some point, the pool manager replaces each generic resource with a named resource.

Pools are rarely static because new pools are added and others are inactivated. Pool managers can change, pool hierarchy can be reorganized, and resources can be transferred between pools.

Resource pools can be used to filter resources during Express Search and in the Staffing Workbench. Resource pools can also be used for approval workflow routing, where pool managers act as the resource manager and control the use of the resources in their pool. Pool selection is a part of resource group creation. During initial implementation or reorganization of resource pools, an administrator creates pools and then associates them in the pool hierarchy.

Typically, there are two functional roles associated with resource pools: Pool Administrator and Pool Manager. The following table details each role's tasks within the process:

Role	Responsibility
Pool Administrator	Manages the overall pool hierarchy, has access to all resource pools, and manages reorganizations. Responsibilities include: Creation of pool and pool hierarchy upon implementation and reorganizations, which can occur frequently. Assignment or reassignment of pool managers. Transfer of resources between pools. Modification of resource data in pools (start dates, end dates, capacity percent, and so on). Inactivation of pools, moving of pools within the hierarchy, or overwriting the entire pool hierarchy.
Pool Manager	Owns and manages the resource pools and the resources within their pools. Responsibilities include: Transferring of resources between pools. Modifying resource data within resource pools.

Role

Responsibility

Pool Administrator

Manages the overall pool hierarchy, has access to all resource pools, and manages reorganizations. Responsibilities include:

Creation of pool and pool hierarchy upon implementation and reorganizations, which can occur frequently.
Assignment or reassignment of pool managers.
Transfer of resources between pools.
Modification of resource data in pools (start dates, end dates, capacity percent, and so on).
Inactivation of pools, moving of pools within the hierarchy, or overwriting the entire pool hierarchy.

Pool Manager

Owns and manages the resource pools and the resources within their pools. Responsibilities include:

Transferring of resources between pools.
Modifying resource data within resource pools.

Use the Pool Administrators component (RS_POOL_ADM) to add pool administrators. Use the Create Resource Pools component (RS_RES_POOL) to create and modify resource pools.

Setting Up Resource Pools

This section discusses how to:

Define resource pool roles.
Create resource pools.
Establish the pool hierarchy.

Pages Used to Set Up Resource Pools

Page Name	Object Name	Navigation	Usage
Set Up Pool Administrators	RS_POOL_ADM	Setup Financials/Supply Chain, Product Related, Resource Management, Resource Pools, Set up Pool Administrators	Define resource pool administrators.
Resource Pool	RS_RES_POOL	Setup Financials/Supply Chain, Product Related, Resource Management, Resource Pools, Create Resource Pools	Add or update resource pools.
Pool Hierarchy	RS_POOL_HRCHY	Resource Management, Manage Resource Pools, Resource Pool Hierarchy	Establish the resource pool hierarchy.

Defining Resource Pool Roles

Access the Set Up Pool Administrators page.

Pool Administrator ID

Add at least one pool administrator during implementation in order to create pools and the pool hierarchy. The selection list for this ID can be any OPRID in the system. There is no limit to the number of pool administrators you can define, although we recommend that you limit your administrators to three or fewer.

Creating Resource Pools

Access the Resource Pool page.

Pool ID

When adding a pool, this key field is determined by the system sequentially.

Pool Name

Enter a name for the pool. You can change the name later.

Description

Supply a description for the pool.

Pool Manager

Assign a manager for the pool. Pool managers can be any employee in the system and can receive workflow to approve assignments or allocations for resources in their respective pools.

Status

Select Active or Inactive. Pool managers can change the status on their own pools and any pools that are child pools. Inactive pools can be changed back to an active status at any time. Only active pools display in the pool hierarchy.

Pool Resources

Click this link to view and update the resources of the selected pool.

Pool Hierarchy

Click this link to establish the pool organization and relationships.

The Unassigned Resources Pool

Resource pool is a supply category that enables you to segregate supply capacity. Because it is a required field and there must always be an active pool in the system, we deliver an Unassigned Pool. The Pool ID for this delivered pool is 0000000001. The system uses the Unassigned Pool as the default pool when creating a Resource Management resource.

You can modify the Pool Name, Description, and Pool Manager to make this pool more meaningful to your organization.

The following are important guidelines for the Unassigned Pool:

It must always be at the most outdented level (level 1) of the pool hierarchy.
You can add child pools to it.
You cannot modify the Status field because it must remain active in order to support the default pool functionality.

Note. When first implementing Resource Management, after establishing pool administrators, immediately assign a pool manager to the Unassigned Pool.

Establishing the Resource Pool Hierarchy

Access the Pool Hierarchy page.

(check box)

Select the check box in the first column of the group box to identify the row to be updated. You can then perform the following actions on the selected row:

Indent: Click the right arrow (Indent) to indent a row. This action makes the previous row a parent pool. Indenting is not allowed on the first pool in the list and no row may be indented more than 1 level from its parent. Indenting a summary pool also indents all of its children.

Outdent: Click the left arrow (Outdent) to outdent a row, which moves the selected row down one level. Outdenting is not allowed on any row that is at the most outdented level. Outdenting a summary pool also outdents all of its children. Outdenting a row with siblings makes the selected row the parent of its siblings; the selected pool becomes a parent pool.

Move Up: Click the Move Up arrow to move a row above the previous row. If the selected row is a parent pool, all of its children will also move up. The moved row inherits the more indented hierarchy level of the row above and below the moved row.

Move Down: Click the Move Down arrow to move a row below the following row. If the selected row is a parent pool, all of its children will also move down. The moved row inherits the higher hierarchy level of the row above and below the moved row.

Add: Enter the Number Rows to indicate number of rows to insert, then click the Add icon to add rows. The default value is 1.

Pool Name

Pool names are indented or outdented according to their relative hierarchical position. Only the pool administrator or the pool manager can update this field.

Manager ID

The pool’s manager's ID. Only a pool administrator can edit this field.

Status

Select Active or Inactive for the pool.

Note. If you inactivate a pool, the system will check to see if there are any open resource requests that have the pool specified. In addition, inactivating a pool will also cause the system to remove the pool from all resource requests with a status of Open that specify the pool.

View Pool Details

Click this icon to update pool details. Only the pool manager, the administrator, or a pool manager from a higher pool in that branch of the hierarchy can access this page to edit these details.

View Pool Resources

Click this icon to view and update the resources of the selected pool. Only the pool manager, the administrator, or a pool manager from a higher pool in that branch of the hierarchy can access this page for edits.

Managing Pool Resources

There are five methods by which resource pool assignments are made or updated in Resource Management:

Creating a named resource.
Adding a generic resource directly into the pool.
Pulling a resource from the Unassigned pool.
Batch loading resources and pool assignments.
Transferring resources to and from pools.

When creating a resource using the Create Resources page or the Create Resources Program page, you specify the pools to which the resources belong. Specifying this at the time the resource is created streamlines the process of assigning pools.

This section contains an overview of pool resources and discusses how to:

Manage and delete resources from pools.
Add multiple date ranges.
Add named resources.
Add generic resources.
Transfer resources between pools.
Modify resource transfers.

Understanding Generic Resources

Adding generic resources to a pool helps the pool manager model future capacity of a pool. For example, a pool manager may be given authorization to hire a DBA in two months. The manager can add that DBA to his or her pool at this point by including it as a generic resource in the pool, thus enabling it to be considered for capacity planning against future demand.

Pages Used to Manage Resource Pools

Page Name	Object Name	Navigation	Usage
Pool Resources - Manage Pool Resources	RS_POOL_MEMBER	Resource Management, Manage Resource Pools, Pool Resources	View the resource information for the selected pool.
Pool Resource Detail	RS_MBR_DETAILS	Click a link in the Name column on the Pool Resources - Manage Pool Resources page.	View pool resource details and modify membership dates.
Add Named Resource	RS_ADD_NAMED	Click the Add Named Resource button on the Pool Resources - Manage Pool Resources page.	Add named resources to the pool.
Add Generic Resource	RS_ADD_GENERIC	Click the Add Generic Resource button on the Pool Resources - Manage Pool Resources page.	Add generic resources to the pool.
Transfer Resource	RS_TRANSF_MBR	Click the Transfer Resources icon on the Pool Resources - Manage Pool Resources page.	Transfer named resources from one resource pool to another.
Modify Resource Transfer	RS_MODIFY_TRANSF	Resource Management, Manage Resource Pools, Modify Transfer Resources	Modify a pending resource transfer.
Delete Confirmation	EO_DEL_CONFIRM	Click the Delete icon on the Pool Resources - Manage Pool Resources page.	Remove a resource from the pool and confirm the deletion.
Resource Pool History	RS_POOL_HISTORY	Click the Pool History link on the Pool Resources - Manage Pool Resources page.	View the pool history for a particular pool.

Managing Pool Resources

Access the Pool Resources - Manage Pool Resources page.

Name	Click a link in this column to view the supply categories for the resource, add comments, and change pool membership dates and capacity percent.
Start Date and End Date	The start date and end dates for which the resource belongs to the pool. If the resource belongs to the pool for multiple date ranges, the earliest start date and the latest end date display. If the date range is in the past, it is not included on this page. You can view historical information on the Resource Pool History page.
Multiple Dates	When this icon appears next to a date range, it signifies that a resource has multiple date rows for the resource pool.
Capacity Percent	Displays the percentage of availability of the resource from a capacity planning perspective. For example, if the resource is a full-time worker, the percentage should be 100%. If the resource only works part time, the capacity percentage would be 50% (if they only worked half of the standard work week). You can also use this field to represent a resource who works full-time but whose time is only half allocated to project work that is considered for capacity planning. In this case the capacity would be 50%. The percentage that displays is whatever the active percentage is for the current day.
	Click the Transfer Resources icon to transfer the resource to another pool.
	Click the Delete icon to delete the resource and that resource's history from the pool. For a generic resource, you might want to delete it from a pool if the resource was created in error, if the manager’s headcount was removed, or if you found a named resource to replace the generic one. Deleting a generic resource from a pool will also delete all that resource's history. For a named resource, you should only delete it if the resource was added in error; otherwise you should transfer the resource. If the resource has been in the pool multiple times, deleting the resource will only remove the resource's most current assignment entry, not the entire history. When a named resource is removed from a pool, he or she is then automatically added to the Unassigned pool because each resource must always be in a pool in the system.
Add Named Resource	Click this button to add a named resource to the pool.
Add Generic Resource	Click to add a generic resource to the pool.
Pool History	Click this link to view pool history details. Note. Current resource assignments are not included.
Transfer Resource Assignments	Click this link to view and transfer, in bulk, future-dated project and activity assignments. Doing so is useful when pool managers know they are transferring a resource from their pool and have to reassign any work that a resource had been assigned to in the future.

Adding Multiple Date Ranges

Access the Pool Resource Detail page.

Pool Membership Dates

Any date periods where the end date is greater than the current date appear in this section, and you can add different date ranges with different capacity percentages for the same resource.

Start Date, End Date, and Capacity Percent

Enter the specific additional dates in order for a resource to have multiple date ranges within the same resource pool. The date ranges cannot overlap with each other in the grid and must not overlap with dates for that resource in any other pool besides the Unassigned pool.

Once you have specified multiple date ranges for a resource, the Pool Resources - Manage Pool Resources page shows the earliest start date and latest end date. Additionally, the capacity percent that appears on that page displays the percentage number that is current for today’s date.

Adding Named Resources

Access the Add Named Resource page.

Resource	Click the Lookup Employee icon to search for a resource from the Unassigned pool. Note. When you add named resources to the pool with this method, you can only select resources that are currently part of the Unassigned pool.
Comments	Supply any additional comments to describe the resource.
Start Date	Supply the start date of the resource for this pool. This is a required field and it must be greater than or equal to the start date of the resource on the Unassigned Pool and less than or equal to the end date of the resource on the Unassigned Pool.
End Date	Supply the end date of the resource onto the pool. Doing so is optional because upon hiring the resource, you may not know when the resource is going to leave the pool. If the resource is part of another pool in the future, the end date on this pool cannot overlap that resource’s pool assignment to another pool.
Capacity Percent	Enter a percentage for the resource. This value represents how available the resource is from a capacity planning perspective. For example, if the resource is a full-time worker, then they should have a capacity percent of 100%. If the resource only works part-time, and if they only work half of the standard work week, the capacity percent would be 50%. This is a required field and it must be greater than or equal to 0 and less than or equal to 100.

Adding Generic Resources

Access the Add Generic Resource page.

Name	Supply a descriptive name of the resource you plan to hire; for example, Generic Developer. This an arbitrary name of your choosing to help you distinguish this resource from others in the list.
Role SetID and Role	Enter the appropriate setID and role from the list created within the role supply category. This is the role of the resource for that particular pool; for example, Staff Developer. Although individuals can play multiple roles within an organization depending on the project, this role is defined as the primary role and is used for capacity planning.
Region	Enter the region in which the resource is needed. Select the value from the list that was created when setting up regions.
Personnel Status	Enter a personnel status that designates the type of employee this resource is in the system: Employee or Non-Empl to indicate whether the resource is an employee or a contractor.
Pool Membership Dates	In this group box, enter the dates and capacity percent for the generic resource.

Transferring Resources Between Pools

Access the Transfer Resource page.

Resource	The resource ID and resource name default from the Pool Resources - Manage Pool Resources page and correspond to the same row on that page that contains the Transfer Resource icon you clicked.
Transfer From	Displays the pool from which you navigated on the Pool Resources - Manage Pool Resources page.
Transfer To Resource Pool	Specify the resource pool to which the selected resources are going to be transferred. You can select any active pool, including Unassigned Pool. You can only select one pool. If you select the pool to which the resource currently belongs, you receive an error upon clicking the Transfer Resource button.
Transfer Date	Specify the date that this transfer becomes effective. It can be any calendar date from the current date and future. Note. This is the date that will be the start date of the resource in the transfer-to pool . The transfer-from pool will be populated with the end date (which is the first calendar day preceding the transfer date). Note. You cannot enter a past date as the transfer date.
Transfer Resource	Click this button to complete the transfer resource process. The system checks to see if there is any pending assignment approval or assignment approval date change workflow. If there is any, the system displays this warning: “There is pending Assignment Approval or Assignment Date Change workflow for this Resource. These must be processed or cancelled before the transfer can take place. Click YES to have the system cancel all pending Assignment and Assignment Date change workflow. Click NO to cancel the transfer and take care of the pending workflow manually.” If you click YES, the transfer process will cancel all pending (incomplete) assignment approval and assignment date change workflow. If you click NO, the transfer process will not take place and the user must manually clean up the outstanding workflow before transferring the resource. We recommended that the user manually takes care of all outstanding assignment workflow so that he or she knows what the potential resource assignments were and if there were any date changes for this resource.

Modifying a Resource Transfer

Access the Modify Resource Transfer page.

Resource	Select the resource involved in the pending transfer from the list. The resource's EmplID displays.
Originating Pool	Select the resource pool name of the pool from which this resource was to be transferred.
Transfer To Pool	Select the resource pool name of the pool to which this resource was to be transferred.
Transfer Date	Supply the transfer date of the resource’s original transfer that you want to modify.
Show Pending Transfer	Click this button to display theOriginating Pool Information and Transfer to Pool Information as well as action buttons.
Modify Transfer Date or or Cancel Transfer	Select to modify the transfer date and supply the new transfer date in the box provided, or select to cancel the transfer altogether.
OK	Click this button to finalize the modification.

Loading Resource Pool Information in Batch

This section provides an overview of the Resource Pool Import utility and discusses how to:

Navigate within the import spreadsheet.
Modify resource pools in batch.
Modify named resource pool assignments in batch.
Modify generic resource pool assignments in batch.
Import resource data.
Perform mass pool changes.

Understanding the Resource Import Utility

You use the Mass Pool Changes menu to manage the steps in the import process.

To be able to use the mass pool functionality to load changes to resource pools into PeopleSoft, users must have as part of their permission lists the WEBLIB_RS web library. To enable this, select PeopleTools, Security, Permissions & Roles, Permission Lists, Web Libraries. Click the Edit link for the WEBLIB_RS web library name, then select Full Access for the POOL_IMPORT.FieldFormula.IScript_Import_Pools function.

To upload an Excel file, use the Submit Pool Changes link on the Mass Pool Changes page. Once the data from the file is in the interface tables in PeopleSoft, you must fix any errors and then submit the data for validation. If there are no errors then submit pool changes.

Click the Import Pool Data button on the Excel sheet to initiate the import process.

The system stores the Excel file for Mass Pool Changes in the Excel directory on the drive where PeopleTools is located. For example, if your PeopleTools is stored in c:\pt846 then the Resource Pool Entry.xls spreadsheet will be in c:\pt846\excel. You should copy the spreadsheet onto your local drive in order to do the pool updates.

Pool assignments and tracking of pool information is critical to the success and usefulness of capacity planning. It is critical to be able to load large volumes of resource pool information quickly and efficiently. The Resource Import Utility provides an easy way to accomplish this. There are two scenarios in which you would typically want to make batch changes to pool information:

During implementation, you can load the initial large volumes of resource information.
For reorganizations, which can occur frequently , you can quickly update pool assignments and rebuild the pool hierarchy in batch.

The delivered Resource Pool Entry.xls spreadsheet comprises four sheets:

Resource Pool Import Utility Home Page:

Select the actions to perform for the spreadsheet
Pool Modification:

Add or modify resource pools.
Resource Pool Assignments:

Add, modify, or delete named resource pool assignments.
Generic Resource Pool Assignments:

Add, modify, or delete generic resource pool assignments.

To submit batch pool changes the pool administrator completes the following steps:

Complete the Resource Pool Entry.xls spreadsheet with the pool information to load or update.
Submit the changes by clicking the Import Pool Data button on the Resource Pool Import Utility Home Page sheet. You then enter server address and access information to import the resource data and submit the process. This moves the data to PeopleSoft staging tables.
Access the Mass Pool Changes page in PeopleSoft and click the Submit Validation Process link to have the system validate the data.
If there are errors during the processing, click the Fix Errors link and correct the errors.
Validate the data again by clicking the Submit Validation Process link.
If there are still errors present, repeat steps 4 and 5 until you receive no errors.
Once you receive no errors, click the Submit Pool Changes link on the Mass Pool Changes page.

Pages Used to Load Resource Pool Information in Batch

Note. In addition to the Mass Pool Changes page, you also use the four pages within the Resource Pool Entry.xls spreadsheet.

Page Name	Object Name	Navigation	Usage
Mass Pool Changes	RS_MASSPOOL_RUN	Resource Management, Manage Resource Pools, Mass Pool Changes	View the status of submitted changes from the Excel spreadsheet upload, submit a process to validate pool changes, or submit a process to purge the import table.

Navigating Within the Resource Pool Entry Spreadsheet

Access the Resource Pool Entry.xls spreadsheet on your local drive. Select the Resource Pool Import Utility Home sheet.

Add/Modify Resource Pools	Click to add or modify resource pools.
Change Named Resource Pool Assignments	Click to add, delete, or change named resource pool assignments.
Change Generic Resource Pool Assignments	Click to add, delete, or change generic resource pool assignments.
Import Pool Data	Click to enter the appropriate server access information to import the resource pool data and submit the data for import.

Modifying Resource Pools in Batch

Access the Pool Modification sheet.

Action	Select Add to add a resource pool. You must supply the pool name, manager employee ID, and status. The pool ID is generated by the system. Select Change to change existing pool information. The only required field in this case is the Pool ID and any other fields you want to change.
Pool ID	Enter a value only when changing pool information.
Pool Name, Manager Employee ID, and Status	Enter values when adding a pool. Status can either be Active or Inactive.
Parent Pool ID andParent Pool Name	Enter values for the parent pool of a pool that you are adding or changing, if applicable. This is used to build the hierarchy of pools in the system. If you do not supply a value and the Action is Add, then the new resource pool will be placed at the highest level (most outdented) of the pool hierarchy.
Pool Description	Enter a description of the pool in the system.

Modifying Named Resource Pool Assignments in Batch

Access the Resource Pool Assignments sheet.

Action

Select an action:

Add: Add a named resource to the pool. You must supply the Employee ID, Pool Name or Pool ID, Start Date, and Capacity.

Note. If the pool is newly added in the spreadsheet, you will not yet have a pool ID (because it is system-generated) so you must specify the pool name. When the process encounters pool name without a pool ID in this spreadsheet, it assumes you are referring to a newly created pool. If the pool name is not in the current Resource Pool Modification spreadsheet (with an action of add), an error occurs, even if the pool name already exists in the system. If the pool that is being affected already exists in the system, you must enter a pool ID.
Change: Change an existing resource's assignment. The only required fields in this case are the Pool ID and Employee ID. Enter the additional data that has changed.
Delete: Delete a named resource's pool assignment. Required fields are Employee ID, Start Date, and Pool ID.

Note. Change and Delete actions are only valid for existing pools, not newly created pools that are being added through the Pool Modification spreadsheet.

Modifying Generic Resource Pool Assignments in Batch

Access the Generic Resource Pool Assignments sheet.

Action

Select an action:

Add: Add a generic resource to the pool. You must supply the Resource Name, Pool Name or Pool ID, Start Date, Capacity, SetID, Region, and Personnel Type.

Note. If the pool is newly added in the spreadsheet, you will not yet have a pool ID (because it is system-generated) so you must specify a pool name. When the process encounters pool name without a pool ID in this spreadsheet, it assumes you are referring to a newly created pool. If the pool name is not in the current Resource Pool Modification spreadsheet (with an action of add), an error occurs, even if the pool name already exists in the system. If the pool that is being affected already exists in the system, you must enter a pool ID.
Delete: Delete a generic resource's pool assignment. Required fields are Resource Name, Start Date, and Pool ID.
Change: Change an existing generic resource's assignment. The only required fields in this case are the Pool ID and Resource Name. Enter the additional data that has changed.

Note. Delete and Change actions are only valid for existing pools, not newly created pools that are being added through the Pool Modification spreadsheet.

Importing Resource Data

Access the Import Dialog box by clicking the Import Pool Data button on the Resource Pool Import Utility Home Page sheet.

Server Address

Enter the location of the server on which to load the pool information.

User ID andPassword

Enter the ID and password with which to log into the PeopleSoft system.

Automatically run pool update process

Select this check box if you want to automatically load the pool information directly into the pool transaction tables. If you do not select it, the data will be left in the staging tables. This option gives you the ability to run multiple imports without affecting the pools transactional tables. At a later time, you can run the update process to move the information from the staging table and load it into the pool transaction tables.

Note. If you select this option on the import process, it does not guarantee that the pool information will be updated automatically in the system. Before the information is taken from the staging tables and loaded into the pool tables, the validation process is run on the data to ensure it does not violate any business rules. If there are violations, the data will not be loaded into the transactional tables. At that point, access the Mass Pool Changes page, fix the errors, and import.

Perform Mass Pool Changes

Access the Mass Pool Changes page.

Current Status	Displays the current status according to the action and the Application Engine Process results.
Fix Errors	Click this link to access the Validation Errors page to view and fix pool change data errors. Note. You cannot submit the pool changes unless you clear all validation errors.
Submit Validation Process	Click this link to submit the validation process on the imported data.
Submit Pool Changes	Click this link to submit the Pool Changes process. This process takes the data imported into the system and updates the transactional data with the changes.
Process Monitor	Click this link to access the process monitor to view the status of a process (either the Validation or Pool Changes).
Submit Purge Process	Click this link to submit the process to purge the imported data in the system.

Pool ID	When adding a pool, this key field is determined by the system sequentially.
Pool Name	Enter a name for the pool. You can change the name later.
Description	Supply a description for the pool.
Pool Manager	Assign a manager for the pool. Pool managers can be any employee in the system and can receive workflow to approve assignments or allocations for resources in their respective pools.
Status	Select Active or Inactive. Pool managers can change the status on their own pools and any pools that are child pools. Inactive pools can be changed back to an active status at any time. Only active pools display in the pool hierarchy.
Pool Resources	Click this link to view and update the resources of the selected pool.
Pool Hierarchy	Click this link to establish the pool organization and relationships.

(check box)	Select the check box in the first column of the group box to identify the row to be updated. You can then perform the following actions on the selected row: Indent: Click the right arrow (Indent) to indent a row. This action makes the previous row a parent pool. Indenting is not allowed on the first pool in the list and no row may be indented more than 1 level from its parent. Indenting a summary pool also indents all of its children. Outdent: Click the left arrow (Outdent) to outdent a row, which moves the selected row down one level. Outdenting is not allowed on any row that is at the most outdented level. Outdenting a summary pool also outdents all of its children. Outdenting a row with siblings makes the selected row the parent of its siblings; the selected pool becomes a parent pool. Move Up: Click the Move Up arrow to move a row above the previous row. If the selected row is a parent pool, all of its children will also move up. The moved row inherits the more indented hierarchy level of the row above and below the moved row. Move Down: Click the Move Down arrow to move a row below the following row. If the selected row is a parent pool, all of its children will also move down. The moved row inherits the higher hierarchy level of the row above and below the moved row. Add: Enter the Number Rows to indicate number of rows to insert, then click the Add icon to add rows. The default value is 1.
Pool Name	Pool names are indented or outdented according to their relative hierarchical position. Only the pool administrator or the pool manager can update this field.
Manager ID	The pool’s manager's ID. Only a pool administrator can edit this field.
Status	Select Active or Inactive for the pool. Note. If you inactivate a pool, the system will check to see if there are any open resource requests that have the pool specified. In addition, inactivating a pool will also cause the system to remove the pool from all resource requests with a status of Open that specify the pool.
View Pool Details	Click this icon to update pool details. Only the pool manager, the administrator, or a pool manager from a higher pool in that branch of the hierarchy can access this page to edit these details.
View Pool Resources	Click this icon to view and update the resources of the selected pool. Only the pool manager, the administrator, or a pool manager from a higher pool in that branch of the hierarchy can access this page for edits.