Support Resource Pools

Support resources are departments that support other resources in the company. For instance, corporate management is a support resource because it supports inside sales by allocating and providing employees.

You can view and manage support resources by selecting the "Resource Pool to Resource Pool Assignments" panel located on the Start screen.

Viewing Support Resources

Under the "Source Resource Pool" column, select a support resource. The support resource's allocation and assignment type will open. For example, the screen shot below depicts the "Finance - North" support resource that supplies employees ("Num Employees") to the resources located under "Destination Resource Pool."

Adding\Uploading Support Resources

To manually add support resources:

Select . A blank row will open. Select the row under the "Source Resource Pool" column.

Type the name of the support resource in the row. When finished, select on the "Assignment Type" column. A drop-down of assignment types will appear. Select an assignment type.

In the "Destination Resource Pools", add resources that will be assigned to the support resource by selecting from the drop-down. If you don't see the resource, it is probable that it has not been added to application. See for Resource Pools more details.
Under the assignment column (in this case, "Percentage"), add a value.
Select .

To upload support resources:

Select . On the download template pop-up, select your download options. View the template to ensure that your files are assorted correctly for upload.
Select .
Drag and drop your files to the grayed area, or select "Browse Upload."
Select .

What if the records fail to upload?See Edit Failed Records.