Task Pools dialog
You use the Task Pools dialog to specify which types of allocation are retained when you create task pools from charts or summary groups, and which types should be removed. You can specify whether demand and scheduled permanent resource allocations, demand and scheduled consumable resource allocations and cost allocations should be retained or removed. For example:
- If you use demand resourcing and your projects include similar networks of tasks that are always carried out by permanent resources of a particular skill, you might want to retain permanent demand allocations when task pools are created; you can then use these task pools to create the networks of tasks, which will appear in your projects with the correct demand resources already assigned. You can then satisfy the demand allocations with individual, scheduled allocations at a later time.
- If you do not use demand resourcing and your projects include similar networks of tasks that are always carried out by the same individual permanent resources, you might want to retain permanent scheduled allocations when task pools are created; you can then use these task pools to create the networks of tasks, which will appear in your projects with the correct resources already assigned.
- If your projects include similar networks of tasks that tend to be carried out by different permanent resources each time, you might want to remove all allocations when task pools are created.
How to access the Task Pools dialog
- Click the File tab, then click Options. The Options dialog appears.
- On the Edit tab, click Task Pools.
Explanation of the fields on the dialog
| Field | Description |
|---|---|
| Remove permanent demand allocations | Select this check box to remove all demand allocations of permanent resources from task pools as they are created - if any exist within the summary groups or charts on which the task pools are based - or clear the check box to retain permanent demand allocations when task pools are created. |
| Remove permanent scheduled allocations | Select this check box to remove all scheduled allocations of permanent resources from task pools as they are created - if any exist within the summary groups or charts on which the task pools are based - or clear the check box to retain permanent scheduled allocations when task pools are created. |
| Remove consumable demand allocations | Select this check box to remove all demand allocations of consumable resources from task pools as they are created - if any exist within the summary groups or charts on which the task pools are based - or clear the check box to retain consumable demand allocations when task pools are created. |
| Remove consumable scheduled allocations | Select this check box to remove all scheduled allocations of consumable resources from task pools as they are created - if any exist within the summary groups or charts on which the task pools are based - or clear the check box to retain consumable scheduled allocations when task pools are created. |
| Remove cost allocations | Select this check box to remove all cost allocations from task pools as they are created - if any exist within the summary groups or charts on which the task pools are based - or clear the check box to retain cost allocations when task pools are created. |
How do I...
... specify which types of allocation should be retained or removed when task pools are created?
Select a check box to remove allocations of the corresponding type from task pools as they are created - if any exist within the summary groups or charts on which the task pools are based - or clear a check box to retain allocations of that type when task pools are created.