Hi everyone! Long-time reader, first time poster here, I love the enthusiasm I've seen in this community and look forward to becoming more involved myself. I've tried searching for my answer but couldn't find anything that quite covered the specifics, so I would like to ask you all for input. I recently took on the role of admin for our Workfront instance, and we are currently evaluating our instance to determine what steps we need to take to be able to start using the Resource Planner. The WF Support site has been of great help, but one area I was looking for further assistance on is the use of Roles.
Right now, we have multiple brands, and multiple Designer roles based on brand ("Brand_A Designer", "Brand_B Designer", etc). I believe this was done for the sake of the resource pools, because our designers work on specific brands only and there was a concern that if we just used "Designer" as a role, that the resource would be shared across all projects. But to my understanding, that should not be happening as long as the user is only part of one resource pool.
To put it another way, I would like to confirm if my current understanding of the tool is correct: Jonny Drawstuff is a designer for Brand_A. He is assigned the role "Designer" and is in the Brand_A resource pool. Susie Artist is a designer for Brand_B, and is assigned the role "Designer" in the Brand_B pool. If we look at an unassigned project in the resource planner, the AVL, PLN and so on for Designer should only look at Jonny's hours for projects associated with the Brand_A resource pool, even though we have two users with the Designer role, right? If this is true, then I am right in thinking we should not be using multiple brand-specific versions of each role, but should let the resource pools dictate who is available for which projects?
Likewise, if we are making assignments to a project using the Scheduling tool and a template with roles assigned to the tasks, the users that populate on the Scheduling tool should be limited to the pool that is associated with the project, right?
The only remaining question then would be for users that are part of multiple brands: should they be included in each brand resource pool? Or should we have a separate pool that gets assigned to every project? I would love to hear any additional thoughts or perspectives I may not have even considered regarding best practices for groups and roles as well. Thank you for your time reading this wall of text :)
Mike Perez Tailored Brands