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Pre-selecting a resource pool for a project

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Go further in Learning path: Manage skills, people and capacity.

Summary: Narrow a project down to a maximum number of resources, or a named selection, before assignments are made (a "dream team" pre-selection).

 

Applies to

Property Value
Product LYNX-X
Version 28.10.9809.0
Required permissions Project Manager access to the project (unverified)
Last updated 2026-09-03
Owner Support

 

Before you start

  • Know which skills you want to narrow. The tab lists only the skills the project actually uses, not every skill in the space.
  • Know each skill's type. It decides which of the routes below is available, and what a number in the count field actually means. See Choosing a skill type.

 

Procedure

Open the project's Properties, then the Resource availability tab. Each skill the project uses gets a row, with its type beside it.

The Resource availability tab

There are three ways to narrow a skill. They are independent, and not all of them are available on every skill.

Cap how many work at once (Normal skills)

  1. On the skill's row, select the value beside # of resources available.
  2. Choose Maximum number of resources to assign simultaneously and enter a number of units.
  3. Select OK.

Capping a Normal skill

Important
This caps how many resources work on the skill at the same time. It does not shrink the pool: every resource holding the skill stays eligible. To shrink the pool, name the resources instead.

Set the pool size (Virtual skills)

A Virtual skill normally has nobody behind it to name. LYNX-X will not propose a resource for one, even though you can assign one by hand. Its availability is a count and a calendar, and the project can override both.

  1. On the skill's row, select the value beside # of resources available or Calendar.
  2. Enter the number available to this project, and pick a calendar.
  3. Select OK.

Setting a Virtual skill's availability

Name the resources

  1. On the skill's row, select Let scheduler decide or click to select.
  2. Tick the resources this project should use.
  3. Select OK.

The resource selector

Note
The list is sorted, not filtered. match: holds the resources that implement the skill and other: holds everyone else, and both can be ticked. Ticking someone under other: selects a resource who does not hold the skill.

To undo a selection and hand the choice back, select Let Lynx decide.

Narrow by property value

Where a skill carries properties, the project can require a particular value instead of naming individuals.

  1. On the skill's row, select Property values. It reads Not set, click to configure until something is set.
  2. Give the property a value.
  3. Select OK.

Narrowing by property value

 

Expected outcome

The skill's row records what you set: a name in Selected resources, a value in Property values, or a number in place of the default count. Anything left alone keeps its (default) marker, or still reads Let scheduler decide or click to select.

On T01, System Tester shows what a configured skill looks like: three resources implement it, and only Tom Smith is selected.

 

See also

 

Revision history

Version Date Author Changes
1.0 2026-09-01 Support New article.

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