Configuring Project Resource Classes for PeopleSoft

Resource Class involves classification of resources into people, equipment, material items, and financial elements.

You can identify resource class using these two methods:

Identifying Resource Class Based on a Source Type, Category, and Subcategory Combination of Values

Use the following flat files to identify Resource Class based on a Source Type, Category, and Subcategory Combination of Values.

  • file_project_cost_resource_class_typecatsub_config_psft.csv

    Use this file to specify the columns (Source Type, Category, and Subcategory) to use in the lookup.

  • file_project_cost_resource_class_typecatsub_psft.csv

    The ETL process uses this flat file to list all Source Type, Category, Subcategory combinations of values to use for Resource Class. Enter values for only the columns that are selected in the file_Project_Cost_Resource_Class_TypeCatSub_config_psft.csv file. All columns must be included in the flat file and unselected columns must not contain a value.

To use this identification during the ETL process, you need to set the variable RESOURCE_CLASS_TYPECATSUB to 1 in FSM.

The ETL process uses the domainValues_Project_Cost_Resource_Class_TypeCatSub_psft.csv flat file to assign Resource Class to project cost records.

You must identify each row as either People (L) or Equipment (A) as the last value.

Configuring file_Project_Cost_Resource_Class_TypeCatSub_config_psft.csv (Config File)

Configure the file_Project_Cost_Resource_Class_TypeCatSub_config_psft.csv (config file).

  1. Edit the file file_Project_Cost_Resource_Class_TypeCatSub_config_psft.csv.

    The configuration file or files for this task are provided on installation of Oracle BI Applications at one of the following locations:

    • Source-independent files: <Oracle Home for BI>\biapps\etl\data_files\src_files\.

    • Source-specific files: <Oracle Home for BI>\biapps\etl\data_files\src_files\<source adaptor>.

    Your system administrator will have copied these files to another location and configured ODI connections to read from this location. Work with your system administrator to obtain the files. When configuration is complete, your system administrator will need to copy the configured files to the location from which ODI reads these files.

  2. Enter only one row with RowID of 1. Enter a Y in each column that represents the combination to be assigned a Resource Class.

    The columns are:

    Row ID
Source Type
Category
Subcategory

    The following is an example of using a combination of Source Type and Category:

    1,Y,Y,

    In this example, Source Type and Category combinations stored in file_project_cost_resource_class_typecatsub_psft.csv are classified as People or Equipment when the values match.

  3. Save and close the file.

Configure the file_project_cost_resource_class_typecatsub_psft.csv file (Data File)

Configure the file_project_cost_resource_class_typecatsub_psft.csv file (data file).

  1. Edit the file_Project_Cost_Resource_Class_TypeCatSub_psft.csv.

    The configuration file or files for this task are provided on installation of Oracle BI Applications at one of the following locations:

    • Source-independent files: <Oracle Home for BI>\biapps\etl\data_files\src_files\.

    • Source-specific files: <Oracle Home for BI>\biapps\etl\data_files\src_files\<source adaptor>.

    Your system administrator will have copied these files to another location and configured ODI connections to read from this location. Work with your system administrator to obtain the files. When configuration is complete, your system administrator will need to copy the configured files to the location from which ODI reads these files.

  2. Enter Resource Type, Category, and Subcategory combinations that are to be considered as Resource Class People or Equipment. For Resource Class of People, enter an L as the last value.

    For Resource Class of Equipment, enter an A as the last value. The format is:

    XXXXX,XXXXX,XXXXX,X

    You must specify each combination of lookup values. Wildcards are not supported.

    The following is an example of classifying costs with LABOR or SUBCN Source Type/no Category as People costs and costs with DIRCT Source Type/HRDWR Category as Equipment costs:

    LABOR,,,L
SUBCN,,,L
DIRCT,HRDWR,,A

    This CSV file is used in conjunction with the file_Project_Cost_Resource_Class_TypeCatSub_config_psft.csv configuration file. In this example, this configuration file would contain the value 1,Y,Y,

    You must specify each combination of lookup values. The lookup will use columns with a Y in the configuration file.

  3. Save and close the file.

Identifying Resource Class Based on a ChartField Combination of Values

The ETL process uses the file_project_cost_resource_class_chartfield_psft.csv flat file to assign Resource Class to Project Cost records.

To use this identification during the ETL process, you need to set the variable RESOURCE_CLASS_CHARTFIELD to 1 in FSM.

To assign Resource Class based on a Chartfield combination of values, use the following CSV files:

  • file_Project_Cost_Resource_Class_ChartField_config_psft.csv

    Use this flat file to specify the Chartfield columns to use in the lookup.

  • file_project_cost_resource_class_chartfield_psft.csv

    Use this flat file to assign all ChartField combinations of values to a Resource Class. Enter values for only the columns that are selected in the file_Project_Cost_Resource_Class_ChartField_config_psft.csv file.

All columns must be included in the flat file and unselected columns must not contain a value. You must identify each row as either People (L) or Equipment (A) as the last value.

Configuring file_Project_Cost_Resource_Class_ChartField_config_psft.csv (Config File)

Configure the file_Project_Cost_Resource_Class_ChartField_config_psft.csv (config file).

  1. Edit the file file_Project_Cost_Resource_Class_ChartField_config_psft.csv.

    The configuration file or files for this task are provided on installation of Oracle BI Applications at one of the following locations:

    • Source-independent files: <Oracle Home for BI>\biapps\etl\data_files\src_files\.

    • Source-specific files: <Oracle Home for BI>\biapps\etl\data_files\src_files\<source adaptor>.

    Your system administrator will have copied these files to another location and configured ODI connections to read from this location. Work with your system administrator to obtain the files. When configuration is complete, your system administrator will need to copy the configured files to the location from which ODI reads these files.

  2. Enter only one row with RowID of 1. Enter a Y in each column that represents the combination to be assigned a Resource Class.

    The columns are:

    Row ID
Account
Alternate Account
Operating Unit
Fund
Dept ID
Program
Class
Budget
Project
Business Unit
Project
Activity
Source Type
Category
Subcategory
Affiliate
Affiliate 1
Affiliate 2
ChartField 1
ChartField 2
ChartField 3

    The following is an example of using a combination of Fund Code and Program:

    ,,,Y,,Y,,,,,,,,,,,,,,,

    In this example, Fund Code and Program Code combinations stored in the file_project_cost_resource_class_chartfield_psft.csv are classified as People or Equipment when the values match.

  3. Save and close the file.

Configuring file_Project_Cost_Resource_Class_ChartField_psft.csv (Data File)

Configure the file_Project_Cost_Resource_Class_ChartField_psft.csv (data file).

  1. Edit the file file_project_cost_resource_class_chartfield_psft.csv.

    The configuration file or files for this task are provided on installation of Oracle BI Applications at one of the following locations:

    • Source-independent files: <Oracle Home for BI>\biapps\etl\data_files\src_files\.

    • Source-specific files: <Oracle Home for BI>\biapps\etl\data_files\src_files\<source adaptor>.

    Your system administrator will have copied these files to another location and configured ODI connections to read from this location. Work with your system administrator to obtain the files. When configuration is complete, your system administrator will need to copy the configured files to the location from which ODI reads these files.

  2. Enter ChartField combinations that are to be considered as Resource Class People or Equipment.

    For Resource Class of People, enter an L as the last value.

    For Resource Class of Equipment, enter an A as the last value. The format is:

    X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X,X

    X represents a Chartfield combination.

    Each combination of lookup values must be specified. Wildcards are not supported.

    The following example shows how to classify costs with Fund Code FND01 and Program Code P200b as People costs:

    ,,,FND01,, P2008,,,,,,,,,,,,,,,,L

    This CSV file is used in conjunction with the file_Project_Cost_Resource_Class_ChartField_config_psft.csv configuration file. In this example, this configuration file would contain the value ,,,Y,,Y,,,,,,,,,,,,,,,.

    In the above example, Project Costing records with the Fund Code FND01 and Program Code P2008 are classified as Resource Class People.

    You must specify each combination of lookup values. Columns with a Y in the configuration file will be considered in the lookup.

  3. Save and close the file.