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You can assign resource lists to project templates, which get copied to every project you create from the templates. This type of template setup facilitates cross-project reporting by using the same resource list across similar projects.

Oracle Projects requires that every project have at least one resource list assignment; this is to ensure that you can view actuals information in the Project Status windows and project status reports if no budget was created for the project. When you create a project template, Oracle Projects automatically assigns a resource list to the project template using the resource list specified on the project type for use in Status Reporting, and creates it as the default drilldown resource inquiry list to use in the Project Status windows. When you baseline a budget for the project, Oracle Projects automatically assigns the resource list used for the budget to the project, so that you can easily report actuals against budget using the resources that you used for budgeting.

You can assign additional resource lists by which you want to view summarized actuals in the Project Status Inquiry form or in your own custom reports. When you define additional resource list assignments, you must enter the following values:

Resource List You can select any active resource list.

Use Oracle Projects tracks if the resource list is used for a given budget type or for status reporting. You can only select Status Reporting when you enter a new resource list assignment.

Drilldown Default You use this check box to specify the default resource list to use when you drill down to view the resource status in the Project Status window. If necessary, you can change the resource list that you use for reviewing resource status in the Project Status Inquiry form; the change is effective only for the current session.

   To assign a resource list to a project or project template:

1. Navigate to the Projects form.

2. Find the project or project template to which you want to assign the resource list.

3. In the Project window, select the Resource List Assignment option.

4. In the Resource List Assignments window, enter the resource list and specify if it is the drilldown default for Project Status Inquiry.

5. Save your work.

See Also

Project Status Inquiry

Overview of Resources and Resource Lists

Defining Resource Lists

Case Study: Summary Amounts for Reporting

Fremont Corporation uses many resource lists. The resource list shown below, All by Organization, has a two-level hierarchy. At the higher level (Resource Groups), resources are summarized into either labor, travel, outside services, material, in-house recoverables, or other expenses. The second level (Resources) defines groupings for a second layer of summarization.
Resource List: All by Organization
Group Resources by: Expenditure Category
Resource Groups:
Resource Group	Alias	Order
Labor	Labor	1
Travel	Travel	2
Outside Services	Outside Services	3
Material	Material	4
In-House Recoverables	In-House Recoverables	5
Other Expenses	Other Expenses	6
Resources:
Resource Type	Resource	Alias	Order
Organization	Risk Analysis	Risk Analysis	1
Organization	Data Systems	Data Systems	2
Organization	Mechanical	Mechanical	3
Organization	Midwest	Midwest	4
Organization	South	South	5
Organization	East	East	6
Organization	West	West	7
Organization	International	International	8
Organization	Environmental	Environmental	9
Organization	Structural	Structural	10
Organization	Human Resources	Human Resources	11
Organization	Finance	Finance	12
Organization	Information Services	Information Services	13