Defining PeopleSoft Resource Management Business Units

This chapter provides an overview of PeopleSoft Resource Management business units and discusses how to:

Click to jump to parent topicUnderstanding PeopleSoft Resource Management Business Units

This section lists prerequisites and discusses:

Click to jump to top of pageClick to jump to parent topicPrerequisites

Complete these tasks before defining PeopleSoft Resource Management business units:

  1. Establish setIDs.

  2. Establish record groups.

  3. Define at least one project business unit and project integration template.

  4. Update TableSet controls.

Click to jump to top of pageClick to jump to parent topicPeopleSoft Resource Management Business Units

PeopleSoft Resource Management requires that you establish business unit definitions and options. The steps are:

  1. Define the PeopleSoft Resource Management business unit and assign a project integration template.

    You must assign a project integration template to create projects from PeopleSoft Resource Management.

  2. Specify PeopleSoft Resource Management business unit options.

    If you do not integrate with PeopleSoft HRMS, the PeopleSoft Resource Management business units populate the HR Business Unit table (BUS_UNIT_TBL_HR).

    If you use PeopleSoft HRMS, the HR business units that you set up in PeopleSoft HRMS are available to PeopleSoft Resource Management.

You can specify business unit options for service order workflow, assignment approvals, and email notifications for assignment processing.

Service Order Routing and Notification Workflow

Service order workflow options control service order routing and notification features. Each service order is keyed by a business unit. PeopleSoft Resource Management determines which set of business unit options to use for a given service order by looking up the setID associated with the service order's business unit. Service orders that belong to one business unit can use different service order workflow options than service orders that belong to another business unit.

Assignment Approval

Assignment approval options use workflow to control resource assignment.

Each assignment is associated with a project business unit. PeopleSoft Resource Management determines which set of business unit options to use for a given assignment by looking up the setID that is associated with the assignment's business unit. Assignments that belong to one business unit can use different assignment approval options than assignments that belong to another business unit.

When you require resource manager approval, assignments are subject to approval by either a supervisor or a pool manager. If you manage your resources using resource pools, select approval by pool manager and ensure your pools are set up with a pool manager.

Note. For all resources, you must enter a supervisor on the Update Employee Data - Employee Job page before you can send assignments for approval or notification to the supervisor.

Assignment Processing Email Notification

Email notification options define the routing of email notifications during assignment processing. You can specify whether the resource, resource's manager (either the pool manager or supervisor), and project manager are notified when a resource's schedule or assignment status changes. You can also select the statuses that trigger the assignment status change notification.

Generic Resource Approval

You can set up an option to require the pool manager to approve status and date changes on generic resource requests that you create from PeopleSoft Program Management.

Generic Resource Email Notification

You can specify whether the pool manager and project manager are notified when a generic resource request's status changes, and you can select the statuses that trigger the status change notification. You can also specify whether the pool manager is notified when a generic resource request's schedule changes.

Click to jump to top of pageClick to jump to parent topicProject Business Units

In PeopleSoft Resource Management, the Project Business Unit field (BUSINESS_UNIT) is used to determine the list of valid projects and customers that you can associate with an assignment or service order. It also controls workflow and assignment approval options. You must establish a project business unit regardless of whether you install PeopleSoft Project Costing or Program Management. If the organization has already created project business units, PeopleSoft Resource Management can use them as defined.

You must also specify a project integration template. Integration templates are used in PeopleSoft Resource Management when you create a project from the Service Order component (RS_SERVICE_ORDER).

Click to jump to top of pageClick to jump to parent topicPeopleSoft HRMS Business Units

In PeopleSoft Resource Management, the system uses the HR business unit to associate resources with organizational units. Even if you don't integrate with PeopleSoft HRMS, you must establish HR business units.

When you implement PeopleSoft Resource Management with PeopleSoft HRMS, you create a system of business unit and setID functionality that matches the way you manage processes related to both resources and HR. The system must also handle the integration issues of using multiple applications.

If you are defining the business organization for PeopleSoft Resource Management and PeopleSoft HRMS for the first time, you must establish business units and setIDs for both applications.

If the organization uses PeopleSoft HRMS to manage employee data, consider using the same business units in the Financials database and the HRMS database. A one-to-one correlation between PeopleSoft HRMS and PeopleSoft Resource Management business units simplifies organizational structure, business rules, and processing.

Click to jump to parent topicDefining PeopleSoft Resource Management Business Units

To define PeopleSoft Resource Management business units, use the Business Unit Definition component (RS_BU_OPTIONS) and Business Unit Options component (RS_BUS_UNIT_OPT).

This section lists prerequisites and discusses how to:

Click to jump to top of pageClick to jump to parent topicPrerequisites

Complete these tasks before you define a PeopleSoft Resource Management business unit:

Note. You complete these tasks during the implementation of PeopleSoft Project Costing or Program Management if you use those applications.

See Also

Setting Up Project Business Units

Integrating with PeopleSoft General Ledger

Click to jump to top of pageClick to jump to parent topicPages Used to Define PeopleSoft Resource Management Business Units

Page Name

Definition Name

Navigation

Usage

Resource Management Definition

RS_BU_OPTIONS

Set Up Financials/Supply Chain, Business Unit Related, Resource Management, Resource Management Definition, Resource Management Definition

Define a PeopleSoft Resource Management business unit and specify the default project integration template.

Resource Management Options

RS_BUS_UNIT_OPT

Set Up Financials/Supply Chain, Business Unit Related, Resource Management, Resource Management Options, Resource Management Options

Specify the PeopleSoft Resource Management business unit options for service order workflow, assignment approval, and generic resource approval.

Assignments eMail Notification Options

RS_BUS_UNIT_NF_ASG

Click the eMail Notification Options link in the Assignment Approval Options group box on the Resource Management Options page.

Specify the PeopleSoft Resource Management business unit options for assignment email notifications.

Generic Resource eMail Notification Options

RS_BUS_UNIT_NF_GRR

Click the eMail Notification Options link in the Generic Resource Approval Options group box on the Resource Management Options page.

Specify the PeopleSoft Resource Management business unit options for generic resource request email notifications.

Click to jump to top of pageClick to jump to parent topicCreating PeopleSoft Resource Management Business Units

You must create at least one PeopleSoft Resource Management business unit with the same business unit name as a corresponding project business unit.

Access the Resource Management Definition page (Set Up Financials/Supply Chain, Business Unit Related, Resource Management, Resource Management Definition).

Service Order Options

Integration

Enter a valid project integration template that the system uses when you create a project from PeopleSoft Resource Management.

Click to jump to top of pageClick to jump to parent topicSpecifying PeopleSoft Resource Management Business Unit Options

Access the Resource Management Options page (Set Up Financials/Supply Chain, Business Unit Related, Resource Management, Resource Management Options).

Assign the setID used to specify business unit defaults and options when you enter the Business Unit Options component.

Service Order Workflow Options

Send Service Order to Worklist

Select to activate automatic routing of a worklist item when a user saves and submits a service order. The item is sent to the person designated as responsible for staffing on the service order. The worklist item serves as a reminder that the order needs to be staffed. A new worklist item for a previously submitted service order is routed when the value in the Responsible for Staffing field changes on the service order.

E-Mail Interested Parties

Select to send an email notification each time the status of the service order changes to these users:

  • User designated as responsible for staffing the service order.

  • Each of the users listed as an interested party on the service order.

Activating this option also sends an email notification to these users each time the status of the resource request changes:

  • Resources who received a manager's recommendation for the resource request.

  • Resources who submitted a bid on the resource request.

Assignment Approval Options

When you select resource manager or project manager approval required in the Assignment Approval required section, PeopleSoft Resource Management automatically triggers workflow notification to the appropriate manager when you assign resources. When you select resource manager or project manager approval required in the Date Change Approval required section, PeopleSoft Resource Management automatically triggers workflow notification to the appropriate manager when the assignment schedule changes.

Resource Manager Approval Required

Select to require that assignments in the business unit be approved by the resource's manager (his or her pool manager or supervisor), before the assignment status can change to Assigned.

If you select this option, the Resource Manager Options group box appears on the page.

If assignment approval is required, users other than the resource's required approvers cannot save an assignment with a status of Assigned. In this case, the status automatically changes to Pending Approval. When an assignment status changes to Pending Approval, the system sends a worklist item to the assigned approvers. The worklist item is a notification that the assignment needs to be approved.

The resource's manager or project manager can save the resource's assignment with a status of Assigned. The system detects that the user is the resource's assigned approver and does not generate a worklist item.

If both the resource manager and project manager must approve assignments, and either of the them creates an assignment, the assignment remains in a Pending Approval status and the system sends a worklist item to the other assigned approver.

Project Manager Approval Required

Select to require that assignments in the business unit be approved by the resource's project manager before the assignment status can change to Assigned. The project manager is defined on the Project Resources page in PeopleSoft Program Management.

This option is available only if PeopleSoft Program Management is installed.

Note. When project manager approval is enabled, users must assign a project manager to the project prior to assigning resources to the project.

See Scheduling and Managing Resources.

Resource Manager First and Project Manager First

Select the order in which the system routes assignment and date changes for approval. You can choose to route the workflow to the resource manager first or project manager first.

For example, assume that you select only the Resource Manager Approval Required option for assignment approval, and both Resource Manager Approval Required and Project Manager Approval Required for date change approval. You also select the Project Manager First option to specify the approval sequence for date changes. You create a new assignment that the system routes only to the resource manager for approval. Subsequently you change the assignment date, at which time the system sends the date change first to the project manager for approval, and then to the resource manager for approval.

The Resource Manager First and Project Manager First options are available for selection only if both resource manager and project manager are required approvers for assignments, or date changes, or both. The system disregards these options if you require only one approver.

Note. If the first approver rejects the assignment, the system does not route the assignment to the second approver. For example, assume that you designate that both the project manager and the resource manager must approve assignments, and the project manager is the first approver. If the project manager rejects the assignment, the resource manager will not receive any workflow notification regarding the rejected assignment.

Resource Manager Approval Required

Select to require that assignment schedule changes be approved by the resource's manager.

If you select this option, the Resource Manager Options group box appears on the page.

If date change approval is required, assignment date changes for a resource with an assignment status of Assigned require approval by the designated resource's approver. The system routes a worklist item to the approver. Until the date change is approved by the required approver, the new or changed assignment date rows have a status of Pending, and the pending dates appear on the assignment and the resource's schedule. The pending dates also carry over to the project team if you integrate with PeopleSoft Program Management.

If an assignment date change is rejected, the dates for the assignment, resource schedule, and project team revert back to the prechange assignment schedule. If the person making the date change is the approver, the system does not generate workflow.

Project Manager Approval Required

Select to require that assignment schedule changes be approved by the resource's project manager.

eMail Notification Options

Click to access the Assignments eMail Notification Options page and specify assignment notification options.

Resource Manager Options

This group box appears if you select the Resource Manager Approval Required check box.

Note. The system uses your selection for workflow routing. If resources are managed with resource pools, select Pool Manager instead of Supervisor.

Pool Manager

Select if you want the pool manager to approve resource assignments.

Supervisor

Select if you want the resource's supervisor to approve resource assignments.

Generic Resource Approval Options

Generic Resource Approval required

Select Pool Manager Approval required to require that generic resource requests be approved by the resource's pool manager when the project manager requests a new generic resource from PeopleSoft Program Management. Until such approval occurs, the resource's status in Program Management cannot change to Allocated. Until the pool manager approves the generic resource request, the project manager cannot allocate generic resource capacity from that pool.

Date Change Approval required

Select Pool Manager Approval required to require that the resource's pool manager approve date changes when the project manager changes assignment dates in PeopleSoft Program Management for an allocated generic resource request. Until such approval occurs, the resource's status in Program Management cannot change to Allocated.

eMail Notification Options

Click to access the Generic Resource eMail Notification Options page and specify generic resource notification options.

Note. If you inactivate a resource pool, all pending and approved-pending fulfillment generic resource requests are canceled.

Click to jump to top of pageClick to jump to parent topicSpecifying PeopleSoft Resource Management Assignments Notification Options

Access the Assignments eMail Notification Options page (Click the eMail Notification Options link on the Resource Management Options page).

eMail Notification Options

Date Change Notification

Click to enable email notification to the resource's manager, the resource, and the project manager if a resource's assignment schedule changes.

Assignment Status Notification

Click to enable email notification to the resource's manager, the resource, and the project manager if a resource's assignment status changes.

E-mail Manager for listed Statuses

Add the assignment statuses for which the system sends email notifications to the resource's manager, the resource, and the project manager indicating that a resource's assignment status has changed.

Click to jump to top of pageClick to jump to parent topicSpecifying Generic Resource eMail Notification Options

Access the Generic Resource eMail Notification Options page (Click the eMail Notification Options link in the Generic Resource Approval Options group box on the Resource Management Options page).

eMail Notification Options

Date Change Notification

Click to enable email notification to the pool manager if the generic resource request dates change.

Generic Resource Status Notif (generic resource status notification)

Click to enable email notification to the pool manager and project manager if the generic resource's status changes.

E-mail Pool Manager for listed Statuses and E-mail Project Manager for listed Statuses

Add the generic resource statuses for which the system sends email notifications to the pool manager and project manager indicating that a generic resource request's status has changed.

Click to jump to parent topicEstablishing HR Business Units Without PeopleSoft HRMS

If you do not integrate with PeopleSoft HRMS, the PeopleSoft Resource Management business units populate the HR Business Unit table (BUS_UNIT_TBL_HR).

Perform these steps to establish HR business units if PeopleSoft HRMS is not installed:

  1. Define business units in PeopleSoft Project Costing.

  2. Select the project business units to define as PeopleSoft Resource Management business units on the Resource Management Definition page.

    Assign a project integration template.

  3. Specify PeopleSoft Resource Management business unit options on the Resource Management Options page.

See Also

Setting Up Project Business Units