11g Release 7 (11.1.7)
Part Number E37979-01
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Oracle® Fusion Applications Project Execution Management Implementation Guide 11g Release 7 (11.1.7) Part Number E37979-01 |
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This chapter contains the following:
Manage Project User Registrations
Manage Project Management Roles
Define Project and Resource Calendars
Manage Project Enterprise Resources
Provisioning access to Project Execution Management applications is the process of registering a user account in Oracle Identity Management for a resource and assigning project-related enterprise roles to the resource. A resource's access to work areas in Project Execution Management applications depends on the roles that you assign to the resource.
Use the Manage Project User Registrations page to request user accounts and assign enterprise roles for project enterprise labor resources to enable the resources to log into Project Execution Management applications to plan projects, manage resources, review, track, and collaborate on work. During implementation you can provision a set of users and assign the Project Application Administrator role so that these administrators can initiate the provisioning process for the rest of the project enterprise labor resources.
A resource that you provision typically falls into one of these categories:
Resource is an HCM person in Oracle Fusion HCM and is a project enterprise labor resource in Oracle Fusion Project Management.
User accounts for resources in this category are typically created in Oracle Fusion HCM, and the HCM person is associated with a project enterprise labor resource when you create the resource in Oracle Fusion Project Management. Assign the appropriate project-related roles to these resources so they can perform project management, project collaborative planning, and progress functions in Project Execution Management applications.
Important
You cannot create a user account on the Manage Project User Registrations page for an existing HCM person. HCM persons are registered in Oracle Fusion HCM.
Resource is a project enterprise labor resource in Oracle Fusion Project Management, but is not an HCM person.
You can maintain resource details and add resources to projects in Oracle Fusion Project Management even if the resources are not employees or contingent workers in Oracle Fusion HCM. However, if you want these resources to access Project Execution Management applications to administer or manage projects or resources, or track and report on work, then you must create user accounts to register the resources in Oracle Identity Management, and assign project-related enterprise roles to the resources. Select the existing project enterprise labor resource on the Manage Project User Registrations page and initiate the provisioning process.
Resource is an HCM person in Oracle Fusion HCM, but is not a project enterprise labor resource in Oracle Fusion Project Management.
You can assign project-related enterprise roles to resources who have user accounts that were created in Oracle Fusion HCM. However, these resources do not appear as project enterprise labor resources in Project Execution Management applications until you create the resources in Oracle Fusion Project Management.
You can assign the following enterprise roles to resources:
Project Application Administrator: Collaborates with project application users to maintain consistent project application configuration, rules, and access.
Project Execution: Manages projects in Project Execution Management applications.
Note
The Project Manager job role does not include the Project Execution role by default.
Resource Manager: Manages a group of resources who are employees or contingent workers. Monitors the utilization of resources and manages the assignment of resources to work on projects. Collaborates with project managers to find suitable resources to fulfill project resources requests.
Team Collaborator: Performs, tracks, and reports progress on project and nonproject work. Collaborates with other team members or project managers to perform project tasks and to-do tasks.
On the Manage Project User Registrations page:
When you select the Request user account check box, the Project Execution and Team Collaborator roles appear by default in the Role Details table.
Select the Assign administrator role check box to assign the Project Application Administrator role to the resource. This action adds the Project Application Administrator role to the Role Details table.
Add the Resource Manager role to the Role Details table if the resource will perform functions in Oracle Fusion Project Resource Management.
You can add or remove roles for a resource with an existing user account. Use the Edit feature to add roles. Use the Actions menu to remove roles.
Note
You must wait until any previous provisioning request is complete for this resource before you add or remove roles for the resource.
A user account status indicates whether a user can access the application. The statuses are:
Active: User is active and can access the application
Inactive: User is inactive and cannot access the application
A user provisioning status indicates the state of the user provisioning process. The statuses are:
Completed: Process completed without errors or warnings
Failed: Process failed because of errors or warnings
Partially completed: Process is partially completed
Pending: Process is in progress
Provisioned: Role is provisioned in Oracle Identity Management
Rejected: Process was rejected by Oracle Identity Management
Provisioning requested: Process for provisioning a user is submitted to Oracle Identity Management
Revoke Requested: Process for revoking user provisioning is submitted to Oracle Identity Management
A project role is a classification of the relationship that a person has to a project, such as project manager, functional consultant, or technical lead. A project role defines the type of work that a person performs on a project, and allows access to project management information for the project manager role.
Project manager and project team member are predefined project roles that you cannot edit or delete. You can create additional project roles to meet the needs of your organization. However, you cannot delete a project role that is designated as a resource's primary project role, specified on a project resource request, or assigned to a resource on a project.
Project roles are used for the following purposes:
To identify the type of work that a person performs on project assignments
To set up default resource qualifications
As criteria when searching for resources to fulfill project resource requests
As a resource's primary project role
When you add a resource to a project, you select a project role to identify the type of work that the resource will perform on the project. The default project role is Project Team Member for resources or resource placeholders that you add directly to the Manage Project Resources page in the Project Management work area.
When you fulfill a project resource request in the Project Resources work area and create an assignment for the resource, the project role specified on the request is the default project role on the assignment. You can change the project role on the Assign Resource page before you submit the assignment for approval.
On the Manage Project Roles page, select a set of default qualifications, proficiencies, and keywords for each project role. Default qualifications, proficiencies, and keywords that you associate with a project role automatically appear as requirements on a project resource request when you select the project role for the request.
When searching for resources to fulfill a project resource request on the Search and Evaluate Resources page, you can filter the resource search results by project role to focus the results. Resources that have the selected project role filter as their primary project role will appear in the results. The number next to the filter indicates the number of resources in the results that have the primary project role.
You can designate a primary project role for a resource that represents the work that the resource typically performs on project assignments.
You can use the resource's primary project role in the following areas in Oracle Fusion Project Resource Management:
As a resource search option filter when viewing resources on the Search and Evaluate Resources page
When viewing resource information on the Resource Details page
When comparing the attributes of multiple resources against the requirements specified in the project resource request on the Compare Resources page
As an attribute value to assign to new resources that the Maintain Project Enterprise Labor Resources process creates
As search criteria when searching for a project enterprise labor resource to designate as a resource pool owner on the Manage Resource Pools page
As advanced search criteria when searching for resource pool members on the Manage Resource Pools page
As column to sort open project resource requests on the Resource Manager Dashboard
Project and resource calendars define the standard working and nonworking time for projects and resources. Working times are the days and total hours in a calendar during which work can occur. Nonworking times in a calendar are days and total hours for which work should not be scheduled, such as weekends and holidays.
Features of project and resource calendars include:
Default calendars
Project calendars
Resource calendars
Standard calendar
Your implementation team selects a default project calendar and resource calendar on the Define Project Management Implementation Options page. The default project calendar is automatically assigned to new projects, and the default resource calendar is automatically assigned to new project enterprise labor resources.
If the default project calendar does not meet the schedule requirements for a specific project, a project manager can select another calendar during project creation. Similarly, if the default resource calendar does not meet the scheduling requirements for a specific project enterprise labor resource, the project application administrator can assign another calendar to the resource.
A project manager can select the calendar for a project during project creation or when managing the project plan.
The working days and total hours in the calendar are used to schedule the project plan. The calendar also works with the project start and finish dates to determine the project duration.
The project application administrator can select a resource calendar when creating or editing a project enterprise resource. The working days and total working hours in a resource calendar are used to determine resource availability.
Oracle Fusion Project Resource Management uses the resource calendar to determine a resource's available hours for a project. The Update Resource Utilization Data process calculates the resource's projected utilization with the available hours.
Oracle Fusion Project Execution Management provides a standard calendar of 8 hours per day, 5 days per week that you can assign to projects and resources.
The application cannot calculate a resource's available capacity if the project resource request dates are outside of the resource calendar effective dates. The resource will have no Available Capacity score.
Run the Maintain Project Enterprise Labor Resources process to create resources, remove resource availability for staffing, and maintain the resource search index.
Create and maintain project enterprise labor resources by defining a set of conditions that specify the employees and contingent workers in Oracle Fusion Human Capital Management (HCM) to create as resources in Oracle Fusion Project Portfolio Management. Define the resource attribute values, such as the resource calendar and primary project role, to assign to the new resources.
The following table lists the criteria that you define for selecting HCM persons to create as project enterprise labor resources.
|
Selection Criteria |
Description |
|---|---|
|
Person type |
Select the HCM person type for the process to use as criteria when selecting HCM persons to create as resources. Available person types are employees, contingent workers, or both employees and contingent workers. |
|
Option to select people based on job |
Select this option for the process to create resources for HCM persons with specific jobs. Caution If you do not select job criteria for this condition, the process will create resources for all eligible people based only on the person type. |
|
Jobs |
If you selected the option to select people based on job, then select the jobs for the process to use as HCM person selection criteria. |
The following table lists the attributes for which you specify values to assign to resources that are created for the condition.
|
Resource Attribute |
Description |
|---|---|
|
Option to manage resource availability and staffing |
Select this option for resource managers to manage the availability and project staffing of resources who are created based on the condition. Resources who are managed in Oracle Fusion Project Resource Management are eligible to fulfill project resource requests. |
|
Calendar |
Select the resource calendar for resources that are created based on the condition. The resource calendar defines the work schedule for project enterprise labor resources, and includes working days and hours and any exceptions, such as holidays. |
|
Primary project role |
Select the primary project role for resources that are created based on the condition. Project roles are maintained in Oracle Fusion Project Management. |
|
Cost rate and currency |
Enter the cost rate and currency for resources that are created based on the condition. |
|
Bill rate and currency |
Enter the bill rate and currency for resources that are created based on the condition. |
Select one or both of the following process options when you run the Maintain Project Enterprise Labor Resources process:
Create resources:
Creates project enterprise labor resources from Oracle Fusion HCM persons based on person selection criteria and resource attribute values defined in maintenance conditions.
Remove resource availability:
Disables the option to manage resource availability and staffing for all project enterprise labor resources with no active primary assignment in Oracle Fusion HCM.
The Maintain Project Enterprise Labor Resources process includes all conditions on the Maintain Project Enterprise Labor Resources Process Conditions page each time the process runs. Assign a process order to each condition to determine the order in which the Maintain Project Enterprise Labor Resources process creates resources. When you run the process for the Create Resources option, conditions are processed in ascending order of the process order value. Multiple conditions with the same process order value are processed in ascending alphabetical order of the condition name.
Resources who no longer have the option enabled to manage resource availability and staffing are not eligible to appear in match results. You have the option to disable resource availability for resources who do not have an active primary assignment in HCM.
After all conditions are processed, the Maintain Project Resource Search Index Job Set process runs. This process updates the index that enables resources to appear on the Search and Evaluate Resources page when searching for resources to fulfill project resource request. You can also submit the job set for the index on its own. It is not necessary to always run the maintain process first.
The Maintain Project Enterprise Labor Resources process creates resources only for HCM people that meet the selection criteria for a condition and are not already linked to a project enterprise labor resource. The list of exceptions appears in the Last Process Details region and refreshes each time you run the process.
A project enterprise labor resource is a resource that you can assign to multiple projects. If you manage resource availability and staffing in Oracle Fusion Project Resource Management, use project enterprise labor resources to fulfill project resource requests.
Consider the following attributes when creating a project enterprise labor resource.
Select the resource calendar
Select the primary project role
Associate an employee or contingent worker
Manage resource availability and staffing
Select a resource pool
Resource calendars are used to determine resource availability, schedule tasks, and assign resources to tasks.
The main purpose of the calendar is for daily scheduling of work using hours per day as the unit. The duration of tasks is measured in days and not hours.
A predefined calendar with eight hours per day and five days per week with no holidays is used as a default if no calendar is available for a project or resource.
Available values are based on Oracle Fusion Project Management project roles. The primary project role represents the role that a resource most often fulfills on a project.
Note
The default value is Project Team Member.
An HCM person is a named person in the HCM database with a person type of Employee or Contingent Worker and an active assignment. In Oracle Fusion Project Resource Management, if you associate an HCM person with a project enterprise labor resource and manage the resource's availability and staffing, then the resource is eligible to fulfill project resource requests.
Select this option for the resource to be eligible to fulfill project resource requests.
If you deselect this option after selecting it, the resource availability and staffing is no longer managed in Oracle Fusion Project Resource Management, and the following changes occur:
If the resource is not used in Project Resource Management, then the resource is no longer eligible to fulfill project resource requests and is removed completely from pools.
If the resource is used in Project Resource Management, then resource is no longer eligible to fulfill project resource requests and remains in pools for historical reporting purposes. If the resource is already associated with an unfulfilled request, then the resource is no longer eligible to be assigned to fulfill the request.
You must select a resource pool if you manage the resource availability and staffing in Project Resource Management.
Note
The default value is the Resources with No Pool Membership.
A project enterprise labor resource is a resource that you can assign to multiple projects.
A managed project enterprise labor resource is a project enterprise resource who is associated with a named person in HCM, and whose availability and staffing are managed in Oracle Fusion Project Resource Management. You use managed project enterprise labor resources to fulfill project resource requests.
