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 Resource Management Implementation Options
Define Project Enterprise Labor Resources
Manage Target Utilization Percentages
In Oracle Fusion Project Resource Management you can enable workflow to perform the following actions.
Notify the requester of a project resource request when a resource is proposed to fulfill the assignment. The requester must approve or reject the proposed resource.
The workflow process starts when the staffing owner assigns a resource to fulfill a project resource request.
The requester can approve or reject the proposed resource by using any of these methods:
Approve or Reject buttons in the notification in the Worklist: Notifications and Approvals region
Approve or Reject links in the e-mail notification
Actions menu on the project resource request
Notify the staffing owner when the requester approves or rejects the proposed resource for the assignment. This notification is for information only.
You must select the Notify requester when a resource is proposed to fulfill a project resource request option on the Manage Project Resource Management Implementation Options page to enable these workflow notifications.
Note
If you do not enable the workflow implementation option, then the requester must go to the project resource request to approve or reject the resource.
The following figure shows an example project resource request flow that uses workflow.
In this example, a project manager submits a request for a new project resource. The resource manager searches for qualified, available candidates and finds a resource that is a good match for the project. The resource manager specifies the resource name on the request and submits the request for the project manager to approve the proposed resource. The project manager receives an e-mail notification requesting approval of the resource, and approves the resource. This action fulfills the project resource request, assigns the resource to the project, and launches an e-mail notification to inform the resource manager that the resource is approved.
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 resource pool is a logical group of resources organized in a hierarchy for purposes of staffing and managing resources, and reporting on utilization.
Use the Manage Resource Pools page to build a resource pool hierarchy that reflects how the organization manages and reports on resources. For example, resource pools can group resources in a hierarchy by geographic locations, cost centers, skill sets, or primary project roles.
The pools named All Resources and Resources with No Pool Memberships are predefined. The All Resources pool is always at the top of the resource pool hierarchy. The Resources with No Pool Memberships pool is a direct child of the All Resources pool.
You can revise the resource pool hierarchy, such as moving a child pool from a parent pool in one hierarchy to a parent pool in a different hierarchy. However, you cannot move or delete the All Resources pool or Resources with No Pool Membership pool.
You can assign any project enterprise labor resource as a resource pool owner. Typically resource managers own the resource pools. When a resource manager searches for resources to fulfill a request, by default the application searches for resources who are members of resources pools that the resource manager owns. The search also includes any resource pools that are children of the resource pools that the resource manager owns.
You must remove all resources that are members of a pool before you can delete that pool. You must remove all resources that are members of child pools of a parent pool before you can delete the parent pool. If you delete a parent pool, the child pools are also deleted.
All managed project enterprise labor resources are members of a resource pool. Resources can belong to only one pool. The Resources with No Pool Memberships pool is the default pool for new resources.
You can move resources to different resource pools individually or as a group. Use the Manage Resource Pools page to change the resource pool that resources belong to. You can select the source pool on the resource pool hierarchy and then drag and drop pool members onto the target pool. You can also move resources by selecting pool members and clicking the Move Resources button to open a window to select the target resource pool.
If you deselect the option to manage a resource's availability and staffing in Oracle Fusion Project Resource Management, then the resource is no longer eligible to fulfill project resource requests. If you deselect this option after selecting it, the resource's pool membership is affected as follows:
If the resource is not used in Oracle Fusion Project Resource Management, then the application automatically removes the resource from any resource pool.
If the resource's name appears in the Resource field on a project resource request in any status, then the resource remains in a resource pool for historical reporting purposes.
When resource managers search for resources to fulfill project resource requests, they can search from pools that they own, or select one or more resource pools to focus the search to specific groups of resources. There is no restriction to the resource pools that resource managers can search to find qualified resources to fulfill project resource requests.
Resource managers use the resource pool hierarchy to review projected utilization on the Resource Manager Dashboard. The dashboard monitors utilization of resources and resource pools and other related analytics.
The Maintain Project Resource Search Index job set consists of processes that facilitate efficient and rapid searching for qualified resources to fulfill project resource requests.
The job set maintains the search index of project resource qualifications, qualification proficiencies, and filters. The application uses the index to calculate resource Qualification scores and filter counts during the search for resources, and to display resource details.
These actions depend on indexed resource data:
Initiating a search for resources for a project resource request
Modifying search criteria on the Search and Evaluate Resources page and conducting a new search
Modifying the resource pools that the search uses
Increasing the resource match thresholds for the Qualification or Available Capacity scores
Selecting new search filters, such as competencies, languages, locations, and project roles
Displaying resource details
You can run or schedule the Maintain Project Resource Search Index job set on the Scheduled Processes page. In addition, the Maintain Project Resource Search Index job set starts automatically after you run the Maintain Project Enterprise Labor Resources process to create resources or remove resource availability for staffing.
The Maintain Project Resource Search Index job set starts the following processes to update the search index.
Maintain Project Resource Qualification Index process
Maintains the index of active qualifications and qualification proficiencies for project resources. A qualification is indexed if the date the process runs is within the effective dates of the qualification. The index is used to calculate project resource qualification scores when searching for qualified resources to fulfill a project resource request.
Maintain Project Resource Qualification Filters process
Maintains the qualification filters and count of resources that have each qualification.
Maintain Project Resource Single Attribute Filters process
Maintains the filters for attributes for which a resource can have only a single value, such as location and project role. Maintains the count of resources that have each attribute.
Run the Maintain Project Resource Search Index job set often enough to account for the following changes:
Changes in qualifications and proficiencies for an HCM person who is associated with a project enterprise labor resource.
Enabling a resource's eligibility to fulfill project resource requests, which is indicated on the resource profile with the option to manage the resource availability and project staffing.
New or terminated resources.
For example, assume that you require resources to update their qualifications when they complete a project, and the average project duration is two weeks. You can schedule the Maintain Project Resource Search Index job set to run once every two weeks to update the index with the latest resource qualification changes.
Important
Resource managers cannot search for resources or view resource details if the search index is not available. The search index will not be available if the Maintain Project Resource Search Index process fails, or during the time that the process is running.
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.
To be a member of a resource pool, you must be a managed project enterprise labor resource whose availability and staffing are managed in Oracle Fusion Project Resource Management.
A resource who was previously eligible for staffing and fulfilled a project resource request will remain a member of the pool even if the Manage Resource Availability and Staffing option is subsequently disabled for the resource.
No. Instead, you can move the resource to another resource pool. For example, you can create a pool for inactive resources.
To change the resource pool that resources belong to, go to the Manage Resource Pools page. Select the source pool on the resource pool hierarchy and then select, drag, and drop pool members onto the target pool in the resource pool hierarchy.
Alternatively, you can select pool members and click the Move Resources button to open a window to select the target resource pool.
Records are processed by the Maintain Project Enterprise Labor Resources process in ascending order based on the process order value that you specify on the Create Condition page. For example, assume that an HCM person is included in a condition with a process order value of 1. If a resource does not already exist for that HCM person, then the process creates a resource for the condition with the process order value of 1, even if subsequent conditions also apply to the HCM person.
If multiple conditions have the same process order value, then records are processed in ascending alphabetical order based on the condition name.
Run the Project Enterprise Labor Resource Eligibility diagnostic test from the Help - Troubleshooting - Run Diagnostic Tests menu to determine whether a person in Oracle Fusion HCM is eligible to become a project enterprise labor resource. The test generates a report showing the results of three eligibility parameters.
Project Enterprise Labor Resource: Validates that a project enterprise labor resource does not exist for the person.
Work E-Mail: Validates that the person has a valid work e-mail, and the e-mail is not associated with an existing project enterprise labor resource.
Primary Assignment: Validates that the person has an active primary assignment for a person type of Employee or Contingent Worker.
Target utilization is the percentage of hours that project enterprise labor resources are expected to work on project assignments compared to their available hours. The project administrator specifies the default target utilization for the enterprise, and then specifies target utilization overrides for individual jobs.
The following factors affect the Resource Target Utilization Percentage.
Enterprise Target Utilization Percentage: Target utilization percentage that applies to all managed project enterprise labor resources in the enterprise unless specific override percentages exist for a resource's job.
Target Utilization Percentage Overrides: Target utilization percentages that override the enterprise target utilization percentage for resources with specific jobs.
The application uses the enterprise target utilization percentage for a resource if no override percentage exists for the resource's job. The default target utilization is 100%. The project application administrator can enter a new value in the Enterprise Target Utilization Percentage field on the Manage Target Utilization Percentages page.
If you enter a target utilization percentage override on the Manage Target Utilization Percentages page for a resource's job, then the application uses that percentage to compare to the resource's projected utilization on the Resource Manager Dashboard. The job is based on the resource's active primary HCM assignment.
Target utilization percentages can be whole numbers from 0 - 100. You can enter one override percentage for each job.
Assume that the target utilization for the enterprise is 80%. To set up the target utilization, change the default enterprise target utilization percentage from 100% to 80% on the Manage Target Utilization Percentages page.
Also assume that Senior Architects spend half their time on internal activities. To set up the target utilization for Senior Architects, enter 50% as the target utilization override for the job of Senior Architect.
The application will use 50% as the target utilization for all project enterprise labor resources with the job of Senior Architect, and 80% utilization for all other project enterprise labor resources.
