You are here: Primavera Unifier Administration Mode > Resource Manager Setup > Importing Resource Manager Attribute Forms and Business Processes

Importing Resource Manager Attribute Forms and Business Processes

A resource attribute form and role attribute form can be created in Primavera uDesigner and imported into Primavera Unifier. These are used to create resources and roles.

In addition, Resource Booking and Timesheet business processes can be used with the Resource Manager (however, Resource Booking BPs are not available in generic shells). The Resource Booking is used for booking resources on the Booking Summary Sheet. When the record is approved, the resource is considered to be hard-booked. While the record is pending, the resource booking is considered to be soft-booked. One Resource Booking business process can exist at the company, project, or shell level.

The Timesheet business process can be designed to roll up hours and costs from the time sheet to cost sheets. Required fields are the Resource picker (to pick the resource) and Week of (date). In addition to a Role picker and rate/hours fields, the time sheet detail form can include an Activity picker (to link the time sheet to a schedule sheet activity), Account Code picker (to link to the company accounts sheet), and Project picker (to link to a project). Only one time sheet business process can exist at the company level. However, multiple workflow schemas are allowed.

Note: Note the version number of the attribute form or business process before you import it into Primavera uDesigner. Be sure that you import the version with which you want to work, either the current version number or a greater version number.

To import Resource Manager attribute forms

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click uDesigner > Resource Manager in the left Navigator. The Primavera uDesigner Resource Manager log opens.
3 Click the Import button. The Primavera uDesigner Login window opens.
4 Enter the following information:
• Company Short Name: Identifier used for your company, and was set up at the time of company configuration.
• Authentication Key: Set up at the time the company was configured. It is like a password that provides import access to the Primavera uDesigner processes created for your company. Contact your site administrator for further information.
• uDesigner URL: Web address of the Primavera uDesigner server.
5 Click OK. The Import window opens, listing the resource attribute forms. You can import a resource attribute and a role attribute form.
6 Choose a form and click the Import button. The form is added to the log.

To import Resource Manager business processes

1 In Administration mode, go to the Company Workspace tab and click uDesigner > Business Processes. in the left Navigator
2 Click Import.
3 Complete the Primavera uDesigner Login window as described above.
4 You can import a Resource Booking and a Timesheet business process to use with the Resource Manager. These business processes need configuration and setup.

Importing forms also imports the data elements and data definitions used with the Resource Manager. Some of these need data set values. (See "Adding and Managing Data Sets".) Data definitions that will require data set values include:

• SYS Resc Calendar NW Day Type
• SYS Resource Proficiency
• SYS Resc Work Type
• SYS Resource Skill
• SYS Resource Interest

 

 

 

 

Oracle Corporation

Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

Copyright Information