Setting Up Resources

Pages Used to Set Up Resources

Page Name	Definition Name	Navigation	Usage
Resources	RES_TBL1	select Activity Based Management, then select Setup, then select Resources, then select Resources, then select Resources	Define resources for models to calculate values.
Resource Notes	RES_TBL2	select Activity Based Management, then select Setup, then select Resources, then select Resources, then select Resource Notes	Record setup comments, advice, or notes.
Resource Listing (inquiry)	RES_LIST_VW1	select Activity Based Management, then select Setup, then select Resources, then select Resource Listing	Review resources that you set up in the system.
Resource Listing (report)	RUN_RAB_2002	select Reports, then select Activity/Resource Reports, then select Resource Listing	Run the Resource Listing report.

Understanding Resource Setup

Set up resources using any of the following three methods:

Use the Resource component to enter resources.
(Optional) Use PeopleSoft Tree Manager to set up a resource tree.
(Optional) Define a resource using the Resource component while creating a resource tree.

After you add all of your resources, review detailed resource information on the Resource Listing page or run the Resource Listing report (ABC2002). Both tools provide a listing of resources by SetID and their settings.

Prerequisites

Before you can set up resources, you must do the following:

Create a model.
If you are using the Employee Profile feature, set up the associated pages, and then start the Employee Profile engine to create the employee, work group, and department resources.
If you are using the Cost of Capital feature, set up the associated cost of capital.
If you are using attributes with resources, define the attributes using the Attributes page.

Resources Page

Use the Resources page (RES_TBL1) to define resources for models to calculate values.

Navigation

select Activity Based Management, then select Setup, then select Resources, then select Resources, then select Resources

Image: Resources page

This example illustrates the fields and controls on the Resources page. You can find definitions for the fields and controls later on this page.

Owner ID

(Optional) Enter the unique identifier of the user designated as the owner of the resource.

Resource Use

Select how the resource is consumed. Values are:

Primary: Specifies resources consumed by activities or cost objects.

Secondary: Specifies resources consumed by other resources before being assigned to activities.

Resource Group

Select a resource group composed of resources with similar cost profiles. Values are: Expense, Other, and People.

Spending Pattern ID

If you use the PeopleSoft Activity-Based Planning and Simulation feature, enter the identifier for the desired spending pattern.

View Spending Pattern ID

Click to access the Resource Spending Pattern page in Add mode, where you can define a new spending pattern.

Add Spending Pattern ID

Click to access the Resource Spending Pattern page in Update/Display mode, where you can review an existing spending pattern.

Resource Supplied

Select the resource supplied. Values are:

Committed: Specifies that the resource supply is unalterable in the short term (for example, being unable to change the cost of providing a business location because of a lease structure).

Flexible: Specifies that the resource supply is variable in the short term (for example, a casual labor supply).

Accounting Class

Select an accounting class. Values are:

Inventory: Specifies that the resource is a direct component of the goods or services that you sell (for example, direct materials sold in a manufacturing environment).

Non-inventory: Specifies that the resource is not a direct component of the goods and services that you sell (for example, administrative or overhead costs).

Assignment Type

Select Target and Source if the object serves as both the target and source of values assigned to and from other objects.

Deselect Target and Source if the values are not derived from or assigned to this object. You would deselect both check boxes only when working with trees. Some of the objects that you create are higher nodes in the tree (not leaves). Those objects are not going to be targets or sources; you create them to have the intermediate nodes for the tree structure.

Target

Select if the object is the target to which support values are assigned from other objects or sources.

Target objects must be at lower levels in the tree structure than their source objects.

Source

Select if the object is the source of values assigned to other objects or targets.

Source objects must be at higher levels in the tree structure than their target objects.

Capital Resource Information

Capital Resource

Select to assign a cost of capital to this resource, and then enter a Cost of Capital ID.

Cost of Capital ID

Enter the identifier of the cost of capital. This field is available for entry only when you select Capital Resource.

View Cost of Capital ID

Click to access the Resource Spending Pattern page in Add mode, where you can define a new cost of capital item. This option is available only when you select Capital Resource.

Add Cost of Capital ID

Click to access the Cost of Capital page in Update/Display mode, where you can review an existing cost of capital definition. This option is available only when you select Capital Resource.

Related Resource

Select to relate capital resources used by a range of products and let them share drivers such as operating expenses, and then enter a Resource ID.

Resource ID

Enter the identifier of the resource.

Note: Resource ID is available when you select Related Resource.

Attributes

Attribute ID

If you are using attributes, enter the identifier of the attribute to further categorize the activity.