Configuring Projects Resource Management Work Type Dimension for PeopleSoft

Work Type identifies the type of work done on a project and/or task. Work Type can identify whether this particular task is billable, capitalizable or for training; and assigns a weight to the level of utilization of the person performing the task.

Note:

This task is only applicable for Peoplesoft Project Resource Management.

Many metrics in Project Analytics Resource Management solution depends on the work type. For example, Training Hours considers only those tasks which are of type Training. In PeopleSoft Resource Management, Resource tasks are managed with a set of predefined task categories that are delivered with PeopleSoft Resource Management, and user definable categories that are available for tasks that are specific to the organization. However, in Peoplesoft Resource Management UI, there is no way to specify the work type associated with these task categories. The Task Types defined in PeopleSoft Resource Management is mapped to Work type Dimension. Work Type Dimension for PeopleSoft is not applicable for other Project Subject areas except Resource Management.

To Configure Projects Resource Management Work Type Dimension for PeopleSoft:

1. Run the following query in the source database:

   SELECT CONCAT(CONCAT(TASK_TYPE,'~'),SYSTEM_SOURCE) FROM PS_RS_TASK_TYPE WHERE SYSTEM_SOURCE='RS'
   

2. Copy the output of the above query and put in the file file_psft_work_type_ds.csv under the first column (INTEGRATION_ID) from row 5 onwards.

   The Work Type dimension provides two different scales to weight assigned time. This allows showing two different views of utilization: One at the resource level and the other at the organization level. For example, time doing rework or training could have full credit at the resource level while only partial at the organization level. For each of the row, specify the following information:

   Column	Description
   RES_UTILIZATION_PERCENTAGE	Resource Utilization Percentage for the task category. Any value between 0 and 100.
   ORG_UTILIZATION_PERCENTAGE	Organization Utilization Percentage for the task category. Any value between 0 and 100.
   REDUCE_CAPACITY_FLG	Flag that indicates whether any hours charged by the resource to this task category will reduce the capacity of the resource and the appropriate organization. Either Y or N.
   BILLABLE_CAPITALIZABLE_FLG	Flag that indicates whether the task category type is billable or capitalizable. Either Y or N.
   TRAINING_FLAG	Flag that indicates whether the task category is of type training.

3. Save the file.

   Ensure that the file is saved in CSV (text) not in MS Excel format.

This file need to be placed under Oracle BI Applications Source Files folder.