Adding and Modifying Activity Resources

Calculate

Specify the basis on which the activity's schedule is calculated. Options are:

• Duration: Select to have the system calculate duration by using the start and end date.

  You should not select this option if you select Fixed Duration in the Schedule Method field.

• End Date: Select to have the system calculate the end date by using the start date and duration.

• Start Date: Select to have the system calculate the start date by using the duration and end date.

The option that you select for each activity depends on what information you already know about that activity. For example, you might know that based on a service-level agreement, an activity must start on a specific date. You might also know from experience that a resource can perform the activity in 35 days. Given that you know the start date and duration, you set the Calculate field to End Date, so that you do not have to manually count days on a calendar to derive the end date of the activity.

This field does not appear if the Activity Date Cascade Calculations option on the Project General - Program Management page is set to Manual.

Schedule Method

Designates the method for calculating the variables that are involved in scheduling labor resources to an activity. Variables are work, duration, and units. The scheduling method determines which element of a schedule remains constant when any one of the scheduling variables (work, duration, or units) changes.

Select one of these options:

• Fixed Duration: When a schedule is calculated or recalculated, the variable that remains constant is the total amount of time, measured in days, in which assigned resources must complete the activity.

  You should not select this option if you select Duration in the Calculate field.

• Fixed Units: When a schedule is calculated or recalculated, the variable that remains constant is the number of resource units that are assigned to the activity.

• Fixed Work: When a schedule is calculated or recalculated, the variable that remains constant is the total amount of work, measured in hours, that assigned resources require to complete the activity.

Duration in Days

Enter the number of days in which assigned resources must complete the activity

Labor Adjustment % (labor adjustment percentage)

Displays the labor adjustment percentage that the Pricing process uses to calculate new rows for projects that are created from proposals in PeopleSoft Proposal Management if the rate option is AMN (Mark Up/Mark Down Labor). This field appears only if the project request originated from PeopleSoft Proposal Management.

Non-Labor Adjustment % (nonlabor adjustment percentage)

Displays the nonlabor adjustment percentage that the Pricing process uses to calculate new rows for projects that are created from proposals in PeopleSoft Proposal Management if the rate option is AML (Mark Up/Mark Down Nonlabor). This field appears only if the project request originated from PeopleSoft Proposal Management.

View Class(es)

Select which resource class to view in the list of activities. Options are All, Asset Resource, Labor Resource, or Material Resource.

Recalculate Schedule

Click after editing schedule-related fields in the component so that the system can use the new data to modify the activity schedule.

Unit of Measure

Select the unit of measure in which to view the activity's work and cost information. Options are Work Hour or Person Day.

Work

Displays the sum of the work from the Resources grid in the units selected in the Unit of Measure field.

Actual Work

Displays the sum of the actual work values from the Resources grid in the units selected in the Unit of Measure field.

Remaining Work

Displays the sum of the remaining work values from the Resources grid in the units selected in the Unit of Measure field.

Total Cost

Displays the sum of the cost values from the Resources grid in the units selected in the Unit of Measure field.

Total Billable

Displays the sum of the bill amount values from the Resources grid in the units selected in the Unit of Measure field.

Bill Adjustment

Displays the amount that the total billable amount is adjusted by based on the percentages in the Labor Adjustment % and Non-Labor Adjustment % fields. This value is calculated as ((Total Billable (for labor resources) × Labor Adjustment %) + (Total Billable (for non-labor resources) × Non-Labor Adjustment %)). This field appears only if the project request originated from PeopleSoft Proposal Management.

Total Bill Adjusted

Displays the adjusted billing amount, which is the sum of the values in the Total Billable and Bill Adjustment fields. This field appears only if the project request originated from PeopleSoft Proposal Management.

Notified

Indicates whether the resource has been notified of an assignment. The check box displays a check mark if notification has been sent. This occurs when you click the Notify Activity Resources button on the Resources page.

Resource Class

This field indicates that the resource belongs to one of these categories:

• Labor: Human resource.

• Material: Consumable resource (for example, lumber is a material resource).

• Asset: Nonhuman resource (for example, a computer is an asset resource).

• Other: Any other type of resource (for example, travel).

Resource Name

For asset or material resources, enter the description of an asset or material. For labor resources that are employees, enter the name or employee ID of the resource. To assign a generic, unnamed labor resource, enter the description of the generic resource, such as Technician 1 or Project Manager.

ID Number

Select a unique identifier for the resource. This field is applicable only for labor, asset, and material resources. The system automatically populates this field with the employee's ID when it is entered in the Resource Name field.

Project Role

Select the job function that the resource is going to perform for the activity. This field applies only to labor resources.

Unit of Measure

Select the unit of measure by which the resource's cost rate is quoted. For labor resources using employee, project role, or job code rate types, MHR is the only valid unit of measure. For labor resources using custom rate type, MHR and MDY are the only valid units of measure. Asset and material resources typically use Each as the unit of measure, but they can use any available unit of measure that has been defined in the system.

The UOM must be the same for the bill and cost rates. If the UOM is changed for one rate, the system automatically changes the UOM for the other rate to be the same and clears out the rate value.

You can edit this field only if both the cost and bill rate types are set to custom. If the rate types are not both custom, the noncustom rate type controls the UOM for both bill and cost.

Units

For labor resources, enter the time percentage, based on the project calendar, that the resource is allocated to the schedule.

The default value is:

• The units percent value for that schedule in the Assignment Schedule grid on the Resource Detail page if the resource only has one assignment schedule.

• The lowest units percent value of the assignment schedules if the resource has more than one assignment schedule.

For asset and material resources, units indicate a count of the item in terms of the unit of measure. For example, if you have a material named Bolts, and you enter bushels in the Unit of Measure field and 5 in the Units field, you are indicating that the activity requires five bushels of bolts.

Work

Enter the total number of hours or days that a resource is expected to participate in the selected activity. This field is available for labor resources only. When you first add a labor resource to an activity, the system determines the value for this field by:

1. Determining the duration of the activity based on the UOM.

   When the UOM is MHR, the system converts the duration of the activity in days to business hours according to the standard work-hours-per-day setting of the project.

   For custom rate types with an MDY UOM, the duration is in days.

2. Obtaining the resource's units, which are 100 percent by default, and converting that to a decimal value.

3. Multiplying the value of duration times the value of units to obtain the value of work in hours if the UOM is MHR or days if the UOM is MDY.

As each new labor resource is added, the system sums the value of remaining work from the other resources, distributes the summed value proportionally between the original resources and the new resource, and sets the new resource's work value equal to its remaining work value.

Actual Work

Displays the number of hours that a resource actually works. This is a display-only field, and is relevant only to labor resources. The values that are in this field reflect any actual hours from approved PeopleSoft Expenses time reports.

See Stage Time and Expense Reports.

Remaining Work

This is a display-only field, and is relevant only to labor resources. The system determines its value for a given labor resource by subtracting the value of actual work from the value of work.

As each new labor resource is added, the system sums the value of remaining work from the other resources, distributes the summed value proportionally between the original resources and the new resource, and sets the new resource's work value to be equal to its remaining work value.

Baseline Work

Enter the number of hours or days that you expect the activity to require. As the project progresses, you can compare this to the actual work to determine the accuracy of the original baseline estimate.

Rate Type

Select the method of determining the resource's cost per unit.

For generic asset and material resources, the only valid value is Override, and you must specify the cost per unit in the Rate field.

For named asset and material resources, you can select Override and specify the cost per unit in the Rate field, or you can leave the field blank. If you the leave the field blank, the system uses the rate, UOM, and currency from PeopleSoft Asset Management for asset resources or from PeopleSoft Order Management for material resources.

For labor resources, you can select Override to specify the rate, or you can select Proj Role (project role), Jobcode, Employee, or Customer Rate to obtain the standard rate that the organization establishes for each of these options. If you select any option other than Override, the Rate field becomes view-only and displays the appropriate standard rate. The available rate types are based on the settings in the Rates group box on the Program Management Options page.

See Program Management Options Page.

Rate Name

When a rate type of Custom is selected, you must select a custom rate name. Custom rates are defined using the Define Custom Rates Pageand the Populate Custom Rates Page.

The Rate Name prompt table is restricted to those custom rate definitions where Source Quantity is selected as the Apply Rate to option and contain Emplid, Jobcode, ProjRole, and/or Region.

Rate

The cost rate per unit that is applied to determine the total cost of the resource. For asset and material resources, this is the monetary cost per unit. For labor resources, it is the cost per hour or day.

Currency

Select the currency in which you are quoting the resource's rate.

Budget Item

Select a budget classification for the resource. This classification determines the general ledger account to which expenses that are related to this resource are charged.

Cost

Displays the cost of the resource based upon other data that is entered. For assets and materials, the cost is determined by multiplying the rate by the units. For labor resources, the system generates cost by multiplying the rate times the hours or days that are specified in the Work field.

Rate Type

Select the method of determining the resource's bill amount per unit.

For generic asset and material resources, the only valid value is Override, and you must specify the bill amount per unit in the Rate field.

For named asset and material resources, you can select Override and specify the bill amount per unit in the Rate field, or you can leave the field blank. If you the leave the field blank, the system uses the rate, UOM, and currency from PeopleSoft Asset Management for asset resources or from PeopleSoft Order Management for material resources.

For labor resources, you can select Override to specify the rate, or you can select Proj Role (project role), Jobcode, Employee or Custom Rate to obtain the standard rate that the organization establishes for each of these options. If you select any option other than Override, the Rate field becomes view-only and displays the appropriate standard rate. The available rate types are based on the settings in the Rates group box on the Program Management Options page.

See Program Management Options Page.

Rate Name

When a rate type of Custom is selected, you must select a custom rate name. Custom rates are defined using the Define Custom Rates Pageand the Populate Custom Rates Page.

The Rate Name prompt table is restricted to those custom rate definitions where Source Quantity has been selected in the Apply Rate to field, and contains Emplid, Jobcode, ProjRole, and/or Region.

Rate

The bill rate per unit that is applied to determine the total billable amount of the resource.

For asset and material resources, this is the monetary bill amount per unit. For labor resources, it is the bill amount per hour or day.

Currency

Select the currency in which you are quoting the resource's rate.

Bill Amount

Displays the bill amount of the resource based upon other data that is entered. For assets and materials, the bill amount is determined by multiplying the rate by the units. For labor resources, the system generates bill amounts by multiplying the rate times the hours or days that are specified in the Work field.

Asset Type

Displays the asset type for the asset resources. This field is blank for all labor, material, and other resource classes.

Asset Subtype

Displays the asset subtype for the asset resources. This field is blank for all labor, material, and other resource classes.

Manufacturer ID

Displays the manufacturer ID for the asset resources. This field is blank for all labor, material, and other resource classes.

Model

Displays the model for the asset resources. This field is blank for all labor, material, and other resource classes.

Add Resource from Project

Click to access the Assign Resources from Project page, which lists the available project resources that can be assigned to the activity. The page is displayed as a new tab in the Resource component.

Create Work Order

Click to create a work order in PeopleSoft Maintenance Management. The Create Work Order button appears only if you have PeopleSoft Maintenance Management.

See Understanding Integration with PeopleSoft Maintenance Management.

View Work Order

Click to access the Work Orders page (PC_LINK_WO), where you can view the work orders that have been opened for this activity. This link appears only if:

• PeopleSoft Maintenance Management is installed.

• The project status is Active.

• The project is not a Work Order Managed project.

  For non-Work Order Managed projects, the Work Order Managed option is deselected on the Project Definitions - General Information page.

Project Activity Resource Pool

Click to access the Activity Resource Pool page, where you can search and select resource pools to add to the resource pools list to enforce resource pool security.

See Understanding Resource Pool Security.