Adding and Modifying Project Resources

Indicates that a scheduling conflict exists. This conflict warning indicator appears next to each resource that the system determines has a schedule conflict. Move your mouse cursor over the indicator to view a message that indicates the nature of the conflict.

Indicates that a resource is assigned to an activity on this project. The Activity Indicator icon appears next to each resource that is assigned to an activity on this project.

Resource Class

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

Labor: A human resource, with or without an employee ID, that can be associated with activities. The system calculates work and remaining work, and allows the entry of actual work and rates for labor resources.

Material: A consumable resource. For example, lumber is a material resource. Material resources do not have planned start and end dates or roles on the project, the system does not generate assignments for them in PeopleSoft Resource Management, and they do not have assignment schedules on the Resource Detail page of the Resources component.

Asset: A nonhuman resource. For example, a computer is an asset resource. Asset resources do not have planned start and end dates or roles on the project, the system does not generate assignments for them in PeopleSoft Resource Management, and they do not have assignment schedules on the Resource Detail page of the Resources component.

Other: Any other type of resource that a project manager might want to track on the project that is not a labor, material, or asset resource.

Resource Name

Displays the name of the resource as a link to the Resource Detail page on which you can view scheduling and assignment data for the resource.

Indicates that the resource is the project manager. This icon appears only if the project manager assignment is current as of today's date or the project manager assignment starts on the same date as a future dated project.

ID Number

Displays a unique identifier for the resource based on the resource class:

• Labor resource class displays the employee ID.

• Asset resource class displays the asset ID.

• Material resource class displays the item ID.

• Other resource class displays nothing.

Generic appears in this field for all generic labor, asset, and material resources.

Click the Express Search icon to access the Express Search Page in PeopleSoft Resource Management, where you can identify qualified candidates for the project. This icon appears only for generic labor resources. However, the icon does not appear if:

• A service order already exists for the generic resource.

• The generic resource's resource status is Allocated.

Quantity

Displays the number of items that are needed for this project. This field appears only for material resource items that are added to one or more activities with a units value greater than zero.

Primary Project Role

Displays the associated job function for the resource. This field appears only for labor resources.

Planned Start Date

Displays the date on which the resource is expected to begin working on the project. This field applies only to labor resources. This is a display-only field, and the system determines this date by using the earliest start date of all assignments that are defined for the resource.

Planned End Date

Displays the date on which the resource is expected to finish working on the project. This field applies only to labor resources. This is a display-only field, and the system determines this date by using the latest end date of all assignments that are defined for the resource.

Indicates that a resource has multiple assignments for the project. Click the Resource Name link to view scheduling and assignment elements for the resource.

Resource Pool

Displays the resource pool to which the resource belongs. This fields appears only if you use PeopleSoft Resource Management.

Personnel Status

Displays the personnel status for labor resources. This field appears only if you use PeopleSoft Resource Management and a named resource appears in the grid.

Indicates that a resource is in an inactive resource pool. This icon appears next to each generic resource that belongs to an inactive resource pool. This icon appears only if you use PeopleSoft Resource Management.

Resource Status

Select the resource status. This field appears only if you use PeopleSoft Resource Management and the resource is a labor resource.

If a resource request or service order exists for a given resource, the system sets this field to Requested and the field becomes display-only.

See Understanding Resource Tools.

Click to access the Update Generic Resource Qualifications page, where you can view and edit default qualifications from qualification profiles for use as search criteria to fulfill generic resource requests.

Unit of Measure

Displays the unit of measure by which the resource's cost and bill rates are quoted. For labor resources, hours or days are the only valid units of measure. Assets and material resources typically use Each as the unit of measure.

Region

Displays the resource's region. This field appears only if you use PeopleSoft Resource Management.

Job Code

Displays the resource's job code. This field appears only for named labor resources.

Rate Type

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

Rate

Displays the cost rate per unit that is applied to determine the total cost of the resource.

Currency

Displays the currency in which the resource's cost rate is quoted.

Cost Budget Item

Displays the cost budget item for the resource.

Revenue Budget Item

Displays the revenue budget item that the system supplies by default from the Program Management Options page.

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.

Resource Class

Select the resource class from these options:

• Asset

• Labor

• Material

• Other

Resource Name

Enter the resource name. For named labor resources, assets, and materials, the system populates this field automatically after you enter the ID number. For generic resources, enter a description of the resource in this field and leave the ID Number field blank.

ID Number

Enter the ID number. You do not need to enter an ID number for the Other resource class or generic resources.

Quantity

Enter the number of resources to add to the Associated Resources grid. This field is available only for generic labor and asset resources.

If the value of the Quantity field is greater than 1, the system appends a sequential number to the resource name. For example, if you enter Engineer for the resource name and 3for the quantity, the system adds three rows with the resource names Engineer1, Engineer2, and Engineer3. If resources with the name Engineer already exist on the project team, the system increments numbers starting with the highest number. If you add 2 more Engineer resources, the system names the resources Engineer4 and Engineer5.

If the resource name ends in a numeric value, the system removes the number before it applies the algorithm to assign a sequential suffix to the resource name. For example, you enter a resource name of Engineer1 and a quantity of 2. The system creates resources with Engineer1 and Engineer2 resource names. If you want to maintain the number at the end of the resource name, you can insert another character after the number, such as a hyphen. For example, you enter a resource name of Engineer1- with a quantity of 2. The system then creates resources with Engineer1–1 and Engineer1–2 as the resource names.

Asset Type

Enter the asset type from these options:

• Hardware

• Software

• Equipment

• Property

• Fleet

• Machinery

• Furniture

• Facility

• Intangible

• Other

For named assets, the system populates this field with the associated asset type. This field appears only for asset resource classes.

Asset Subtype

Enter the asset subtype. The system prompts from the PeopleSoft Asset Management Subtype table (AM_SUBTYPE) based on the value in the Asset Type field. You must select an asset type before selecting an asset subtype. For named assets, the system populates this field with the associated asset subtype. This field appears only for asset resource classes.

Manufacturer ID

Enter the manufacturer ID. The systems prompts from the Purchasing Manufacturing table (MANUFACTURING). For named assets, the system populates this field with the associated manufacturer ID. This field appears only for asset resource classes.

Start Date and End Date

Enter the start date and end date. The system populates the start and end dates with the project start and end date by default. The dates must meet these conditions:

• The dates must be equal to or later than the project start date.

• The dates must be equal to or earlier than the project end date.

• The end date must occur on or after the start date.

Model

Enter the model. The system prompts from the Maintenance Management Model table (MFG_MODEL). You must select a manufacturer ID before you can select a model. For named assets, the system populates this field with the associated model. This field appears for only asset resource classes.

Project Role

Enter the project role for labor resources.

Resource Pool

Enter the resource pool for labor resources. You can edit this field for generic resources only. For named PeopleSoft Resource Management-managed resources, the system populates this field with the resource pool to which the resource is assigned. If you do not specify a resource pool for a generic resource, the system sets the value to Unassigned Pool.

Region Code

Enter the region code for generic labor resources. For named PeopleSoft Resource Management-managed labor resources, the system populates this field with the region to which the resource is assigned.

Resource Status

Select Considered or Requested. This field applies only to the labor resource class. The default value is Considered.

Add

Click to add the resource to the Associated Resources grid. The system resets the field in the group box. If you add multiple generic labor or asset resources, when you click the Add button, the system adds the number of rows from the quantity field to the Associated Resources grid. For example, if the value in the Quantity field is 5, the system adds 5 new rows.

Check for Conflicts

Click to determine whether any resource on the project is over-scheduled or has conflicts between these dates: assignment schedule dates, project planned start and end dates, and activity dates. If conflicts exist, the system displays a conflict warning indicator next to the resource name.

Notify Activity Resources

Click to notify resources of activity assignments. The system sends an email notification to all labor employee resources with activity assignments that list the assignments. This button appears only if activity resource workflow is activated at the installation level.

Save as Template

Click to access the Save as Template page, where you can specify a template name and create a project template that will save, as part of the template, the project team that includes assets, labor, material, and other resource classes.

Manage Generic Resources

Click to access the Manage Generic Resources page, where you can:

• Create and cancel resource requests in the PeopleSoft Resource Management application for the project's generic resources.

• Review what progress is made toward filling the resource requests for generic resource placeholders on a project with a PeopleSoft Resource Management-managed labor resource.

Master Resource Schedule

Click to access the Master Resource Schedule page, where you can view work and activity details for named and generic resources that are on this project.

See Master Resource Schedule Page.

Supply Category Analytic

Click to access the Supply Category Analytic Select Resource Pools page, where you can select resource pools for the Display Supply Category Analytic Data page.

See Defining Supply Category Analytics.

Resource Chart

Click to access the Schedule Chart page, which displays a Gantt chart that depicts scheduled resource usage. The Schedule Chart page appears as a new tab in the Resource component.

Project Estimate Summary

Click to access the Project Estimate Summary page, where you can view a summary of activities and their associated work and cost estimates.

See Project Estimate Summary Page.

Project Resource Pools

Click to access the Project Resource Pools page, where you can view a list of the resource pools that are associated with this project or add resource pools to this project to enforce resource pool security.

See Understanding Resource Pool Security.

Resource Class, Resource Name, ID Number, Project Role, Start Date, and End Date

Enter criteria to narrow the list of team members that appear in the Select Team Members to Copy grid.

Show Resources

Click to generate a new list of resources based on the filter criteria. The system generates the list based on all of the criteria that you enter. That is, the system uses and between each of the filter options fields rather than or.

View Resource Calendar

Click to access the Monthly Schedule page in PeopleSoft Resource Management, where you can view the named resource's assignments and appointments for the month. This is available only for PeopleSoft Resource Management-managed resources.

See Viewing or Modifying Resource Schedules.

ID Number

Enter the unique identifier for a known resource.

The system automatically populates the this field with Generic. Do not change this value if the resource that you are adding is not recognized as a resource with a known ID. If you know the resource that you are adding, select the ID for that resource. The resources that are available to you through the prompt are based on the resource class. You can select from a list of employee IDs for labor resources, item IDs for material resources, and asset IDs for asset resources.

These are the differences between generic resources and named resources:

• Generic resources can serve as placeholders that can be used to request named resources in PeopleSoft Resource Management.

• On the Resources page, generic resources have the Express Search button available. When you click the Express Search button, the system invokes the PeopleSoft Resource Management Express Search feature, which enables you to search for qualified employee ID-based resources to fill the generic resource slot.

• Generic resources cannot have assignments in PeopleSoft Resource Management, because assignments require an employee ID.

Resource Name

Enter the name of the resource.

The system automatically populates this field for resources for which you select an ID Number.

For generic resources, enter a generic resource name, such as Technician 1, Database Administrator, or Computer.

Resource Pool

Select the resource pool to which the resource belongs. You can edit this field for generic resources, and it is read-only for named resources. If you do not select a resource pool, the system assigns the generic resource to the unassigned pool by default. This field appears only if you use PeopleSoft Resource Management and is valid only for PeopleSoft Resource Management labor resources.

Region

Select the resource's region. You can edit this field for generic resources, and it is display-only for named resources. This field appears only if you use PeopleSoft Resource Management and is valid only for PeopleSoft Resource Management labor resources.

Personnel Status

Select Employee or Non-Employee to indicate this resource's personnel status. This is applicable only for the labor resource class and only if PeopleSoft Resource Management is installed. You can edit this field for generic resources, but it is read-only for named resources.

Resource Class

Select Labor Resource, Asset Resource, Material Resource, or Other Resource. The value that you select for this field controls the values that you can enter in the resource information fields. This field is read-only for resources that already exist on the Resources page.

Resource Status

Select Considered or Requested. This field appears only for labor resources. If you use PeopleSoft Resource Management for generic labor resources and if you set the quantity to a value greater than 1 and set the resource status to Requested, when you click Save or Save and Add Another, the system creates a separate generic resource request for each value in the quantity field. For example, if the quantity is 5, then the system generates five generic resource requests.

Primary Project Role

Select the resource's primary project role. This field appears only for labor resources.

If you change the primary project role for a generic resource, the system deletes the resource's qualifications on the Update Generic Resources Qualifications page and replaces them with the default qualifications from the qualification profile for the new primary project role.

Asset Type

Enter the asset type. For named assets, the system populates this field with the associated asset type. This field appears for only asset resource classes.

Asset Subtype

Enter the asset subtype. The system prompts from the PeopleSoft Asset Management Subtype table (AM_SUBTYPE) based on the value in the Asset Type field. You must select an asset type before selecting an asset subtype. For named assets, the system populates this field with the associated asset subtype. This field appears only for asset resource classes.

If PeopleSoft Maintenance Management is installed and both the cost and bill rates have zero or no value, the system fetches the cost and bill rates for that asset resource from PeopleSoft Asset Management based on the asset type and subtype. These rates are associated with the Custom rate type, and you can modify the values on this page. If PeopleSoft Maintenance Management is not installed, the system uses the default rate value. If a nonzero value exists for cost rate or bill rate and you modify the subtype, the system asks you whether you want the system to update the cost and bill rates based on the asset type and subtype.

Manufacturer ID

Enter the manufacturer ID. The systems prompts from the Purchasing Manufacturing table (MANUFACTURING). For named assets, the system populates this field with the associated manufacturer ID. This field appears only for asset resource classes.

Model

Enter the model. The system prompts from the Maintenance Management Model table (MFG_MODEL). You must select a manufacturer ID before you can select a model. For named assets, the system populates this field with the associated model. This field appears only for asset resource classes.

Category

Enter any category that is specified for assignments on the Task Categories page in PeopleSoft Resource Management. The task category default value is based on the Default Task Category for Assignments field on the Installation Options - Resource Management page. This field appears only if the resource is managed in PeopleSoft Resource Management or is a generic labor resource.

If you change the category value on this page after the resource assignment is created, the system updates the Category field on the existing assignment if the assignment is in a status other than Cancel or Complete.

See Defining Task Categories and Mapping to TRCs.

Quantity

For material resources, the system displays the number of items that are needed for this project. This field appears for material resources when the material resource is assigned to one or more activities with a units value that is greater than zero.

For generic labor and asset resources, enter the number of resources to add to the Associated Resources grid on the Resources page. If the value of the Quantity field is greater than 1, the system appends a sequential number to the resource name. For example, if you enter Engineer for the resource name and 3for the quantity, the system adds three rows with the resource names Engineer1, Engineer2, and Engineer3. If resources with the name Engineer already exist on the project team, the system increments numbers starting with the highest number. If the user adds two more Engineer resources, the system names the resources Engineer4 and Engineer5.

Email Notify for Status Change

If you are integrating with Microsoft Project, select this option to enable Microsoft Project to send email notifications about task status changes to the individual that is specified in the Email ID field. This field is not used by PeopleSoft Program Management to send email notifications of activity status changes.

Email ID

Enter the email address of the individual to notify when the Email Notify for Status Change option is selected.

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

For named material resources, you can have inventoried and noninventoried materials. For inventoried materials, the rate type appears as blank and the system obtains the rate from PeopleSoft Order Management. For noninventoried materials, the only available option is Override and you must specify a value in the Rate field.

For labor resources, the system populates this field with the default that is specified on the Program Management Options page. You can select Override to specify the rate, UOM, and currency 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.

For other resources, the only valid value is Override, and you must specify the rate in the Rate field.

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.

UOM (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, hours is the only valid unit of measure. For labor resources using custom rate type, hours or days are the only valid units of measure. You can select any unit of measure for asset, material, and other resource classes.

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 will clear 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.

Rate

Enter the cost rate per unit that is applied to determine the total cost of the resource.

For asset, material, and other resources, this is the monetary cost per unit. For labor resources, it is the cost per hour or day. For employee, project role, or job code rate types, if the resources standard rate is not defined as an amount per hour, the system converts it to a per-hour rate for the Resources page.

Cost Budget Item

Enter a cost budget item for the resource.

Copy Rates to Activities

Select to copy the currency, rate, and rate type changes from this page to the Resources by Activities page for each of this resource's activities. The system copies the data when you save.

Revenue Budget Item

Displays the budget classification for the resource. This field is display-only and the system populates it with the value that is specified on the Project Costing Options page.

See Creating Project Business Units.

Resource Status

Displays the value of the resource status, which is based on the resource status on the Resources page for every resource. If the resource status on the Resource page is either Requested or Committed, the resource status of a newly added assignment schedule is Requested. Otherwise, the status is Considered.

Project Manager

Select to indicate that this resource is the project manager for the time period that covers the start and end dates.

Units

Enter the time percentage, based on the project calendar, that the resource is allocated to the schedule. The default value is 100.

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.

Add Resource to Activity

Click to access the Activity Team Assignment page, where you can add the resource to one or more activities.

Save and add Another

Click for the system to:

1. Validate the data on the page.

2. Add the resource to the Resources page and save the resource schedules.

3. Reset the contents on the page.

Save

Click for the system to:

1. Validate the data on the page.

2. Add the resource to the Resources page and save the resource schedules.

3. Retain the values on the page.

Importance

Select the importance of having the resource possess the specified qualification.

Desired: The search engine gives preference to resources who possess the qualification but does not exclude resources who do not possess the qualification. This is the default value.

Required: Resources who do not possess this qualification are not returned in the search results.

Years of Work Experience

Select the number of years of experience that the resource should possess for this competency. You can select from 1 Year to 9+ Years.

If you select an importance of Desired for this competency, the search engine gives preference to resources who possess the specified years of experience but does not exclude resources who do not meet the specified years.

If you select an importance of Required for this competency, resources who do not meet the specified years of experience are not returned in the search results. This field appears only on rows that contain a qualification type of Competency.

Proficiency

Select the appropriate level of competency proficiency that the resource should possess for this project.

If you select an importance of Desired for this competency, the search engine gives preference to resources with the proficiency level but does not exclude resources who do not meet the specified proficiency.

If you select an importance of Required for this competency, resources who do not meet the specified proficiency are not returned in the search results.

The default value is the highest level of competency available. This field appears only on rows that contain a qualification type of Competency.

Details

Click this button to access the Qualification Detail: <Qualification> page and enter additional information about the qualification. The Details link appears only on rows for licences, languages, and single-value flexible attributes because additional details can be entered about these qualifications.

Profile

Click this button to access the Resource Qualifications - Select Qualification Profile page, where you can select qualification profiles to add to the Qualifications grid.

List

Click this button to access the Resource Qualifications - Search for Qualifications page, where you can search for and add qualifications to the Qualifications grid.

Competency Tree

Click this button to access the Resource Qualifications - Select Competencies page, where you can search for and add qualifications to the Qualifications grid.