Understanding Resource Pool Security

The PeopleSoft Project Costing application allows you to designate who can charge time and expenses to a project or activity by selecting an option in the Enforce Team group box on the Project Costing Options page for the business unit or the Project Costing Definition page for the project. PeopleSoft Program Management provides two additional options that enable resource pool security:

• Project Resource Pools Only: Indicates that only resources that belong to the project's resource pools can charge time and expense in PeopleSoft Expenses against the project.

• Project Activity Resource Pool: Indicates that only resources that belong to the activity's resource pools can charge time and expense in PeopleSoft Expenses against the activity.

Project Managers use the Project Resource Pools page and Activity Resource Pools page to select the resource pools for each project and activity. You must run the Refresh Resource Pools Application Engine process (PGM_POOL_RFS) for the system to recognize the pools to use in the PeopleSoft Expenses system. The prompts for activity on the Expenses Time Entry page and the Expense Report page are only as accurate as the last time the Refresh Resource Pools Application Engine ran if either the Project Resource Pool Only or Project Activity Resource Pool option is selected for the project.