PeopleSoft Resource Management Business Processes

Project-based service enterprises must maintain a staff of skilled resources and match them to the customers' requests for services. The customer typically identifies the schedule, experience, and skills required to complete the project. To effectively manage this process, you must have the tools to capture customer requests. You must also evaluate and match customer requirements with the current inventory of resource competencies, preferences, and schedules to find the best-fitting assignments for resources. In addition, you need to sustain the highest levels of resource utilization possible.

To address the tasks of managing assignable resources and fulfilling customer requests, the service organization must perform the following business processes and tasks:

• Establish and manage resource information, including:

  • Establish resources.

  • Maintain resource profiles.

  • Maintain resource schedules.

  • Maintain resource pools.

• Assign resources to projects, including:

  • Define resource requirements.

  • Perform express searches for the best candidates.

  • Create assignments from search results.

  • Directly assign specific resources.

• Manage service orders, generic resource requests, and assignments, including:

  • Record service order resource requests.

  • Fulfill resource requests based on resource availability, qualifications, and preferences.

  • Manage enterprise-wide resource supply and demand.

  • Outsource assignments to contractors.

  • Identify service orders and assignments that need attention.

  • Control resource assignment status and schedule changes.

  • Notify users of resource assignment status and schedule changes.

• Request assignments for resources, including:

  • Search the service order pool for desirable assignments for resources.

  • Submit resource recommendations for assignments.

  • Submit resource bids for assignments.

• Determine the scheduling, training, and hiring needs, including:

  • Analyze current and future resource availability.

  • Analyze and forecast workforce utilization.

  • Analyze current and future skill requirement trends.

  • Conduct capacity planning to balance resource supply with project demand.

PeopleSoft Resource Management addresses the various processes required to manage resource-scheduling activities. Those processes include maintaining a current interactive database of resources and requests for services, as well as generating reports and real-time analytical charts to review utilization and anticipate future needs.