Configuring Project Resource Classes for PeopleSoft
Resource Class involves classification of resources into people, equipment, material items, and financial elements.
You can identify resource class using these two methods:
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Source type, category, and subcategory combination of values. See Identifying Resource Class based on a Source Type_ Category_ and Subcategory Combination of Values.
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ChartField combination of values. See Identifying Resource Class Based on a ChartField Combination of Values.
Identifying Resource Class Based on a Source Type, Category, and Subcategory Combination of Values
Use the following flat files to identify Resource Class based on a Source Type, Category, and Subcategory Combination of Values.
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file_project_cost_resource_class_typecatsub_config_psft.csv
Use this file to specify the columns (Source Type, Category, and Subcategory) to use in the lookup.
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file_project_cost_resource_class_typecatsub_psft.csv
The ETL process uses this flat file to list all Source Type, Category, Subcategory combinations of values to use for Resource Class. Enter values for only the columns that are selected in the
file_Project_Cost_Resource_Class_TypeCatSub_config_psft.csv
file. All columns must be included in the flat file and unselected columns must not contain a value.
To use this identification during the ETL process, you need to set the variable RESOURCE_CLASS_TYPECATSUB to 1 in FSM.
The ETL process uses the domainValues_Project_Cost_Resource_Class_TypeCatSub_psft.csv
flat file to assign Resource Class to project cost records.
You must identify each row as either People (L) or Equipment (A) as the last value.
Identifying Resource Class Based on a ChartField Combination of Values
The ETL process uses the file_project_cost_resource_class_chartfield_psft.csv
flat file to assign Resource Class to Project Cost records.
To use this identification during the ETL process, you need to set the variable RESOURCE_CLASS_CHARTFIELD to 1 in FSM.
To assign Resource Class based on a Chartfield combination of values, use the following CSV files:
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file_Project_Cost_Resource_Class_ChartField_config_psft.csv
Use this flat file to specify the Chartfield columns to use in the lookup.
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file_project_cost_resource_class_chartfield_psft.csv
Use this flat file to assign all ChartField combinations of values to a Resource Class. Enter values for only the columns that are selected in the
file_Project_Cost_Resource_Class_ChartField_config_psft.csv
file.
All columns must be included in the flat file and unselected columns must not contain a value. You must identify each row as either People (L) or Equipment (A) as the last value.