PeopleSoft Resource Management Setup Considerations

PeopleSoft Maintenance Management leverages the PeopleSoft Resource Management data model functionality to assign and schedule resources. This means that you do not have to install PeopleSoft Resource Management to use the product's resource functionality in PeopleSoft Maintenance Management. Many of the setup requirements in PeopleSoft Resource Management now reside in the Set Up Financials/Supply Chain, and then Common Definitions, and then Resource Data component. PeopleSoft Maintenance Management also leverages the capability to set up employees and their qualifications and add them as resources. You access these resource features directly in the PeopleSoft Maintenance Management menu under Labor Administration. Even if you install PeopleSoft Resource Management, you still must set up this data in PeopleSoft Maintenance Management because the requirements are slightly different. The information that you need to set up this resource data is described in detail in the set of topics Setting Up Labor and Tools Resources.

To set up work order access security for resource pools associated with a project and project activity in PeopleSoft Program Management, you first must set up the resource pools in PeopleSoft Program Management.

See PeopleSoft Maintenance Management Integration with PeopleSoft Program Management.

See Understanding Labor and Tools Resource Setup and Maintenance.

Employee and Non-Employee Source Data

PeopleSoft Maintenance Management applies the same principles regarding employee and non-employee source data as PeopleSoft Resource Management.

See PeopleSoft Resource Management: Understanding PeopleSoft Resource Management and PeopleSoft HCM

HRMS Business Unit Generation Without PeopleSoft HRMS

Every employee either in the PeopleSoft HRMS database or the Financials database must be associated with a business unit. If you do not use PeopleSoft HRMS, you must generate HRMS business units by setting up the PeopleSoft Resource Management business unit. Before you set up the PeopleSoft Resource Management business unit, you must set up the Project Costing business units that you intend to add as a default value in each of the work order business units that you set up. You can enter only one Project Costing business unit in a work order business unit. You then select this Project Costing business unit when you set up the Resource Management business unit.

If you do not integrate with PeopleSoft HRMS, when you create the Resource Management business unit, it populates the HR Business Unit table (BUS_UNIT_TBL_HR) behind the scenes.

If you use PeopleSoft HRMS, the HR business units that you set up in PeopleSoft HRMS are available to PeopleSoft Maintenance Management.

See "Understanding PeopleSoft Resource Management" topics in the documentation PeopleSoft Resource Management

See "Understanding PeopleSoft Resource Management Without PeopleSoft HRMS" topics in the documentation PeopleSoft Resource Management