Generic Resource Qualifications

When you add generic labor resources to a project, you can capture specific attributes about that resource so that when it is time to find a named resource to fill that role, the appropriate resource is matched to fill the need. The system uses predefined qualifications that are set up in a qualification profile that is associated with the project role by default. You can use the Update Generic Resource Qualifications page to edit the qualifications to match the role that you need to fill. The system then uses the specific generic resource qualifications to populate the Express Search page, generic resource requests, or service order resource requests (if accessed from the Manage Generic Resources page). This is an example process flow showing how you can capture generic resource qualifications and use them to search for named resources:

  1. During the process of planning the project, enter the generic labor resource requirements on the Resources page for the project.

  2. Click the Generic Resource Qualifications icon in the Associated Resources grid for the generic resource to access the Update Generic Resource Qualifications page.

    The Generic Resource Qualifications icon appears only for rows that contain generic labor resources.

  3. On the Update Generic Resource Qualifications page, view and edit the resource qualifications that are needed to fulfill the primary project role for each generic resource.

    The default qualifications are based on the qualification profile of the resource's primary project role.

    Any user with security to access the Resources page can access and edit the Update Generic Resource Qualifications page.

    The Update Generic Resource Qualifications page acts in the same manner as the resource request section of the service order. You can add or modify qualifications, and add keywords or notes.

  4. Save the Resources page to commit the changes to the database.

    The system stores a list of qualifications with the generic resource.

  5. Change the status of the generic resources to Requested to request that these generic resources be filled with named resources that match the specified qualifications.

    Changing the generic resource to a Requested status in PeopleSoft Program Management triggers the system to send a generic resource request to the Pool Manager Workbench in PeopleSoft Resource Management.

  6. The system sends a generic resource request to the Pool Manager Workbench with a status of Pending or Allocated based on the PeopleSoft Resource Management business unit options.

  7. The pool manager can either fulfill the generic resource request with a named resource or allocate capacity.