Microsoft Project Resources

These options on the Microsoft Project Integration Options page control how resources are added to the project team during the integration with Microsoft Project:

• Assign Named Resource

  If a named resource that is imported from Microsoft Project does not match an employee from the Personal Data table (PERSONAL_DATA), the system adds the resource to the Resources page as a generic resource.

  If a named resource that is imported from Microsoft Project does exist as a PeopleSoft Resource Management resource (in the Resource Management Eligible Worker table (RS_ELGBL_WRKR)), the PeopleSoft Resource Management values for resource pool, region, personnel status, and primary project role populate the Resources page for the resource.

  If assignment approval workflow is enabled and you select this option, the system adds the resource with a status of Requested, which triggers the process to create a PeopleSoft Resource Management assignment. If assignment workflow is not enabled and you select this option, the system sets the resource status to Committed.

  If you do not select this option, the system adds the resource with a status of Considered.

• Allocate Generic Resource

  If the resource pool, also known as a group in Microsoft Project, of a generic resource that is imported from Microsoft Project does not match a resource pool in PeopleSoft Resource Management, the system adds the generic resource with a resource pool value of Unassigned. The Microsoft Project values are imported for resource name, region, and personnel status.

  If generic resource workflow is enabled and you select this option, the system adds the resource with a status of Requested. If generic resource workflow is not enabled, the system adds the resource with a status of Allocated.

  If you do not select this option, the system adds the resource with a status of Considered.

• Allow OverBooking

  If you select this option, the system assigns a resource status of Requested when you import named resources from Microsoft Project, and creates PeopleSoft Resource Management assignments regardless of schedule conflicts. If you do not select this option, the system assigns a resource status of Considered on the Resources page if resource schedule conflicts occur.

  This option applies only if you select the Assign Named Resources option.

• Default Region

  This option applies only to generic resources that are imported from Microsoft Project. You can select a default region from which to request generic resources. The default region field value populates the region field on the Resources page for new resources. The value does not update the region for existing resources.

The system does not re-create PeopleSoft Resource Management assignments or allocations that are already requested if you subsequently import the same project from Microsoft Project. However, in subsequent imports, if schedule changes occur for any resources that have existing assignments or allocations, the system will make the appropriate changes.

When data transfers from a PeopleSoft system to Microsoft Project, the Units field value from the assignment schedule on the Program Management Resource Detail page appears in Microsoft Projects in the Resource Availability grid on the Microsoft Project Resource Information page.

When data transfers from Microsoft Project to the PeopleSoft system, appropriate values from the Units field in the Resource Availability grid on the Microsoft Project Resource Information page appear in the assignment schedule on the Resource Detail page.

Resources or assignments that you delete from Microsoft Project are not automatically deleted in the PeopleSoft system during the next import process. Assignments must be manually deleted from the PeopleSoft system. Additionally, resources or assignments that you delete from the PeopleSoft system are not automatically deleted in Microsoft Project during the next export process.

If you import a generic resource from Microsoft Project, and reimport that generic resource with a different project role from what is established in the PeopleSoft system, the system writes a warning to the Microsoft Project integration log stating that the project role for the generic resource has changed and the associated qualifications for that resource have been updated with the qualifications that are associated with the new primary project role.