Named Resources and Generic Resources

Named resources are resources that have an employee ID associated with them. Generic resources are resources that do not have an employee ID associated with them. Generic resources serve as role-oriented placeholder descriptions for resources during the project planning phase. Typically, in the planning stage, project managers use generic resources instead of named resources. After the project is approved, project managers create resource requests and replace generic resources with the specific available resources.

Use the Resources page or Resource Detail page to add one or more generic resources to a project. You can update generic resource qualifications for specific generic resources on the Update Generic Resource Qualifications page for use as search criteria to fulfill generic resource requests.

To replace a generic resource with a named resource, perform one of the following actions:

• Access the Resource Detail page, and select an employee ID to create a direct assignment.

  After an employee is selected, the system replaces the existing generic resource name with the employee name.

• Access the Manage Generic Resources page, and generate service orders for the generic resource.

  When an actual named resource is found and an assignment is created for the resource request using PeopleSoft Resource Management, the generic resource no longer appears in the Manage Generic Resources page, and the named resource replaces the generic resource throughout the system.

• Access the Resources page, and generate a generic resource request by selecting Requested for the resource status.

  The PeopleSoft Resource Management pool manager receives the generic resource request and, if it is approved, can assign a named resource to the request.

  Note:

  This is for users who use resource pools and do not make use of service orders to request resources for projects.

  See PeopleSoft Resource Management: Managing Generic Resource Requests.