Resource Scheduling Options

To staff a project with resources in PeopleSoft Program Management, you can use any combination of these options:

Create project resources, and then assign them to activities.
Add resources directly to activities, and let the system automatically assign them to the project as project resources.
Create the resources in Microsoft Project, and load the resources into PeopleSoft Program Management.

If you use the first or second option, or some combination of the two, PeopleSoft Program Management automatically updates several dates and triggers conflict warnings. If you use the third option, all of the dates load automatically into the fields of the Resources, Resource Detail, and Resources by Activity pages.

When you add a project resource, the system automatically creates a row of data in the assignment schedule grid of the Resource Detail page, with the default start and end dates for the resource set to the project start and end dates.

To help you understand the behavior of the Resources component, this table describes how a change to one field value in the component affects others:

Action	Result
You add or change a row of data for a resource in the Assignment Schedule grid of the Resource Detail page.	The conflict warning indicator appears if the assignment schedule date range is reduced in such a way that a resource is working on an activity that has dates that are outside the bounds of the assignment schedule dates for the resource.
You add or change a resource on the Resources by Activity page for an activity.	If the resource is not yet established on the Resources page, the system adds the resource and sets the planned start and end dates to be equal to the activity start and end dates, respectively, for the first activity to which the resource is added. If the resource is already established on the Resources page and the change on the Resources by Activity page extends a date so that it is outside the range of the resource's date on the Resources page, the system issues a warning. This warning indicates that the resource's activity dates fall outside the dates that are shown for the resource on the Resources page.

Action

Result

You add or change a row of data for a resource in the Assignment Schedule grid of the Resource Detail page.

The conflict warning indicator appears if the assignment schedule date range is reduced in such a way that a resource is working on an activity that has dates that are outside the bounds of the assignment schedule dates for the resource.

You add or change a resource on the Resources by Activity page for an activity.

If the resource is not yet established on the Resources page, the system adds the resource and sets the planned start and end dates to be equal to the activity start and end dates, respectively, for the first activity to which the resource is added.

If the resource is already established on the Resources page and the change on the Resources by Activity page extends a date so that it is outside the range of the resource's date on the Resources page, the system issues a warning. This warning indicates that the resource's activity dates fall outside the dates that are shown for the resource on the Resources page.