PeopleSoft Resource Management Business Units

PeopleSoft Resource Management requires that you establish business unit definitions and options. The steps are:

  1. Define the PeopleSoft Resource Management business unit and assign a project integration template.

    You must assign a project integration template to create projects from PeopleSoft Resource Management.

  2. Specify PeopleSoft Resource Management business unit options.

    If you do not integrate with PeopleSoft HCM, the PeopleSoft Resource Management business units populate the HR Business Unit table (BUS_UNIT_TBL_HR).

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

You can specify business unit options for service order workflow, assignment approvals, and email notifications for assignment processing.

Service Order Routing and Notification Workflow

Service order workflow options control service order routing and notification features. Each service order is keyed by a business unit. PeopleSoft Resource Management determines which set of business unit options to use for a given service order by looking up the SetID associated with the service order's business unit. Service orders that belong to one business unit can use different service order workflow options than service orders that belong to another business unit.

Assignment Approval

Assignment approval options use workflow to control resource assignment.

Each assignment is associated with a project business unit. PeopleSoft Resource Management determines which set of business unit options to use for a given assignment by looking up the SetID that is associated with the assignment's business unit. Assignments that belong to one business unit can use different assignment approval options than assignments that belong to another business unit.

When you require resource manager approval, assignments are subject to approval by either a supervisor or a pool manager. If you manage your resources using resource pools, select approval by pool manager and ensure your pools are set up with a pool manager.

Note:

For all resources, you must enter a supervisor on the Update Employee Data - Employee Job page before you can send assignments for approval or notification to the supervisor.

Assignment Processing Email Notification

Email notification options define the routing of email notifications during assignment processing. You can specify whether the resource, resource's manager (either the pool manager or supervisor), and project manager are notified when a resource's schedule or assignment status changes. You can also select the statuses that trigger the assignment status change notification.

Generic Resource Approval

You can set up an option to require the pool manager to approve status and date changes on generic resource requests that you create from PeopleSoft Program Management.

Generic Resource Email Notification

You can specify whether the pool manager and project manager are notified when a generic resource request's status changes, and you can select the statuses that trigger the status change notification. You can also specify whether the pool manager is notified when a generic resource request's schedule changes.