Prerequisites

Before you work with resource schedules, you must:

  • Define resource schedule options.

    See Application Fundamentals: Defining Resource Management Installation Options.

  • Define task categories.

    See Defining Task Categories and Mapping to TRCs.

  • Define holidays.

    See Defining Holidays on Resource Schedules.

  • Establish eligible resources.

    See Understanding Resources.

  • If you use PeopleSoft Resource Management without Program Management, determine if you want to prevent the system from scheduling assignments on days that have a scheduled holiday.

    Before you can prevent the system from scheduling assignments on scheduled holidays, you must:

    • Select the Do not schedule assignments on Holidays option on the Installation Options - Resource Management page.

    • Specify a holiday schedule for each resource in the PeopleSoft Resource Management system.

    • Run the Holiday Load Application Engine process (RS_HOLIDAY) to enter the latest holidays on resource calendars.