Resources in PeopleSoft Resource Management

The term resource describes the employees and non-employees who can be assigned to projects in the Financials database. The employee source database contains information about employees and non-employees. PeopleSoft Resource Management captures additional information about resources. After you establish the employee source database, you must designate the employees and non-employees who fulfill the resource roles in PeopleSoft Resource Management.

When you establish an employee or non-employee as a resource, PeopleSoft Resource Management automatically populates the resource's schedule with holidays. The new resource is immediately eligible for assignments. At any time, the resource and resource manager can update the resource's profile and schedule, and the resource manager can change the resource's eligibility status. For an employee with multiple jobs in PeopleSoft Human Capital Management (PeopleSoft HCM), the resource manager can select the job that pertains to the employee's role as a resource in PeopleSoft Resource Management.

You can establish employees and non-employees as resources by using these methods:

• Manually establish an employee or non-employee as a resource by using the Create Resources page.

• Establish a batch of resources using the Create Resources Program page.

• Manually convert a PeopleSoft Services Procurement service provider to a resource by using the Convert Person ID to Resource page if you integrate with Services Procurement and maintain non-employees in PeopleSoft Resource Management.

• Automatically convert a PeopleSoft Services Procurement service provider to a resource when the service provider is selected for a service requisition that is associated with a PeopleSoft Resource Management resource request if you integrate with Services Procurement and maintain non-employees in Resource Management.