Task Categories

Every entry in a resource schedule is associated with a task category. Task categories are used in Resource Matching and in PeopleSoft Resource Management reports. Most of the task categories are predefined in Resource Management; however, an organization can define additional task categories that are specific to its business needs.

The task categories are:

  • Billable External: Select to designate a billable, external (customer) assignment for the resource.

  • Billable Internal: Select to designate a billable, internal (company or agency) assignment for the resource.

  • Corporate Event: Select to schedule the resource to attend a company or agency event.

  • Education-College/Univ: Select to schedule the resource to participate in educational course work.

  • Scheduled Holiday: Designates organization holidays that are defined in the Holiday Date record (HOLIDAY_DATE).

    The Holiday Load process assigns this task category to holidays that it loads into resource calendars. You can also assign this task category when you create appointments manually.

  • Company Holiday: Select to designate holidays that are not defined in the Holiday Date record.

    This task category is not used by the Holiday Load process, and is not recognized as a scheduled holiday during assignment creation.

  • Planned Leave: Select to schedule a resource's planned leave.

  • Meeting: Select to schedule the resource to attend a meeting.

  • Non-billable External: Select to designate a non-billable, external (customer) assignment for the resource.

  • Non-billable Internal: Select to designate a non-billable, internal (company or agency) assignment for the resource.

  • Personal Time Off: Select to schedule a resource for personal time off.

  • Corporate Training: Select to schedule the resource to train for an assignment.

  • Vacation: Select to schedule a resource's vacation.

You can define additional task categories during PeopleSoft Resource Management implementation.

Each task category has a basic flexibility percentage that indicates the degree to which the task is a firm commitment or can be rescheduled. Assignment task categories also have a reserved status flexibility percentage that overrides the basic flexibility percentage if the task has the status Reserved. The Resource Matching feature evaluates the flexibility of the task category that is associated with appointments or assignments on a resource schedule when determining resource availability.

Task category codes, descriptions, and flexibility percentages are discussed in more detail in the topic on enabling resource schedules.

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