Create Project Enterprise Resources

Create project enterprise resources to assign to projects, tasks, issues, or deliverables. You can create labor and expense type resources to add to projects. You must be a project enterprise resource to access Project Execution Management applications.

If you manage resource availability and staffing in Oracle Fusion Project Resource Management, you must create managed project enterprise labor resources to fulfill project resource requests.

This topic describes the manual procedure to create one project enterprise resource. However, you can create multiple project enterprise resources with Cloud interfaces, processes, or services. Follow this navigation path to open the Create Project Enterprise Resource window.

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Enterprise Resources task.

2. Click the Manage Project Enterprise Resources link.

Creating a Labor Resource

A project enterprise labor resource is a resource that you can assign to multiple projects. A managed project enterprise labor resource is a project enterprise labor resource whose availability and staffing are managed in Oracle Fusion Project Resource Management. You use managed project enterprise labor resources to fulfill project resource requests and directly assign to one or more projects.

To create a labor resource:

1. Click Create to open the Create Project Enterprise Resource window.

2. Select Labor in the Type field.

3. Select the Create from HCM Person option and select the person name to create the resource from an employee or contingent worker in Oracle Fusion HCM.

   If you create a project enterprise labor resource from an employee in Oracle Fusion HCM, the employee or contingent worker must have a unique email address in a valid format and an active primary assignment in HCM.

4. Select the Provision Project Roles option to provision the default role assignments for a resource that you create from HCM. If you don't create the resource from an employee or contingent worker, then enter the resource name and a unique e-mail address. Enable the Request User Account option to request a user account and provision the default role assignments for the user.

   Note: If you're implementing Project Resource Management, you don't have to create managed project enterprise labor resources from HCM persons. The application maintains resource available capacity for resources that are not HCM employees or contingent workers.

5. Enter the resource's personal details.

   • The default calendar is from the Define Project Management Implementation Options page.

   • The default primary project role is Team Member.

6. Upload a resume attachment to include text from the resource's resume in searches for keywords that are entered on project resource requests.

7. To create a managed project enterprise labor resource, select the Manage resource availability and staffing option.

   Note: Only managed project enterprise labor resources are eligible to fulfill project resource requests in Project Resource Management.

8. Select a resource pool if you enable this option. The default resource pool is the Resources with No Pool Membership pool.

9. Enter the cost rate and bill rate for the resource.

   The cost rate and bill rate that you enter here are used as the default rates for new resource requests, and for resources that the project manager or project resource manager adds to the Manage Project Plan page and the Manage Project Resources page.

10. Click Save and Close.

Creating an Expense Resource

A project enterprise expense resource is a resource that you can assign to projects or tasks to track expenses in Project Execution Management applications.

To create an expense resource:

1. Click Create to open the Create Project Enterprise Resource window.

2. Select Expense in the Type field.

3. Select the Create from Expenditure Type option and select the expenditure type to create the resource based on an expenditure type that is defined in Oracle Fusion Project Foundation.

   If you don't create the resource from an existing expenditure type, enter the expense resource name and description.

4. Click Save and Close.