Prerequisites for Searching for Suitable Resources
The application uses the following objects to evaluate the suitability of resources to fulfill project resource requests:
-
Project and Resource Calendars
-
Managed Project Enterprise Labor Resources
-
Resource Qualifications
-
Resource Pool Memberships
-
Resource Search Index
Project and Resource Calendars
The application uses the project calendar and resource calendar to calculate the available capacity of a resource for a new project assignment.
Administrators can set up calendars that include:
-
Project shifts
-
Workday patterns
-
Schedules
-
Schedule exceptions
Alternatively, the application provides a predefined calendar with eight hours per day and five days per week with no holidays.
The application uses project calendars to determine:
-
Standard working days
-
Total number of working hours per day
-
Schedule exceptions
The application uses resource calendars to determine the number of available working hours, after assignments and nonproject events.
Managed Project Enterprise Labor Resources
Only active managed project enterprise labor resources are eligible to fulfill project resource requests. To create a managed project enterprise labor resource, administrators enable the option to manage the resource's availability and staffing in Oracle Fusion Project Resource Management. Administrators can create resources individually on the Manage Project Enterprise Resources page or in a batch by using an import or maintenance process or service.
Resource Qualifications
One measure of a resource's suitability for a project assignment is whether the resource has the qualifications and proficiency levels that are specified on a project resource request. Administrators set up content library (including the content template, content sections, and item catalogs), profiles and profile types, content subscribers, and rating models using the Enhanced Talent Profile in HCM. Then the content items in the content sections for each content template (such as Competency, Education, Honor, Language, Certification, and Membership) is available for use in Resource Management. You can search and evaluate a resource using these content sections and the resource's proficiency and competency in each section.
A project manager, when raising a project resource request, can mark a required qualification as mandatory. Resource manager can then search for resources using the mandatory requirements. However, a resource manager can override the mandatory qualification or still nominate resources that don't have the mandatory qualifications. Also, the total qualification score isn't impacted by whether a qualification is mandatory or not.
Resource Pool Memberships
All managed project enterprise labor resources are members of a resource pool. Resource managers select one or more resource pools to focus a search for resources to fulfill a project resource request. Administrators set up resource pools based on logical groups of resources, such as by location, operation, or functional area.
The predefined resource pools are:
-
All Resources: Contains all resource pools and resources.
-
Resources with No Pool Membership: Contains resources that don't belong to a resource pool.
-
Inactive Resource Pool Memberships: Contains time periods for schedulable resources when a resource isn't available for staffing.
Resource Search Index
The Maintain Project Resource Search Index job set maintains these search index objects:
-
Project resource qualifications
-
Qualification proficiency
-
Resume content
-
Search filters
The application uses the index to calculate qualification scores and filter counts during the search for resources, and to display resource details.
Administrators must run the Maintain Project Resource Search Index job set often enough to account for:
-
Changes in resource qualifications, proficiency, and resumes
-
Changes in a resource's eligibility to fulfill project resource requests
-
New or terminated resources