Manage Project Enterprise Resources

You can create, view, or edit details of an enterprise resource using the Manage Project Enterprise Resources task in the Setup and Maintenance area.

  • Offering: Project Execution Management
  • Functional Area: Project Execution

Here's what you need to know to create a labor resource:

Tab

What you need to do

Resource Details

  • Create From HCM Person: Creates a project enterprise labor resource from an employee or contingent worker in Oracle HCM. Then search the resource that you want to create from the list of HCM persons.

    Note: The employee or contingent worker must have a unique email in a valid format and be an active primary assignment in HCM.
  • Request User Account and Provision Project Roles: Requests a user account for a new resource and provision the resource with default role assignments. You can request a user account only for a resource who isn't associated with an employee or contingent worker in HCM.

Resource Management Details

  • Manage Resource Availability and Staffing: Makes the resource available for staffing in project resource management and to fulfill project resource requests.

  • Cost Rate: The rate for a unit of work that determines the cost for a resource on a project. To calculate the resource cost amount, the application multiplies the resource's labor effort in hours on the project by the resource's cost rate.

  • Bill Rate: The rate for a unit of work that determines the invoice or revenue recognized amount for a resource on a project. To calculate the bill amount for a resource on a project, the application multiplies the labor effort by the project resource bill rate.

Note: When you add a planning resource to a project, the application copies the resource cost and bill rates to the project if the resource rate currency is the same as the project currency.You can edit planning resource rates directly on the project. You can edit rates for assigned resources, or resources who have pending assignment adjustments, directly on the assignment. The new rates are reflected in the labor cost and bill amounts on the resource's tasks. Rate changes that you make on the project or assignment don't affect the rates on the resource definition.

Here's what you need to know to create an expense resource:

UI Name

What you need to do

Create from expenditure type

Create an expense resource from expenditure type planning resources created in Oracle Project Foundation.

Expenditure Type

Select from the types of expenses on projects or tasks. You can link to existing expenditure types for expenses that are used regularly including hotel, airfare, and meals.

You can't edit predefined expenditure types.