Project Resource Management Implementation Options

You can choose and set up the behavior of some common resource management components. Here's what you can do on the Manage Project Resource Management Implementation Options page:

Option

Description

Actual Hours Import

Select the option to import the actual hours into Project Resource Management:

  • From Costing

  • From File-Based Data Import Spreadsheet

The actual hours are imported when you run the Import Resource Actual Hour process. The imported actual hours are displayed in the Resource Manager Dashboard and in any utilization reports.

Billable Assignment

Select an option for Available Capacity Score to determine how the resource's availability is calculated:

  • Billable Assignments: Only billable assignments are considered to check resource's availability

  • Billable Assignments and non-project events: Billable assignments and non-project events (such as vacation, training) are considered.

  • Assignments and non-project events: All assignments and non-project events are considered.

If an assignment is set as billable, determine if the resource can be assigned more than 100% of their capacity on billable assignments.

Select an option for Allow Overbooking of Billable Assignments to:

  • Yes to allow overlapping billable assignments.

  • No to not allow overlapping billable assignments

Resource Rejection reason

Select a default reason for rejecting a nominated resource.

Security

Select the Secure resources in project resource pools check box to allow:

  • Resource managers to manage, search, and schedule only those resources who belong to the pools they're pool managers for.

  • Project Managers can confirm only those resources on their projects who belong to the pools they're pool managers for.

Workflow

FYI workflow notifications will be sent out to the receivers only if you enable sending the notifications.

Nominated Resource Approvers

Select an option to allow to set the final approver of the nominated resources:

  • Resource Manager only: If you select this option, only resource manager can finally approve the nominated resource for assignment. After the project manager evaluates and finalizes the nominated resource, he needs request assignment approval from the resource manager.

  • Resource manager and project manager: If you select this option, both resource manager and project manager can approve the nominated resource. after the project manager evaluates and finalizes the nominated resource, he can approve the resources himself or send the resource back to the resource manager.

Resource Utilization

Select the Subtract absences and paid time off from total capacity check box to exclude the non-worked time such as vacation from the resource available hours in the projected and actual utilization.

If enabled, when a resource manager views utilization of a resource, the application removes the scheduled paid time off hours and absence hours from the capacity hours to display the available hours. For example, during a 4 week period, a resource with an 8 hour per day, 5 day per week calendar, has 160 hours available for project work. During this time, the resource has one week (40 hours) of vacation. When determining utilization for that resource during the 4 week period, the available hours for the resource is lowered to 120 hours.

Content Sections for Resource Search and Evaluate

If the Enhanced Talent Profile is set up in Oracle Cloud HCM Profile Management, you can select the content sections (Competency, Education, Honor, Language, Certification, and Membership) for each content template. You can choose to add all content sections or select specific content sections by clicking Manage and selecting the sections you want to add. You can also remove the content sections if required.

Note: See the Using Enhanced Talent Profiles guide for more details on managing the talent profiles.You can't remove the content sections that are in draft, open, or in-process requests or have active project roles.
Work Preferences Content Section for Travel Preferences

To track resource travel preferences, such as travel internationally or domestically, when evaluating resources, select the applicable work requirements content section that will be used to capture this information.