How Resources are Mapped When Update Financial Project Plan and Progress is Submitted

The Update Financial Project Plan and Progress action on the Manage Project Plan page transfers the project plan and progress information to the Manage Financial Project Plan page. Each time you submit this action, the application replaces all planning information in the financial project plan, including any planning done directly on the Manage Financial Project Plan page, with the latest plan from the Manage Project Plan page.

During this process, the application checks and maps the named person and expense resources to the best match in the planning resource breakdown structure. If not found, it tries to find the nearest match based on the rules of precedence. For information about the precedence rules, see How Resource Mapping is Calculated.

Note: The resources are mapped similarly when you enable a project for financial management or generate a project budget or forecast from project resources.

Precedence to the Format that Contains Named Person

If the project plan that's being transferred contains the named person and the planning resource breakdown structure has a resource format that contains the named person at any level, then the named person from the project plan is mapped to the Named Person resource. For example, if the planning resource breakdown structure contains the Named Person and Job: Organization resource formats, then precedence is given to the Named Person resource format. If there are multiple Named Person resource formats, then the precedence is given to the most granular level considering all the resource formats. For example, if the planning resource breakdown structure contains the Organization: Named Person and Organization: Named Person: Job resource formats, then mapping is done to the Organization: Named person: Job resource format.

Example of Precedence to the Format that Contains Named Person

Suppose that you created a planning resource breakdown structure with Named Person and Organization: Job resource formats.

The planning resources added to the resource combinations are as follows:

Resource Combination	Planning Resources
Named Person	David
Organization	Vision Operations
Organization: Job	Vision Operations: Principal Consultant

David is a Principal Consultant in Vision Operations and is assigned as a resource on a task in the project plan. Now, when the Update Financial Project Plan and Progress action is submitted, the resource is mapped to the Named Person David.