Example of How Costs Map to Resources

Say you create a planning resource breakdown structure named PRBS. While creating PRBS, you selected the Expenditure Type: Named Person: Job resource format. The application automatically selects Expenditure Type: Named Person and Expenditure Type resource formats. Now, the resource format hierarchy for PRBS is as follows:

  • Expenditure Type
  • Expenditure Type: Named Person
  • Expenditure Type: Named Person: Job

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

Resource Combination

Planning Resources

Expenditure Type

Consulting

Expenditure Type

Carpenter

Expenditure Type: Named Person

Consulting: Emily

Expenditure Type: Named Person

Carpenter: Amy

Expenditure Type: Named Person: Job

Carpenter: Amy: Manager

Next, you processed two cost transactions with these values:

Transaction Number

Expenditure Type

Person Name

Job

1

Carpenter

Amy

Principal Consultant

2

Professional

Emily

Consultant

Now, let's see how costs are mapped to these planning resources:
  • Let's say an assignment exists for Carpenter: Amy: Manager on one of the project tasks. When costs are incurred, although the planning is done for Carpenter: Amy: Manager, the application creates Carpenter: Amy as an unplanned resource and maps costs to it because:
    • While creating the transaction, Amy's job is set to Principal Consultant and this is different from what's available in PRBS.
    • The Carpenter: Amy resource format and the resource are available in PRBS.
  • When costs are incurred for Emily, the application maps costs to Labor. Although the named person exists, costs aren't mapped to the Expenditure Type: Named Person resource combination that's available in PRBS.
    Note: Emily isn't available on PRBS as an independent entity. Also, while creating the transaction, Emily's Expenditure Type is set to Professional and Job is set to Consultant and these are different from what's available in PRBS. As the application didn't find any match, it mapped the costs to the Labor resource class.