Example of How Costs Map When Resources Aren't Planned on the Task

When a matching resource exists in the resource breakdown structure but not planned on the task, the application maps the costs to a generic resource instead of creating an unplanned cost.

Suppose that the resource breakdown structure has the following resource formats:

Resource Formats	Example
Resource class Resource class: Expenditure Type Resource class: Expenditure Type: Job Resource class: Expenditure Type: Named Person	Labor Labor: Professional Labor: Professional: Consultant Labor: Professional: Amy

When a resource is defined at the job level and not at the named person level, the application determines that the actual cost matches the Labor: Professional: Consultant resource that's available in the resource breakdown structure. It then checks if the task has the exact resource planned. If so, it maps the cost to that planned resource, which in this case is Labor: Professional : Consultant.

When a resource is defined at the person level and a higher level resource isn't planned on the task, the application determines that the actual cost matches the Labor: Professional: Amy resource that's available in the resource breakdown structure. It then checks if the task has the exact resource planned. If there is no exact match, it further checks if a higher level resource (for example, Labor: Professional or Labor) is planned at the task. If it doesn't find a match, it creates the best matching resource from the resource breakdown structure as an unplanned resource and maps the cost to that unplanned resource, which in this case is Labor: Professional : Amy.

When a resource is defined at the person level and a higher level resource is planned on the task, the application determines that the actual cost matches the Labor: Professional: Amy resource that's available in the resource breakdown structure. It then checks if the task has the exact resource planned. If there is no exact match, it further checks if a higher level resource (for example, Labor: Professional or Labor) is planned at the task. It finds that a match exists for Labor and maps the cost to that planned resource, which in this case is Labor.